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Planned Giving Officer, United Church of Christ

  • 08/09/2022 1:45 PM
    Message # 12878260

    The Planned Giving Officer serves as a member of the Development team to meet the financial and strategic goals of the financial development programs of the national ministries of the United Church of Christ. The PGO builds donor relationships, secures legacy and deferred gifts and current endowment gifts and grows the financial sustainability of the United Church of Christ national setting. The PGO demonstrates knowledge of estates, trusts, and other financial tools for legacy giving. Planned gift solicitations are a part of the Development Teams fundraising and strategic goals.


    • Maintain a portfolio of leadership gift prospects (individual and congregational). Nurture prospective donors; interpret to them the mission and various ministries of the United Church of Christ; and consult with these donors and their advisors regarding support of the UCC through leadership gifts. Meet with 15-20 planned giving prospects per month and take strategic steps to move them through the gift cycle of identification, qualification, cultivation, solicitation and stewardship. Solicit gifts as assigned.
    • Focus 90% of time on identification of prospects and 10% on stewardship of donors who have already made a gift commitment.
    • Prepare and implement meaningful personal solicitations that align with donor interests and the UCC’s needs and strategic vision.
    • Provide leadership in the development of cases for support and their expressions. Collaborate with the staff other church leaders as they identify needs and prepare compelling cases for giving.
    • Assist in the preparation and editing of publications for planned giving. This includes donor recognition in marketing materials.
    • Respond to inquiries for information and resources as requested by Conferences, congregations and individuals.
    • Work collaboratively with gift officers (MGO) and leaders throughout the national setting to appropriately cultivate and steward donors.
    • Develop a thorough understanding of national UCC programs and ministries.
    • Contribute to the work environment that encourages knowledge of, respect for, and development of skills to engage with those of various cultures and backgrounds.
    • Researching potential donors.
    • Contribute to the overall success of the Financial Development Team by performing other duties as assigned.

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