Planned Giving Officer – Rita Casey Consulting – San Rafael, CA

Guide Dogs for the Blind (GDB) is seeking a Planned Giving Officer to identify, cultivate and solicit new legacy intentions and promote legacy giving, steward donors who have already included Guide Dogs for the Blind in their estate plans and ensure that all Legacy Society members receive proper and appropriate recognition. The position will also require the ability to educate constituents about the benefits of planned giving.

Travel to Western states required on a consistent schedule. Reports to the Director of Philanthropy.


Identify, cultivate and solicit planned gift prospects, primarily on a face-to-face basis. Provide one-on-one consultations as needed, traveling to prospect locations if necessary. Handle correspondence, donor visits and tours associated with gift cultivation and stewardship.

Inform and educate donors about various planned gift vehicles that will address their philanthropic and financial goals while providing support for Guide Dogs for the Blind. Includes the ability to prepare illustrations and gift proposals of planned giving vehicles.

Develop and maintain a portfolio of planned giving prospects and existing donors, serving as a philanthropic planning advisor to them and their advisors.

Respond to all requests for Planned Giving materials received through website, mail and telephone. Follow-up on all leads to determine if new Legacy Society membership is appropriate.

The Planned Giving Officer collaborates with the Director of Philanthropy to manage the production of planned giving publications, web content, and other materials designed to promote gift planning.

Coordinate communications and activities for the Legacy Society and other planned giving presentations and educational events planned throughout the year.

Analyze the existing contributor base and assist in developing planned giving vehicles attractive to current and potential Legacy Society members.

Identify prospective major gift donors within Legacy membership and develop an appropriate strategy with our Major Gifts staff for cultivation and solicitation.
Keeps abreast of changes in federal and state tax laws that impact planned giving options.
Adhere to our organization’s safety policies and procedures and encourages others to do the same. Promptly reports incidents and accidents according to campus procedures.


Minimum 5 years experience in a marketing, sales or customer relationship environment. Demonstrated competencies in developing and maintaining quality relationships with a portfolio of constituents.
Excellent written, verbal and interpersonal communications skills. Ability to listen is essential.
Demonstrated success in positions requiring accountability for both result and process-oriented and result-oriented goals.
Self-starter, able to manage multifaceted events, projects and duties independently and concurrently.
Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm
Ability to travel up to 50% of the time, sometimes for two or three days consecutively. Occasional work on evenings and Saturdays.
Compliance with all professional, legal, and ethical guidelines related to fundraising and planned giving functions.
Experience with Raiser’s Edge database a plus.
Undergraduate degree required
Advanced degree, gift planning and/or financial experience a plus.

Full-time Exempt position with benefits.

Send Cover Letter and Resume to Rita Casey: