Position: Planned Giving Officer
Type: Full-time
Location: Smithtown, NY
Salary: $85k-95k per year
The Guide Dog Foundation is seeking a Planned Giving Officer to help secure the long-term future of its guide and service dog programs. This development role focuses on identifying, researching, cultivating, and soliciting planned gifts from donors and prospects.
The Planned Giving Officer is responsible for developing and managing long-term donor relationships, focusing on securing legacy gifts, managing a donor portfolio and growing planned donations to support our planned giving society, The Heritage Society.
Essential Functions:
• Develop and execute a planned giving marketing strategy and communications plan with the use of the planned giving platform plannedgiving.com to increase participation in The Heritage Society
• Responsible for the management of a portfolio of 125-150 prospects/donors. Identify, research, cultivate, and solicit for planned gifts
• Collaborate with legal, financial, and estate planning professionals to facilitate planned gifts
• Conduct estate planning seminars and workshops to educate potential donors about the benefits of planned giving and how it can support the organization’s mission
Essential Requirements:
• Bachelor’s degree from accredited college (preferably in Fundraising, Nonprofit Management, Communications, Marketing or other related field).
• Deep understanding of financial planning and planned giving vehicles, are essential
• 5+ years successful experience in planned giving and major gifts fundraising.



