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Planned Giving Officer

Planned Giving Officer

Animal Humane SocietyMinneapolis, MN, US
4 days ago
Job type
  • Full-time
Job description

Planned Giving Officer

Join a mission that matterswhere legacy meets compassion. Animal Humane Society is seeking a passionate and relationship-driven Planned Giving Officer to champion the future of animal welfare through meaningful donor engagement. In this pivotal role, you'll connect with supporters who want to make a lasting impact, guiding them through planned giving opportunities and stewarding their intentions with care and integrity. If you thrive on building trust, navigating the probate process with precision, and crafting strategic outreach that inspires generosity, this is your chance to help shape a legacy of lovefor animals and the people who care about them.

Salary : $65,000-75,000 annually

Schedule / Location :

  • Full Time, Hybrid (on-site a minimum of 2x per week)
  • Location : This is a hybrid position based out of our Golden Valley location. Subject to change as business needs dictate. Must live in or have easy access to the Minneapolis / St. Paul area.

Job Summary : The Planned Giving Officer is a people centric supportive team member who is responsible for promoting planned giving opportunities through personal outreach and strategic marketing. They will focus on recruiting and retaining membership in AHS' Legacy Circle and being an advocate for members' intentions by stewarding the probate and bequest process.

Essential Functions :

Donor and Prospect Management :

  • Propose, implement, and administer a comprehensive program to recruit and steward Legacy Circle members.
  • Make meaningful contact with donors and prospects to increase support, nurture donor loyalty, and foster personal relationships.
  • Responsible for tracking planned giving prospects and donors and documenting their stewardship, cultivation, and solicitation activities.
  • Manage production schedules, content creations, and data preparation for planned giving print and online communications.
  • Aid in identifying trends and creating analytical reports. Work collaboratively on communication materials for planned giving prospects. Reinforce the prospect relationship continuum.
  • Administer and oversee the probate and / or claim process for estates in which AHS is a beneficiary.

    • Communication and Culture :

  • Communicate in a positive and professional manner with customers, other employees, and volunteers.
  • Promote a culture of diversity, equity, and inclusion to make AHS a welcoming environment for all.

    • Technology :

  • Utilize CRM for donor and prospect data management.
  • Monitor AHS email and other messaging software.

    • Other duties as assigned.

    Additional Information :

    Schedule and Attendance :

  • Regular, predictable attendance, punctuality, and availability to work during operational hours.
  • Attend and participate in regular team meetings, all staff meetings, and one-on-one meetings with direct leader.
  • May be required to work at a different site based on department needs.
  • May be required to attend occasional off-site meetings and events.

    • Work Environment :

  • Primarily office / desk based.
  • Adjacent animal shelter areas may be humid, noisy, or odorous.
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    Planned Giving Officer • Minneapolis, MN, US

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