Legacy and Major Gift Planner

This is a fully remote position, open to applicants in United States.

📋 Description

• Develop and implement fundraising strategies that lead to undesignated planned and major contributions.

• Oversee a portfolio of planned and major donors as well as prospective donors.

• Formulate and execute solicitation and stewardship strategies.

• Manage contributions from estates and trusts.

• Generate precise measurement reports.

• Supervise development marketing efforts for major and planned giving.

• Provide leadership and oversight for gift officers.

• Cultivate donor and prospect relationships to support annual, major, and planned giving initiatives.

• Identify and accomplish realistic, ambitious, and measurable individual and team fundraising goals.

• Create and execute personalized giving strategies through written proposals, personal interactions, and visits.

• Administer budget allocations for major and planned giving activities.

• Expand the planned giving community.

• Collaborate with the Communications team to plan and implement marketing strategies, including direct mail, newsletters, websites, webinars, social media, advertising materials, and educational sessions.

• Oversee the policies and procedures related to planned giving.

• Maintain professional development through reading, networking with professionals, and participating in development courses and training.

• Facilitate estate gifts through probate and administrative processes.

• Manage the Charitable Gift Annuity program in accordance with state regulations.

• Foster and maintain relationships with financial, legal, and tax advisors.

• Willingness to travel up to 40%.

⛳️ Requirements

• A mature and growing follower of Jesus Christ.

• Bachelor’s degree, preferably in finance, philanthropy, communications, or a related field.

• CFRE, CSPG, or CAP certifications preferred but not mandatory.

• Four years of full-time, paid fundraising experience OR ten consecutive years of verifiable volunteer experience in nonprofit organizations.

• Demonstrated success in implementing major and planned giving best practices in donor identification, cultivation, solicitation, stewardship, and engagement.

• Proven history of meeting or surpassing organizational planned and major giving targets.

• Strong interpersonal skills and a passion for helping others achieve their philanthropic goals within a biblical framework.

• Capable of making presentations and producing written, printed, and electronic communication and marketing materials.

• Ability to travel domestically and occasionally internationally, including attending evening and/or weekend activities, meetings, events, seminars, and workshops.

• Must fully and unreservedly agree with and live according to TEAM’s Statement of Faith.

• Must comprehend and communicate TEAM’s values and mission effectively.

• Required to submit a resume, cover letter, and application.

🏝️ Benefits

• Insurance coverage for full-time positions.

• 403(b) retirement plan for full-time positions.

• Paid time off.

• Opportunities for training and development.

• Competitive salary.

• Salaried/exempt position.