28 Oct
|
Shaw University
|
Newfoundland and Labrador
28 Oct
Shaw University
Newfoundland and Labrador
Apply data analysis and financial research as a full time Planned Giving Officer supporting donor engagement and stewardship strategies.
Reporting to the Senior Director of Development and Strategic Partnerships, this officer researches prospective donors and planned giving opportunities. The work supports Institutional Advancement through database management, prospect analysis, and actionable recommendations. It also requires compliance with federal and institutional guidelines.
Key Responsibilities: Research individuals, corporations, foundations, and other prospective donors
Analyze financial capacity, interests, and giving history
Develop prospect profiles, briefing materials, and research reports
Create dashboards and reports on pipeline and planned giving trends
Track planned gift expectancies and document donor intentions
Requirements: Bachelor’s degree in business or related field
Minimum three years of relevant prospect research experience
Strong data analysis, financial research, and database management skills
Knowledge of planned giving vehicles and estate planning concepts
Excellent communication, discretion, and confidentiality
Use prospect research, planned giving knowledge, and data analysis to strengthen institutional donor engagement and stewardship efforts.
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📌 Planned Giving Prospect Research Officer (Newfoundland and Labrador)
🏢 Shaw University
📍 Newfoundland and Labrador