Our expanding team is looking for successful Planned Giving Officer who enjoys prospecting, cultivating, soliciting and stewarding legacy donors. In this role, you will be responsible for stewarding a portfolio of current legacy donors and prospects deepening their engagement with Second Harvest. Your relationship building skills and comfort with soliciting intentions will lead you to meet and exceed annual revenue targets to help the team achieve the overall fundraising goal.
Are comfortable managing a portfolio of 120 Legacy Society members and prospects.
Are proactive, a self-starter and donor centric.
Are experienced and comfortable dealing with C-Suite donors and local philanthropists.
Are comfortable conducting virtual/face-to-face meetings, phone calls and solicit gifts to meet financial goals.
Can ensure we are establishing, strengthening, and retaining strong, long-term partnerships with legacy gift donors and prospects.
Follow up on referrals from team members for supporters with the potential of making legacy gifts.
And more . . .
Have 3-5 years of Legacy Giving fundraising success in Silicon Valley. Bachelor's degree or equivalent fundraising experience. Significant level of computer proficiency including MS Office and donor databases. Ability to work flexible hours. Ability to travel locally.