Sr. Manager of Planned and Legacy Giving

Hybrid role in Washington D.C. or Phoenix, AZ. The Senior Manager, Planned & Legacy Giving is responsible for creating, leading, and advancing the organization's planned and legacy giving strategy in alignment with the overall fundraising strategy. This role develops and implements strategies to secure planned, blended, and other complex gifts while managing a portfolio of donors and prospects capable of making significant long-term philanthropic commitments.

salary: $100,000 - $110,000 per year
shift: First
work hours: 8 AM - 4 PM
education: Bachelors

Responsibilities

Planned & Legacy Giving Strategy & Pipeline Development

• Develop and lead the organization's planned and legacy giving strategy in alignment with fundraising priorities and long-term philanthropic growth.
• Create and execute targeted campaigns, educational initiatives, and donor outreach to increase awareness of and participation in planned and legacy giving.
• Build and advance a sustainable pipeline of planned and legacy giving prospects, increasing the number of Consider, Intender, and Confirmed Gift in Will donors.
• Use donor data, giving history, engagement trends, wealth insights, and relationship intelligence to identify, qualify, prioritize and move prospects through the pipeline.
• Develop strategic relationships with attorneys, financial advisors, accountants, estate planners, trust officers, and other professional advisors to generate referrals, and facilitate complex charitable gifts.
• Monitor planned giving revenue, pipeline growth, documented gift intentions, and other key performance indicators to evaluate effectiveness and inform decision-making.
• Evaluate market trends, donor behavior, and program performance to identify opportunities for growth and innovation.
• Represent the organization at donor meetings, educational events, conferences, and other external engagements.

Skills

• Planned Giving (5 years of experience is preferred)
• Estate planning (5 years of experience is preferred)

Qualifications

• Years of experience: 5 years
• Experience level: Manager

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Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility).

This posting is open for thirty (30) days.