Planned Giving Officer Job Description Template

Learn How to Craft the Right Job Description

Download this Free Resource from Veritus Group

Do you know what to look for when hiring a Planned Giving Officer? Creating the right job description is harder than you think and can have a significant impact on finding the best person for the job.

An exceptional Planned Giving Officer needs to have a certain mix of skills and qualities that will help them create meaningful relationships, work collaboratively with Major Gifts, and partner with the donor to create a legacy.

By creating a succinct job description that focuses on this core work, you can avoid having your PGO get sucked into every interesting project and event, or torn apart by competing power centers.

Planned Giving Officer

What you’ll learn in this Free Resource


How to focus on the core work of a Planned Giving Officer


What metrics to include in the job description, so they'll be accountable


Who supervises and manages the PGO – they will need a clear reporting structure