Legacy & Planned Giving Advisor

About Food For The Poor

Food For The Poor, one of the largest international relief and development organizations in the nation, does much more than feed millions of the hungry poor primarily in 17 countries of the Caribbean and Latin America. This interdenominational Christian ministry provides emergency relief assistance, clean water, medicines, educational materials, homes, support for orphans, skills training and micro-enterprise development assistance. "Join us in our mission to serve the poorest of the poor."

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 progra

m.
Key Responsibilities and Dutie

s:
Donor Portfolio Manage

• mentManage an assigned portfolio of planned giving prospects and donors through all phases of cultivation, solicitation, stewardship, and relationship managem
• ent.Develop and execute individualized donor strategies that align philanthropic goals with Food For The Poor's miss
• ion.Conduct donor visits, presentations, and ongoing stewardship activities to strengthen donor engagement and secure planned gift commitme
• nts.Maintain accurate portfolio activity, pipeline management, and donor records within the organization's
• CRM.Achieve established fundraising and donor engagement go

als.Planned Gift Development & Administra

• tionEducate donors on charitable gift planning opportunities, including bequests, charitable trusts, gift annuities, retirement assets, donor-advised funds, life insurance, and other planned giving vehic
• les.Prepare customized gift proposals and collaborate with donors' professional advisors to structure and complete planned gi
• fts.Support estate administration, gift documentation, and related planned giving processes while ensuring an exceptional donor experie
• nce.Serve as a trusted resource for donors and their families throughout the charitable planning proc

ess.Legacy Giving Program Develop

• mentSupport the growth of Food For The Poor's Legacy and Gift Planning Program through donor engagement, education, and outreach initiati
• ves.Assist in developing donor communications, educational materials, presentations, and marketing resources that promote legacy giv
• ing.Represent Food For The Poor at donor events, church presentations, seminars, and mission-related activit
• ies.Promote participation in Legacy Society recognition and stewardship initiati

ves.Donor Stewardship & Relationship Develop

• mentFoster long-term donor relationships through personalized stewardship, impact reporting, and ongoing engagem
• ent.Identify opportunities to deepen donor relationships and encourage continued philanthropic investm
• ent.Deliver exceptional donor service that reflects the organization's mission, values, and commitment to stewards

hip.Cross-Functional Collaboration & Compli

• anceCollaborate with Development, Marketing & Communications, Finance, Legal, and other internal partners to ensure coordinated donor engagement and seamless gift administrat
• ion.Provide planned giving expertise and guidance to fundraising colleagues to identify and maximize legacy giving opportunit
• ies.Maintain current knowledge of charitable gift planning practices, tax regulations, and industry trends while ensuring compliance with applicable laws, organizational policies, and ethical fundraising standa
• rds.Exercise sound judgment and discretion in handling confidential donor and financial informat
• ion.Perform other duties as nee

ded.
Educa

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

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

rred.
Exper

• ience:Minimum of five (5) years of progressively responsible experience in planned giving, major gifts, charitable estate planning, wealth management, financial services, or related philanthropic fundra
• ising.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 adv
• isors.Experience managing donor portfolios and utilizing donor relationship management (CRM) sy
• stems.Experience working within a Christian, faith-based, or mission-driven nonprofit organization is pref

erred.
Skills and Compet

• encies:Strong knowledge of planned giving vehicles, estate planning principles, charitable gift planning strategies, and applicable tax regul
• ations.Excellent relationship-building, donor stewardship, and consultative communication
• skills.Ability to communicate complex financial and legal concepts in a clear, donor-focused
• manner.Strong organizational, analytical, and project management skills with the ability to manage multiple priorities and meet dea
• dlines.Ability to build collaborative relationships with donors, professional advisors, and internal stakeh
• olders.High level of professionalism, integrity, discretion, and commitment to maintaining donor confident
• iality.Proficiency in Microsoft Office applications and donor relationship management (CRM) s
• ystems.Ability to travel domestically and internationally, as re
• quired.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