Planned Giving Officer

The Planned Giving Officer is responsible for working closely with donors, development staff, CPAs, financial advisors, and legal professionals to facilitate estate gifts that align with donor values and organizational goals.

Principal Duties and Responsibilities

• Develop and implement a comprehensive planned giving strategy for their region.
• Identify, cultivate, and steward donors interested in legacy and estate gifts.
• Collaborate with legal and financial advisors to structure bequests, charitable trusts, annuities, and other planned giving vehicles.
• Deliver presentations and personalized proposals to prospective donors.
• Maintain accurate records of donor interactions and gift documentation, with discretion.
• Coordinate stewardship and recognition activities.
• Create marketing materials and campaigns to promote planned giving opportunities.
• Ensure compliance with all relevant laws, regulations, and ethical standards.
• Partner with local USO Operations Center leadership and fellow development staff to support local fundraising events and activations.
• Prepare and present oral and written reports.
• Other duties as assigned.

Job Specifications

• Bachelor's degree in Finance, Non-Profit Management, Business or related field. Master's degree preferred.
• 3+ years' work experience in planned giving, or fundraising. Relevant experience in a non-profit, military, multicultural and/or global organization preferred.
• Excellent interpersonal, relationship-building and presentation skills.
• Knowledge of estate planning, tax laws, charitable giving instruments, and Better Business Bureau Wise Giving Alliance Standards for Charity Accountability.
• Ability to achieve desired results while working collaboratively in a matrix team environment.
• Ability to effectively interact with USO Leadership, the public and military audiences at a variety of levels.
• Demonstrated ability to exercise sound judgment related to controversial and/or culturally sensitive subjects.
• Demonstrated initiative/self-motivation, with the ability to quickly and easily adapt to changing organizational needs.
• Proficiency using computers and electronics equipment including Microsoft Office Suite and Raiser's Edge.
• Must be a strong advocate of the USO's mission.

Details

• This position is located in Arlington, VA. Preference will be given to local candidates within commuting distance.
• Resume and cover letter are required for full consideration.
• Background check - education, criminal and driving required.