Senior Legacy Giving Strategist

Position Summary The Senior Account Executive, Legacy is responsible for the senior‑level strategic management of direct marketing fundraising programs for a portfolio of nonprofit organization clients. The Senior Account Executive will act as the primary point‑of‑contact for client accounts and guides day‑to‑day program and team management to deliver direct marketing fundraising programs. They are a subject matter expert in legacy giving and legacy marketing and serve as a trusted resource for clients, client teams and the agency. Job Type Full‑time Duties & Responsibilities Develop client annual plans in coordination with the Senior Account Director or Vice President. Prepare and interpret reports/analysis that evaluate client’s planned giving marketing programs with recommendations for improvements in alignment with client goals. Design, implement, and evaluate segmentation strategies to develop effective segmentation for planned giving direct response marketing campaigns. Ensure agency reporting is in alignment with client campaign strategy. Understand internal and industry benchmarking and trends. Develop year‑long and multi‑year planned giving marketing strategies aligned with client goals. Prepare and present annual plan to clients. Provide strategic leadership of client programs. Oversee implementation of client’s annual plan. Prepare, finalize and present strategy decks. Manage a cross‑channel team. Develop concepts and messaging for integrated direct response projects. Work with copywriters and designers to develop program content in alignment with project and program strategy. Manage account and production team service delivery to the client, including problem‑solving and accountability for errors. Liaise with client contacts to ensure their satisfaction and enhance client relationships. Travel to meet with clients as necessary. For integrated clients, coordinate with Offline and Digital teams to develop multi‑channel campaigns and wrap‑up decks. Demonstrate working knowledge of each area of agency’s client services. Mentor managers, coordinators, or assistants; other team members. Lead as a trusted subject matter expert for the agency in the area of legacy and planned giving. Enhance company’s brand by attending events, publishing white papers/blog posts, speaking at workshops and networking with influencers in the industry. Keep up to date on changes in the legacy industry and practices. Participate in new business proposals and presentations when requested. Physical Demands While performing the duties of this job, the employee regularly operates a computer and other office equipment and remains in a stationary position, often sitting (or standing if at a standing desk) for prolonged periods; communication is via email, chat, phone, video, and/or in‑person with others inside and outside the agency in order to exchange information; repetitive motions may include the wrists, hands, and/or fingers in order to operate computer equipment, copy machines, and printers. Essential Qualifications Minimum years of experience required: 9 years in nonprofit fundraising and/or advocacy, with at least 4 to 6 years in nonprofit planned giving fundraising and marketing. Required experience & knowledge: Direct marketing, especially fundraising and/or advocacy. Knowledge base of planned giving concepts and marketing techniques. Experience in strategic and production management of direct marketing projects. Working knowledge of Microsoft products (Word, Excel, Teams, PowerPoint, Outlook). Demonstrated effective use of digital tools to manage internal and external workflow and communication (including email, chat, virtual meetings, and online workflow tool). Additional preferred experience & knowledge: Donor facing experience in planned giving fundraising experience helpful/preferred. Multi‑client experience and digital marketing experience strongly preferred. Experience with or curiosity for exploring the ethical use of AI tools and agents. Skills & Abilities Communication. Facilitates effective and lively discussion, presenting compelling arguments to large and cross‑functional teams. Writing/Editing Skills. Translates a wide variety of information into developed, clear, and structured messaging (e.g., strategies, memos, proposals, instructions, external‑facing documents, etc.). Attention to Detail. Creates, refines, and enforces high level of standards, promoting team adherence and ensuring consistency. Leadership & Accountability. Demonstrated management and supervisorial skills, fostering accountability, aligning goals, setting expectations, and encouraging top performance of individuals and/or small teams. Collaboration. Leads high‑performing teams by setting clear expectations, inspiring others, motivating towards shared outcomes, and ensuring alignment