Principal Advisor, Bequests

Key Responsibilities Donor Strategy & Portfolio Management Manage a portfolio of 500+ planned giving donors. Develop personalized engagement and fundraising strategies to align with donor values and philanthropic goals. Conduct in-person donor cultivation, including visits, events, and strategic outreach. Plan and host at least two Donor Appreciation Luncheons annually. Planned Giving & Gift Development Identify and qualify new donors to grow the planned giving and outright gift pipeline. Promote giving vehicles such as bequests, charitable gift annuities, and charitable trusts. Collaborate with estate attorneys and financial advisors to fulfill donor intentions. Confirm new members of the Danny Thomas – St. Jude Society through timely and strategic follow-up. Collaboration & Leadership Serve as the planned giving lead within your assigned area. Partner with internal teams to facilitate gifts and enhance high-value volunteer opportunities. Represent ALSAC/St. Jude at donor events, community engagements, and national conferences. Identify and lead initiatives that support ALSAC’s strategic fundraising goals. Communication & Mission Alignment Communicate clearly and persuasively with donors and internal stakeholders. Stay informed on industry trends, tax considerations, and St. Jude’s mission and programs. Maintain cultural competency to engage donors of all backgrounds meaningfully. This position will be based at our Territory Office in Nashville, TN and will be eligible for a hybrid work schedule. Qualifications 5+ years in fundraising, planned giving, or major gifts. Bachelor’s degree is preferred. Demonstrated success in donor cultivation and relationship management. Strong organizational and time-management skills. Excellent written and verbal communication skills. Ability to travel 50–70% of the time, including evenings and weekends; additional travel for conferences (10–25%). Experience with bequest and major gift fundraising. Strategic thinker and collaborative team player. Familiarity with planned giving tools and CRM systems. Driver's License: A valid driver's license is required for this role. #J-18808-Ljbffr Charitable Gift Planners of West Virginia