Planned Giving and Major Gifts Officer

Reposted Yesterday
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Cincinnati, OH, USA
In-Office
Senior level
Behavioral Health
The Role
Lead planned giving and major gifts strategy, cultivate and solicit major donors, manage fundraising initiatives and stewardship, and strengthen donor engagement. The role partners with leadership, board members, stakeholders, and financial professionals; manages donor data, performance tracking, and compliance; and represents the agency. Requires proven success securing significant gifts, knowledge of estate planning and charitable giving laws, and strong relationship-building skills.
Summary Generated by Built In

Best Point is seeking a dynamic Planned Giving Officer to lead our strategy for Planned Giving and Major Gifts, securing philanthropic support to advance our mission. This role works closely with leadership, board members, and key stakeholders to cultivate donor relationships, expand planned giving initiatives, and enhance donor engagement. The ideal candidate is a strategic thinker with a passion for building lasting donor connections.

Key Responsibilities:

  • Develop and execute Planned Giving and Major Gifts strategy
  • Cultivate and solicit major donors and planned giving prospects
  • Lead fundraising initiatives, donor engagement, and stewardship
  • Collaborate with leadership, board members, and financial professionals
  • Manage donor database, fundraising performance, and compliance
  • Represent the agency and foster a culture of philanthropy

Qualifications:

  • Bachelor’s degree required; master’s or CFRE preferred
  • 5-10 years of fundraising experience, focusing on major and planned gifts
  • Proven success in securing six- and seven-figure gifts
  • Strong relationship-building and donor cultivation skills
  • Knowledge of estate planning and charitable giving laws
  • Experience with CRM donor management systems.

Work Environment: 

Professional, fast-paced setting requiring 30 hours/4 days per week, minimal evening/weekend hours and some travel.


Our Culture: Best Point Education & Behavioral Health is Greater Cincinnati’s most prolific non-profit specializing in education, behavioral and therapeutic health services and autism services for vulnerable, at-risk youth, their families, and caregivers. Best Point Education & Behavioral Health is proud to embrace our ideals of an equal opportunity workplace by actions as well as our words. We lead our community with respect and tolerance, internally and externally, and we expect our employees to embrace this ideal and express it in their day-to-day interactions.


All qualified applicants will receive consideration for employment without regard to, and will not be discriminated against, based on age, race, gender, color, religion, national origin, sexual orientation, gender identity, veteran status, disability or any other protected category.

Skills Required

  • Bachelor's degree
  • 5-10 years of fundraising experience focused on major and planned gifts
  • Proven success securing six- and seven-figure gifts
  • Strong relationship-building and donor cultivation skills
  • Knowledge of estate planning and charitable giving laws
  • Experience with CRM donor management systems
  • Master's degree
  • CFRE certification
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The Company
HQ: Cincinnati, Ohio
448 Employees
Year Founded: 1864

What We Do

Best Point Education & Behavioral Health is a leading provider of over 30 services, specializing in early childhood, education, and behavioral health. Best Point Education & Behavioral Health is a private, nonprofit organization and works to provide treatment for children facing significant social, behavioral, and learning challenges and will impact the lives of nearly 20,000 children each year. The mission of Best Point Education & Behavioral Health is to LIFT others to their highest potential. We do this in four primary ways. First, through Legacy. Best Point is an integration of two historically successful organizations, merged to create an exponentially stronger one. With a proven track record for 347 collective years and a 95% client satisfaction rate. Second, through Innovation. This is shown not only by our anticipation of community needs since the early 1800’s, but also through more recent accomplishments such as creating a unique model for Pediatric Mental Health Urgent Care (the only such model in the community). Third, through First-rate offerings. From state-of-the-art facilities to an array of 31 integrated services, Best Point maintains the highest standards in the industry. Finally, all this is only possible through our Team. We employ the most highly trained and passionate licensed professionals. We are continually looking to attract the best talent through our positive company culture and highly competitive employee benefits. Best Point follows the principles of the Teaching Family Model (TFM). An evidence-based behavior modification practice that teaches at-risk children to improve their behaviors and social skills through individualized treatment, a structured motivational system, and through modeling and positive relationships with skilled staff that have mastered the model through intensive training, evaluation, and feedback.

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