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HIAS Foundation

Silver Spring, Maryland

Iowa State University Foundation

Ames, Iowa

St. Louis Symphony Orchestra

St. Louis, Missouri

The Thacher School

Ojai, California

Children International Logo
Children International

Kansas City, Missouri

Southwest Autism Research & Resource Center Logo
Southwest Autism Research & Resource Center

Phoenix, Arizona

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Planned Giving Officer
OverviewThe Planned Giving Officer is responsible for managing cultivation, solicitation, acknowledgment, and stewardship for a portfolio of current and prospective planned gift donors. This effort includes all activities related to retention and growth and tracking CMMB’s planned giving donor portfolio. The Planned Giving Officer collaborates with the Development team and other colleagues and is an integral figure in the development of a robust Planned Giving program. The Planned Giving Officer has a comprehensive knowledge of the technical aspects of planned giving vehicles and the related tax regulations pertaining to gift plans. Experienced in raising major gifts through bequests, charitable gift annuities, charitable remainder trusts and other complex

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