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Position Information
**Requisition Number**
S4626P
**Home Org Name**
Planned Giving
**Division Name**
Senior VP, Advancement
**Position Title**
Planned Giving Officer
**Job Class Code**
OA05A/OA05B
**Appointment Status**
Full-time
**Part-time FTE**
**Limited Term**
No
**Limited Term Length**
**Job Summary**
**Auburn Advancement is excited to begin the search for a Planned Giving Officer to join our philanthropy team!** In this position, you will work closely with donors, advisors, and university representatives to develop and implement personalized philanthropic plans. Your work will not only support Auburn University's mission, but also help donors achieve their philanthropic goals.
**What You'll Do:**
+ **Build and Manage Relationships:** Manage a portfolio of planned giving prospects. Engage donors through personalized interactions, building trust and understanding their philanthropic goals.
+ **Create and Present Giving Plans:** Develop individualized giving plans in collaboration with donors and their financial and legal advisors, ensuring these plans align with both the donors' values and financial goals, as well as the university's needs.
+ **Adaptive Industry Trends:** Keep on top of changes in tax laws, estate planning, and charitable giving trends to provide the best possible advice and options to donors.
+ **Champion Philanthropy:** Inspire a culture of giving by engaging donors about the transformative impact of their contributions, helping them understand how their gift shapes the future of the university.
**Why You'll Love It Here:**
+ **Impactful Work:** Your efforts will directly contribute to the growth and success of Auburn University and its priorities.
+ **Collaborative Environment:** C Join a team of dedicated professionals who are committed to making a difference.
+ **Purpose Driven Work:** Align your passion and fulfillment to your work, where you're trusted to reach your full potential and achieve your pinnacle career experience.
+ **Culture by Design:** Thrive in a culture that champions respect, accountability, and professional development.
Now is the perfect time to join Auburn Advancement, a dynamic team encompassing Operations and Strategy, Culture and Talent, Engagement, Philanthropy, and Communications. Under the visionary leadership of Senior Vice President Rob Wellbaum - a seasoned and respected advancement professional - our organization is set to revolutionize the future of Advancement.
**The nature of this role is highly externally focused, requiring frequent travel and meetings on and off campus during regular and non-traditional business hours, and is therefore expected to operate with high-levels of autonomy**
**Essential Functions**
**Your Responsibilities as a Planned Giving Officer:**
+ **Purpose:** Guide donors and their advisors in shaping tax efficient philanthropic vision, helping them set impactful goals and create meaningful plans. Research and craft compelling philanthropic giving proposals that resonate with donors, showcasing the transformative potential of their contributions. Become proficient in the mission, vision, and programs of Auburn University, and effectively communicate these to inspire donor support.
+ **Collaboration:** Work with donors, their families, advisors, and university representatives to align philanthropic goals with Auburn's needs and aspirations. Cultivate relationships with professional advisors, leveraging their expertise to enhance future gift commitments and foster long-term donor relationships. Actively participate in professional organizations, staying connected with industry trends and building a network of peers in the fields of gift planning and advancement.
+ **Innovation:** Contribute to the creation of innovative marketing strategies, donor recognition plans, and stewardship initiatives that enhance donor engagement and satisfaction. Play a key role in organizing and participating in special events, celebrating donor contributions and fostering community.
+ **Production:** Take charge of a dynamic portfolio of at least 100 planned gift prospects, building and nurturing relationships through personalized engagement strategies. Personally engage with prospects and donors through face-to-face meetings, guiding them through the states of qualification, cultivation, solicitation, and stewardship. Ensure timely completion of gift plans, endowment agreements, and all related documentation, maintaining records in ourCRM and planned giving software systems.
**Why Work at Auburn?**
+ **Life-Changing Impact** : Our work changes lives through research, instruction, and outreach, making a lasting impact on our students, our communities, and the world.
+ **Culture of Excellence** : We are committed to leveraging our strengths, resources, collaboration, and innovation as a top employer in higher education.
+ **We're Here for You** : Auburn offers generous benefits, educational opportunities, and a culture of support and work/life balance.
+ **Sweet Home Alabama** : The Auburn/Opelika area offers southern charm, vibrant downtown scenes, top-ranked schools, and easy access to Atlanta, Birmingham, and the Gulf of Mexico beaches.
+ **A Place for Everyone** : Auburn is committed to fostering an environment where all faculty, staff, and students are welcomed, valued, respected, and engaged.
Ready to lead and shape the future of higher education? Apply today! War Eagle!
