Jobs: Legacy Gifts Officer

Find Your State

Know the laws in your state that protect LGBT people and people living with HIV.

Our Sponsors

National Headquarters, New York
Western Regional Office, Los Angeles

Department: Development

Location: Los Angeles, CA or New York, NY

Reports to: Director of Legacy Giving

FLSA Status: Exempt/Full-time

Union Status: Grade 6

 

SUMMARY

Lambda Legal seeks a charismatic Legacy Gifts Officer (LGO) who will work closely with the Director of Legacy Giving and other Development staff to assist in the expansion of Lambda Legal’s Legacy Giving program. The ideal candidate should have direct experience soliciting legacy or major gifts and a proven record of successful donor and volunteer engagement.

The LGO will maintain a portfolio of current legacy donors (part of Lambda Legal’s Guardian Society program), as well as legacy giving prospects. They will also work alongside Lambda Legal’s Regional Directors, Major Gift team, and Development Department to ensure the fulfillment of a holistic donor cultivation strategy.

This position is designated for either Lambda Legal’s Western Regional Office (Los Angeles) or Headquarters (New York City). Remote work options are available, but candidates must live or be willing to relocate within 3 hours of their reporting office.



WHO WE ARE

Lambda Legal is a national organization committed to achieving full recognition of the civil rights of lesbians, gay men, bisexuals, transgender people and everyone living with HIV through impact litigation, education and public policy work. Since 1973, Lambda Legal has used impact litigation and other advocacy tools to decriminalize same-sex relationships; challenge discrimination against LGBTQ people and people living with HIV in the workplace, in the home, in schools, in health care, and in the military; and protect LGBTQ families, including by winning and defending marriage equality. Clients are not charged for legal representation or advocacy and Lambda Legal receives no government funding. Headquartered in New York City, Lambda Legal has regional offices in Los Angeles, Chicago, Atlanta, Dallas, and Washington, D.C.

We believe that serving the full breadth of the LGBTQ and HIV communities requires cultural competency and enthusiasm for diversity of all kinds. To be successful, we must approach our work with an understanding that discrimination based on sexual orientation or gender identity is not the only obstacle to achieving full formal and lived equality for LGBTQ people and everyone living with HIV; rather, we recognize the intersectional nature of discrimination, specifically including biases based on race, religion, national origin, gender, disability, education, and class. In light of this reality, we prioritize awareness and proactive commitment to counteracting these biases and their compounding effects.



ESSENTIAL DUTIES AND RESPONSIBILITIES:

The Legacy Giving Officer reports to the Director of Legacy Giving. The LGO role requires a “roll up your sleeves” approach and keen attention to detail and donor moves management processes, reporting, and relationship-building. The following is a list of the core responsibilities of the LGO:

  • Manage a portfolio of legacy giving donors/prospects with key emphasis on direct stewardship in specific markets. This position will also be responsible for a limited major gift portfolio for a blended cultivation strategy.
  • Assist the Director of Legacy Giving, Deputy Director of Development - Major Gifts, and national staff to implement Lambda Legal’s legacy giving strategy that includes identifying, soliciting, and securing legacy gift intentions.
  • Implement donor cultivation, stewardship, and appreciation programs, including recognition events in assigned markets. This also includes providing programmatic updates to donors on an ongoing basis. Lead and/or collaborate with other team members to promote and execute legacy giving /blended events across Lambda Legal’s western region.
  • Craft customized proposals for Legacy Giving prospects, leveraging existing communications materials and programmatic information.
  • Identify and cultivate prospective volunteer solicitors, including potential Board and NLC members in assigned markets as well as support and manage annual solicitation of donors in assigned portfolio by the Chief Executive Officer, the Chief Development Officer, Board, NLC members, and other key volunteers. This includes identifying and securing major donor prospect meetings for senior staff and organizational leadership.
  • Research, prepare calculations, and present planned giving proposals to donors/prospects.
  • Steward Lambda Legal’s Legacy Giving Council by managing local volunteers and aid in the recruitment of new members.
  • Help in the development of a long-term marketing strategy that includes collecting and highlighting compelling donor narratives while promoting the Guardian Society program.
  • Support Director of Legacy Giving in processing estate paperwork and communicating with estate attorneys as needed.
  • Pulling data driven reports on legacy prospects and donors to inform market-based outreach.
  • Additional Duties as assigned.



