Development Officer lll (Planned Giving Officer)

Position Details

Requisition Number

S327P

Home Org Name

Development HR Employment

Division Name

Vice President for Development

Position Title

Development Officer lll (Planned Giving Officer)

Job Class Code

OA05C

Appointment Status

Full-time

Part-time FTE

Limited Term

No

Limited Term Length

Job Summary

The Planned Giving Officer ( PGO ) is a valued member of the development team who works in tandem with constituent development officers to secure blended gifts/outright and planned within specific schools/colleges. The PGO will identify, qualify, cultivate, solicit and steward a portfolio of donors within assigned constituencies and will serve as a resource to the designated constituency/ies and others within the advancement division. The PGO will have knowledge of estate planning, including wills, trusts, and income, estate and gift tax laws.

Essential Functions

Manage a portfolio of 100 ( MOL ) planned gift prospects.
Assist prospects and their advisors in clarifying philanthropic and personal objectives and retain and record that information.
Personally contact, qualify, cultivate, solicit and steward prospects to develop individualized giving plans that maximize tax savings, achieve philanthropic goals and objectives, and provide financial support to Auburn University tax exempt entities.
Personally make 125 face to face visits annually with suspects/prospects/donors for qualification, cultivation, solicitation, and stewardship.
Become proficient in mission, vision, and programs within the assigned schools/colleges and be able to relay that compelling case for support to donors
Assist donors and their advisors in establishing philanthropic vision, goals and plans and record this information in the donor management system.
Research, prepare and present philanthropic giving proposals to donors/prospects
Complete designated estate plans, endowments, gift agreements, call reports and legacy paperwork on a timely basis.
Keep accurate and up to date information related to all activities with donors and prospects in the designated systems.
Remain current on changes in income, estate, and gift tax related rules, regulations, and trends.
Engage in professional organizations related to the field of gift planning, advancement, and higher education.
Develop relationships with professional advisors to enhance future gift commitments
Participate in development of marketing strategies, donor recognition plans, stewardship plans, George Petrie Society activities, and other donor society and appreciation events.

Education Level

Bachelor's degree from an accredited institution.

Field of Study

No specific discipline.

Years of Experience

6 years

Area of Experience

Experience in planned giving fundraising or estate, tax, or financial related business experience is required. Progressive experience and knowledge of best practices in development, sales or businesses related to cultivating high net worth individuals. Previous experience in development, communications, public relations, marketing or demonstrated employment history in a related position is required.

Requirements for Additional Job Levels

Education Level

Field of Study

Years of Experience

Area of Experience

Requirements for Additional Job Levels

Minimum Skills and Abilities

Minimum Technology Skills

Minimum License and Certifications

Must possess a valid drivers license, reliable transportation, and auto insurance.

Desired Qualifications

1. Master’s Degree from an accredited institution or advanced professional designation preferred.

2. CFP, CPA, CAP, Series 7 license, State Bar, or equivalent is preferred.

Salary Grade

37

Salary Range

$68,700 - $114,500

Job Category

Other

Working Hours if Non-Traditional

List any hazardous conditions or physical demands required by this position

Posting Date

07/16/2020

Closing Date

EEO Statement

AUBURN UNIVERSITY IS AN AFFIRMATIVE ACTION / EQUAL OPPORTUNITY EMPLOYER . It is our policy to provide equal employment opportunities for all individuals without regard to race, sex, religion, color, national origin, age, disability, protected veteran status, genetic information, sexual orientation, gender identity, or any other classification protected by applicable law.

Special Instructions to Applicants

Quick Link for Internal Postings

http://www.auemployment.com/postings/9811
Documents Needed to Apply
Required Documents

1. Resume
2. Cover Letter

Optional Documents

1. Other

Supplemental Questions

Required fields are indicated with an asterisk (*).

1. * How were you made aware of this opportunity?
   • AU Employment website
   • Employment websites (Indeed, HigherEd Jobs, etc.)
   • Veterans Assistance Services
   • Disability Assistance Services
   • Newspaper
   • Professional Journal
   • Listserv
   • HR email
   • Social Media
   • State Employment Service
   • Walk-in
   • Other
2. * Please select the answer that best describes your current employment relationship with Auburn University.
   • Not a current Auburn employee
   • Current Auburn employee in position less than one year
   • Current Auburn employee in position more than one year
3. * Do you have a Bachelor's degree or higher from an accredited institution?
   • Yes
   • No
4. * How many years of experience do you have in this type of position?
   • 0-1
   • 1-3
   • 3-5
   • 5-7
   • 7+
5. * Do you have a valid Drivers License?
   • Yes
   • No