Legacy and Planned Giving Advisor

Overall Responsibility

The Legacy and Planned Giving Advisor is responsible for building and managing 
meaningful relationships with donors to secure planned and deferred charitable gifts that 
advance Food For The Poor's long-term mission and financial sustainability. Through 
strategic donor engagement, thoughtful stewardship, and consultative gift planning, the 
Advisor helps individuals create lasting philanthropic legacies while aligning their 
charitable goals with the organization's mission

Managing an assigned portfolio of donors and prospects, this role develops and executes 
individualized cultivation, solicitation, and stewardship strategies, facilitates complex 
planned gift arrangements, and collaborates with internal and external stakeholders to 
integrate legacy giving into Food For The Poor's overall fundraising strategy. The Advisor 
serves as a trusted resource throughout the planned giving process, delivering exceptional 
donor service while contributing to the continued growth and success of the Legacy and 
Gift Planning program.

Key Responsibilities and Duties

Donor Portfolio Management

• Manage an assigned portfolio of planned giving prospects and donors through all 
phases of cultivation, solicitation, stewardship, and relationship management.

• Develop and execute individualized donor strategies that align philanthropic goals 
with Food For The Poor's mission.

• Conduct donor visits, presentations, and ongoing stewardship activities to 
strengthen donor engagement and secure planned gift commitments.

• Maintain accurate portfolio activity, pipeline management, and donor records within 
the organization'sCRM.

• Achieve established fundraising and donor engagement goals.

Planned Gift Development & Administration

• Educate donors on charitable gift planning opportunities, including bequests, 
charitable trusts, gift annuities, retirement assets, donor-advised funds, life 
insurance, and other planned giving vehicles.

• Prepare customized gift proposals and collaborate with donors' professional 
advisors to structure and complete planned gifts.

• Support estate administration, gift documentation, and related planned giving 
processes while ensuring an exceptional donor experience.

• Serve as a trusted resource for donors and their families throughout the charitable 
planning process.

Legacy Giving Program Development

• Support the growth of Food For The Poor's Legacy and Gift Planning Program through 
donor engagement, education, and outreach initiatives.

• Assist in developing donor communications, educational materials, presentations, 
and marketing resources that promote legacy giving.

• Represent Food For The Poor at donor events, church presentations, seminars, and 
mission-related activities.

• Promote participation in Legacy Society recognition and stewardship initiatives

Donor Stewardship & Relationship Development

• Foster long-term donor relationships through personalized stewardship, impact 
reporting, and ongoing engagement.

• Identify opportunities to deepen donor relationships and encourage continued 
philanthropic investment.

• Deliver exceptional donor service that reflects the organization's mission, values, 
and commitment to stewardship.

Cross-Functional Collaboration & Compliance

• Collaborate with Development, Marketing & Communications, Finance, Legal, and 
other internal partners to ensure coordinated donor engagement and seamless gift 
administration.

• Provide planned giving expertise and guidance to fundraising colleagues to identify 
and maximize legacy giving opportunities.

• Maintain current knowledge of charitable gift planning practices, tax regulations, 
and industry trends while ensuring compliance with applicable laws, organizational 
policies, and ethical fundraising standards.

• Exercise sound judgment and discretion in handling confidential donor and financial 
information.

• Perform other duties as needed.

Education

Bachelor's degree in Business, Finance, Marketing, Communications, Nonprofit 
Management, Law, or a related field required; or an equivalent combination of education 
and relevant experience.

Professional certifications such as CFRE, CAP®, CFP®, JD, or other planned giving 
credentials are preferred.

Experience

• Minimum of five (5) years of progressively responsible experience in planned giving, 
major gifts, charitable estate planning, wealth management, financial services, or 
related philanthropic fundraising.

• Demonstrated success cultivating, soliciting, and closing planned gifts and other 
complex charitable gifts.

• Experience working collaboratively with attorneys, accountants, financial planners, 
trust officers, and other professional advisors.

• Experience managing donor portfolios and utilizing donor relationship management 
(CRM) systems.

• Experience working within a Christian, faith-based, or mission-driven nonprofit 
organization is preferred.

Skills and Competencies

• Strong knowledge of planned giving vehicles, estate planning principles, charitable 
gift planning strategies, and applicable tax regulations.

• Excellent relationship-building, donor stewardship, and consultative 
communication skills.

• Ability to communicate complex financial and legal concepts in a clear, donorfocused manner.

• Strong organizational, analytical, and project management skills with the ability to 
manage multiple priorities and meet deadlines.

• Ability to build collaborative relationships with donors, professional advisors, and 
internal stakeholders.

• High level of professionalism, integrity, discretion, and commitment to maintaining 
donor confidentiality.

• Proficiency in Microsoft Office applications and donor relationship management 
(CRM) systems.

• Ability to travel domestically and internationally, as required.

• Demonstrates a personal commitment to the Christian values, mission, and 
ministry of Food For The Poor, conducting responsibilities with integrity, 
compassion, stewardship, and respect for those served

Apply Here