ABOUT TRIDENT UNITED WAY

For 80 years, Trident United Way has united our community to create access to opportunities for all our region's residents to thrive. Together, with our Tri-County change-seekers, we're mobilizing a movement to lift up all our neighbors and colleagues to break the cycle of financial instability. Our focus centers on ALICE® (Asset Limited, Income Constrained, Employed) households - families who make more than the Federal Poverty Level but don't earn enough to cover the rising costs of living. As ALICE households continue to grow, we're working on bold, community-rooted solutions to support families in getting ahead when it is harder today than ever before.

ABOUT THE ROLE

Trident United Way is seeking a strategic and relationship-driven Legacy Giving & Endowment Officer to lead the vision, growth, and execution of the organization's planned giving and endowment efforts. This fundraising professional will develop and implement a comprehensive strategy to secure deferred, complex, and asset-based gifts while growing the long-term sustainability of TUW's endowment resources. The ideal candidate brings experience in planned giving and/or endowment programs, an understanding of charitable estate planning vehicles, and the ability to think strategically about donor engagement, organizational sustainability, and legacy philanthropy.

ESSENTIAL FUNCTIONS

Planned Giving Program Leadership In partnership with the VP of Individual Philanthropy and SVP of Individual Philanthropy, create and implement a strategic plan to expand the planned giving program, engaging donors to support the organization through various planned giving vehicles. Identify, cultivate, and steward relationships with prospective planned giving donors, providing guidance and support through the giving process. Partner with appropriate organizations to establish needed infrastructure including but not limited to United Way Worldwide, United Way NEXT, and Coastal Community Foundation. Develop and manage a portfolio of planned giving and endowment prospects, utilizing data, donor insights, and relationship strategies to increase legacy commitments and long-term philanthropic investment. Design and implement moves management strategies for planned giving prospects and legacy donors. Partner with the Individual Philanthropy team to identify blended gift opportunities, including current and deferred giving strategies. Endowment Strategy & Growth Support the development and implementation of strategies to grow and sustain TUW's endowment assets and legacy giving pipeline. Collaborate with Finance, Advancement leadership, and external partners to ensure effective stewardship, reporting, and communication regarding endowment performance and impact. Develop donor-facing materials and case statements that communicate the long-term community impact of endowed and legacy gifts. In partnership with the VP of Individual Philanthropy and SVP of Individual Philanthropy, establish measurable annual goals related to planned gift commitments, donor engagement, pipeline growth, legacy society participation, and endowment development. Committee Recruitment & Management Recruit, train, and manage a dedicated Planned Giving Committee comprised of influential community members and experts in philanthropy, finance, and estate planning. Collaborate with the committee to drive initiatives, enhance outreach efforts, and expand the planned giving network. Campaign Integration Work closely with the Advancement team to integrate planned giving opportunities into the capital campaign framework and future fundraising initiatives. Collaboration & Communication Collaborate with internal teams, including Advancement, Finance, and Marketing & Communications, to align planned giving strategies with organizational objectives. Develop and execute effective communication plans to promote planned giving opportunities and endowment impact to stakeholders, donors, and the community. Partner with other members of the Advancement Team to incorporate planned gift conversations into donor relationships. Build and maintain relationships with attorneys, financial advisors, estate planners, and other professional advisors to strengthen community awareness and support for planned giving opportunities.

QUALIFICATIONS

Education & Experience Bachelor's degree required from accredited college or university. Minimum of 4 years of progressive fundraising experience, including experience in planned giving, endowment giving, major gifts, or philanthropic advising. Expertise in donor stewardship and relationship management. Knowledge of or interest in current and evolving trends in charitable giving, particularly in the areas of estate planning tools and charitable tax law. Demonstrated experience implementing planned giving best practices and securing planned gifts. Demonstrated strategic thinking and ability to build long-term fundraising strategies. Experience working with donors on estate gifts, beneficiary designations, charitable trusts, IRA charitable strategies, or other planned giving vehicles preferred. SKILLS Ability to engage confidently with professional advisors, senior volunteers, and high-capacity donors. Strong leadership, communication, and relationship-building skills. Experience developing or growing endowment and/or legacy giving programs preferred. Proven track record in building and managing committees preferred.

CFRE, CAP

®, CSPG, or planned giving-related certification preferred.

PHYSICAL DEMANDS OF JOB

This job requires exerting up to 20 pounds of force frequently, and/or a negligible amount of force constantly to move objects, within the office setting and relating to the position. Must frequently use typical office equipment. Will be stationary at the desk most of the time. Communicates with constituents, clients, and/or partners by phone and in person.

WORK ENVIRONMENT

Office-based setting, hybrid option possibly available

Please Note:

Requirements, skills, and abilities described above are representative of those that must be met by an employee to successfully perform the essential functions of this position with or without reasonable accommodation. In no instance, however, should the duties, responsibilities, and requirements be interpreted as all-inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate. Duties, responsibilities and activities may change at any time with or without notice.

Title VI:

NO PERSON

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