Leadership and Legacy Giving Officer (Planned Giving)

Job Description

Key Responsibilities

The Leadership and Legacy Giving Officer has annual outright and planned giving fundraising goals based on prospects in the officer’s portfolio, future prospect assignments and annual Foundation-wide goals. Performance expectations also include :

1. Fundraising

• Relationship Building : The Leadership and Legacy Giving Officer develops authentic relationships with donors in a focused portfolio to help donors define and accomplish their philanthropic goals in alignment with Riley Children’s Foundation organizational priorities. The Officer conducts identification and qualification calls / visits and develops customized cultivation, solicitation and stewardship plans.
• Solicitations : Solicit outright and pledged commitments of $10,000 or more while guiding donors toward planned gift commitments of $50,000 or more, ideally within a two to three-year cultivation horizon.
• Portfolio : Build and manage a portfolio of donor prospects capable of including Riley in their long-term philanthropic plans.
• Collaboration : Collaborate with other fundraising staff to create solicitation strategies that include a planned gift component.
• Stewardship : In coordination with the Planned Giving and Donor Engagement teams, contribute to the creation and execution of stewardship / donor engagement activities for 1924 Society members (current planned gift donors), potential planned gift donors, and the Riley professional advisor planned giving volunteer group, the Riley Advisors Council.
• Marketing plan : In coordination with the Director, Planned Giving, and in partnership with the Communications team, contribute to the development and execution of an annual planned giving marketing plan. Provide input on messaging, donor stories, and educational materials that resonate with legacy-minded donors.
• Planning Giving Education : As part of the Planned Giving team, provide educational opportunities on planned giving to Foundation staff and key external audiences.

2. Administrative

3. Riley Children’s Foundation Representative

4. Other Duties as Assigned