Planned Giving Officer II

World Vision USA

. Develop long-term relationships with prospective planned giving donors primarily through voice-to-voice interaction and occasional face-to-face donor development .

Posted 10/8/2026full-timeRemote • United StatesMid-LevelSenior💰 $63,600 - $85,900 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in donor relationship management and fundraising strategies, with a strong focus on planned giving vehicles and financial implications. Proven ability to engage and cultivate high-value donors to achieve significant fundraising goals.

Highest-signal resume keywords

Planned Giving ExperienceFundraising Strategy DevelopmentDonor Relationship ManagementSales Cycle ProficiencyFinancial Tools Understanding

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Planned Giving VehiclesFundraising TechniquesSales ExperienceGift Proposal DevelopmentCRM Management

Soft Skills

Relationship BuildingCoachingCommunicationCollaborationStewardship

Tools & Technologies

Specialized Software for Gift Proposals

Certifications & Qualifications

Course in Planned Giving

Industry Keywords

Donor EngagementCharitable Gift AnnuitiesWillsLiving TrustsCharitable Remainder Trusts

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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