Planned Giving Officer

The Planned Giving Officer reports to the Senior Director, Planned Giving and is responsible for planned giving prospect identification, cultivation, solicitation, and closure of gifts. The PGO will manage a strategic portfolio of committed and prospective planned giving donors in a selected territory representing approximately one third of the United States.

Requirements

• Manage a portfolio of Planned Giving donors and prospects to secure philanthropic support for NGS activities and initiatives
• Respond and manage long-term follow up with planned giving marketing inquiries on planned giving vehicles including bequests, life income gifts, and non-cash assets
• Prepare proposals, tailored correspondence, and other materials for planned and blended gifts
• Conduct a minimum of 70 purposeful donor visits in year one (virtual or in-person)
• Lead stewardship efforts to keep legacy donors engaged and recognized for their contributions
• Provide input to planned gift marketing materials and strategies
• Work closely with the Senior Director, Planned Giving and Leadership Giving to integrate planned giving into the wider fundraising strategy
• Track all activities including contact reports in Raiser’s Edge database for accuracy and completion
• Stay up to date on trends, best practices, and legal considerations in planned giving and philanthropy
• Build and maintain collaborative relationships with National Geographic legal and finance staff, program staff, communications and marketing staff, and others
• Perform additional responsibilities, special projects, and assignments as required

Benefits

• Medical, dental, and vision insurance
• Engaging and comprehensive wellness program
• 401(k) retirement savings plan with matching contributions
• Flexible paid time off benefits
• 12 paid holidays
• Paid parental leave
• Adoption and surrogacy expense reimbursement
• Fertility benefits
• Learning and development opportunities
• Lifestyle Spending Account
• Pet adoption assistance and insurance
• Pre-tax transportation benefits with a generous employer subsidy
• Employer-paid life insurance and disability benefit
• National Geographic discounts and perks