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Kalamazoo Community Foundation

Kalamazoo, Michigan

U.S. Naval Academy Alumni Association & Foundation Logo
U.S. Naval Academy Alumni Association & Foundation

Annapolis, Maryland

Rice University

Houston, Texas

NC Community Foundation Logo
NC Community Foundation

Raleigh, North Carolina

Boys Town

United States - Nationwide

Dana-Farber Cancer Institute

Brookline, Massachusetts

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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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