Remote Planned Giving & Legacy Gifts Officer

Dunwoody College of Technology; Dunwoody (GA); Hybrid; USD 85,000 - 120,000; Full time

Job summary

Dunwoody College of Technology is seeking a Planned Giving Officer to develop a sustainable pipeline of donors, focusing on estate commitments, IRA gifts, charitable trusts and blended gifts. The role reports to the Senior Director of Major and Planned Giving and requires building strong donor relationships and coordinating with advancement teams.

You will manage a portfolio of 100+ prospects, coordinate cultivation strategies, and work across departments to align philanthropic objectives with

Qualifications

• Minimum of 6 years of experience in professional fundraising, estate planning, financial advising, or related relationship-based role.
• Leadership ability to plan, coordinate, and evaluate activities required to achieve the Institutional Advancement goals.
• Strong interpersonal and relationship-building skills that support a collaborative work environment and frequent constituent interactions.
• An appreciation of the culture of technical higher education.
• Able to balance competing priorities, complex situations, and tight deadlines in a changing environment.
• Ability to travel to donor and prospect meetings regularly.
• Excellent demonstrated written and oral communication skills (writing samples required).
• Familiarity with and willingness to use development and organizational communication software such as Raiser's Edge, Crescendo, and Microsoft Teams.

Responsibilities

• Manage a portfolio of 100+ prospects with a focus on planned giving.
• Qualify, cultivate, solicit, and steward planned giving donors and prospects.
• Develop individualized cultivation and solicitation strategies in partnership with the Senior Director.
• Work with donors and advisors to align philanthropic objectives with Dunwoody's priorities.
• Collaborate with major gift and annual giving staff to integrate planned giving.
• Maintain accurate records of donor interactions, proposals, and commitments in the donor database.
• Represent Dunwoody at donor events and advisor gatherings.
• Assist in marketing and communications strategies to raise awareness of legacy giving.

Skills

Strategic planning

Donor relationship mgmt

Courage

Energy & drive

Organizational positioning

Interpersonal skills

Raiser's Edge

Crescendo

Microsoft Teams

MS Office Suite

Tools

Raiser's Edge

Crescendo

Microsoft Teams

MS Office Suite

Job description

Dunwoody College of Technology is seeking a Planned Giving Officer to develop a sustainable pipeline of donors, focusing on estate commitments, IRA gifts, charitable trusts and blended gifts. The role reports to the Senior Director of Major and Planned Giving and requires building strong donor relationships and coordinating with advancement teams.

You will manage a portfolio of 100+ prospects, coordinate cultivation strategies, and work across departments to align philanthropic objectives with