Planned Giving Officer

3 weeks ago


Québec, Quebec, Canada ROME GROUP Full time
Job Title: Planned Giving Officer

At ROME GROUP, we are seeking a skilled Planned Giving Officer to join our team. This role will play a critical part in supporting our fundraising efforts, primarily by managing a portfolio of local and regional donors who have made or may potentially make a planned gift to our organization.

Key Responsibilities:

  1. Manage a portfolio of planned gift donors and prospects, working closely with the Planned Giving Director to develop ongoing strategy, timeline, objectives, and metrics for assigned portfolio.
  2. Assist with estate administration matters, including communication with attorneys, trustees, executors, and other estate and trust administrators to ensure planned gifts are fulfilled in a timely manner according to the donor's intent.
  3. Contribute to the development and execution of annual planned giving marketing plans in coordination with the Planned Giving Director and Communications team.
  4. Collaborate with other fundraising staff to create solicitation strategies that include planned gift components.

Requirements:

  • Bachelor's Degree
  • 2-5 years of experience
  • No supervisor experience required

Preferred Requirements:

  • Master's Degree
  • 5-10 years of experience
  • CFRE certification

We are an equal opportunity employer and welcome applications from diverse candidates. Please apply on our website.



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