Identify, cultivate, solicit, and steward planned giving
prospects and donors. Develop, promote, maintain, and expand the
Legacy and Gift Planning program in coordination with the Legacy
and Gift Planning Manager. Share information regarding the various
types of available planned giving opportunities. Interact and
coordinate, as necessary, with Food For The Poor’s legal department
regarding estate settlements, questions of procedure, process, etc.
Collaborate, when appropriate, with donor’s attorney, broker, and
bank trust officer. Initiate and participate in related
communications and meetings with involved parties to build
long-term relationships and achieve planned giving goals
- Identify and cultivate planned giving prospects through
phone calls, written correspondence, and individual visits.
- Follow-up on leads and referrals.
- Promote all forms of planned giving to donors and prospects
through mailings, articles, presentations, and personal
- Track gift patterns of major donors; track wills in probate;
maintain contact with estate representatives; and respond to
inquiries regarding potential planned or estate gifts.
- Provide weekly, in-person and/or virtual updates to the Vice
President of Institutional and Legacy Giving.
- Participate in developing comprehensive goals and objectives
for the Legacy and Gift Planning
- Maintain current knowledge on charitable tax laws and estate
- Travel to meet with donors, attorneys, and other involved
- Maintain memberships in professional associations related to
planned giving and fundraising.
- Knowledge and understanding of various planned/charitable
giving vehicles, products and techniques. Familiarity with current
estate tax and gift tax laws. Some accounting knowledge
- Excellent communication (oral and written) and interpersonal
- Ability to establish rapport and build relationships with
older people, including those inspired to support our mission due
to and through their religious faith.
- Skilled in being able to share information about
appropriate planned giving vehicles based upon knowledge acquired
through building a meaningful relationship with donors and
- Ability and willingness to travel regularly.
- Computer literacy and knowledge of planned giving
programs, Microsoft Word, Access, and Excel.
Education: Bachelor of
Science or Bachelor of Arts degree.
Experience: Minimum of five years
related experience in a fundraising or direct marketing