Legacy Gifts Officer

Read Time 1 Minutes

Website United Way of Central Alabama

Position Summary:

Responsible for cultivating, soliciting and stewarding endowment gift prospects and donors.

Responsibilities:

  • Grow endowment gifts and commitments through the cultivation and personal solicitation of planned giving prospects
  • Manage membership in The Legacy Society including stewardship of current members and soliciting new members
  • Assist with and manage individual volunteers and volunteer committees
  • Develop and cultivate relationships with professional advisors and estate attorneys
  • Manage website content and help write and produce marketing materials for legacy gifts program
  • Maintain data and generate reports from CRM for committee and board meetings
  • Other projects and duties as assigned

Knowledge/Skills:

  • Proven fundraising/sales work history
  • The ability to lead, work in a team setting, and work independently
  • General and/or working knowledge of estate planning, tax laws, wills, insurance, trusts, etc.
  • Comfort in researching and analyzing large sets of data to identify planned giving prospects
  • Excellent verbal and written communication aptitude
  • Capable of handling numerous tasks at once while meeting deadlines
  • Genuine interest in the mission of United Way

Education:                   

College or associates degree required.

Experience:

At least 2 years of experience in fundraising, sales, or related field required.

Valid driver’s license and reliable, insured transportation

To apply for this job email your details to humanresources@uwca.org