Remote-Eligible Planned Giving Officer

Arbor Day Foundation; Lincoln (NE); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Paid time off

Parental leave

Wellness program

Employee assistance

Job summary

The Arbor Day Foundation in Lincoln, Nebraska is seeking a Gift Planning Officer to grow and manage our planned giving program. You will cultivate donor relationships, secure bequests and other non-cash gifts, and guide prospects from initial engagement to commitment.

You’ll collaborate with Marketing, Legal, and Accounting to ensure accurate documentation and successful stewardship, leveraging CRM, FreeWill, and DonorSearch to optimize the donor journey.

Qualifications

• Experience in planned giving, major gifts, financial planning, estate planning, charitable advising, or related relationship-based work.
• Knowledge of planned giving vehicles such as bequests, charitable gift annuities, trusts, and gifts of non-cash assets.
• Ability to analyze donor data, identify high-potential prospects, and prioritize pipeline opportunities.
• Strong communication and relationship-building skills.

Responsibilities

• Cultivate, solicit, and secure planned gifts including bequests, estate gifts, and gifts of non-cash assets.
• Build and manage a portfolio of planned giving prospects.
• Develop lead generation strategies and donor experiences in partnership with Marketing and Individual Engagement.
• Identify major gift opportunities within the planned giving pipeline and collaborate with Development Officers to grow lifetime giving.
• Deliver a high-quality, personalized donor experience through thoughtful outreach, stewardship, and relationship management.
• Leverage tools such as CRM, FreeWill, and DonorSearch to support pipeline growth and reporting.
• Ensure accurate and timely documentation of donor interactions, commitments, and strategies.
• Partner cross-functionally to ensure planned gifts are properly processed, documented, and stewarded.
• Identify and implement process improvements to strengthen donor experience and operational efficiency.

Skills

Planned giving

Major gifts

Donor relationship management

Financial planning

Estate planning

Analytical thinking

Communication skills

Collaboration

Tools

CRM

FreeWill

DonorSearch

Job description

The Arbor Day Foundation in Lincoln, Nebraska is seeking a Gift Planning Officer to grow and manage our planned giving program. You will cultivate donor relationships, secure bequests and other non-cash gifts, and guide prospects from initial engagement to commitment.

You’ll collaborate with Marketing, Legal, and Accounting to ensure accurate documentation and successful stewardship, leveraging CRM, FreeWill, and DonorSearch to optimize the donor journey.