Planned Giving Officer

Holt International Children's Services - Eugene, OR

Full-time - Mid Level

Eugene, OR

Social Assistance

About the position

The Planned Giving Officer at Holt International Children's Services is responsible for developing and executing strategies to secure planned gifts and cultivate relationships with donors. This role focuses on promoting legacy giving through bequests, trusts, and other planned giving vehicles to support the mission of Holt International. The officer will work closely with the development team to integrate planned giving into overall fundraising strategies and ensure compliance with legal and ethical standards.

Responsibilities

• Design and implement a comprehensive planned giving program, including marketing strategies, donor engagement, and stewardship plans.
• Collaborate with the development team to integrate planned giving into overall fundraising strategies.
• Develop annual and long-term goals to increase the number and value of planned gifts.
• Monitor and analyze planned giving metrics and trends to optimize program effectiveness.
• Serve as the primary resource for staff, board members, and donors regarding planned giving vehicles and strategies.
• Conduct face-to-face meetings, phone calls, and correspondence with donors to discuss planned giving options.
• Collaborate with donors and their advisors to structure gifts that meet their philanthropic goals and the organization's needs.
• Prepare and deliver presentations on planned giving opportunities to donors, board members, and community groups.
• Oversee the documentation of planned gifts and ensure compliance with legal and ethical standards.
• Work with legal and financial advisors to process and administer bequests, trusts, and other planned giving instruments.
• Create personalized stewardship plans to maintain relationships with planned giving donors and recognize their contributions appropriately.
• Maintain an accurate and up-to-date database of planned giving prospects and donors.
• Work with Crescendo Interactive to develop educational materials and communications to promote planned giving opportunities.
• Partner with major gifts officers and other development professionals to identify planned giving prospects and align strategies.
• Work with the communications team to integrate planned giving messaging into organizational materials and campaigns.
• Ensure adherence to federal and state regulations regarding planned gifts, including tax and legal requirements.
• Prepare regular reports on the progress and performance of the planned giving program for leadership and board review.
• Stay updated on current trends, laws, and best practices in planned giving and philanthropy.
• Attend relevant conferences, seminars, and workshops to enhance expertise in planned giving and fundraising.

Requirements

• Proven experience in fundraising, planned giving, or related field.
• Strong understanding of planned giving vehicles (e.g., bequests, charitable gift annuities, trusts, and IRA rollovers).
• Excellent interpersonal, communication, and presentation skills.
• Ability to manage multiple priorities and work independently.
• Knowledge of estate planning, tax laws, and financial instruments preferred.

Nice-to-haves

• Certified Fund Raising Executive (CFRE) or other relevant certifications.
• Familiarity with donor databases and CRM systems.
• Experience with Crescendo Interactive a plus.