Associate Director of Legacy Giving

Joybound People & Pets•Walnut Creek, CA

6d•$110,000 - $120,000•Onsite

About The Position

Reporting to the Senior Director of Philanthropy, the Associate Director of Legacy Giving is responsible for managing and growing Joybound’s legacy giving program and a portfolio of legacy and major gift donors and prospects. Through strategic cultivation, solicitation, and stewardship, this role increases planned gift commitments and philanthropic support while building meaningful, long-term donor relationships that advance Joybound’s mission.

Requirements

Five or more years of progressive nonprofit fundraising experience, including planned giving and major gifts, with a demonstrated track record of securing charitable gift commitments and managing donor portfolios.
Knowledge of charitable gift planning vehicles, estate administration, and applicable planned giving regulations; experience with estate settlement and bequest administration preferred.
Excellent relationship-building, communication, and presentation skills, with the ability to engage donors, volunteers, professional advisors, colleagues, and community stakeholders.
Strong strategic thinking, organizational, project management, and relationship management skills, with the ability to manage multiple priorities and achieve fundraising goals.
Ability to analyze donor and fundraising data, develop actionable insights, and use metrics to guide decision-making and portfolio strategy.
Sound judgment, discretion, and the ability to manage confidential information while working independently and collaboratively across teams.
Proficiency with donor databases, CRM systems, and fundraising technology platforms; experience with Raiser’s Edge NXT, iWave, FreeWill, and Microsoft Office Suite preferred.
Commitment to Joybound's mission and values, including a positive, collaborative approach and genuine concern for people and pets.
Ability to work occasional evenings and weekends and travel locally as needed.
Successful completion of a pre-employment background screening.
Valid California Driver's License, proof of insurance, and an acceptable driving record.
Willingness to accommodate animals in the workplace.
Bachelor’s degree or equivalent combination of education and relevant professional experience.

Nice To Haves

Certified Fund Raising Executive (CFRE), Certified Specialist in Planned Giving (CSPG), Chartered Advisor in Philanthropy (CAP®), paralegal certification, or other relevant professional designation preferred.

Responsibilities

Lead and grow Joybound's legacy giving program, building long-term philanthropic support through bequests, beneficiary designations, charitable gift annuities, trusts, and other planned giving vehicles.
Manage a portfolio of legacy donors and prospects, developing and executing individualized strategies for qualification, cultivation, solicitation, and stewardship.
Secure documented planned gift commitments and steward donors throughout the lifecycle of their relationship with Joybound.
Partner with marketing colleagues and planned giving vendors to implement integrated marketing, donor engagement, lead-generation, and stewardship strategies that increase awareness and planned giving participation.
Build and maintain relationships with professional advisors, including attorneys, financial planners, accountants, and trust officers, to support donor giving objectives and strengthen referral networks.
Collaborate with Joybound’s Development and Finance teams and external estate attorneys and administrators to facilitate planned gift documentation, administration, realized estate gifts, and donor stewardship.
Monitor program performance, maintain accurate records, prepare reports, and ensure compliance with organizational policies, ethical standards, and applicable regulations.
Manage and grow a portfolio of major gift donors and prospects, focusing on gifts of $10,000 and above.
Develop and implement personalized cultivation, solicitation, and stewardship strategies that deepen donor engagement and increase philanthropic support.
Identify, qualify, and advance major gift prospects through all stages of the donor lifecycle.
Prepare compelling proposals and opportunities that align donor interests with Joybound's mission, programs, and funding priorities.
Partner with philanthropy colleagues, volunteers, and organizational leaders to maximize donor relationships and philanthropic outcomes.
Achieve annual goals for donor engagement, solicitations, revenue, and documented commitments.
Lead by action and example to advance a culture of positivity, professionalism, trust, transparency, empathy, and excellence at Joybound.
Serve as a collaborative and positive team member who fosters donor-centered philanthropy.
Represent Joybound in the community and at relevant professional meetings, conferences, and events.
Maintain deep knowledge of Joybound's mission, programs, strategic priorities, and impact to effectively communicate opportunities for philanthropy.
Perform other duties as assigned.