Careers in Planned Giving – Intro

Wealth Transfer ProphecyFor close to 20 years, I have counseled colleagues into whether to join the planned giving field. Some have made it while many have not.  This post is the first in what should be a long series on this topic.

For an intro, let’s assume that we all agree that the fundraising world is sitting on a precipice – huge swaths of most fundraising databases are filled with babyboomers!  Let’s not forget that people do not work or live forever – so giving doesn’t continue forever either.  A scary prospect for most organizations but there is an answer to soften the blow: planned giving.

So, planned giving – which as a career option has taken its hits over the past two recessions – is poised for growth!  That means more and possibly better jobs – either as planned giving specialists or fundraisers with strong planned giving skills.

That being said, if you have not been working in or around the field, you are a long way from breaking into this area.  My goal with this series of posts is to breakdown the profession, define it clearly, lay out potential job options, job skills necessary to work on, and interim steps to be considered along your career path.

Here are my initial blog post that I am mulling over:

  • What is planned giving from a career perspective?
  • Is the great wealth transfer really coming and will it be great or a dude?
  • Who should be looking into planned giving and who should be looking to add it to their skillset?
  • Getting a job in planned giving or one with significant planned giving responsibilities
  • The planned giving job market – a realistic assessment

What do you think?  Please add your comments! And, forward to friends who might be candidates for a job change in this directions.

 

One comment

  1. American Bible Society is now looking to hire several positions nationwide in planned giving and major gifts! Please send experienced folks our way. We have one of the oldest and most successful planned giving programs in the country! Thank you!

    Rob Smith
    Director of Gift Planning
    American Bible Society

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