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
Robust 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.

📌 Planned Giving Prospect Research Officer Raleigh
🏢 Shaw University
📍 Raleigh