Director of Planned Giving

Job Title : Senior Legacy Giving Officer

Do you feel called to serve in a Christian Ministry?

Do you want to serve where you make a difference in the lives of others?

Are you looking for a life-changing work experience?

If so, consider joining us at the Atlanta Mission, where we provide life-transforming experiences for everyone who joins our team : employees, clients, donors, and volunteers.

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.

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.

Essential Duties and Responsibilities :

Prospecting and Donor Stewardship :

• 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.

Donor Awareness and Education :

• 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.

Major Gift Officer Responsibilities :

• 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.

Analytics and Tracking :

• 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.

You will uphold the following Christ-Centered values :

Humbly Serve

You strive to live, Love and Lead like Jesus

Faithfully Steward

You honor and wisely use the time, talent and treasures that God has provided

Courageously Innovate

You are driven towards excellence, you continuously learn, adapt and improve

Joyfully Celebrate

You intentionally appreciate and recognize all that God is doing in and through all the stakeholders of Atlanta Mission.

Strength in Unity

You embrace God’s desire for oneness and kingdom-focused unity.

Position Requirements :

Years of Experience

A minimum of 3 years of experience in legacy / planned giving or fundraising development.

• Fundraising and Philanthropy : In-depth understanding of fundraising principles, donor engagement strategies, and philanthropic trends.
• Estate Planning : Comprehensive knowledge of estate planning and legacy giving vehicles, including trusts, wills, and charitable remainder trusts.
• Financial Acumen

Basic knowledge of financial principles and practices related to charitable giving and tax implications for donors.

• Nonprofit Sector : Familiarity with the nonprofit sector, specifically within the context of mission-driven organizations and their funding needs.
• Marketing and Communications : Understanding of marketing principles, especially as they relate to donor communication and engagement.
• Donor Relations

Strong skills in building and maintaining long-term relationships with donors, including personalized communication and stewardship.

• Strategic Planning : Ability to develop and implement strategic engagement plans for various donor tracks and giving programs.
• Presentation and Public Speaking : Proficiency in presenting to community groups, hosting events, and making persuasive presentations.
• Writing and Content Creation : Excellent writing skills for creating compelling proposals, reports, and marketing materials.
• Project Management : Ability to manage multiple projects simultaneously, ensuring timely and successful completion.
• Analytical Thinking : Capability to analyze donor data, giving trends, and survey results to inform strategic decisions.
• Collaboration : Strong ability to work with financial advisors, colleagues, and other stakeholders to achieve fundraising goals.
• Adaptability : Flexibility to adjust strategies and approaches based on changing donor needs and organizational priorities.
• Goal-Oriented : Ability to meet or exceed multi-million-dollar revenue goals through effective donor engagement and stewardship.
• Technology Proficiency

Skilled in using CRM systems like Salesforce for tracking donor information and engagement details.

Physical Job Requirements :

• 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.

Special Job Requirements :

• Travel to / from donor meetings and other Atlanta Mission related events and activities within the Greater Atlanta area ( 50% of time)
• Some nights and weekend work required

What we Have to Offer You & Your Family

Employee Benefits :

• Retirement Savings with Matching Contribution
• Medical Insurance
• Dental & Vision Insurance

Employer Paid Benefits :

• 10 Paid Holidays
• Paid Time Off
• Life Insurance
• Short-Term Disability
• Travel Assistance Program
• Employee Assistance Program (EAP)
• Medical Concierge
• Spiritual & Professional Training & Development
6 days ago