Planned Giving Officer

Saint Mary's School
Desired Location: 
North Carolina
Organization Type: 

Saint Mary’s School is an independent, Episcopal, college-preparatory, boarding and day school for girls in grades 9–12. The School is the fourth oldest girls’ boarding and day school in the country.  The School is located on a beautiful 23-acre campus which is within walking distance to many restaurants and attractions of downtown Raleigh.  Raleigh-Durham, NC is ranked as one of the best places to live in the United States by US News & World Report.

Saint Mary’s School is currently searching for an enterprising, analytical and collaborative development professional and experienced leader to serve as our Planned Giving Officer.  Reporting to the Director of Development, the Planned Giving Officer will play a central role in leading Saint Mary’s School’s planned, estate, and deferred giving programs to unprecedented levels of success. This position becomes available at an important time in the institution's history as Saint Mary’s School celebrates its 175th year of operation and approaches a campaign within eighteen months. The Planned Giving Officer will be responsible for the overall leadership and direction of the planned gift program, which focuses on marketing and closing planned gifts, and partnering with gift officers to incorporate planned gifts into solicitations.

Duties and Responsibilities:

Planned Giving Program Development, Leadership and Management:

  • Plan and coordinate major gift and estate planning programs to promote deferred giving by alumnae, faculty, supporters of the school.
  • Complete gifts using instruments such as unitrusts, annuity trusts, bequests and insurance contracts.
  • Develop marketing strategies for planned gifts including annual appeals, group presentations, and educational materials.
  • Coordinate activities with prospects, prospect attorneys, and/or financial advisors along with internal departments to determine the most appropriate method of deferred giving, make necessary arrangements, ensure appropriate documentation and compliance with government regulations and investment policies.
  • Provide leadership and strategic vision for Heritage Society planned giving program.
  • Provide direction to staff and colleagues for implementation/deployment of strategic ideas and plans regarding planned giving for multi-faceted asks.
  • Ensure effective use of all technology available for tracking, reporting, prospecting and sourcing planned giving leads.
  • Monitor legal changes in estate planning, including wills, trusts and estate and gift tax laws - and the subsequent changes to policies, processes and opportunities to leverage such changes.

Prospect and Portfolio Management:

  • Cultivate and solicit a minimum of 25-50 prospective donors each year within a portfolio of 50-80 prospects through personal one-on-one visits and other means.
  • Travel to cultivate, solicit and steward six-and-seven-figure donors and prospects in strategic collaboration with the development and head of school offices.
  • Track interactions with prospects through effective use of our development database.
  • Effective use of planned giving resources and tools to ensure effective prospecting, analysis, and interactions with potential donors.


  • Align planned giving strategies and activities with departmental plans and strategic plans.
  • Create a system to provide monthly, quarterly, and annual reports and metrics to be shared with key stakeholders.
  • Provide detailed reports for Board of Trustee Development meetings and Schoolwide report.
  • Ensure effective evaluation of gift planning marketing efforts from direct mail, electronic, new media, face-to-face, and volunteer solicitation strategies.

Other Responsibilities:

  • Maintain working knowledge of institutional priorities that may match donors’ interests.
  • Monitor professional literature to remain current in the planned giving field.
  • Prepare development proposals and present fundraising priorities effectively.
  • Assist as necessary with other development activities such as annual fund, fundraising events, etc.
  • Other duties as assigned.

Perform weekend and night responsibilities to support the life of the residential community and the academic program as required by your position or requested by your manager/supervisor.

This job description in no way states or implies that these are the only duties to be performed by an employee in this position. Employees are required to follow other job-related instructions and to perform other job-related duties requested by those authorized to give instructions or assignments.


  • Bachelor’s degree required.
  • Minimum of eight (8) years of progressive development experience required to include at least five (5) years of related planned giving experience or an equivalent combination of education and experience.
  • Fundamentals of development with mastery knowledge of gift planning strategies, marketing and communications.
  • Working knowledge of wealth management, financial planning, tax and charitable gift laws and planned giving vehicles and methods.
  • Working knowledge of planned and major giving strategies and the ability to educate and inform donors about appropriate giving vehicles.
  • Ability to interact with trust lawyers, counsel office, and other partners.
  • Strategic, results-oriented leader with proven ability to execute.
  • An understanding of fundraising campaigns in a complex institution where gift planning is central to the overall campaign and experience in building and achieving results.
  • Experience in advancement with a focus on planned giving, management, and creating a culture of philanthropy.
  • A deep appreciation for, and an ability to articulate eloquently, the mission of Saint Mary’s School, its curriculum, programs, aspirations, and the unique experience it provides to students.
  • An ability to strategically build a program, to implement, to drive towards numerical goals and to produce results.
  • Excellent communications and active listening skills including but not limited to, able to convey and receive verbal and written information effectively and efficiently as appropriate for the needs of the audience.
  • Proven skills necessary to develop and coordinate estate planning programs to promote deferred giving required.
  • Ability to travel frequently including overnights and weekends.
  • Proficiency in use of development database(s) and Microsoft Office.

Physical Requirements and Work Environment

  • Generally, works in standard office conditions and climate
  • Ability to stand and/or sit for extended periods of time
  • Standing, bending, reaching and moving about to coordinate work
  • Some walking up and down stairs
  • May work in varied extreme outside weather conditions during special activities and fundraising events
  • Works in an environment dealing with a wide variety of challenges, deadlines and a diverse array of contacts
  • May work at a desk and computer for extended periods of time
  • Willingness and ability to travel extensively by automobile, train or plane
  • Valid Driver’s License
  • Ability to drive at night


Career Level: 
Job Type: 
How to Apply: 

Saint Mary’s School has retained Capital Development Services to assist with recruitment for this position.  Nominations, expressions of interest, and applications should be submitted via email to

Candidates must provide a cover letter, resume, and list of three references.  All materials will be kept confidential.  Additional inquiries may be directed to Jen Tozier at Capital Development Services, 336-747-0133 x 208.