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Planned Giving Jobs (NOW HIRING)

Boulder Community Health

Planned Giving Officer

Boulder, CO · On-site

$43.17 - $64.76/hr

Planned Giving Officer Boulder Community Health, Boulder, CO 80303 $43.17 - $64.76 an hour - Full Time, Salaried The Boulder Community Health Foundation seeks an experienced and relationship-driven ...

HIA Health

Planned Giving Officer

Fargo, ND · On-site

The Planned Giving Officer is responsible for leading the planned giving program for HIA Health. In addition to supporting the Philanthropy team to secure major and planned gifts, the Manager of ...

National Geographic

Planned Giving Officer (Remote)

The Planned Giving Officer (PGO) reports to the Senior Director, Planned Giving and is responsible for planned giving prospect identification, cultivation, solicitation, and closure of gifts. The PGO ...

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How much do planned giving jobs pay per year?

As of Aug 29, 2026, the average yearly pay for planned giving in the United States is $78,771.00, according to ZipRecruiter salary data. Most workers in this role earn between $71,500.00 and $89,500.00 per year, depending on experience, location, and employer.

What is a planned giving?

A Planned Giving job focuses on securing long-term charitable contributions through bequests, trusts, annuities, and other estate planning tools. Professionals in this role work with donors, financial advisors, and legal professionals to facilitate legacy gifts that support nonprofit organizations. Responsibilities often include donor outreach, relationship management, and ensuring compliance with tax and legal regulations. Strong communication and fundraising skills are essential for success in this field.

What does a planned giving professional do?

Planned Giving professionals spend much of their time cultivating relationships with donors, meeting with prospects to discuss legacy gifts, and partnering with attorneys or financial advisors to facilitate donations. They often conduct presentations, organize donor appreciation events, and draft personalized proposals or communications to educate and engage supporters. Throughout the year, they also collaborate closely with development teams to identify new opportunities and ensure proper recognition and stewardship of planned gifts. Balancing donor outreach with administrative tasks and compliance documentation is a common aspect of the role, making strong organization and communication skills essential.

What are the key skills and qualifications needed to thrive in planned giving, and why are they important?

To thrive in Planned Giving, you need a thorough understanding of nonprofit fundraising, estate planning concepts, and donor relationship management, often supported by a degree in fundraising, business, or a related field. Familiarity with donor management software (such as Raiser's Edge or Salesforce), knowledge of tax laws related to charitable giving, and certifications like the CFRE (Certified Fund Raising Executive) are valuable assets. Exceptional interpersonal skills, strategic thinking, and clear communication set top candidates apart in engaging donors and collaborating with internal teams. These skills are crucial for building long-term donor relationships and securing major gifts that support an organization's mission.

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What cities are hiring for Planned Giving jobs?

Cities with the most Planned Giving job openings:

What are the most commonly searched types of Planned Giving jobs?

The most popular types of Planned Giving jobs are:

What states have the most Planned Giving jobs?

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Planned Giving jobs near you
Infographic showing various Planned Giving job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 71% Full Time, 18% Part Time, and 10% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $78,771 per year, or $37.9 per hour.

Planned Giving Officer

Los Angeles LGBT Center

Los Angeles, CA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 14 days ago

Los Angeles LGBT Center rating

8.3

Company rating: 8.3 out of 10

Based on 10 frontline employees who took The Breakroom Quiz

Job description

Position: Planned Giving Officer

Department: Development

Reports to: Senior Director, Philanthropy

Status: 100% Full-Time, Exempt

Probation: 180 Days

Benefits: Medical, Dental, Vision, Life Insurance, Long Term Disability, Employee Assistance Program, and a 403B retirement plan

CENTER MISSION: Building a world where LGBT people thrive as healthy, equal, and complete members of society.

DEPARTMENT SUMMARY: The Development department is responsible for the fundraising to support the Center’s many programs and services that are not financially supported by government grants. The department raises nearly $20 million through individual gifts, private foundation grants, corporate donations, estate and legacy gifts, as well as several fundraising events such as the annual Vanguard Awards Gala.

JOB SUMMARY: The Planned Giving Officer is responsible for developing, managing, and growing the organization’s Planned Giving program, with a primary focus on building long-term relationships that result in legacy gifts, including bequests, beneficiary designations, charitable gift annuities, trusts, and other deferred gift vehicles. Working closely with the Senior Director of Philanthropy, senior leadership, and the Major Gifts team, the Planned Giving Officer will cultivate donors, steward legacy society members, and integrate Planned Giving into broader fundraising and long-term sustainability strategies. 

This role balances donor-facing relationship management with internal project coordination, ethical administration, and cross-functional collaboration to ensure Planned Giving is embedded across the development program and aligned with organizational priorities, endowment goals, and long-range financial sustainability.


