Vegas PBS - Planned Giving Officer - Coordinator III

Coordinator III – Vegas PBS Planned Giving Officer

If you love building meaningful relationships and helping donors turn big-hearted intentions into lasting impact, this role is for you. The Planned Giving Officer serves as Vegas PBS’ in-house gift planning resource managing a portfolio of planned giving donors/prospects, partnering with professional advisors, and advancing strategies that strengthen long-term sustainability for the mission we serve.

What you’ll do:

• Build and manage a planned giving portfolio: qualify, cultivate, solicit, and steward donors and prospects.
• Meet with donors and advisors to clarify philanthropic goals, capacity, and appropriate gift structures.
• Develop and present gift proposals for outright and deferred gifts (including bequests, trusts, and gift annuities).
• Draft/review/execute gift arrangements with strong documentation, compliance, and internal approvals.
• Maintain clean, current donor records (files, contact logs, trackers, and reporting).
• Design donor cultivation and recognition experiences events, briefings, and ongoing stewardship touchpoints.
• Collaborate with Membership to integrate planned giving into broader donor pipelines and strategy.
• Support outreach and marketing for gift planning (print, digital, web).
• Train and support internal partners (staff/board/volunteers) on planned giving concepts and best practices.
• Stay current on legal/tax/regulatory trends affecting charitable giving and estate planning.
• Track commitments and forecasts for planned gift expectancies and long-range revenue projections.
• Coordinate with finance/legal/fundraising partners on administration, estate matters, and complex gifts.

What we’re looking for:

• Working knowledge of charitable giving, estate planning, and related tax/regulatory considerations
• Strong fundraising fundamentals: donor cultivation, stewardship, and relationship management
• Confidence in writing and presenting persuasive proposals and donor-facing communications
• Comfort with CRM/data tracking, reporting, and organized pipeline management (Microsoft Office required)
• Excellent judgment, discretion, and professionalism. This role handles confidential and sensitive information
• The ability to manage multiple priorities independently, hit deadlines, and represent the organization with diplomacy
• Flexibility to support occasional evenings/weekends/travel for donor meetings and events

Minimum requirements:

• Bachelor’s degree in a related field (nonprofit management, business, finance, public administration, communications, marketing, economics, philanthropy, estate planning, etc.) OR currently serving as a professional-technical employee with Clark County School District
• Experience: satisfactory service in related roles or five (5) years of successful supervisory experience related to an administrative position
• Experience should include planned giving/estate planning, major gifts, financial planning/wealth management, trust/probate administration, or related nonprofit development work

Preferred qualifications:

• Master’s degree or Juris Doctor (JD)
• 3+ years in planned giving, major gifts, or estate planning
• Engagement with professional associations related to planned giving (e.g., advisor/philanthropy or fundraising associations)
• Certified Financial Planner (CFP)
• Fellow in Charitable Estate Planning (FCEP)
• Chartered Advisor in Philanthropy (CAP)

Why this role matters:

Planned giving is about legacy helping donors align their values with meaningful, mission-driven outcomes. In this role, you’ll help build Vegas PBS's long-term philanthropic future while creating donor experiences rooted in trust, care, and impact.

Equal Opportunity Employer

Clark County School District is proud to be an equal opportunity employer and is committed to providing equal employment opportunities to all applicants and employees, in alignment with applicable law.