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Senior Planned Giving Officer
Senior Planned Giving OfficerAlabama Staffing • Auburn, AL, US
Senior Planned Giving Officer

Senior Planned Giving Officer

Alabama Staffing • Auburn, AL, US
2 days ago
Job type
  • Full-time
Job description

Senior Planned Giving Officer

Auburn Advancement is excited to begin the search for a Senior Planned Giving Officer to join our Gift Planning team! In this pivotal role, you will use your financial, tax, and estate planning skills to secure transformative philanthropic gifts of $1 million and greater. Your work will advance Auburn University's mission and priorities while helping donors make a meaningful impact on the future of our institution. We are growing and gearing up for a new campaign, and we need talent like yours to complete our team!

What You'll Do :

  • Provide charitable estate planning, and tax related expertise : Work with alumni and constituent development officers within the university to match the philanthropic goals of our donors with the strategic needs of the university.
  • Build and Manage Relationships : Identify, cultivate, and solicit a portfolio of planned gift prospects, conducting 100140 significant face-to-face visits annually to advance relationships and close planned gifts.
  • Inspire Philanthropy : Present compelling proposals and make direct solicitations to secure private support, ensuring that each donor experience reflects Auburn's values and vision.
  • Provide Leadership and Mentorship : Support and mentor development staff, fostering a culture of collaboration, accountability, and professional growth. Guide team members in best practices regarding charitable estate planning.
  • Stewardship and Engagement : Provide exceptional stewardship through timely acknowledgment, gratitude, and ongoing engagement with donors. Plan and attend special events that cultivate relationships and celebrate donor generosity.

Why You'll Love It Here :

  • Impactful Work : Your efforts will directly contribute to the growth and success of Auburn University and its priorities.
  • Collaborative Environment : Join a team of dedicated professionals who are committed to making a difference.
  • Purpose Driven Work : Align your passion and fulfillment to your work, where you're trusted to reach your full potential and achieve your pinnacle career experience.
  • Culture by Design : Thrive in a culture that champions respect, accountability, and professional development.
  • Now is the perfect time to join Auburn Advancement, a dynamic team encompassing operations and strategy, culture and talent, engagement, philanthropy, and communications. Under the visionary leadership of Senior Vice President Rob Wellbaum a seasoned and respected advancement professional our organization is set to revolutionize the future of Advancement.

    The nature of this role is highly externally focused, requiring frequent travel and meetings on and off campus during regular and non-traditional business hours, and is therefore expected to operate with high-levels of autonomy.

    Your responsibilities as a Senior Planned Giving Officer :

  • Purpose : Guide donors in developing transformational philanthropic partnerships, aligning their passions with Auburn's mission.
  • Collaboration : Cultivate and steward relationships with donors, alumni, and advisors, foster trust and alignment with university priorities.
  • Innovation : Develop creative charitable estate giving strategies that explore a menu of planned giving options and that inspire major and principal-level giving.
  • Production : Manage a portfolio of 100140 major gift prospects, completing significant face-to-face visits annually.
  • Why Work at Auburn?

  • Life-Changing Impact : Our work changes lives through research, instruction, and outreach, making a lasting impact on our students, our communities, and the world.
  • Culture of Excellence : We are committed to leveraging our strengths, resources, collaboration, and innovation as a top employer in higher education.
  • We're Here for You : Auburn offers generous benefits, educational opportunities, and a culture of support and work / life balance.
  • Sweet Home Alabama : The Auburn / Opelika area offers southern charm, vibrant downtown scenes, top-ranked schools, and easy access to Atlanta, Birmingham, and the Gulf of Mexico beaches.
  • A Place for Everyone : Auburn is committed to fostering an environment where all faculty, staff, and students are welcomed, valued, respected, and engaged.
  • Minimum Qualifications :

  • Senior Major Gifts Officer I : Bachelor's degree + 7 years of experience in gift solicitation experience, development, fundraising, marketing, or portfolio management.
  • Senior Major Gifts Officer II : Bachelor's degree + 10 years of experience in gift solicitation experience, development, fundraising, marketing, or portfolio management.
  • Senior Major Gifts Officer III : Bachelor's degree + 12 years of experience in gift solicitation experience, development, fundraising, marketing, or portfolio management.
  • Minimum Skills and Abilities :

  • Knowledge of business acumen and office procedures; knowledge of advanced concepts, practices and procedures in the areas of fundraising, sales, marketing, recruiting, public relations, and must have the ability to adapt and respond appropriately to situations involving concurrent tasks.
  • Demonstrated record of successful major gift solicitations and experience designing and executing donor identification, cultivation, solicitation and stewardship strategies.
  • Minimum License and Certifications :

  • Driver License, Valid and in State
  • Desired Qualifications :

  • MBA, CPA, CFP, JD, CLU
  • Financial planning, law, accounting, estate planning, securities, investment
  • Salary Range : $91,550 - $228,040

    Job Category : Communications / Public Relations / Marketing

    Working Hours if Non-Traditional : This role works days, nights, weekends, and involves frequent travel.

    City position is located in : Auburn

    State position is located : Alabama

    Equal Opportunity Compliance Statement : It is our policy to provide equal employment and education opportunities for all individuals without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, gender expression, pregnancy, age, disability, protected veteran status, genetic information, or any other classification protected by applicable law.

    Special Instructions to Applicants :

    Required Documents :

  • Resume
  • Cover Letter
  • Optional Documents :

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    Planned Giving Officer • Auburn, AL, US

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