Planned Giving Officer

Atlanta, Georgia
Apr 16, 2019
May 16, 2019
Position Type
Full Time
Degree Level
Willingness to Travel
25 - 50%
Experience Level

Habitat for Humanity International (HFHI) is currently seeking a talented professional for the role of a Planned Giving Officer. The Planned Giving Officer is responsible for identifying, cultivating, soliciting and stewarding planned gift prospects through a qualified portfolio within a geographic territory, responding to planned giving inquiries, and working collaboratively with special and major gift colleagues as well as local Habitat offices.

This position will be based in Atlanta, GA.

Primary Responsibilities:

  • Portfolio Development: 
    • Manage relationships and solicit/steward major and planned gifts within a portfolio of 150-200 qualified planned giving prospects within a defined geographic territory.
    •  Assist Special and Major Gift colleagues, and local Habitats within a region, in cultivating and soliciting planned gifts
    • Respond to inquiries sent to the Planned Giving mailbox and through marketing efforts.
  • Cultivation: Complete and document 120 substantive calls and/or face-to-face visits per year with planned gift prospects.  Substantive calls are defined as those that either include a solicitation for a current or planned gift or clearly advance the relationship toward a solicitation.  A good example of a substantive call is the presentation of a gift annuity proposal followed by asking for the gift commitment.
  • Database integrity:  Keep up-to-date CRM (constituent relationship management) records on donor/prospect actions to demonstrate progress toward goals and track collaborations with other development officers.  Secure and record up-to-date biographical data.  Use CRM to build and track annual moves management plans for all assigned prospects; to prepare weekly, monthly and quarterly reports as necessary; and to evaluate effectiveness of cultivation, and solicitation strategies.  Also included in this category is continuing education to keep current with CRM skills, tax law changes and planned giving techniques.
  • Local Habitat activities:  Work within the HFHI Collaborative Operating Model framework to build effective partnerships with local Habitat affiliates and to coordinate planned giving activities for shared relationships.

Required Qualifications:

  • Bachelor's Degree or equivalent work experience.
  • 5+ years in fundraising, planned giving, financial planning and/or banking/investment services, including a demonstrated record of accomplishment in managing relationships, closing gifts and meeting goals.
  • Superior presentation and communication skills, including the ability to write and speak clearly and effectively.
  • Attentive to detail and commitment to full utilization of CRM software for recordkeeping.
  • Unquestionable integrity.
  • Creative self-starter with high energy level, self-confidence and positive attitude.
  • Excellent listening skills.
  • Working knowledge of planned giving techniques.
  • Fondness for and appreciation of the wisdom and experiences of our more mature citizens; ability to gain their trust.
  • Ability and fondness for working collaboratively with colleagues

Preferred Qualifications:

  • Legal, financial or investment planning a plus.

Similar jobs

Similar jobs