Planned Giving Officer II

World Vision USA

Planned Giving Officer II developing relationships with high-capacity donors for planned gifts. Working remotely for World Vision to achieve fundraising goals and support the organization’s mission.

Posted 8/1/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $63,600 - $85,900 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in cultivating donor relationships and securing planned giving commitments, with a strong understanding of financial tools and planned giving vehicles. Proven ability to achieve fundraising goals through effective communication and relationship management.

Highest-signal resume keywords

Planned Giving ExperienceFundraising Strategy DevelopmentDonor Relationship ManagementSales Cycle ManagementFinancial Tools Understanding

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Planned Giving VehiclesFundraising TechniquesSales ExperienceCRM ManagementDonor Stewardship

Soft Skills

Communication SkillsCoaching AbilityRelationship BuildingInterpersonal Skills

Certifications & Qualifications

Planned Giving Course Completion

Industry Keywords

Donor DevelopmentLegacy SocietyCharitable Gift AnnuitiesWillsLiving 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.
Qualify higher level leads and develop donor relationships for referrals to Planned Giving Directors.
Steward World Vision Legacy Society donors to increase retention levels.
Coach Planned Giving Officers in the ability to cultivate and retain pipeline of planned gifts.
Help carry out our Christian organization’s mission, vision, and strategies.
Responsible for building relationships and cultivating loyal donors to secure an annual fundraising goal of at least $1,500,000 in planned giving commitments.
Demonstrate knowledge of planned giving vehicles, including wills, living trusts, and charitable gift annuities.
Engage with high value leads and donors primarily via voice-to-voice interactions to cultivate planned gifts.
Steward World Vision Legacy Society donors by regular communications (such as via the phone, face to face, personal written messages) to increase retention of constituencies.
Maintain and ensure accuracy of constituent CRM.
Support other Planned Giving Officers on how to engage donors and cultivate relationships that lead to planned gifts for World Vision US through telephone interaction.
Discern when complex donor inquiries should be referred to other team members and facilitate "warm handoffs" as needed.

Requirements

What you’ll need

Two-year degree or equivalent work experience (four years). Bachelor's degree preferred.
Requires five years of work experience, including a minimum of three years of successful sales/fundraising experience working in a phone or face-to-face sales/fundraising environment with proven ability to take prospects through sales cycle to close large gifts.
Requires proven ability to understand and articulate financial tools and concepts.
Completion of at least one course in planned giving strongly desired.

Benefits

Comp & perks

Must be authorized to work in the U.S.A for any employer.