Minimum Qualifications
**Minimum Qualifications**
**Level I -**
+ Bachelor's degree plus 2 years of experience in fundraising, marketing, sales, and/or public relations
**Level II -**
+ Bachelor's degree plus 4 years of experience in fundraising, marketing, sales, and/or public relations
Minimum Skills, License, and Certifications
**Minimum Skills and Abilities**
**Minimum Technology Skills**
**Minimum License and Certifications**
Desired Qualifications
**Desired Qualifications**
**Experience in:**
+ Planned Giving
+ Estate Planning
+ Financial Planning
+ Financial Sales
**Preference:**
+ CFP
+ CPA
+ RR
Posting Detail Information
**Salary Range**
$55,890 - $109,130
**Job Category**
Auburn Advancement
**Working Hours if Non-Traditional**
**City position is located in:**
Auburn
**State position is located:**
Alabama
**List any hazardous conditions or physical demands required by this position**
**Posting Date**
07/31/2025
**Closing Date**
**Equal Opportunity Compliance Statement**
It is our policy to provide equal employment and education opportunities for all individuals without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, gender expression, pregnancy, age, disability, protected veteran status, genetic information, or any other classification protected by applicable law. Please visit theirwebsite ( to learn more.
**Special Instructions to Applicants**
**Quick Link for Internal Postings**
Needed to Apply**
**Required Documents**
1. Resume
2. Cover Letter
**Optional Documents** ","**Position Details**
Position Information
**Requisition Number**
S4626P
**Home Org Name**
Planned Giving
**Division Name**
Sen...",["B","1980429878"],"1 days ago","/jobs/1980429878-planned-giving-officer","/jobs?location=Auburn",{"_429":428,"_434":534,"_452":453,"_444":445,"_243":535,"_441":536,"_427":428,"_111":437,"_431":194,"_433":194,"_454":453,"_442":467,"_425":537,"_455":456,"_430":118,"_476":530,"_460":538,"_478":437,"_479":467,"_481":482,"_483":532,"_485":486},["D",1771341656000],"**Position Details**
Position Information
**Requisition Number**
S4875P
**Home Org Name**
Planned Giving
**Division Name**
Senior VP, Advancement
**Position Title**
Senior Planned Giving Officer
**Job Class Code**
OA86, OA87, OA88
**Appointment Status**
Full-time
**Part-time FTE**
**Limited Term**
No
**Limited Term Length**
**Job Summary**
**Auburn Advancement is excited to begin the search for a Senior Planned Giving Officer to join our Gift Planning team!** In this pivotal role, you will use your financial, tax, and estate planning skills to secure transformative philanthropic gifts of $1 million and greater. Your work will advance Auburn University's mission and priorities while helping donors make a meaningful impact on the future of our institution. We are growing and gearing up for a new campaign, and we need talent like yours to complete our team!
**What You'll Do:**
+ **Provide charitable estate planning, and tax related expertise:** Work with alumni and constituent development officers within the university to match the philanthropic goals of our donors with the strategic needs of the university.
+ **Build and Manage Relationships:** Identify, cultivate, and solicit a portfolio of planned gift prospects, conducting 100-140 significant face-to-face visits annually to advance relationships and close planned gifts.
+ **Inspire Philanthropy:** Present compelling proposals and make direct solicitations to secure private support, ensuring that each donor experience reflects Auburn's values and vision.
+ **Provide Leadership and Mentorship:** Support and mentor development staff, fostering a culture of collaboration, accountability, and professional growth. Guide team members in best practices regarding charitable estate planning
+ **Stewardship and Engagement:** Provide exceptional stewardship through timely acknowledgment, gratitude, and ongoing engagement with donors. Plan and attend special events that cultivate relationships and celebrate donor generosity.
**Why You'll Love It Here:**
+ Impactful Work: Your efforts will directly contribute to the growth and success of Auburn University and its priorities.
+ Collaborative Environment: Join a team of dedicated professionals who are committed to making a difference.
+ Purpose Driven Work: Align your passion and fulfillment to your work, where you're trusted to reach your full potential and achieve your pinnacle career experience.
+ Culture by Design: Thrive in a culture that champions respect, accountability, and professional development.
Now is the perfect time to join Auburn Advancement, a dynamic team encompassing Operations and Strategy, Culture and Talent, Engagement, Philanthropy, and Communications. Under the visionary leadership of Senior Vice President Rob Wellbaum - a seasoned and respected advancement professional - our organization is set to revolutionize the future of Advancement.
_The nature of this role is highly externally focused, requiring frequent travel and meetings on and off campus during regular and non-traditional business hours, and is therefore expected to operate with high-levels of autonomy._
**Essential Functions**
**Your responsibilities as a Senior Planned Giving Officer:**
**Purpose:**
+ Guide donors in developing transformational philanthropic partnerships, aligning their passions with Auburn's mission.
