"Planned Giving Officer"

Planned Giving Officer

Company: Auburn University

Job Location: Auburn University, 36849-5207

Category: Development and Fundraising

Type: Full-Time

Requisition Number: S4626P

Home Org Name: Planned Giving

Division Name: Senior VP, Advancement

Job Class Code: OA05A/OA05B

Appointment Status: Full-time

Limited Term: No

Job Summary

Auburn Advancement is excited to begin the search for a Planned Giving Officer to join our philanthropy team! In this position, you will work closely with donors, advisors, and university representatives to develop and implement personalized philanthropic plans. Your work will not only support Auburn University's mission, but also help donors achieve their philanthropic goals.

What You'll Do:

• Build and Manage Relationships: Manage a portfolio of planned giving prospects. Engage donors through personalized interactions, building trust and understanding their philanthropic goals.
• Create and Present Giving Plans: Develop individualized giving plans in collaboration with donors and their financial and legal advisors, ensuring these plans align with both the donors' values and financial goals, as well as the university's needs.
• Adaptive Industry Trends: Keep on top of changes in tax laws, estate planning, and charitable giving trends to provide the best possible advice and options to donors.
• Champion Philanthropy: Inspire a culture of giving by engaging donors about the transformative impact of their contributions, helping them understand how their gift shapes the future of the university.

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.

Essential Functions

Your Responsibilities as a Planned Giving Officer:

• Purpose: Guide donors and their advisors in shaping tax efficient philanthropic vision, helping them set impactful goals and create meaningful plans. Research and craft compelling philanthropic giving proposals that resonate with donors, showcasing the transformative potential of their contributions. Become proficient in the mission, vision, and programs of Auburn University, and effectively communicate these to inspire donor support.
• Collaboration: Work with donors, their families, advisors, and university representatives to align philanthropic goals with Auburn's needs and aspirations. Cultivate relationships with professional advisors, leveraging their expertise to enhance future gift commitments and foster long-term donor relationships. Actively participate in professional organizations, staying connected with industry trends and building a network of peers in the fields of gift planning and advancement.
• Innovation: Contribute to the creation of innovative marketing strategies, donor recognition plans, and stewardship initiatives that enhance donor engagement and satisfaction. Play a key role in organizing and participating in special events, celebrating donor contributions and fostering community.
• Production: Take charge of a dynamic portfolio of at least 100 planned gift prospects, building and nurturing relationships through personalized engagement strategies. Personally engage with prospects and donors through face-to-face meetings, guiding them through the states of qualification, cultivation, solicitation, and stewardship. Ensure timely completion of gift plans, endowment agreements, and all related documentation, maintaining records in our CRM and planned giving software systems.

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

Level I - Bachelor's degree plus 2 years of experience in fundraising, marketing, sales, and/or public relations

Level II - Bachelor's degree plus 4 years of experience in fundraising, marketing, sales, and/or public relations

Desired Qualifications

Experience in: Planned Giving, Estate Planning, Financial Planning, Financial Sales

Preference: CFP, CPA, RR

Salary Range: $55,890 - $109,130

Job Category: Auburn Advancement

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. Please visit their website to learn more.