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Planned Gift Officer

Franciscan University of Steubenville

Posted: October 2020
Status: Open


Franciscan University of Steubenville

Steubenville, OH

Employment Type:

Position Reports to: Director for Leadership and Planned Giving
FLSA Status: 
Full-time; Monday – Friday, 8:30 a.m. – 4:30 p.m.; some evenings and weekends are required; extensive travel required


Position Summary:


The Planned Gift Officer (PGO) identifies, qualifies, cultivates, asks and stewards a portfolio of current and future benefactors who are capable of making a planned gift as defined by the University. The PGO works collaboratively with colleagues at Franciscan University and represents all of Franciscan University’s programs while working with alumni, parents, friends, staff, and faculty in helping them focus on matching each of their interests with the appropriate gift opportunities.



Primary Responsibilities:
  1. Implements prospecting plan/strategy to build and expand a planned giving portfolio.

  2. Identifies, cultivates, and asks Franciscan University constituents who are capable of making a planned gift to the University.

  3. Develops, creates, and presents proposals for consideration according to the benefactor’s interest, financial situation, and the University’s major priorities.

  4. Initiates and maintains (stewards) relationships centered on conversion with current and specific benefactors.

  5. Collaborates with employees of the University in order to identify University needs, to create proposals, to formulate proposal strategies and identify potential benefactors.

  6. Develops and monitors annual strategy to market and promote planned giving opportunities with the help of the Director for Leadership and Planned Giving, specifically for annuities, estate gifts, etc..

  7. Plans, prepares, and executes planned giving events (Workshops, Virtual Presentations) in support of Advancement Department goals.


    This is not intended to be an all-inclusive list. Additional duties, expectations and responsibilities may be added or changed as needed to meet the University's needs.


Must believe, promote and have a strong commitment to the mission of Franciscan University of Steubenville and possess the following:

  • Work Experience
    • 3-5 years of fundraising, including planned giving, sales, or related experience with a proven track record of success.
  • Competencies
    • Drive for Results: High energy level, self-confident and resilient.
    • Written and Verbal Communications: Excellent written communication skills, verbal communication skills, and presentation skills.
    • Teamwork: Knows how to work within a team environment.
    • Planning: Strong planning and organizational skills.
    • Interpersonal Skills: Excellent active listening, persuasion, and negotiation skills.
    • Quality of Work: Can be consistently counted on to follow through, meet commitments and deliver results.
    • Action-Oriented: Displays initiative; does not wait to be asked to do something.
  • Education
    • Bachelor’s degree required; advanced degree desired.
  • Technical Skills
    • Working knowledge of Raiser’s Edge software systems is preferred.
    • Working knowledge of Microsoft Office Suite.
  • Workplace Factors
    • Extensive travel required.
    • Some evenings and weekends are required, driven by events and benefactor availability
How to Apply:

Candidates must submit an online application, a resume and a cover letter that demonstrates their fit for the position based on their experience, accomplishments and skills as well as their desire to advance the mission of Franciscan University.


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