Position Summary:   This position holder is an innovative, results-driven, and organized professional that will be responsible for operating and growing a comprehensive planned giving program, developing relationships with donors and volunteers on SARRC’s Professional Advisory Council, and increasing membership of SARRC’s Legacy Circle by securing gifts from qualified prospects. This position holder will build and manage a portfolio of individual donors and prospects, creating personalized engagement strategies that support planned giving initiatives. This position holder will implement marketing and outreach strategies to increase awareness of SARRC’s Legacy Circle and planned giving resources. The position holder will leverage and optimize volunteers to plan and execute educational events for donors, program participants, professional advisors, volunteers, and community members.

What You’ll Do:

• Continually research, identify, solicit, and cultivate productive relationships with qualified prospects to secure gifts and grow SARRC’s Legacy Circle
• Provide personalized stewardship and donor recognition through multiple touchpoints including in-person meetings, telephone, e-mail, and special events
• Coordinate and implement direct outreach campaigns to reach potential prospects for SARRC’s Legacy Circle
• Partner with members of Professional Advisory Council to broaden circle of influence and expand awareness of SARRC’s Legacy Circle
• Works effectively with the Professional Advisory Council and development team staff to coordinate and implement educational events on various topics related to estate, charitable gift, and special needs planning
• Develop a marketing plan and coordinate production of planned giving marketing materials and awareness efforts with marketing team
• Maintain and update all relevant giving history, communications, and pertinent information for all planned giving qualified prospects in donor database
• Expand knowledge and stay current on all areas of planned giving and gift tax laws, serving as a resource for donors, board, and staff
• Attend and support SARRC special events to grow relationships with current and future donors
• Other duties as assigned

Required Qualifications

• Bachelors’ degree from an accredited college or university
• Minimum of (5) years of experience in planned giving, individual giving, or donor relations role (required)
• Knowledge of charitable gift and estate planning, including wills, trusts, and gift tax laws
• Recent history of highly successful prospect qualification, relationship building, and overall fundraising results
• Proficiency with computers, Microsoft Office applications, and constituent database software

Preferred Qualifications

• Certified Fundraising Executive (CFRE) or Chartered Advisor in Philanthropy® (CAP®) designation strongly preferred
• Experience Raiser’s Edge database software