[Hiring] Legacy and Major Gift Planner @TEAM

Role Description

The Legacy and Major Gift Planner is a highly collaborative role with the Director of Development and is responsible for planning and executing fundraising strategies that result in undesignated planned and major gifts. This position includes:

• Managing a portfolio of planned and major donors and prospects.
• Creating and implementing solicitation and stewardship strategies.
• Managing gifts of estates and trusts.
• Creating accurate measurement reports.
• Overseeing development marketing for major and planned giving.
• Providing leadership to, along with supervision of gift officers.

Key Responsibilities:

• Understand TEAM’s values and mission and articulate those values in conversations, writing, and personal demeanor.
• Manage relationships with a portfolio of donors and prospects to support annual, major, and planned giving.
• Determine and achieve realistic, stretch, and quantifiable goals for individual and team giving based on mutually agreed upon targets.
• Design and implement individual giving strategies, cultivate and solicit donors and prospects through written proposals, personal contacts, and visits.
• Effectively manage budgeted dollars for major and planned giving activities.
• Create, advise, and implement effective stewardship strategies for all assigned donors and prospects, including growing the planned giving community.
• Plan and implement effective marketing strategies in collaboration with Communications for targeted major and planned giving groups, including but not limited to direct mail, newsletters, website, webinars, social media, advertising materials, and other educational sessions for donors and professional advisors.
• Oversee planned giving policies and procedures.
• Remain competent and current through self-directed professional reading, developing professional contacts with colleagues, attending professional development courses, and attending training and/or courses.
• Facilitate estate gifts through the probate and administrative process.
• Oversee and manage the Charitable Gift Annuity (CGA) program which includes marketing to donors and ensuring that all paperwork and processes are followed in conjunction with external vendor and in compliance with state regulations.
• Build and nurture strong relationships with financial, legal, and tax advisors.
• Travel up to 40%.

Qualifications

• Mature and growing follower of Jesus Christ.
• Bachelor’s degree preferably in finance, philanthropy, communications, or like field.
• CFRE, CSPG, or CAP certifications desired but not required.
• Four years of full-time fundraising paid work experience OR ten consecutive years of verifiable volunteer related experience for nonprofit organizations.
• Proven record in executing major and planned giving best practices in donor identification, cultivation, solicitation, stewardship, and engagement.
• Proven record of meeting or exceeding organizational planned and major giving goals.
• Strong relational ability, enjoys helping others discover and meet their philanthropic goals in a biblical context.
• Ability to make presentations and develop written, printed, and electronic communication and marketing materials.
• Ability to travel, domestic and occasionally international, with attendance at evening and/or weekend activities, meetings, events, seminars, and workshops required.

Benefits

• Insurance for Full-time Positions
• 403(b) for Full-time Positions
• Paid time off
• Training & development
• Competitive salary

How to apply for this position

Submit your resume, cover letter, and application to this link . Only candidates with all three documents on file will be considered for the role. In case of technical difficulty uploading your documents to the portal, they may be submitted by email to [email protected] .

This is a remote position.