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Planned Giving & Major Gifts Officer

George School
Pennsylvania, United States
Competitive Salary
Closing date
May 22, 2024

George School, a Quaker boarding/day grades 9-12 college preparatory school located in Newtown, Bucks County, PA has an opening for a Planned Giving & Major Gifts Officer.


The Planned Giving & Major Gifts Officer is an integral member of the Advancement team and will possess a blend of proven frontline fundraising experiences, excellent donor relationship development and knowledge in Planned Giving. This position holds the primary responsibility for gifts of estates, trusts, and various other financial vehicles that reflect financial planning and deferred giving opportunities. The Officer prepares written materials, including having primary responsibility for training and support for other staff members working with donors on deferred and planned gifts such as trusts, charitable annuities, IRA’s/QCD’s, life insurance, wills, and bequests.




  • 5+ years of related
  • Bachelor's degree required; Master’s degree
  • Experience working with intergenerational
  • Experience working with planned giving programs and general knowledge of giving
  • Strong organizational skills and discipline in stewarding donor information and maintaining database records.
  • Excellent written and oral communication
  • Able to exhibit a high level of
  • Flexibility to travel to meet with
  • Proficiency with Microsoft Office and fundraising software, preferably Raisers



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