Associate Director, Planned Giving – Legacy Giving Advisor
Job Description:
• Shape THL’s growing planned giving program
• Serve as both a strategist and frontline fundraiser
• Develop and execute a dynamic and comprehensive planned giving strategy
• Manage a portfolio of over 200 Legacy Society members and 300 identified planned giving prospects
• Co-create the vision for the program
• Advise colleagues across the Development department
• Guide donors in thoughtful long-term philanthropy
Requirements:
• 7+ years of fundraising experience, with 5+ years specific to planned giving or legacy marketing
• Knowledge of planned giving best practices and gift vehicles, including bequests, life-income gifts (especially charitable gift annuities), and non-cash assets
• Familiarity with the estate administration process
• Stays current on trends and changes in legislation that can impact planned giving
• Advanced education and/or certification, such as Chartered Advisor in Philanthropy (CAP), preferred
Benefits:
• Full medical coverage
• Optional dental and vision packages
• Paid sick leave
• 401(k) retirement plan with matching
• Pet care & Rx discount plans
• Working from home
• Up to 16 weeks of paid parental leave for eligible employees
• Wellness benefits
• Paid holidays
• Flexible vacation time
• Professional development
• Supportive environment
Apply Now
Apply Now
• Shape THL’s growing planned giving program
• Serve as both a strategist and frontline fundraiser
• Develop and execute a dynamic and comprehensive planned giving strategy
• Manage a portfolio of over 200 Legacy Society members and 300 identified planned giving prospects
• Co-create the vision for the program
• Advise colleagues across the Development department
• Guide donors in thoughtful long-term philanthropy
Requirements:
• 7+ years of fundraising experience, with 5+ years specific to planned giving or legacy marketing
• Knowledge of planned giving best practices and gift vehicles, including bequests, life-income gifts (especially charitable gift annuities), and non-cash assets
• Familiarity with the estate administration process
• Stays current on trends and changes in legislation that can impact planned giving
• Advanced education and/or certification, such as Chartered Advisor in Philanthropy (CAP), preferred
Benefits:
• Full medical coverage
• Optional dental and vision packages
• Paid sick leave
• 401(k) retirement plan with matching
• Pet care & Rx discount plans
• Working from home
• Up to 16 weeks of paid parental leave for eligible employees
• Wellness benefits
• Paid holidays
• Flexible vacation time
• Professional development
• Supportive environment
Apply Now
Apply Now