+ Create customized estate and tax related proposals and strategies for principal-level gifts ($1M+), ensuring meaningful impact and efficient gifting tools and techniques.
**Collaboration:**
+ Cultivate and steward relationships with donors, alumni, and advisors, foster trust and alignment with university priorities.
+ Mentor and support development staff to promote a cohesive, high-performing team culture.
**Innovation:**
+ Develop creative charitable estate giving strategies that explore a menu of planned giving options and that inspire major and principal-level giving.
+ Stay current on tax and charitable giving laws and changes that will impact giving. Implement forward-thinking approaches to donor communications, proposals, and relationship management.
**Production:**
+ Manage a portfolio of 100-140 major gift prospects, completing significant face-to-face visits annually.
+ Prepare illustrations and tax deductions for various charitable gift options while maintaining accurateCRM records.
+ Monitor progress toward fundraising goals and coordinate with internal teams to ensure successful outcomes.
**Why Work at Auburn?**
+ **Life-Changing Impact** : Our work changes lives through research, instruction, and outreach, making a lasting impact on our students, our communities, and the world.
+ **Culture of Excellence** : We are committed to leveraging our strengths, resources, collaboration, and innovation as a top employer in higher education.
+ **We're Here for You** : Auburn offers generous benefits, educational opportunities, and a culture of support and work/life balance.
+ **Sweet Home Alabama** : The Auburn/Opelika area offers southern charm, vibrant downtown scenes, top-ranked schools, and easy access to Atlanta, Birmingham, and the Gulf of Mexico beaches.
+ **A Place for Everyone** : Auburn is committed to fostering an environment where all faculty, staff, and students are welcomed, valued, respected, and engaged.
Ready to lead and shape the future of higher education? Apply today! War Eagle!
Minimum Qualifications
**Minimum Qualifications**
**Senior Major Gifts Officer I**
+ Bachelor's degree
+ 7 years of experience in gift solicitation experience, development, fundraising, marketing, or portfolio management.
**Senior Major Gifts Officer II**
+ Bachelor's degree
+ 10 years of experience in gift solicitation experience, development, fundraising, marketing, or portfolio management.
**Senior Major Gifts OfficerIII**
+ Bachelor's degree
+ 12 years of experience in gift solicitation experience, development, fundraising, marketing, or portfolio management.
Minimum Skills, License, and Certifications
**Minimum Skills and Abilities**
+ Knowledge of business acumen and office procedures; knowledge of advanced concepts, practices andprocedures in the areas of fundraising, sales, marketing, recruiting, public relations, and must have theability to adapt and respond appropriately to situations involving concurrent tasks.
+ Demonstrated record of successful major gift solicitations and experience designing and executing donor identification, cultivation, solicitation and stewardship strategies.
**Minimum Technology Skills**
**Minimum License and Certifications**
+ Driver License, Valid and in State
Desired Qualifications
**Desired Qualifications**
+ MBA ,CPA ,CFP , JD,CLU
+ Financial planning, law, accounting, estate planning, securities, investment
Posting Detail Information
**Salary Range**
$91,550 - $228,040
**Job Category**
Communications/Public Relations/Marketing
**Working Hours if Non-Traditional**
This role works days, nights, weekends, and involves frequent travel.
**City position is located in:**
Auburn
**State position is located:**
Alabama
**List any hazardous conditions or physical demands required by this position**
**Posting Date**
11/21/2025
**Closing Date**
**Equal Opportunity Compliance Statement**
It is our policy to provide equal employment and education opportunities for all individuals without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, gender expression, pregnancy, age, disability, protected veteran status, genetic information, or any other classification protected by applicable law. Please visit theirwebsite ( to learn more.
**Special Instructions to Applicants**
**Quick Link for Internal Postings**
Needed to Apply**
**Required Documents**
1. Resume
2. Cover Letter
**Optional Documents** ","**Position Details**
Position Information
**Requisition Number**
S4875P
**Home Org Name**
Planned Giving
**Division Name**
Sen...",["B","1980435523"],"/jobs/1980435523-senior-planned-giving-officer",{"_429":428,"_434":540,"_452":453,"_444":445,"_243":438,"_441":438,"_427":428,"_111":541,"_431":432,"_433":194,"_454":453,"_442":443,"_425":542,"_455":456,"_430":118,"_476":522,"_460":543,"_478":541,"_479":443,"_481":482,"_483":484,"_485":544},["D",1771286400000],"Social Media & Marketing Intern",["B","2619529071"],"/jobs/2619529071-social-media-marketing-intern","/jobs?keyword=Social+Media+%26+Marketing+Intern","actionData","errors"]