Job Overview
This position reports to the Director of Development and is a Part-time, regular position. This position is currently funded through a campaign allocation for up to four years. All Conservancy budgets are subject to Board approval on an annual basis. The Planned Giving Officer will develop and lead a comprehensive planned giving program for legacy gifts that supports the Conservancy of Southwest Florida’s mission. This position is primarily responsible for the management and strategic growth of the gift planning program, which involves cultivating relationships and managing a portfolio of prospects in collaboration with internal teams to promote and integrate planning-giving opportunities into the Conservancy’s overall fundraising strategy.

Responsibilities:

Planned Giving Program Development and Strategy

• Responsible for the development and implementation and oversight of proactive strategies designed to market and secure planned and deferred gifts for the Conservancy from current constituents, as well as seeking gifts from those not currently engaged with the Conservancy, but whose interests are aligned with the mission and goals of the Conservancy.  
• Lead in the creation, design and execution of the Conservancy’s planned giving strategies and goals and develop metrics to measure ongoing success and ROI. This includes operationalizing short and long-term planned giving goals and strategies to build upon existing commitments and expand the current donor base of support.
• Develop annual and multi-year plans to grow planned giving revenue.

Collaboration and Integration

• Works closely with the Chief Advancement Officer, the President & CEO, and other key members of the Development & Marketing staff to establish and communicate the organizational vision and goals (both multi-year and annual).   
• Develop a strong working knowledge of Conservancy of Southwest Florida funding priorities and objectives specifically in order to articulate a compelling case for support to all constituents. 
• Conduct quarterly Planned Giving Council meetings to engage and keep members apprised of key initiatives.

Planned Giving Donor Relations and Cultivation

• Build and maintain long-term relationships with donors Planned Giving Council members to ensure their continued engagement and support.
• Provide timely stewardship of assigned donors and prospects, and track mature estate expectancies to ensure the preservation and timely distribution of all estate gifts.
• Identify, cultivate, and solicit donors and prospects for planned gifts through direct outreach, events, and personalized communication.

Marketing and Outreach

• Create and lead comprehensive marketing strategies for planned giving, coordinate and prepare, as needed, planned giving materials including letters, newsletters, brochures, and articles for publications. 
  o    Provide personalized illustrations of planned gifts and create proposals for prospects.

Reporting and Record Management

• Manage planned giving records, including documentation of donor intentions, gift agreements, and correspondence.
• Provide regular updates and reports to leadership on program performance and donor engagement.
• Stay current on legal, tax, and regulatory changes impacting charitable giving.
• Maintain an up-to-date list of Eagle Society members. 

Ethical and Confidentiality Compliance

• Ensure strict adherence to the ethical standards set by the Association of Fundraising Professionals (AFP) and the Partnership for Philanthropic Planning (PPP).
• Maintain confidentiality of all donor records and sensitive information, safeguarding the trust and integrity of donor relationships.

Education and Experience:

• Bachelor’s degree required. 
• Minimum of five years of estate work or planned giving for nonprofit organizations.
• Working proficiency in estate planning and other deferred giving vehicles.
• Proven track record of securing planned and major gifts.

Skills and Abilities: 

• Ability to clearly articulate the mission of the Conservancy of Southwest Florida.
• Strong interpersonal and organizational skills and aptitude to work with people of different ages and temperaments.
• Superior written and oral communication skills.
• High energy level, self-motivated, and self-directed to design and complete complex projects. 
• Ability to secure support through wills, bequests, trusts, deferred gifts, charitable gift annuities, gifts of property and other planned gifts including drafting gift agreement language involving varying degrees of complexity. 
• Must have skill and desire to: multi-task and meet deadlines; be a team player; work collaboratively; understand the principles and techniques relevant to major gift fundraising.
• Ability to develop and execute a comprehensive and sophisticated plan that will launch and achieve exceptional planned giving opportunities and gifts.
• Demonstration of integrity, positive attitude, diplomacy, tact, courtesy, and a sense of humor. 
• Proficient in Microsoft Windows, Excel, Word, and Power Point.  
• Candidate must be willing and able to support and advance the mission of the Conservancy of Southwest Florida.

Certificates, Licenses and Registrations

Valid driver’s license and good driving record.

The above statements describe the general qualifications required to perform the job and the general nature and level of work performed - not a complete list of duties; management may assign additional responsibilities.

Physical Demands and Work Environment
This job description recognizes that reasonable accommodations may be provided to enable individuals with disabilities to perform the essential functions of the role. The job entails: 

• Regularly required to sit, stand and walk.
• Lift/move objects weighing up to 25 pounds.
• May spend time in the field, and experience exposure to Florida outdoor weather conditions.
• Position may be remote hybrid.
• Use of hands for various tasks.
• Visual abilities include close and color vision, along with peripheral and depth perception.
• Noise level in the work environment is typically moderate.

Equal Opportunity Employer
The Conservancy of Southwest Florida is an equal-opportunity employer and provides reasonable accommodations to individuals with disabilities to perform essential job functions. 

Job Posted: 9/25/2025