Sr. Manager of Planned Giving

Food For The Hungry Inc•Phoenix, AZ

About The Position

The Senior Manager, Planned & Legacy Giving creates, leads, and advances the organization's planned and legacy giving strategy in alignment with its overall fundraising strategy. The role develops and implements strategies to secure planned, blended, and other complex gifts, while managing a portfolio of donors and prospects capable of making significant long-term philanthropic commitments. The Senior Manager serves as the organization's subject matter expert in planned, legacy, and alternative giving. The position provides strategic guidance to donors; collaborates with legal, financial, and other professional advisors; ensures compliance with applicable laws and organizational policies; and partners across the Private Resource Development team to integrate planned giving into broader fundraising strategies. The role is based in Phoenix, Arizona, or Washington, DC, and requires travel up to 25% of the time, including occasional evenings and weekends.

Requirements

Bachelor's degree in business, finance, nonprofit management, communications, or a related field; an equivalent combination of education, professional training, certification, and relevant experience may be considered.
At least five years of progressive experience in planned giving, legacy giving, charitable gift planning, estate planning, major gifts, financial services, trust services, or a related field.
Demonstrated success securing planned, blended, and other complex gifts while managing a donor or client portfolio.
Knowledge of planned and legacy giving vehicles, estate planning principles, charitable gift planning strategies, and non-cash giving methods.
Experience working with attorneys, financial advisors, accountants, and other professional advisors.
Experience using CRM systems and donor analytics to identify prospects, manage a fundraising pipeline, and inform strategy.
Strong initiative, strategic thinking, sound judgment, and ability to work independently while managing multiple priorities.
Excellent written, verbal, presentation, and interpersonal communication skills.
Ability to build trusted relationships with donors, families, and professional advisors.
Ability to travel up to 25% of the time, including occasional evenings and weekends.
Maintain high ethical standards and comply with FH safeguarding policies; violations may result in corrective action up to and including termination.

Nice To Haves

Experience using Salesforce.

Responsibilities

Develop and lead the organization's planned and legacy giving strategy in alignment with fundraising priorities and long-term philanthropic growth.
Create and execute targeted campaigns, educational initiatives, and donor outreach to increase awareness of and participation in planned and legacy giving.
Build and advance a sustainable planned and legacy giving prospect pipeline, increasing the number of Consider, Intender, and Confirmed Gift in Will donors.
Use donor data, giving history, engagement trends, wealth insights, and relationship intelligence to identify, qualify, prioritize, and advance prospects through the pipeline.
Develop strategic relationships with attorneys, financial advisors, accountants, estate planners, trust officers, and other professional advisors to generate referrals and facilitate complex charitable gifts.
Monitor planned giving revenue, pipeline growth, documented gift intentions, and other key performance indicators to evaluate effectiveness and inform decision-making.
Evaluate market trends, donor behavior, and program performance to identify opportunities for growth and innovation.
Represent the organization at donor meetings, educational events, conferences, and other external engagements.
Manage a portfolio of planned and legacy giving donors and prospects, developing individualized cultivation, solicitation, and stewardship strategies.
Build trusted, long-term relationships with donors and their families through meaningful conversations, personalized engagement, and exceptional service.
Secure planned, blended, and other complex gifts that reflect donor interests and organizational priorities.
Lead the growth and stewardship of the organization's Legacy Society through recognition, communications, events, and ongoing engagement.
Engage spouses, family members, and other key influencers, when appropriate, to strengthen donor relationships and support multigenerational philanthropy.
Partner with Major Gift Officers and other Private Resource Development colleagues to integrate planned giving opportunities into broader donor strategies.
Maintain accurate and timely donor records, contact reports, gift documentation, pipeline stages, and next actions within the CRM.
Promote and facilitate gifts of stock, donor-advised funds, qualified charitable distributions, cryptocurrency, real estate, beneficiary designations, and other non-cash assets.
Work with legal counsel, financial institutions, accountants, and other professional advisors to structure gifts in accordance with donor intentions and organizational policies.
Maintain current knowledge of charitable gift planning, estate planning, tax considerations, and applicable legislation.
Coordinate with internal partners to ensure accurate processing, acknowledgment, compliance, and administration of planned and alternative gifts.
Perform other duties as assigned.
Comply with FH safeguarding and associated policies, uphold high ethical standards, protect organizational integrity and reputation, and ensure work is carried out honestly and fairly in alignment with Heartbeat Values.