Senior Gift Officer, Legacy Giving

ATLANTA MISSION•Atlanta, GA

6d•$75,000 - $90,000•Onsite

About The Position

The Senior Legacy Giving Officer plays a pivotal role in driving Atlanta Mission's long-term financial sustainability and growth. By expertly managing the prospecting, cultivation, and stewardship of loyal donors, this role is essential in identifying and securing legacy intentions, ensuring a robust pipeline of future gifts. We serve over 1000 men, women, and children every day by providing food, shelter, clothing, counseling, vocational and spiritual guidance. We get to experience and witness radical life transformations.

Requirements

A minimum of 5 years of experience in legacy/planned giving or fundraising development.
In-depth understanding of fundraising principles, donor engagement strategies, and philanthropic trends.
Comprehensive knowledge of estate planning and legacy giving vehicles, including trusts, wills, and charitable remainder trusts.
Basic knowledge of financial principles and practices related to charitable giving and tax implications for donors.
Familiarity with the nonprofit sector, specifically within the context of mission-driven organizations and their funding needs.
Understanding of marketing principles, especially as they relate to donor communication and engagement.
Strong skills in building and maintaining long-term relationships with donors, including personalized communication and stewardship.
Ability to develop and implement strategic engagement plans for various donor tracks and giving programs.
Proficiency in presenting to community groups, hosting events, and making persuasive presentations.
Excellent writing skills for creating compelling proposals, reports, and marketing materials.
Ability to manage multiple projects simultaneously, ensuring timely and successful completion.
Capability to analyze donor data, giving trends, and survey results to inform strategic decisions.
Strong ability to work with financial advisors, colleagues, and other stakeholders to achieve fundraising goals.
Flexibility to adjust strategies and approaches based on changing donor needs and organizational priorities.
Ability to meet or exceed multi-million-dollar revenue goals through effective donor engagement and stewardship.
Skilled in using CRM systems like Salesforce for tracking donor information and engagement details.
Must have the ability to remain in a stationary position (standing, sitting and/or walking).
Must have the ability to constantly operate a computer and other office equipment, such as a copy machine, calculator and computer printer.
Must be able to communicate accurate information.
Must be able to occasionally lift up to 25lbs.

Nice To Haves

Uphold Christ-Centered values: Humbly Serve, Faithfully Steward, Courageously Innovate, Joyfully Celebrate, Strength in Unity.

Responsibilities

Develop and implement processes for tracking Legacy Giving engagement.
Create strategic engagement plans and identify potential Legacy Giving prospects.
Steward existing Legacy Giving donors and manage a caseload of high-engagement donors.
Partner with financial advisors for Estate Planning guidance.
Solicit and steward donors through various methods, including face-to-face meetings.
Promote the organization through presentations, brochures, and involvement in professional groups.
Maintain donor and prospect files, compile statistics, and assist with PR and volunteer events.
Educate donors on gift offerings to meet their philanthropic goals.
Secure and use donor testimonials in marketing materials.
Write and manage Legacy Giving marketing communications.
Coordinate and host Legacy Giving education and gratitude events, including The 1938 Society annual event.
Lead communication efforts and manage periodic surveys for the Legacy Giving program.
Build partnerships for educational opportunities and respond to donor inquiries.
Assist in closing Legacy gift opportunities and meet revenue goals.
Track progress towards Legacy Giving goals and ensure donor activities are recorded.
Recommend cultivation and training routines for achieving goals.
Develop proposals, presentations, and reports; manage a $1M donor portfolio.
Provide activity reports and revenue forecasts.
Perform other major gift and legacy gift donor activities as required by management.
Manage a portfolio of $700k-$900k.
Analyze Legacy giving data and leverage moves management.
Present updates to leaders and quarterly stewardship metrics.
Use donor history and wealth data for prospecting.
Track donor information and engagement details in Salesforce.