Planned Giving Officer

WHO WE ARE

Volunteers of America Colorado is a nonprofit, faith-based organization dedicated to helping those in-need transform their lives. Through more than 50 distinct human service programs, Volunteers of America changes the lives of more than 140,000 vulnerable Coloradoans each year. VOA services include housing and emergency shelters, hunger and nutrition services, and many other community support programs. Our work touches the mind, body, heart and ultimately the spirit of those we serve. VOA integrates compassion with highly effective programs that build and strengthen communities.

WHAT MAKES VOA SPECIAL? VOAC recognizes the unique needs of the older adult who needs a wheelchair ramp to stay at home safely, and the preschooler whose family needs additional resources. VOAC supports veteran’s efforts to exit homelessness as well as provides a safe place for survivors of domestic violence. Wherever VOAC goes, it combines relationship-building, volunteers and quality services to lift and support our neighbor’s efforts to become self-sufficient and reach their full potential.

** The Planned Giving Officer supports the mission of Volunteers of America Colorado by developing and managing a planned giving program focused on long-term philanthropic support across Colorado communities. This role is responsible for cultivating meaningful relationships with donors, professional advisors, and community partners to encourage legacy gifts that address critical social needs such as housing, food security, and family support services. Working collaboratively with the development team and executive leadership, the Planned Giving Officer will identify and engage prospective donors, design targeted outreach strategies, and ensure the proper documentation, recognition, and stewardship of planned gifts. The ideal candidate brings expertise in charitable estate planning, deep empathy for human services work, and a passion for helping donors make a lasting impact in the lives of Coloradoans.

Essential Duties and Responsibilities

· Develop and manage a comprehensive planned giving program to support the organization’s long-term fundraising goals.

· Identify, cultivate, solicit, and steward relationships with donors and prospects interested in estate and planned gifts.

· Collaborate with development staff to integrate planned giving strategies into overall fundraising initiatives and campaigns.

· Work closely with financial advisors, attorneys, and estate planners to facilitate complex gift arrangements, such as bequests, charitable gift annuities, trusts, and other planned giving vehicles.

· Conduct personalized donor meetings to provide education about planned giving opportunities and benefits.

· Create and implement marketing strategies for planned giving, including print, digital, and event-based outreach.

· Maintain accurate donor records and track activities and outcomes in the Salesforce.

· Ensure compliance with legal, ethical, and financial standards related to charitable giving and tax regulations, including Colorado-specific requirements.

· Provide ongoing education and training for staff, board members, and volunteers about planned giving opportunities.

· Prepare reports and presentations for leadership to monitor and evaluate planned giving program performance.

· Stay informed on trends, legislation, and best practices in planned giving and nonprofit fundraising.

· Represent the organization at community events, professional gatherings, and donor functions to build and enhance relationships.

Supervisory Responsibilities

Position does not currently supervise staff.

Working Conditions and Physical Requirements

Bending, Climbing, Stooping, Kneeling, Reaching, Crouching, Squatting, Lifting (30 to 50 pounds), Balancing, Standing, Sitting, Hand/Foot motions, Walking, Seeing (Close and distant vision, Detect, Determine, Perceive, Identify, Recognize, Judge, Observe, Inspect, Assess, Estimate), Depth Perception, Hearing/Listening, Speaking/Shouting (Communicate, Discern, Convey, Express, Exchange), Use of Hands/Fingers (Grasping, Holding, Touching), Thinking, Calculating, Memory/Recall, Exposure to Indoor and Outdoor environments

Position Type and Expected Hours of Work

Full time, 40 hours a week plus occasional evenings and weekends.

Location

Administration Office at 2660 Larimer Street, Denver, CO 80205

Salary Range: $70,000-$85,000 annual exempt

Employee must be able to perform essential job functions with or without reasonable accommodation and without posing a direct threat to safety or health of self or others. To perform this job successfully, an individual must be able to perform each essential function satisfactorily. Employee will perform job according to applied laws. The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. If you require a reasonable accommodation to perform this role, please contact [email protected] to begin the Interactive Process.

Benefit eligibility is based on job type/status

Vacation Time

Separate Sick Time

Paid Holidays

Floating Holidays

Personal Days

Volunteer/Wellness Day

Tuition Assistance

Pension Plan

403b Retirement Plan with Agency Match

Health, Dental, Vision, Pet Insurances

Life Insurance

Accident Insurance

Employee Assistance/Work Life Balance Program

Employee Discount Program

LifeLock with Norton

Public Service Loan Forgiveness

Volunteers of America is an EEO Employer

Position will remain open until filled

VISA SPONSORSHIP IS NOT OFFERED FOR THIS ROLE

Veterans are strongly encouraged to apply

Competencies

Relationship Management

Fundraising Expertise

Written and Verbal Communications

Financial and Legal Acumen

Project Management

Minimum Qualifications of Position

· Bachelor’s degree.

· 4-6 years of experience in planned giving, major gifts fundraising, or donor relations.

· Demonstrated success in cultivating and securing planned gifts, such as bequests, charitable gift annuities, or trusts.

· Experience collaborating with legal and financial professionals on estate planning and charitable giving strategies.

Preferred Qualifications of Position

·Ability to respond with urgency to the needs and requests of others (both internal and external), ensuring a high degree of responsiveness to all donors without regard to their giving level.

·Willingness and ability to adjust to changing conditions or priorities.

·Demonstrated ability to: manage numerous complex tasks simultaneously; anticipate and meet deadlines; use time effectively; problem-solve independently in a small staff atmosphere; and function in an often stressful and quick turn-around environment.

·Goal-oriented, self-motivated, reliable, detail-oriented, articulate and poised.

·Personal integrity, sound judgment and a sense of humor.

·Willingness to work nights and weekends as situations warrant, including donor meetings, events, etc.

·Ability to maintain a high level of confidentiality

·Deep and abiding commitment to a high level of donor constituent satisfaction.

·Ability to work individually and as part of a team.

· Must possess a Colorado’s driver’s license and state-mandated automobile insurance.

· Travel required.

·Demonstrated proficiency with widely used business management software programs (e.g. Microsoft Word, Excel, PowerPoint) as well as donor database programs); Salesforce experience preferred.

Knowledge and Skills

·Demonstrates compassion for helping those that are the most vulnerable in our community.

·Demonstrates knowledge of or a strong willingness to learn about poverty, human service government programs, Volunteers of America Colorado’s solutions and services, homelessness, aging, veterans, at-risk youth, and helping those most vulnerable in our society.

·Models core culture attributes of VOA Colorado that include “AIRS” (Accountability, Integrity, Respect and Service). Also, models and pursues with vigor VOA Colorado’s three strategic critical virtues of HHS (Hungry, Humble, People Smart).