Director of Legacy and Estate Giving Position Available In Macon, Alabama

Director of Legacy and Estate Giving
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Position Details
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Position Information
Position Title Director of Legacy and Estate Giving
Status Full Time
Job Summary Tuskegee University is seeking a seasoned and strategic fundraising professional to serve as its Director of Legacy and Estate Giving. This remote position plays a vital role in advancing the university’s mission by securing planned and estate gifts that support scholarships, academic programs, and long-term institutional priorities.
Reporting to the Executive Director of Development, the Director will lead the university’s planned giving strategy and manage a national portfolio of alumni and supporters interested in leaving a legacy. The successful candidate must bring proven experience in managing and closing planned gifts, along with technical expertise in reviewing estate planning documents, including wills, trusts, retirement accounts, and donor-advised fund agreements.
Remote (with regular travel to Tuskegee and donor locations)
Essential Job Duties Program Strategy & Leadership
Develop and lead a comprehensive planned and estate giving program, including pipeline development, marketing, stewardship, and reporting
Establish annual goals for new planned gift commitments, realized estate gifts, and legacy society engagement
Align planned giving strategy with institutional and campaign fundraising goals
Donor Engagement & Portfolio Management
Manage a portfolio of alumni and friends considering or committed to planned or deferred gifts
Cultivate and solicit a wide range of gift vehicles including:
Bequests
Charitable remainder trust
Charitable gift annuities
IRA and retirement account designations
Life insurance policies
Real property and non-cash assets
Donor-advised funds (DAFs): Engage with donors who give through DAFs, ensuring proper designation of gifts, confirming gift intent, and coordinating with the DAF sponsoring organization for timely disbursement and documentation
Prepare custom proposals and gift illustrations in collaboration with Donor Services and finance teams
Collaborate with frontline gift officers on blended gift strategies
Technical Review & Documentation
Review and interpret wills, living and charitable trusts, retirement and life insurance beneficiary forms, DAF instructions, and estate settlement documents
Serve as a liaison to attorneys, financial advisors, and estate executors to ensure gifts are properly structured, documented, and realized
Ensure donor intent is clearly defined and documented; maintain comprehensive records of all planned and estate gifts
Collaboration & Reporting
Work closely with Donor Services to ensure gifts are accurately recorded in Raiser’s Edge NXT and financial systems
Track and report on expectancies, realized gifts, and pipeline activity
Lead Tuskegee’s legacy society, managing donor engagement, recognition, and stewardship strategies
Provide campaign and board-level reports as needed on planned giving performance and realized revenue
Qualifications (Education, Experience and Specialized Training) Bachelor’s degree required
Minimum 5-7 years of direct experience in planned giving or charitable estate planning
Demonstrated ability to review and interpret legal and financial documents, including wills, trusts, retirement accounts, life insurance policies, and DAF gift instructions
Strong knowledge of estate planning vehicles and charitable giving strategies
Experience working with donors and/or donor-advised fund sponsoring organizations (e.g., Fidelity Charitable, Schwab, local foundations) to facilitate and document DAF gifts
Physical Demands Ability to operate standard office equipment
Ability to walk short distances
Ability to lift and carry parcels, packages and other items
Ability to view a computer terminal

Skills and Attributes Knowledge:

Demonstrated ability to review and interpret legal and financial documents, including wills, trusts, retirement accounts, life insurance policies, and DAF gift instructions
Strong knowledge of estate planning vehicles and charitable giving strategies
Experience working with donors and/or donor-advised fund sponsoring organizations (e.g., Fidelity Charitable, Schwab, local foundations) to facilitate and document DAF gifts

Skills:

Excellent interpersonal, written, and verbal communication skills
Proficiency in Raiser’s Edge NXT or comparable donor database systems

Ability:

Highly organized, self-directed, and able to thrive in a remote work environment with regular travel as needed.