Planned Giving Officer Resume

Samantha Gray

North Highlands CA 95660

(916) 987-6543

[email protected]

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Job Objective

A successful Planned Giving Officer seeking a position with organization needing someone with the experience, drive and ability to aid in helping the organization achieve their goals.

Highlights of Qualifications:

  • Huge working experience in fundraising organization.
  • Solid knowledge of planned giving and other aspects of estate planning.
  • Strong knowledge of fundraising strategies and governing laws.
  • Superior analytical and organizational skills
  • Excellent ability to work independently and as part of a team
  • Outstanding ability to develop and implement fund-raising activities

Professional Experience:

Planned Giving Officer

American University, Independence, OH

August 2005 – Present

  • Managed fund raising activities successfully.
  • Developed and successfully implemented fundraising activities.
  • Achieved targets set through proper planning and strategies.
  • Developed and implemented various fund raising ideas.
  • Managed annual fund staff and volunteers to support fund raising activities.
  • Prepared and circulated materials to support fund raising initiatives.

Planned Giving Officer

Connecticut College, Independence, OH

May 2000 – July 2005

  • Managed and monitored major gift and estate planning programs.
  • Developed and maintained personal contacts with potential donors.
  • Initiated various fund raising and gifting activities.
  • Ensured all activities were in compliance with governmental regulations and investment policies.
  • Developed and executed marketing strategies for planned gifts for implementation.
  • Published various information materials to support gift and estate planning programs.


Bachelor’s Degree in Business

Grand Valley State University, Allendale, MI