Planned Giving Officer

La Crosse Area Family YMCA•La Crosse, WI

21h

About The Position

The Planned Giving Officer advances the mission of the La Crosse Area Family YMCA by building and sustaining its legacy giving program through growth and stewardship of the 1883 Society. This part-time position, approximately 20 hours per week, identifies, cultivates, solicits, and stewards planned giving donors whose philanthropic investments will support future generations of the YMCA. The officer develops relationships with YMCA members, donors, volunteers, alumni, and community partners to increase awareness of legacy giving opportunities and strengthen the Association’s endowment and long-term financial sustainability. The role leads the 1883 Society, manages planned giving prospects and legacy donors, promotes legacy giving, engages volunteers, maintains confidential donor records, and reports on planned giving activity and pipeline.

Requirements

Passion for the YMCA mission and strong relationship-building skills.
Excellent verbal and written communication skills, with discretion and confidentiality.
Strong organizational and project management skills.
Proficiency with donor databases and Microsoft Office.

Nice To Haves

Experience in fundraising, donor relations, financial services, estate planning, or nonprofit development.
Knowledge of planned giving.
Experience working with volunteers, boards, or donor committees.

Responsibilities

Lead growth and management of the 1883 Society, including annual goals and member records; coordinate member recognition, appreciation, and stewardship events.
Manage a portfolio of planned giving prospects and legacy donors; build relationships through visits, calls, and individualized cultivation plans; ensure donors are thanked and recognized.
Educate donors about legacy gift options, including bequests, beneficiary designations, and trusts; identify prospects, collaborate with donors and their advisors, and document and track planned giving commitments.
Partner with Development and Marketing to promote the 1883 Society and share legacy gift stories; lead informational sessions for members, volunteers, and community groups.
Recruit and support volunteer ambassadors for the 1883 Society; partner with board members and serve as staff liaison to planned giving and endowment committees.
Maintain confidential donor records and track planned giving activity and pipeline; prepare reports for the Director of Development, CEO, Development Committee, and Board of Directors; participate in development team meetings and planning.