QUALIFICATIONS

Skills & Competencies:

  • 3+ years of demonstrated success in direct legacy gift or major gift fundraising experience (or transferrable skills), and coordinating fundraising events desired.
  • Experience soliciting and closing gifts.
  • Proven experience having expanded and cultivated and maintained existing donor relationships over time; campaign experience is a plus.
  • Demonstrated experience working with racially and gender diverse volunteers and groups.
  • Experience working closely with Board and key volunteers and knowledge of LGBTQ and/or philanthropic communities in assigned areas is required.
  • Excellent communication skills, both written and interpersonal, including excellent listening skills.
  • Ability to influence and engage a wide range of donors and build trust for long-term, authentic relationships.
  • Strong organizational and time management skills, critical thinking and problem-solving skills, with exceptional attention to detail.
  • Proficiency in using the Microsoft Office suite of applications.
  • Internet research skills.
  • Experience in donor database management and reporting a plus; Raiser’s Edge preferred.
  • Passion for Lambda Legal’s mission is essential.
  • Some travel is required for this position.
  • Must be able to work in an autonomous environment and be self-directed and selfmotivated.
  • Any successful candidate will welcome the opportunity to work in a racially- and genderdiverse environment and to contribute to a positive and inclusive atmosphere.
  • Working at Lambda Legal requires a demonstrated awareness of and commitment to the concerns of the breadth of the communities that Lambda Legal serves. Prior work on behalf of the LGBTQ community and/or people living with HIV and/or experience working with other historically marginalized communities (in a professional or volunteer capacity) is preferred.



SUPERVISORY RESPONSIBILITIES

This position has no direct staff reports.



TRAVEL

During the COVID-19 pandemic, travel will be minimal. In the future, however, some amount of travel (~30%) may be required.



COVID STATEMENT

The health and well-being of our employees and their loved ones are of the utmost importance to us. During the Pandemic, we have chosen to close our offices temporarily. Our employees are mostly working from home, some employees have returned to work in the office voluntarily. We follow CDC and Department of Health guidelines to ensure the safety of employees who occasionally need to work from the office. We have an employee task force that is continually evaluating and assessing when we can re-open.



COMPENSATION

Salary is based on the Collective Bargaining Agreement (CBA). The minimum annual salary for a Legacy Giving Officer is $77,815, higher starting annual salaries are possible. Benefits include short and long-term disability, life insurance, basic medical and dental plan at no cost to the employee, with an opportunity to obtain additional coverage for themselves or their family including vision at a low cost. Option to enroll in a pre-tax health flexible spending account, dependent care account, and commuter transit account. Option to defer earnings to a 403(b)- retirement plan. Paid time off includes the opportunity to annually accrue up to 15 days of vacation, 3 personal and 12 sick. Lambda Legal observes 10 holidays per year and is supportive of observance of religious holidays.

 

APPLICATION

The position is open until filled. Cooper Coleman is leading this search on behalf of Lambda Legal.

To apply for this position, please click here. Applications should be submitted as directed. Please do not contact Lambda Legal directly regarding this opportunity. Inquiries and nominations of qualified candidates can be sent to: 

Johnny Cooper, Principal: lambdalegal@coopercoleman.com

Kindly use the position title as the subject line of your email. All inquiries will be held in confidence. Review of applications will begin immediately and continue until the successful candidate has been selected.

No calls please. Due to the high volume of applications, Lambda Legal cannot return phone calls about the position and cannot notify all applicants of status.

Lambda Legal is committed to further building and maintaining a staff that reflects the full range of LGBTQ, HIV-affected and allied communities, and is an equal opportunity employer. People of color, transgender and gender-diverse people, women, people with abilities in multiple languages, immigrants, people living with disabilities, and individuals living with HIV are encouraged to apply.