Job Title Legacy and Major Gift Planner
USA (Remote)
Posted 5 days ago
Top 1% of applicants do these two things.
The other 99% submit and hope. You're about to do something different.
Job Description
- Insurance for Full-time Positions
- 403(b) for Full-time Positions
- Paid time off
- Training & development
- Competitive salary
JOB OVERVIEW:
- Understand TEAM’s values and mission and articulate those values in conversations, writing and personal demeanor;
- Manage relationships with a portfolio of donors and prospects to support annual, major and planned giving;
- Determine and achieve realistic, stretch, and quantifiable goals for individual and team giving based on mutually agreed upon targets;
- Design and implement individual giving strategies, cultivate and solicit donors and prospects through written proposals, personal contacts and visits;
- Effectively manage budgeted dollars for major and planned giving activities;
- Create, advise, and implement effective stewardship strategies for all assigned donors and prospects, including growing the planned giving community;
- Plan and implement effective marketing strategies in collaboration with Communications for targeted major and planned giving groups, including but not limited to direct mail, newsletters, website, webinars, social media, advertising materials and other educational sessions for donors and professional advisors;
- Oversee planned giving policies and procedures;
- Remain competent and current through self-directed professional reading, developing professional contacts with colleagues, attending professional development courses, and attending training and/or courses;
- Facilitate estate gifts through the probate and administrative process;
- Oversee and manage the Charitable Gift Annuity (CGA) program which includes marketing to donors and ensuring that all paperwork and processes are followed in conjunction with external vendor and in compliance with state regulations;
- Build and nurture strong relationships with financial, legal and tax advisors; and
- Travel up to 40%.
- Mature and growing follower of Jesus Christ;
- Bachelor’s degree preferably in finance, philanthropy, communications or like field;
- CFRE, CSPG or CAP certifications desired but not required;
- Four years of full-time fundraising paid work experience OR ten consecutive years of verifiable volunteer related experience for nonprofit organizations;
- Proven record in executing major and planned giving best practices in donor identification, cultivation, solicitation, stewardship, and engagement;
- Proven record of meeting or exceeding organizational planned and major giving goals;
- Strong relational ability, enjoys helping others discover and meet their philanthropic goals in a biblical context;
- Ability to make presentations and develop written, printed, and electronic communication and marketing materials;
- Ability to travel, domestic and occasionally international, with attendance at evening and/or weekend activities, meetings, events, seminars and workshops required.
This is a remote position.
TEAM
TEAM is dedicated to crafting brand experiences that are not just seen and heard but truly felt. Our expertise lies in bringing over 100,000 brand activations to life each year, with a focus on creating genuine connections. We blend commercial success with creative innovation, nurturing community spirit and shaping meaningful interactions for every brand we touch. The Creative Coach in Your Corner We are the strategic partners who bring your brand's story to life. Consider us an extension of your team, collaborating to carve pathways that move your audience, influence the market, and grow the business. Start-to-Finish Brand Experiences We specialize in the full spectrum of brand experience development—from ideation to execution. Whether through live events, immersive activations, or expansive digital ecosystems, we turn brand potential into real brand power. Custom Creative Playbooks Every brand has a narrative to share, an experience to offer, and a connection to forge. At TEAM, we align these elements within a creative playbook that takes brands to new heights, ensuring they not only scale but also evolve and leave a transformative impact. Specialties Field Marketing | Festivals | Immersive Experiences | Mobile | Sponsorships | Media Launches | Trade Advocacy | Pop-ups | Conferences | Content
