Planned Giving Officer II

🔥 9 minutes ago

🇺🇸 United States – Remote

💵 $63.6k - $85.9k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

👻 Ghost score 0%

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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, with the goal of closing planned gifts • Develop donor relationships from qualification through acceptance of planned gifts at various levels • Qualify higher-level leads and develop donor relationships for referrals to Planned Giving Directors • Steward World Vision Legacy Society donors through regular communications to increase retention • Coach Planned Giving Officers on cultivating and retaining planned-gift pipelines • Build relationships and cultivate loyal donors to secure an annual fundraising goal of at least $1,500,000 in planned giving commitments • Engage high-value leads and donors through relational fundraising and multiple conversations • Align World Vision's transformational model and mission with donor goals and interests • Assist in recruiting new Legacy Society members and maintain accurate constituent CRM records • Support and coach Planned Giving Officers in donor engagement and relational fundraising strategies • Develop customized gift proposals using specialized software to generate financial, tax, and legal implications • Provide basic information about tax and financial implications of gifts and facilitate referrals for complex inquiries • Develop and use strategic prospect plans • Participate in face-to-face regional events for portfolio development and gift solicitation • Serve as an internal consultant to senior fundraisers on donor relations activities • Partner with Planned Giving team members on proposed gift structures • Collaborate with team members and perform other assigned duties • Maintain awareness of corporate goals, organizational announcements, activities, policies, and procedures • Support World Vision's Christian mission, vision, values, and spiritual disciplines

🎯 Requirements

• Two-year degree or equivalent work experience (four years) • Five years of work experience in addition to education or equivalent education • Minimum three years of successful sales/fundraising experience in a phone or face-to-face environment • Proven ability to take prospects through the sales cycle to close large gifts • Proven ability to understand and articulate financial tools and concepts • Knowledge of planned giving vehicles, including wills, living trusts, charitable gift annuities, and fundamental understanding of charitable remainder trusts • Completion of at least one course in planned giving strongly desired • Must be authorized to work in the U.S.A. for any employer • Bachelor's degree preferred • Christian conduct and participation in organizational spiritual disciplines

🏖️ Benefits

• Comprehensive benefits package (details provided via employer link) • Remote work arrangement