of vision and successful results. Relationship Building. Navigates complex dynamics to cultivate strong internal and external partnerships, deepening engagement with key stakeholders to advance shared goals. Adaptability & Change Leadership. Comfortably experiments with new approaches to improve results and identify better outcomes. Agency Products & Services. Proactively identifies opportunities, improvements, and/or innovations and leads the cross‑selling/up‑selling to relevant stakeholders. Agency Mission, Vision, & Values. Understands and communicates the agency's vision and direction, clearly articulating organizational goals and values, and ensuring work aligns with the broader mission. Agency Work Environment. Successfully functions in a high‑paced environment, across multiple work priorities, projects, clients, and client issue areas. Client‑Success Focused. Offers sound counsel, and guides team to implement principles, procedures, and best practices in the industry. Project Management & Effective Work Product. Develops innovative strategies that align with set‑forth goals and ideas. Critical Thinking & Strategic Decision‑Making. Proactively seeks opportunities to solve problems, improve, and otherwise make decisions that affect team workflows and success. Personal Characteristics Interest in working as a member of a larger team and across multiple projects, clients, and social issues. Comfort building long‑term relationships with both internal and external stakeholders. An inclination to work among colleagues dedicated to approaching work with a lens of social justice, anti‑racism, and anti‑oppression. Interest in progressive issues, including environmental protection and conservation, international aid and development, social justice, anti‑racism and anti‑oppression, women’s rights, LGBTQIA+ issues, electoral politics, etc. Willingness to travel. Total Rewards At Mwd Candidates hired into this role typically start between $85,000–$94,000, depending on experience, skills, and internal pay equity guidelines, with the full range extending beyond this band allowing for annual and long‑term growth within the role. In addition to base salary, total compensation includes fully paid core benefits, profit sharing, automatic retirement contributions, and employee ownership, each explained in greater detail below. We also walk candidates through total rewards during the interview process. Participation in our Employee Stock Ownership Program (ESOP), which allows every employee‑owner to share in the growth and prosperity of the company. Employer-sponsored and paid core benefits: Health (multiple carrier options), Dental, Life Insurance, Short and Long‑Term Disability, Employee Assistance Program (EAP), employer-matching FSA dollars. 35% employer share of cost for dependent health insurance. Additional optional benefits with employee share of cost: Vision, Medical & Dependent Care FSA, Commuter benefits, Pet Care Plan. 401(k) with automatic employer-sponsored contributions equal to 3% (automatic means there is no match—MWD contributes regardless of employee’s deferrals, and there is no vesting period). Equalized profit sharing. Paid Time Off, including: 13 company holidays Early release every Friday and on days preceding company holidays Vacation time – starting at 15 days per year (increases over tenure) Sick Leave – 1 day per month Personal time – 3 days per year Paid Parental Leave – 8 weeks Volunteer Leave – 3 days per year Philanthropic Fund with corporate match for employee charitable contributions, and other opportunities for staff‑directed corporate donations. Access to industry conferences & professional development opportunities. A remote‑first work environment with access to offices for local staff (Berkeley | DC). Our Commitment to Anti‑Racism & Anti‑Oppression Beyond being an equal opportunity employer, MWD is committed to being an anti‑racist and anti‑oppression organization and we have a zero‑tolerance policy for racism, discrimination, harassment, retaliation, and oppression of any kind. We are dedicated to the fulfillment of this commitment through our Diversity, Equity, & Inclusion initiatives that connect to every phase of the employee‑owner lifecycle, starting with recruitment. We encourage candidates of all identities and backgrounds to apply for positions you believe align with your skill set and current and future interests. And we review applications based on agency need, position requirements, and candidate qualifications without elimination based on race, color, religion or belief, sex, sexual orientation, gender identity, marital or family status, national origin, veteran status, disability, or any other protected status. Read our full statement here. Salary Description $85,000–$94,000, with full range extending beyond. #J-18808-Ljbffr Mal Warwick Donordigital