Apply data analysis and financial research as a full-time Planned Giving Officer supporting donor engagement and stewardship strategies.
Reporting to the Senior Director of Development and Strategic Partnerships, this officer researches prospective donors and planned giving opportunities. The work supports Institutional Advancement through database management, prospect analysis, and actionable recommendations. It also requires compliance with federal and institutional guidelines.
Key Responsibilities:
- Research individuals, corporations, foundations, and other prospective donors
- Analyze financial capacity, interests, and giving history
- Develop prospect profiles, briefing materials, and research reports
- Create dashboards and reports on pipeline and planned giving trends
- Track planned gift expectancies and document donor intentions
Requirements:
- Bachelor's degree in business or related field
- Minimum three years of relevant prospect research experience
- Strong data analysis, financial research, and database management skills
- Knowledge of planned giving vehicles and estate planning concepts
- Excellent communication, discretion, and confidentiality
Use prospect research, planned giving knowledge, and data analysis to strengthen institutional donor engagement and stewardship efforts.
Planned Giving Prospect Research Officer in Raleigh employer: Shaw University
Shaw University Divinity School is an exceptional employer that fosters a collaborative and innovative work culture, dedicated to the growth of its employees and the communities they serve. With a focus on developing strong partnerships and providing high-quality leadership training, the Director of Congregational Leadership Certificate Program will have ample opportunities for professional development while contributing to meaningful initiatives that support Black congregations. Located in North Carolina, this role offers a unique chance to engage with diverse congregational networks and make a lasting impact in theological education.
