Planned Giving Officer

at  The Conservancy of Southwest Florida

JOB OVERVIEW

The Planned Giving Officer will develop and lead a comprehensive planned giving program for legacy gifts that supports the Conservancy of Southwest Florida’s mission. This position is primarily responsible for the management and strategic growth of the gift planning program, which involves cultivating relationships and managing a portfolio of prospects in collaboration with internal teams to promote and integrate planning-giving opportunities into the Conservancy’s overall fundraising strategy.

PLANNED GIVING PROGRAM DEVELOPMENT AND STRATEGY

• Responsible for the development and implementation and oversight of proactive strategies designed to market and secure planned and deferred gifts for the Conservancy from current constituents, as well as seeking gifts from those not currently engaged with the Conservancy, but whose interests are aligned with the mission and goals of the Conservancy.
• Lead in the creation, design and execution of the Conservancy’s planned giving strategies and goals and develop metrics to measure ongoing success and ROI. This includes operationalizing short and long-term planned giving goals and strategies to build upon existing commitments and expand the current donor base of support.
• Develop annual and multi-year plans to grow planned giving revenue.

EDUCATION AND EXPERIENCE

• Bachelor’s degree required.
• Minimum of five years of estate work or planned giving for nonprofit organizations.
• Working proficiency in estate planning and other deferred giving vehicles.
• Proven track record of securing planned and major gifts.

SKILLS AND ABILITIES

• Ability to clearly articulate the mission of the Conservancy of Southwest Florida.
• Strong interpersonal and organizational skills and aptitude to work with people of different ages and temperaments.
• Superior written and oral communication skills.
• High energy level, self-motivated, and self-directed to design and complete complex projects.
• Ability to secure support through wills, bequests, trusts, deferred gifts, charitable gift annuities, gifts of property and other planned gifts including drafting gift agreement language involving varying degrees of complexity.
• Must have skill and desire to: multi-task and meet deadlines; be a team player; work collaboratively; understand the principles and techniques relevant to major gift fundraising.
• Ability to develop and execute a comprehensive and sophisticated plan that will launch and achieve exceptional planned giving opportunities and gifts.
• Demonstration of integrity, positive attitude, diplomacy, tact, courtesy, and a sense of humor.
• Proficient in Microsoft Windows, Excel, Word, and Power Point.
• Candidate must be willing and able to support and advance the mission of the Conservancy of Southwest Florida.

PHYSICAL DEMANDS AND WORK ENVIRONMENT

This job description recognizes that reasonable accommodations may be provided to enable individuals with disabilities to perform the essential functions of the role. The job entails:

• Regularly required to sit, stand and walk.
• Lift/move objects weighing up to 25 pounds.
• May spend time in the field, and experience exposure to Florida outdoor weather conditions.
• Position may be remote hybrid.
• Use of hands for various tasks.
• Visual abilities include close and color vision, along with peripheral and depth perception.
• Noise level in the work environment is typically moderate.

Salary Range: $93K - $100K Annually
FLSA Status: Exempt
Employment Type: Full-time
Job posted January 24, 202

• Regularly required to sit, stand and walk.
• Lift/move objects weighing up to 25 pounds.
• May spend time in the field, and experience exposure to Florida outdoor weather conditions.
• Position may be remote hybrid.
• Use of hands for various tasks.
• Visual abilities include close and color vision, along with peripheral and depth perception.
• Noise level in the work environment is typically moderate