Planned Giving and Donor Engagement Officer

Perkins School for the Blind

. Oversee a high-capacity portfolio of approximately 100 planned giving prospects and donors .

Posted 11/6/2026full-timeWatertown • Massachusetts • United StatesMid-LevelSenior💰 $91,500 - $129,225 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in planned giving strategies, including bequests and trusts, while effectively managing donor relationships and utilizing Salesforce for record-keeping. Proven ability to train and empower team members in fundraising initiatives and strategic planning.

Highest-signal resume keywords

Planned Giving ExpertisePGCalc ProficiencySalesforce CRM ExperienceDonor CultivationRelationship-Building Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Planned GivingBequestsTrustsQualified Charitable DistributionsReal Estate GiftsData-Driven MetricsStrategic PlanningDonor SolicitationGift Planning TrendsTax Changes

Soft Skills

Relationship-BuildingTraining and EmpowermentCommunication SkillsCollaborationAppreciation of Mission

Tools & Technologies

SalesforcePGCalcFundraising CRM Platforms

Industry Keywords

Planned GivingDonor StewardshipMarketing StrategiesEngagement StrategiesNonprofit Development

About the role

Key responsibilities & impact

Oversee a high-capacity portfolio of approximately 100 planned giving prospects and donors
Identify, cultivate, solicit, and steward planned giving prospects
Maintain a visit schedule of 10 donor visits per month
Implement targeted engagement strategies for parents, alumni, and families
Support strategic marketing of planned giving and steward the Perkins 1829 Circle
Partner with Marketing on targeted mailings, digital campaigns, and special events
Serve as the subject matter expert on planned giving
Educate and train Major Gift and Annual Giving team members on blended gift opportunities
Support short- and long-term strategic planning and goal-setting using data-driven metrics, marketing insights, and best practices
Build long-term relationships with prospects and stakeholders, including Board members, Perkins families, volunteers, staff, Committee members, and Corporators
Maintain complete, timely records in Salesforce/CRM
Stay current on legal developments, gift planning trends, and tax changes to optimize gift results

Requirements

What you’ll need

5–7 years of development experience
Proven track record of significant, high-level planned gift solicitations and donor cultivation
Deep and accurate knowledge of all aspects of planned giving, including bequests, trusts, Qualified Charitable Distributions/QCDs, and real estate
Expert proficiency in PGCalc
Working knowledge of Salesforce or similar fundraising CRM platforms
Genuine appreciation of Perkins’ mission and ability to articulate a compelling case for support to diverse constituents
Exceptional relationship-building skills with donors, colleagues, volunteers, and senior leadership
Ability to train and empower team members

Benefits

Comp & perks

Medical, Dental & Vision Insurance
Wellness programs available
Health Reimbursement Arrangement (HRA)
Flexible Spending Accounts
Employer-Paid Life & Long-Term Disability Insurance
401(k) Plan with employer match
Education Benefits: Tuition reimbursement day one
Paid Time Off
Employee Recognition Programs
EAP
Legal services
Referral bonuses
Credit union access
Pre-tax MBTA passes