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Axton McDonald
Planned Giving Officer
Summary
Highly accomplished Planned Giving Officer with over 10 years of experience in the nonprofit sector. Proven track record of success in developing and implementing comprehensive planned giving programs, securing major gifts from high-net-worth individuals, foundations, and corporations, and building strong relationships with donors and estate planning professionals. Expertise in estate planning, trust administration, charitable gift planning, donor relations, prospect research, and major gift fundraising.
Education
Master’s degree in Nonprofit Management or a related field
September 2018
Skills
- Estate Planning
- Trust Administration
- Charitable Gift Planning
- Donor Relations
- Prospect Research
- Major Gift Fundraising
Work Experience
Planned Giving Officer
- Analyzed donor profiles and identified potential planned giving prospects through stewardship and outreach programs.
- Developed and implemented marketing and communications materials to promote planned giving initiatives.
- Collaborated with development and marketing teams to integrate planned giving into overall fundraising strategies.
- Managed a team of planned giving officers, providing training, support, and guidance.
Planned Giving Officer
- Developed and implemented a comprehensive planned giving program that increased annual revenue by 20%.
- Secured major gifts from highnetworth individuals, foundations, and corporations, resulting in $5 million in new endowments.
- Established and maintained relationships with estate attorneys, financial advisors, and other professionals to promote planned giving opportunities.
- Created and delivered tailored presentations to educate donors on the benefits of planned giving and estate planning.
Accomplishments
- Successfully implemented a comprehensive planned giving program that resulted in a 25% increase in major gifts
- Developed and executed a targeted marketing campaign that generated over 100 qualified leads for planned gifts
- Established and maintained strong relationships with key donors and their estate planning attorneys, resulting in several multimillion dollar planned gifts
- Consistently exceeded fundraising goals by securing significant planned gifts through creative gift planning strategies
- Developed and implemented a comprehensive stewardship program for planned gift donors, ensuring ongoing engagement and recognition
Awards
- Recognized with the Planned Giving Professional of the Year Award by the National Association of Charitable Gift Planners
- Awarded the Outstanding Planned Giving Advisor Award by the local chapter of Planned Giving
- Received the Presidents Award for Excellence in Planned Giving from the organizations board of directors
- Honored with a Lifetime Achievement Award for contributions to the field of planned giving
Certificates
- Certified Fund Raising Executive (CFRE)
- Advanced Certified Estate Planner (ACEP)
- Certified Trust and Financial Advisor (CTFA)
- Chartered Advisor in Philanthropy (CAP)
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How To Write Resume For Planned Giving Officer
Quantify your accomplishments.
Use numbers to demonstrate the impact of your work, such as the percentage increase in annual revenue or the number of major gifts secured.Highlight your skills and experience.
Make sure your resume includes a clear and concise summary of your skills and experience in planned giving, estate planning, and donor relations.Tailor your resume to the job description.
Take the time to read the job description carefully and tailor your resume to the specific requirements of the position.Get feedback from a professional.
Ask a friend, colleague, or career counselor to review your resume and provide feedback.
Essential Experience Highlights for a Strong Planned Giving Officer Resume
- Develop and implement comprehensive planned giving programs.
- Secure major gifts from high-net-worth individuals, foundations, and corporations.
- Establish and maintain relationships with estate attorneys, financial advisors, and other professionals.
- Create and deliver tailored presentations to educate donors on the benefits of planned giving and estate planning.
- Analyze donor profiles and identify potential planned giving prospects.
- Develop and implement marketing and communications materials to promote planned giving initiatives.
- Collaborate with development and marketing teams to integrate planned giving into overall fundraising strategies.
Frequently Asked Questions (FAQ’s) For Planned Giving Officer
What is the role of a Planned Giving Officer?
A Planned Giving Officer is responsible for developing and implementing planned giving programs that encourage donors to make future gifts to a nonprofit organization. This may include creating and delivering educational materials, meeting with potential donors, and working with estate attorneys and financial advisors to ensure that planned gifts are properly structured.
What are the key skills and qualifications for a Planned Giving Officer?
Key skills and qualifications for a Planned Giving Officer include a strong understanding of estate planning and charitable giving, excellent communication and interpersonal skills, and experience in major gift fundraising. A bachelor’s or master’s degree in nonprofit management or a related field is also typically required.
What is the average salary for a Planned Giving Officer?
The average salary for a Planned Giving Officer varies depending on experience, location, and the size of the organization. According to Salary.com, the median annual salary for Planned Giving Officers is $75,000.
What is the job outlook for Planned Giving Officers?
The job outlook for Planned Giving Officers is expected to be good over the next few years. As the population ages, more and more people are considering planned giving as a way to support their favorite charities.
What are the benefits of working as a Planned Giving Officer?
Benefits of working as a Planned Giving Officer include the opportunity to make a real difference in the lives of others, to work with a variety of people, and to learn about estate planning and charitable giving.
What are the challenges of working as a Planned Giving Officer?
Challenges of working as a Planned Giving Officer include the need to be patient and persistent, as it can take time to build relationships with donors and secure major gifts.
What is the best way to prepare for a career as a Planned Giving Officer?
The best way to prepare for a career as a Planned Giving Officer is to get involved in the nonprofit sector and to learn as much as you can about estate planning and charitable giving. You can also volunteer with organizations that provide planned giving services or take courses on planned giving.