Director of Planned Giving

Position Skills & Qualifications

• 5–8+ years of fundraising experience, with demonstrated success in planned giving or major gifts
• Proven ability to build and grow a program from strategy through execution
• Strong knowledge of planned giving vehicles and donor motivations
• Experience working with professional advisors and high-net-worth individuals
• Exceptional relationship-building, communication, and storytelling skills
• Strategic thinker with the ability to execute tactically
• CFRE or advanced planned giving certification preferred
• Mission-driven

Duties & Responsibilities

• Strategy & Program Development
• Design and implement a comprehensive planned giving strategy aligned with MOWT’s growth goals and expansion priorities
• Develop and execute an annual planned giving work plan, including measurable goals for donor identification, cultivation, solicitation, and stewardship
• Create a multi-year pipeline strategy to grow legacy commitments and future revenue
• Donor Engagement & Relationship Management
• Identify, qualify, and manage a portfolio of planned giving prospects and donors
• Partner with major gifts and annual fund teams to integrate planned giving into all donor conversations
• Lead personalized cultivation strategies for high-capacity donors and long-time supporters
• Develop compelling messaging that connects legacy giving to mission impact, particularly the long-term sustainability of serving vulnerable seniors
• Professional Advisor & Community Networking
• Build and maintain strong relationships with:
• Estate planning attorneys
• Financial advisors
• Wealth managers
• Accountants
• Actively participate in and represent MOWT within local organizations such as:
• Planned Giving Councils
• Estate Planning Councils
• Financial planning associations
• Position MOWT as a trusted philanthropic partner within the professional advisor community
• Advisory Group & Committee Development
• Establish and lead a Planned Giving Advisory Council composed of professional advisors and key community leaders
• Partner with the Board to create and support a Planned Giving Committee to:
• Expand networks
• Open doors to prospects
• Champion legacy giving initiatives
• Provide training and tools to board and volunteers to support planned giving conversations
• Marketing & Communications
• Develop and execute a planned giving marketing strategy, including:
• Legacy society branding and recognition
• Website and digital presence
• Print and donor communications
• Write donor-facing materials that clearly explain giving options and impact, working with marketing and branding to create collateral pieces
• Integrate planned giving messaging into campaigns, events, and stewardship efforts
• Stewardship & Recognition
• Launch and manage a Legacy Society to recognize and steward planned giving donors
• Design meaningful engagement opportunities that reinforce donors’ long-term impact
• Ensure consistent, high-touch stewardship aligned with MOWT’s culture of gratitude
• Internal Leadership & Collaboration
• Collaborate with CEO and Development leadership to align planned giving with overall fundraising strategy
• Train staff and board on planned giving basics and opportunity identification
• Partner with finance and legal advisors to ensure compliance and proper gift acceptance
• Staff liaison to Planned Giving Committee
• Supports Board Development Committee on legacy giving strategy
• Be an active and enthusiastic participant in the Meals On Wheels of Tampa team
• Other duties as required by CEO