Legacy Gift Officer

PRIMARY PURPOSE: The Legacy Gift Officer inspires and engages the philanthropic community by connecting donors’ passions and interests to the current and future needs of the North Texas Food Bank (NTFB). This position develops and executes comprehensive strategies to achieve planned giving goals, including cultivating long-term donor relationships and securing charitable gifts such as bequests, charitable trusts, and annuities. 

MINIMUM QUALIFICATIONS: 

Education:

• Bachelor’s degree or an equivalent combination of education and experience

Special Knowledge/Skills/Abilities:

• Demonstrated ability to identify, cultivate, solicit, and steward legacy and planned gifts
• Knowledge of estate planning, charitable giving vehicles, and relevant tax laws
• Proficiency in Microsoft Office Suite, planned giving software and donor databases/software
• Experience with Blackbaud Raiser’s Edge NXT or other CRM systems preferred
• Strong written, verbal, and public speaking communication skills
• Strategic thinker with excellent organizational and project management skills
• Skilled in donor stewardship, relationship-building, and collaborative teamwork
• Familiarity with fundraising communications and marketing strategies
• High level of initiative, integrity, and discretion in handling donor information
• Commitment to ethical fundraising practices and creating a positive, inclusive work environment

Experience: 

• 3 years in fundraising or financial planning, with a focus on legacy giving or estate planning for individual donors
• Proven track record in meeting fundraising/performance goals
• Professional certification such as CFRE or CAP, or accreditation from an estate planning academic program preferred

PRINCIPLE DUTIES AND RESPONSIBILITIES:

• Contribute to NTFB’s annual fundraising goal by managing an increasingly productive portfolio of individual major donors with an interest in making a planned gift
• Identify and qualify prospective donors to build meaningful relationships that lead to planned or major gifts  
• Develop and execute personalized moves management strategies for all assigned donors in RENXT
• Collaborate with Philanthropy and Marketing teams to support donor research, identification, cultivation, solicitation and stewardship
• Personally acknowledge planned gifts in coordination with Gift & Development Services and other Philanthropy team members to ensure timely, meaningful recognition 
• Partner with Philanthropy and Marketing teams to support the planning and execution of donor engagement events, including legacy and major donor events
• Foster positive, mission-driven relationships with staff, donors, and community members to build long-term support for NTFB and the neighbors we serve 
• Represent NTFB at external events and speaking engagements to increase brand awareness and promote legacy giving
• Perform other tasks and duties as assigned

MENTAL DEMANDS:

• The person in this position needs to adapt well in the face of workplace stressors, such as customer service complaints, compliance offenses, and competing priorities of reasonable or high significance to the successful function of the unit. 
• Must be able to effectively interpret data and make critical decisions that will have a significant impact on the team and organization. 

PHYSICAL DEMANDS:

• While performing the duties of this job, the employee is occasionally required to stand; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel crouch or crawl; talk or hear. 
• Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
• The employee must occasionally lift and/or move up to 15 pounds. 

ENVIRONMENTAL FACTORS:

• Moderate noise (i.e. business office with open floor plan with computers, phone, printers, and light traffic)
• Travel required within our 12-county service area
• Ability to work outside the traditional workday schedule, including some evenings and weekends as needed

The mental and physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

This is not necessarily an exhaustive list of all skills, duties, responsibilities, efforts, requirements or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, NTFB reserves the right to revise the job or to require other or different tasks be performed as assigned.

The North Texas Food Bank is an equal opportunity employer.