Planned Giving Officer

Description

DEPARTMENT SUMMARY:

Holt International finds and supports permanent, loving families for children who are orphaned, abandoned or at serious risk of separation from their family. Holt's model of child-centered care provides services for vulnerable children to ensure they will grow and develop to their fullest potential.

The Marketing and Development Department (M&D) develops the brand of Holt International, secures the financial and other resources to accomplish our long-term program objectives and crafts the messaging for our external audiences. Within the department, the Relationship Development Team (RDT) cultivates, solicits and stewards individual and organizational donors who make major gifts to Holt. As such the RDT helps M&D strengthen relationships that produce benevolent giving and generate new donation revenue for exceptional programs that draw greater interest and support for Holt International welfare work overseas.

POSITION SUMMARY:

The Planned Giving Officer will develop, manage, and execute strategies to secure planned gifts, cultivate relationships with donors, and promote legacy giving to advance the mission of Holt International Children’s Services. This role will focus on identifying, soliciting, and stewarding individuals interested in creating meaningful legacies through bequests, trusts, and other planned giving vehicles.

DUTIES & RESPONSIBILITIES:

Strategic Development and Planning

• Design and implement a comprehensive planned giving program, including marketing strategies, donor engagement, and stewardship plans.
• Collaborate with the development team to integrate planned giving into overall fundraising strategies.
• Develop annual and long-term goals to increase the number and value of planned gifts.
• Monitor and analyze planned giving metrics and trends to optimize program effectiveness.
• Serve as the primary resource for staff, board members, and donors regarding planned giving vehicles and strategies.

Donor Cultivation and Solicitation

• Conduct face-to-face meetings, phone calls, and correspondence with donors to discuss planned giving options.
• Collaborate with donors and their advisors to structure gifts that meet their philanthropic goals and the organization's needs.
• Prepare and deliver presentations on planned giving opportunities to donors, board members, and community groups.

Gift Administration and Stewardship

• Oversee the documentation of planned gifts and ensure compliance with legal and ethical standards.
• Work with legal and financial advisors to process and administer bequests, trusts, and other planned giving instruments.
• Create personalized stewardship plans to maintain relationships with planned giving donors and recognize their contributions appropriately.
• Maintain an accurate and up-to-date database of planned giving prospects and donors.

Education and Promotion

• Work with our representative at Crescendo Interactive - Planned Giving Solutions to develop educational materials and communications to promote planned giving opportunities, such as newsletters, brochures, website content, and donor stories.

Collaboration and Teamwork

• Partner with major gifts officers, annual giving staff, and other development professionals to identify planned giving prospects and align strategies.
• Work with the communications team to integrate planned giving messaging into organizational materials and campaigns.
• Serve as the liaison between the organization and professional advisors, such as estate planners and attorneys, to facilitate planned gifts.

Compliance and Reporting

• Ensure adherence to federal and state regulations regarding planned gifts, including tax and legal requirements.
• Prepare regular reports on the progress and performance of the planned giving program for leadership and board review.
• Stay updated on current trends, laws, and best practices in planned giving and philanthropy.

Professional Development

• Attend relevant conferences, seminars, and workshops to enhance expertise in planned giving and fundraising.
• Network with planned giving professionals and organizations to share best practices and expand donor opportunities.

Requirements

Required Qualifications:

• Proven experience in fundraising, planned giving, or related field.
• Strong understanding of planned giving vehicles (e.g., bequests, charitable gift annuities, trusts, and IRA rollovers).
• Excellent interpersonal, communication, and presentation skills.
• Ability to manage multiple priorities and work independently.
• Knowledge of estate planning, tax laws, and financial instruments preferred.

Preferred Qualifications:

• Certified Fund Raising Executive (CFRE) or other relevant certifications.
• Familiarity with donor databases and CRM systems.
• Experience with Crescendo Interactive a plus

IMPACT OF RESULTS:

Meeting contact goals and securing gift commitments is the principal method through which Holt funds programs that strengthen families and help meet the health, physical, nutritional, social, and emotional needs of the children and families served. Meeting and exceeding goals increases the revenue available for programs, allowing Holt to expand service opportunities and enhance the reputation and integrity of the organization.

SUPERVISORY RESPONSIBILITY: None

DESCRIBE CONTROLS: Reports to the Director of Development who provides direction and evaluates work for effectiveness, accuracy and results obtained.