ESSENTIAL FUNCTIONS:

30% - Donor Portfolio Management

•    Manage and grow a portfolio of approximately 500 Planned Giving households, including legacy society members and qualified major gift donors

•    Conduct donor meetings (in-person, virtual, phone) to discuss philanthropic goals and Planned Giving opportunities

•    Track donor interactions, gift intentions, and documentation in the CRM system

•    Maintain confidentiality and uphold ethical standards in all donor engagements

20% - Gift Strategy & Solicitation

•    Identify, qualify, cultivate, solicit, and steward donors for planned and blended gifts

•    Promote a full range of Planned Giving vehicles including bequests, beneficiary designations, CGAs, CRTs, CLTs, and other estate-based gifts

•    Collaborate with Major Gifts and Annual Giving teams to integrate Planned Giving into donor strategies and campaigns

•    Assist with campaign-related Planned Giving strategies, including endowment initiatives and feasibility studies

15% - Legacy Society & Donor Engagement

•    Recruit, steward, and engage members of the legacy/Planned Giving society

•    Lead planning and execution of the annual Circle of Life Luncheon and other cultivation receptions

•    Support additional Planned Giving events, donor briefings, and recognition activities

15%    Gift Administration & Compliance

•    Manage and track estates under administration; liaise with executors, trustees, attorneys, and advisors to ensure timely gift realization

•    Partner with internal Finance and Legal teams and external financial institutions to support gift documentation, compliance, and processing

•    Provide administrative support including organization and upkeep of estate files and account records

15% - Tools, Reporting, & Analytics

•    Lead use of Planned Giving digital platforms (MarketSmart, FreeWill, iWave) for prospecting and stewardship

•    Prepare reports, projections, and analysis related to Planned Giving activity and pipeline health

•    Ensure accurate database maintenance and documentation of Planned Giving records

10% - Professional Collaboration & Outreach

•    Cultivate relationships with professional advisors to increase awareness and referrals

•    Serve in a consultative role for Major Gift Officers on Planned Giving strategy and solicitations

•    Perform other duties as needed to support the Development department’s success


QUALIFICATIONS: 

  • Bachelor’s degree or equivalent combination of education and professional experience
  • Minimum of 3 years of fundraising experience, with at least 2 years in Planned Giving, major gifts, or a closely related field
  • Demonstrated ability to build and manage long-term donor relationships and conduct effective donor-facing conversations
  • Working knowledge of Planned Giving vehicles and charitable estate planning concepts
  • Knowledge of or experience working with the LGBTQ+ community and familiarity with issues of particular relevance to LGBTQ+ people, with a demonstrated commitment to equity and inclusion
  • Strong passion for the Center’s mission and ability to represent the organization with authenticity and professionalism
  • Proven ability to manage multiple responsibilities with competing deadlines in a fast-paced environment
  • Collaborative team orientation and commitment to achieving departmental and organizational goals
  • Excellent customer service skills, including professional phone, written, and in-person donor communications
  • Strong verbal and written communication, interpersonal, and organizational skills
  • Proficiency with Microsoft Office Suite (intermediate to advanced Microsoft Excel), word processing, spreadsheets, databases, and related software systems
  • Demonstrated ability to work effectively with people of diverse races, ethnicities, nationalities, sexual orientations, gender identities and expression, socio-economic backgrounds, religions, ages, language abilities, immigration status, and physical abilities in a multicultural environment
  • Experience working in a nonprofit, healthcare, social services, or advocacy organization preferred
  • Familiarity with Salesforce or similar CRM systems preferred
  • Experience supporting or participating in endowment, capital, or comprehensive campaigns preferred
  • Comfortable working with board members, volunteers, and professional advisors (attorneys, financial planners, CPAs) preferred
  • CFRE certification with Planned Giving experience, Certified Advisor in Philanthropy (CAP®), or other relevant professional accreditation (preferred but not required; willingness to pursue encouraged) preferred


The Los Angeles LGBT Center is an Equal Opportunity Employer and is committed to fostering diversity within its staff. Applications are encouraged from all persons regardless of their race, color, ancestry, religious creed, national origin, sex, sexual orientation, gender identity, gender expression, medical/physical/mental condition, pregnancy/childbirth and related medical condition, age, marital status, or veteran status.

The Center requires that all staff working in Health Services clinical site locations receive the most up-to-date Influenza vaccinations and strongly recommends that staff also receive the latest COVID-19 vaccine. Staff not working at any of the Center’s clinical sites are encouraged to receive the latest COVID-19 and Influenza vaccines but are not required to do so. For more information, please contact jobs@lalgbtcenter.org.


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