The Planned Giving Engagement Officer (PGEO) is a frontline fundraiser who builds and strengthens relationships with donors considering future estate gifts to SPLC. The PGEO cultivates and stewards "Partners for the Future," guiding donors through planned giving options, supporting annual and estate IRA gifts and gifts of securities, coordinating with Development Operations and brokerage partners, and managing reporting and analysis to enhance donor engagement and planned giving outcomes.
Position will make 4 or more trips annually for donor meetings and participation in cultivation and stewardship events (up to 25% travel).
Relationship Builder. Builds trust and cultivates long-term donor relationships through personalized phone outreach, donor meetings, and ongoing stewardship, demonstrating genuine interest in donors' values, philanthropic goals, and connection to the organization's mission.
Analytical & Strategic. Develops and executes strategic donor engagement plans by leveraging CRM data and stewardship insights to track relationships, measure outreach effectiveness, identify opportunities, and cultivate long-term donor commitment to planned giving.
Collaborative. Collaborates effectively across fundraising, finance, marketing,