Planned Giving Officer II

🔥 12 hours ago

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World Vision USA

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1950

🤲 Charity

🤝 Non-profit

Charity • Non-profit

World Vision USA is a Christian nonprofit humanitarian organization that partners with donors, churches, and communities to help children, families, and communities overcome poverty and crises. Through child sponsorship and targeted programs, World Vision provides disaster relief, clean water, food and health interventions, child protection, and community development worldwide. The organization emphasizes faith-based service, financial transparency and accountability (noting 86% of operating expenses went to programs in 2025), is a U. S. 501(c)(3), and is reviewed by third-party charity evaluators.

📋 Description

• Develop long-term relationships with prospective planned giving donors primarily through voice-to-voice interaction, and occasional face-to-face donor development. • Initiate, develop and grow fundraising with loyal donors whose giving capacity ranges from $10,000 and up. • Qualify higher level leads and develop donor relationships for referrals to Planned Giving Directors. • Steward World Vision Legacy Society donors to increase retention levels. • Coach Planned Giving Officers in the ability to cultivate and retain pipeline of planned gifts. • Help carry out our Christian organization’s mission, vision, and strategies. • Responsible for building relationships and cultivating loyal donors to secure an annual fundraising goal of at least $1,500,000 in planned giving commitments. • Demonstrate knowledge of planned giving vehicles, including wills, living trusts, and charitable gift annuities. • Engage with high value leads and donors primarily via voice-to-voice interactions to cultivate planned gifts. • Steward World Vision Legacy Society donors by regular communications (such as via the phone, face to face, personal written messages) to increase retention of constituencies. • Maintain and ensure accuracy of constituent CRM. • Support other Planned Giving Officers on how to engage donors and cultivate relationships that lead to planned gifts for World Vision US through telephone interaction. • Discern when complex donor inquiries should be referred to other team members and facilitate "warm handoffs" as needed.

🎯 Requirements

• Two-year degree or equivalent work experience (four years). Bachelor's degree preferred. • Requires five years of work experience, including a minimum of three years of successful sales/fundraising experience working in a phone or face-to-face sales/fundraising environment with proven ability to take prospects through sales cycle to close large gifts. • Requires proven ability to understand and articulate financial tools and concepts. • Completion of at least one course in planned giving strongly desired.

🏖️ Benefits

• Must be authorized to work in the U.S.A for any employer.