Purpose of Position: The Planned Giving Officer is responsible for managing the Planned Giving program, engaging with members of the Founders Society, and cultivating and stewarding relationships with mid-level donors as a pipeline to the Founders Society and Major Gifts. The officer will focus on renewing and increasing annual gifts, as well as tracking and reporting progress. The role also serves as an integral member of the Development Department.

Responsibilities

Prospect Development and Solicitation | 45%

• Identify, research, qualify, cultivate, and solicit planned giving prospects. 
• Conduct meaningful donor visits and conversations and develop strategies that lead to new planned gift commitments. 
• Manage an active portfolio of prospects and consistently advance donor relationships. 
• Identify opportunities for bequests, beneficiary designations, blended gifts, and other appropriate planned gifts. 
• Establish and achieve annual goals for donor engagement, solicitations, and new commitments.

Partnership with Major Gift Officers | 20%

• Partner proactively with major gift officers to identify planned giving opportunities within their portfolios. 
• Participate in joint donor visits and develop coordinated cultivation and solicitation strategies. 
• Provide colleagues with planned giving education, resources, and guidance. 
• Maintain clear communication regarding shared prospects, relationship ownership, and next steps.

Legacy Donor Stewardship | 25%

• Manage and steward relationships with donors who have included Humane Colorado in their estate plans. 
• Develop individualized stewardship strategies and maintain meaningful, consistent contact. 
• Coordinate Founders Society recognition, communications, and engagement opportunities. 
• Maintain accurate documentation of donor intentions and interactions. 
• Identify appropriate opportunities to deepen donor relationships and philanthropic engagement.  

Program Management and Reporting | 10%

• Maintain accurate prospect, donor intention, and activity records in Virtuous. 
• Track and report progress toward pipeline, engagement, solicitation, and commitment goals. 
• Partner with Communications and philanthropy colleagues on planned giving communications, materials, and program improvements. 
• Maintain current knowledge of planned giving practices and charitable gift vehicles. 
• Coordinate with estate administration staff as needed to support donor relationships and clarify documented intentions. Routine estate administration is not a primary responsibility of this position.

People Care

People are the key to fulfilling our mission. Making internal and external patrons and their needs a primary focus is expected in all situations. This position interacts with and collaborates with employees at all levels of the organization. Communication occurs through face to face, telephone, and electronic interactions and may also include contact with the general public and business partners. Communication and contact must be clear, understandable, cooperative, professional, and respectful in all circumstances. Employees are expected to actively support a positive team environment, directly address conflict, and appropriately express concerns.

Competencies

Competencies are work behaviors and expectations necessary for successful job performance. They encompass knowledge, skills, abilities, attitudes, and actions. Additional definitions for competencies may be obtained from Human Resources.

Organizational Key Competencies

• Job Knowledge
• Excellence
• Adapting to Change / Agility
• Dependability
• People Care

Position Core Competencies

• Legacy giving vehicles
• Knowledge of estate processes and planning
• Bequest processes
• Strategic donor segmentation and marketing

Supervisory or Managerial Responsibility

• Volunteers

Travel

• This position requires up to 10% travel in state

Shift Details: Five eight-hour shifts 

Full-Time Benefits – Please visit our website for a comprehensive list of all offered benefits.

• Benefits (medical, dental, and vision)
• 401(k) with matching
• Flexible spending accounts
• Life and Short-Term Disability Insurance
• Paid Time Off (PTO)
• Paid Sick Time
• Sabbatical
• Holiday Pay
• Employee discounts
• Discounted Pet Insurance
• and more!

Compensation: Starting at $73,000-$81,000 (starting pay commensurate with market, experience, and equity)

Position Qualifications 

Knowledge/Skills/Abilities

• Working knowledge of planned giving vehicles and the ability to explain charitable giving options clearly and appropriately. 
• Strong relationship-building, communication, solicitation, and organizational skills. 
• Demonstrated ability to independently manage a donor portfolio and advance relationships. 
• Ability to collaborate effectively while maintaining accountability for individual fundraising goals. 
• Experience with donor relationship management systems; Virtuous experience preferred. 
• Excellent business writing skills, particularly in fundraising or proposal writing.
• Knowledge of best practices in segmented marketing strategies for fundraising, particularly working with legal firms and bequest administration.
• Proficient in Microsoft Office Suite: Word, Excel, Outlook.
• Familiarity with donor databases.
• Ability to work both independently and collaboratively within the Development team.
• Strong leadership qualities, professionalism, energy, passion, and a commitment to achieving goals.
• Ability to prioritize and manage multiple tasks, meet deadlines, and perform under pressure.
• Discretion in handling sensitive and confidential information.
• Excellent independent judgment and initiative.
• Strong organizational, analytical, and interpersonal communication skills.
• Expertise in areas of gift planning and deferred giving vehicles
• Knowledgeable about major gifts and estate and financial planning fundamentals.
• Strategic initiative to grow our legacy donor base and engage lifetime giving

Required

• Education: Bachelor’s degree or equivalent relevant experience.
• Work Experience: Three to five years of experience in planned giving, fundraising, major gifts, donor cultivation, or a related field.  Experience in database management, preferably in EveryAction, SalesForce or Raisers Edge.

Desired

• Experience with Planned Giving platforms like Crescendo or Stelter 
• Experience partnering with Marketing to create curated pieces
• Experience with Virtuous donor relationship management system

Work Conditions and Physical Requirements

Performs work primarily in an office setting. Potentially prolonged periods of sitting and repetitive motion. May work in an area with high noise level.  Potentially subject to animal bites and scratches.  Exposure to cleaning chemicals, fumes, dust, animal dander, and feces. Occasional lifting with reasonable accommodation.

Posting will remain open until filled, with a minimum posting period of 5 days.