Jobs: Legacy Gifts Officer
Lambda Legal is a national organization committed to achieving full recognition of the civil rights of lesbians, gay men, bisexuals, transgender people and people with HIV, through impact litigation, education and public policy work. Founded in 1973 and headquartered in New York City, Lambda has regional offices in Los Angeles, Chicago, Atlanta and Dallas.
The Development Department seeks a Legacy Gifts Officer (LGO) who will work closely with the Director of Legacy Giving and other Development Staff to assist in the maintenance and expansion of Lambda Legal’s national planned giving program. This position is located at its Headquarters in New York City. The LGO will be responsible for the accurate and timely management of the administrative side of the planned giving department. They may also be assigned other duties outside of these areas on occasion.
S/He will assist in the marketing and solicitation of planned gifts from prospective donors and supporters, including the management of Lambda Legal’s Charitable Gift Annuities (CGA) Program. The LGO will play an essential role in the cultivation and stewardship of Lambda Legal’s legacy society (The Guardian Society) as well as assist in the management of the organization’s Planned Giving Council. Additionally, the LGO will be responsible for building and maintaining a portfolio of existing and potential planned giving donors at all levels of giving, and may have other donor assignments as appropriate. Based in New York, the LGO may have opportunities to travel to key regional markets.
Essential Duties and Responsibilities:
- Assist the Director of Legacy Giving, Director of Development and national staff to implement Lambda Legal’s planned giving strategy that includes identifying, soliciting and securing planned gifts.
- Work with the Director of Legacy giving to create and manage a department contact schedule for Guardian Society members and planned giving prospects to ensure that the Director of Legacy Giving, Major Gifts Officers, Regional Directors and volunteers meet quarterly/annual contact goals for planned giving.
- Manage a portfolio of planned giving donors/prospects and major donors/prospects with key emphasis on conducting meetings and one-on-one engagements.
- Manage all digital and hard files for the Planned Giving Department, including making sure that all planned giving information for donors, estates, trusts and other entities in Raiser’s Edge are accurate and up-to-date.
- Generate status reports for the Planned Giving Department, including monthly updates on the status of open estates and trusts, quarterly reports of confirmed planned gifts, and any analysis of planned giving trends.
- Assist in the management of the CGA Program, including generation of CGA proposals and contracts, assist in the creation and mailing of quarterly distribution letters to CGA donors/holders, and creation of any CGA reports for the finance department.
- Work with the National Events & Planned Giving Coordinator, national staff, Planned Giving Council members and other volunteers to execute planned giving cultivation and stewardship events.
- Create and manage planned giving correspondence including acknowledgement letters, birthday cards, condolence cards, etc.
- Manage the Planned Giving Department’s direct mailings, including copy writing and editing, folding and stuffing letters, working with Database to generate mailing lists and data pulls, and other mailing details as needed.
This position has no direct staff reports.
Qualifications: A candidate must be able to work in an autonomous environment and be self-directed and self-motivated. A qualified individual will have at least three to four years of fundraising experience, with at least one year of dedicated work cultivating, soliciting and stewarding major donors and/or planned giving donors. Experience working closely with Board and key volunteers and knowledge of LGBT and/or philanthropic communities is required. Experience coordinating fundraising events is preferred. Some travel will be required for the position. Outstanding written communication, copy editing, analytical, interpersonal, personal organizational skills and administrative skills are required. Skills in internet research, donor software and CRM (preferably Raiser’s Edge), Microsoft Office and spreadsheets are necessary.
Salary: Salary is commensurate with experience within the guidelines of Lambda Legal’s scale. Excellent employer paid benefits package including medical, dental, life and long-term disability insurance and generous employer contribution to retirement account. Generous vacation package.
Application: The position is open until filled. Send resume and cover letter to Thai Pham, Director of Legacy Giving, at firstname.lastname@example.org. Include the words, “Legacy Gifts Officer” in the subject line of your email. Please include salary requirements in your cover letter.
NO CALLS PLEASE. Due to the high volume of applications, Lambda Legal cannot return phone calls about the position and does not notify applicants of status except when an interview is granted.
Lambda Legal is an equal opportunity employer. People of color, women, transgender people, and people with disabilities, including HIV, are encouraged to apply.