Legacy Giving Manager

POSITION SUMMARY

The Legacy Giving Manager is responsible for the program administration of identifying, cultivating and managing potential and current planned giving donors in the Heritage Society. This position provides the highest-quality experience for legacy society donors by maintaining donor database accuracy and facilitating systems of portfolio-based moves management processes. The Legacy Giving Manager prepares materials as requested to assist with estate gifts and executes marketing efforts and small events. The Legacy Giving Manager reports to the Director of Legacy Giving.

DEGREE AND AREA OF SPECIALIZATION

Bachelor’s Degree in non-profit management, communications, marketing, business, public relations or related field required.

MINIMUM YEARS AND TYPE OF RELEVANT WORK EXPERIENCE

-Minimum of two years development experience including work in major and/or planned giving.
-Demonstrated understanding of systems of portfolio-based moves management including donor research, cultivation, and stewardship methods, processes, and best practices.
-Experience and competence with donor relationship management databases and spreadsheet software.
-Demonstrated ability in providing administrative support, including organizing and maintaining files, reports, and materials.
-Experience in collecting, preparing and/or analyzing donor information and monitoring activity towards goals.
-Experience planning, coordinating, and/or executing logistics of events or scheduling.
-Experience providing best practices in donor service or engagement.

NOT REQUIRED BUT DESIRABLE QUALIFICATIONS
-Knowledge of planned giving vehicles, such as bequests, beneficiary designations, and charitable gift annuities.
-Paralegal certification or experience
-Experience in the design, development, and/or delivery of marketing and communication materials.
-Experience or knowledge of public broadcasting fundraising.

PRINCIPAL DUTIES

1. Executes Heritage Society program administration, including prospect pipeline management and donor database maintenance and reporting, ensuring the accurate, organized, thorough, and timely entry of records
2. Ensures all Heritage Society donors receive appropriate, consistent recognition and stewardship
3. Assists with the development of strategic planning initiatives and objectives, program budgets, and monitors activity to ensure adherence to established guidelines
4. Maintains donor relationships in a prospect portfolio, executing systems of portfolio-based moves management to create solicitation opportunities specifically designed for the generation of legacy gifts to reach program funding goals
5. Collects, prepares, and analyzes donor information and event data and provides subsequent recommendations for improvement and enhancement
6. Assists with the design, development, and/or delivery of marketing and communication materials and other event publications to promote development events and programs
7. Serves as a point of contact for internal and external stakeholders at meetings and activities to advocate for and promote the interests of the unit
8. Schedules logistics and secures resources for event and program activities, facilities, participants, and vendors adhering to established timelines and expectations

SALARY

Minimum $50,000 depending on qualifications

ADDITIONAL INFORMATION

Expected salary range for this position is the $50,000-$60,000 range. Actual pay will depend on experience and qualifications. PBS Wisconsin offers a comprehensive benefits package, including generous vacation, sick leave, healthcare and pension.

The person in this position will be required to comply with the Ethics for PBS Wisconsin Editorial & Executive Staff located here (https://wisconsinpublictv.s3.us-east-2.amazonaws.com/wp-content/uploads/2019/11/Ethics-for-Editorial-Staff.pdf) in addition to the UW-Madison code of ethics.

The University of Wisconsin is an Equal Opportunity and Affirmative Action Employer. We promote excellence through diversity and encourage all qualified individuals to apply.

Knowledge of and abides by prospect and fundraising research ethics (https://afpglobal.org/ethicsmain/code-ethical-standards).

The University of Wisconsin is an Equal Opportunity and Affirmative Action Employer. We promote excellence through diversity and encourage all qualified individuals to apply.

Please note that successful applicants are responsible for ensuring their eligibility to work in the United States (i.e. a citizen or national of the United States, a lawful permanent resident, a foreign national authorized to work in the United States without need of employer sponsorship) on or before the effective date of appointment.

HOW TO APPLY

Apply online at https://jobs.hr.wisc.edu by August 5, 2021. The job number is 234918. The following must be received for your application to be complete: 1) Resume; 2) A cover letter describing how your experience relates to the job duties and minimum and desirable qualifications.

As applicants progress to interviews, they will need to provide at least three professional references with titles, emails, and phone numbers (include at least one supervisory reference).

Questions? Contact: Kate O’Connor, PBS Wisconsin, 821 University Avenue, Madison, WI, 53706; 608-262-5221; [email protected].