Planned Giving Officer

🇺🇸 Auburn, AL

🕑 Full-Time

💰 $56K - $109K

💻 Development & Advancement

🗓️ August 1st, 2025

CRM

Edtech.com's Summary

Auburn University is hiring a Planned Giving Officer to join its philanthropy team. The role involves managing a portfolio of planned giving prospects, developing personalized giving plans with donors and their advisors, and providing expert guidance on tax laws and charitable giving trends to support both donor goals and the university's mission.

Highlights

Manage a portfolio of planned giving prospects and build relationships through personalized donor engagement.
Develop and present individualized philanthropic giving plans aligned with donor values and university needs.
Stay current on tax laws, estate planning, and charitable giving trends to offer informed advice.
Collaborate with donors, families, advisors, and university representatives to align philanthropic goals.
Contribute to marketing strategies, donor recognition, stewardship initiatives, and special event participation.
Maintain accurate records in CRM and planned giving software systems for gift plans and agreements.
Required qualifications include a bachelor's degree with 2 to 4 years of experience in fundraising, marketing, sales, or public relations.
Preferred experience in planned giving, estate planning, financial planning, and financial sales; certifications such as CFP, CPA, or RR are desired.
Salary range from $55,890 to $109,130 annually.
Role requires frequent travel, high autonomy, and flexibility with non-traditional business hours.