Planned Giving Legacy Officer

Key Responsibilities

• Design and implement a comprehensive planned giving program, including bequests, beneficiary designations, charitable gift annuities, trusts, and blended gifts.
• Establish strategic goals, performance metrics, policies, marketing approaches, and operational processes aligned with Foundation priorities.
• Create and oversee a legacy society and donor recognition strategy to strengthen donor engagement and stewardship.
• Create and execute strategies to identify, qualify, and cultivate planned giving prospects across the Foundation’s donor base.
• Ensure strong alignment between planned giving initiatives, major gift strategies, and campaign objectives.
• Manage an active portfolio of planned giving prospects and donors, including blended and complex gift opportunities.
• Develop individualized cultivation, solicitation, and stewardship plans that deepen donor relationships and maximize philanthropic impact.
• Partner with senior leadership, physicians, board members, and fundraising colleagues to secure documented bequests and planned gift commitments.
• Collaborate closely with Major Gift Officers to incorporate planned giving strategies into donor engagement plans.
• Support complex gift planning opportunities involving blended and deferred gifts for leadership and principal-level donors.
• Contribute to campaign planning and execution by identifying and advancing legacy gift opportunities.
• Educate and train frontline fundraising staff on identifying and referring planned giving prospects.

Required Qualifications

• Bachelor’s degree required; advanced degree or planned giving certification preferred.
• Minimum of 8–12 years of progressive fundraising experience, including significant expertise in planned giving and bequest fundraising.
• Demonstrated success securing planned gifts and managing a portfolio of donors and prospects.
• Deep knowledge of planned giving vehicles, estate planning fundamentals, and legacy donor engagement strategies.
• Experience building or significantly expanding a planned giving or legacy giving program.
• Strong communication and interpersonal skills with the ability to navigate sensitive and highly personal donor conversations.
• Exceptional organizational skills and attention to detail, particularly in managing complex gift documentation and processes.