Planned Giving Officer

Why join our team With a mission that spans the globe the USO provides a rewarding and fulfilling work environment Our team is exceptional and we offer generous paid time off including volunteer days and military leave We have a remarkable 401k match comprehensive benefits and opportunities for training and education reimbursement Our team members are passionate about putting the mission first and we have a lot of fun while doing it Working for the USO isnt just a job its a calling and we believe in doing what you love and loving what you do Dont take our word for it The external Great Place To Work survey found that The USO is a Certified Great Place to Work 2025 202696 feel good about the ways we contribute to the community94 are proud to tell others they work here92 feel their work has special meaning this is not just a job91 feel that when you join the company you are made to feel welcome92 feel people here are treated fairly regardless of their race88 feel people here are treated fairly regardless of their genderThe Planned Giving Officer is responsible for working closely with donors development staff CPAs financial advisors and legal professionals to facilitate estate gifts that align with donor values and organizational goals Principal Duties and Responsibilities Essential Duties Develop and implement a comprehensive planned giving strategy for their regionIdentify cultivate and steward donors interested in legacy and estate giftsCollaborate with legal and financial advisors to structure bequests charitable trusts annuities and other planned giving vehiclesDeliver presentations and personalized proposals to prospective donorsMaintain accurate records of donor interactions and gift documentation with discretionCoordinate stewardship and recognition activitiesCreate marketing materials and campaigns to promote planned giving opportunitiesEnsure compliance with all relevant laws regulations and ethical standardsPartner with local USO Operations Center leadership and fellow development staff to support local fundraising events & activationsPrepare and present oral and written reportsOther duties as assignedJob Specifications Bachelors degree in Finance Non Profit Management Business or related services field Masters degree preferred3 years work experience in planned giving or fundraising Relevant experience in a non profit military multicultural andor global organization preferredExcellent interpersonal relationship building and presentation skills Ability to deliver compelling call to action cases to internal and external stakeholders at a variety of levelsKnowledge of estate planning tax laws charitable giving instruments and Better Business Bureau Wise Giving Alliance Standards for Charity AccountabilityAbility to achieve desired results while working collaboratively in a matrix team environmentAbility to effectively interact with USO Leadership the public and military audiences at a variety of levelsDemonstrated ability to exercise sound judgment related to controversial andor culturally sensitive subjects Ability to handle confidential information with tact and poiseDemonstrated initiativeself motivation with the ability to quickly and easily adapt to changing organizational needsAbility to manage a high volume of assignments with varying complexity and competing priorities in a fast paced environment with integrity and professionalismProficiency using computers and electronics equipment Working knowledge of various software applications and programs including but not limited to Microsoft Office Suite and Raisers EdgeAbility to obtain and maintain proper credentials necessary to access USO Center locations and facilities including but not limited to security credit andor background screening SOFA status valid drivers licenseMust be a strong advocate of the USOs missionDetails This position is located in Arlington VA Preference will be given to local candidates within commuting distance to the locationResume and cover letter are required for full considerationBackground check education criminal and driving requiredThe statements contained herein describe the scope of the responsibility and essential functions of this position but should not be considered to be an all inclusive listing of work requirements Individuals may perform other duties as assigned including work in other areas to cover absences or relief to equalize peak work periods or otherwise balance the workloadIf thats not enough to convince you here are some direct quotes from employees The organization truly cares about the people who work hereI have been with the USO for 4 years and have consistently been able to grow in my knowledge and position It is a fun place to work and my worklife balance is manageable The way the organization has handled COVID has been top notch I never felt fearful that I would lose my job or be put in a situation where I did not feel safe The benefits are great PTO and 401k matching are top levelThere is great consideration given and extended in the following areas organizational core values for all work life balance impact we can actually see and even experience as a staff member the feeling of making an impact is priceless autonomy with respect to current position within the organizationEveryone is friendly and easy to talk to We collaborate well together and share ideas and interests to create fun activities for our overall goal in the community I couldnt think of a better organization to work forThe mission alone provides a positive and meaningful purpose where people should want to work and be a part of Most of the people who work for the USO and volunteer for the USO have giving hearts and want to make a difference This also makes the organization a place where people would want to workThe mission and opportunities to make a Difference are amazing There is no doubt that the USO is one of the most forward facing frontline serving nonprofits that I know oftheUSO Apply today Join the mission Join Team USO