The Development Director, Legacy Giving provides support to Children’s Development Directors and teams. This specialist is engaged when prospects and donors are evaluating how best to leverage charitable giving through trusts, bequests, IRA’s and other investment vehicles. They often meet with prospective donors and their financial planners and/or attorneys to determine the best way to leverage these vehicles for philanthropic giving that provide the best clinical care and research breakthroughs.
- Develop annual goals and implements action plans that maximize planned gifts to Children’s Healthcare of Atlanta.
- Work closely with and assists the Vice President for Major & Planned Giving in creating and implementing a system-wide major gift program, developing strategies for identifying and engaging potential prospects and growing donor base.
- Partners will all fundraising gift officers to identify, cultivate, and secure planned giving commitments from prospects and donors.
- Model professional planned giving fundraising excellence to all fundraisers in the Children’s Healthcare of Atlanta Foundation.
- Be the trusted Subject Matter Expert on Planned Giving for the Children’s Healthcare of Atlanta Foundation.
- Provide stewardship of donors who have already announced a commitment to planned giving.
- Maintain up-to-date records on both prospects and donors via Raiser’s Edge. Generate planned giving reports to all key stakeholders
- Represent Children’s appropriately at miscellaneous community functions, networking and nurturing new and existing relationships.
- Bachelor’s Degree in Finance, Business Administration, or related area of study is required.
- Seven (7) or more years of experience of successful legacy giving fundraising program management.
- Expert level knowledge and extensive experience working with planned giving instruments including Charitable Remainder Trusts, Bequests, IRA’s, Donor Advised Funds, etc.
- Track record of educating fellow staff about planned giving concepts and strategies.
- Experience developing legacy giving collateral to donors and prospects.
- Proven experience of working effectively with financial planners and legal counsel to fulfill estate gifts.
- A graduate degree or CFRE credential
- Experience in healthcare philanthropy and knowledge of Atlanta philanthropy
KNOWLEDGE SKILLS & ABILITIES*
- Suitable knowledge of planned gift concepts and instruments
- Background in leading staff
- Strong communication skills, be team-oriented; and have an appreciation for the mission of a pediatric hospital
- Demonstrates the following skills in accomplishing job duties and responsibilities:
- Personal organization and time management
- Human relations and teamwork
- Personal adaptability
- Personal motivation