Legacy Giving Officer

Position Overview: The Legacy Giving Officer is a member of the Development team who works to identify, cultivate, solicit, and steward legacy donors and prospects. This position is responsible for developing and implementing plans for securing deferred gifts from donors through estate planning and other types of gifts.

Primary Responsibilities:  The following are representative of the duties and responsibilities associated with this position and are not meant to be an all-inclusive list:

• Identifies, cultivates, and solicits prospective donors; uses analytical skills to evaluate donor histories to determine best legacy prospects and develops strategic outreach to engage; ensures all donors are recognized and stewarded for their gifts.
• Engage board members, volunteers, and key staff in the planning, relationship building and solicitation of legacy gifts.
• Collaborate with the Sr. Director, Legacy Giving and Major Gift Officers to develop and coordinate strategies for blended major and legacy gifts.
• Collaborate with the regional Community Managers to identify and cultivate legacy giving prospects.
• In coordination with Sr. Director, Legacy giving, provide continued education for Foundation staff members to ensure understanding of basic legacy giving concepts and promote collaboration.
• In collaboration with the Assoc. Director, Donor Data & Analytics, create and generate program reports for activity and results towards goals and objectives.
• Maintains accurate and thorough records, contact reports and background data to preserve institutional memory and facilitate programmatic performance evaluation.
• Remain current on relevant laws, regulations, and techniques through self-study, professional memberships, conferences, and webinars.
• In cooperation with the Finance Team, review estate documents, providing guidance and input, as applicable, for executing gift requests.
• Other duties may be assigned to meet the organization’s needs.

Required Skills and Experience Include:

•  5+ years of experience in securing legacy or major gifts through relationship-based fundraising
• Mastery of estate planning, wills, and other legal aspects related to legacy gifts with proven ability to educate and persuade potential donors about the benefits of legacy giving
• Experience identifying and cultivating new sources of support. Track record of successful fundraising in an environment of similar complexity
• Proven ability to build new relationships with prospects, donors, and volunteers.
• Proficient interpersonal skills, both in-person, by phone or via videoconference; proven ability to communicate effectively with individuals from different backgrounds and of varying abilities
• Ability to effectively communicate program and Foundation information.

Position specifics:

• Home-based position
• Full-time, Exempt
• Budgeted Salary Range: $115k-$130k This range is what we reasonably expect to pay for this role. The range considers a wide range of factors that are considered in making compensation decisions, including but not limited to: geographic markets, skill sets, length of experience, specific designations or credentials, and internal equity to comparable roles
• Reporting to: Sr. Director, Legacy Giving
• 20% anticipated travel; occasional weekend and evenings required
• Annual Incentive Bonus Eligible up to 8% of salary
• $120/mo. pre-tax technology allowance