Job Title Legacy and Major Gift Planner

TEAM

17d•Remote

About The Position

About TEAM: TEAM - The Evangelical Alliance Mission is a global Christian ministry organization founded in 1890 that partners with churches to equip and send global workers who make disciples of Jesus Christ among the nations. TEAM is both an equal opportunity employer and a faith-based religious organization. For this reason, TEAM hires only candidates who wholeheartedly and without reservation agree with and live according to TEAM’s Statement of Faith. TEAM staff thoroughly embrace the purpose, vision, beliefs, and values of TEAM. JOB OVERVIEW: The Legacy and Major Gift Planner is a highly collaborative role with the Director of Development and is responsible for planning and executing fundraising strategies that result in undesignated planned and major gifts. This position includes managing a portfolio of planned and major donors and prospects, creating and implementing solicitation and stewardship strategies, managing gifts of estates and trusts, creating accurate measurement reports, overseeing development marketing for major and planned giving, and providing leadership to, along with supervision of gift officers.

Requirements

Mature and growing follower of Jesus Christ
Bachelor’s degree preferably in finance, philanthropy, communications or like field
Four years of full-time fundraising paid work experience OR ten consecutive years of verifiable volunteer related experience for nonprofit organizations
Proven record in executing major and planned giving best practices in donor identification, cultivation, solicitation, stewardship, and engagement
Proven record of meeting or exceeding organizational planned and major giving goals
Strong relational ability, enjoys helping others discover and meet their philanthropic goals in a biblical context
Ability to make presentations and develop written, printed, and electronic communication and marketing materials
Ability to travel, domestic and occasionally international, with attendance at evening and/or weekend activities, meetings, events, seminars and workshops required

Nice To Haves

CFRE, CSPG or CAP certifications desired but not required

Responsibilities

Understand TEAM’s values and mission and articulate those values in conversations, writing and personal demeanor
Manage relationships with a portfolio of donors and prospects to support annual, major and planned giving
Determine and achieve realistic, stretch, and quantifiable goals for individual and team giving based on mutually agreed upon targets
Design and implement individual giving strategies, cultivate and solicit donors and prospects through written proposals, personal contacts and visits
Effectively manage budgeted dollars for major and planned giving activities
Create, advise, and implement effective stewardship strategies for all assigned donors and prospects, including growing the planned giving community
Plan and implement effective marketing strategies in collaboration with Communications for targeted major and planned giving groups, including but not limited to direct mail, newsletters, website, webinars, social media, advertising materials and other educational sessions for donors and professional advisors
Oversee planned giving policies and procedures
Remain competent and current through self-directed professional reading, developing professional contacts with colleagues, attending professional development courses, and attending training and/or courses
Facilitate estate gifts through the probate and administrative process
Oversee and manage the Charitable Gift Annuity (CGA) program which includes marketing to donors and ensuring that all paperwork and processes are followed in conjunction with external vendor and in compliance with state regulations
Build and nurture strong relationships with financial, legal and tax advisors
Travel up to 40%