Position Summary: The Legacy Giving Manager develops and maintains a portfolio of legacy giving donors and prospects, conducts prospect research and analysis, in collaboration with the marketing division, develops and implements marketing plans, makes face-to-face asks, and provides stewardship for existing legacy giving donors.
- Identify, cultivate, and solicit current and prospective legacy giving donors through face-to face visits, calls, emails, and written communications.
- Develop a portfolio of planned gift prospects from the donor database.
- Manage Charitable Gift Annuity program.
- Prepare monthly and quarterly reports as necessary.
- Steward existing members of the Mission Creek Legacy Society, our legacy giving recognition society, to confirm and increase their commitments to the Museum.
- Collaborate with the President & CEO, the Director of Development, and other development staff to advance fundraising efforts.
- Work with the marketing team to create a marketing plan and associated materials.
- Write a monthly legacy giving e-newsletter, in collaboration with the marketing team. Provide timely updates to the planned giving web site, as needed.
- Network with other organizations to provide benchmarking and share ideas.
- Plan, implement, and monitor annual goals, growth, and opportunities.
- Work with the Development Assistant to input donor information and contacts and develop a database tracking system to monitor prospect management and stewardship efforts.
- Attend meetings, conferences, seminars, and special training sessions (when appropriate and within the budgetary limits).
- Monitor professional literature to remain current in the legacy giving field
Additional Office Functions:
- Attends volunteer and staff meetings, as needed or as assigned
- Attends Museum events, as needed or as assigned
- Attends Development Committee meetings of the Board of Trustees, as needed or as assigned
- Utilizes Raisers Edge database, spreadsheets, and written documents to produce standard and ad hoc reports which are used to chart progress to goals and for planning
- Works with other members of the fund-raising team to create and implement annual plan to reach targeted fund raising goals
- Provides additional management support to the Museum’s development efforts, represents the Museum at conferences and events, and performs other duties as assigned by the Director of Development
- Maintain confidentiality of donor information
- Periodically supports the daily operations of the Museum if needed.
- Maintain an in-depth knowledge of the Museum’s programs and priorities, takes responsibility to stay informed about happenings at the Museum and Sea Center, such as reading staff communications and attending meetings.
- Ensures the Museum’s presentation standards for cleanliness and maintenance are met by keeping work areas clean, picking up trash, reporting unsafe or unsightly conditions.
- Maintains a clean neat appearance and adheres to the Museum’s uniform dress code.
- Provides excellent customer service to internal and external clients.
- Working knowledge of estate planning strategies and tax treatments (e.g. trusts, charitable gift annuities, and life insurance)
- Working knowledge of major giving strategies
- Passion for the Museum’s mission
- Communication skills: proven ability to communicate effectively in writing and in person
- Good interpersonal skills and ability to appropriately manage sensitive and confidential information
- Outstanding organizational skills and attention to detail
- Must have access to reliable transportation and be available for contact by cell phone
- Must maintain a professional appearance
- Ability to manage one’s own time and the time of others in an efficient and effective manner.
- Team oriented. Ability to energize, motivate and support staff with open communication, trust, and respect in a collaborative manner.
- Ability to handle stress professionally and to maintain composure. Ability to accept criticism graciously, deal calmly and effectively in high stress situations, keep emotions in check, and avoid aggressive behavior.
Physical Demands & Work Environment:
- Requires the ability to access all areas of the Museum.
- Ability to carry up to 10 lbs.
- Requires flexible schedule, including some weekends, holidays, and evenings.
- Ability to use: Personal computer and software (Microsoft Office and Outlook, etc.), two-way radio, standard office equipment; telephone, copier, printer, scanner, AV equipment, and various event equipment.