Senior Legacy Giving Strategist

Position Summary

The Senior Account Executive, Legacy is responsible for the senior‑level strategic management of direct marketing fundraising programs for a portfolio of nonprofit organization clients. The Senior Account Executive will act as the primary point‑of‑contact for client accounts and guides day‑to‑day program and team management to deliver direct marketing fundraising programs. They are a subject matter expert in legacy giving and legacy marketing and serve as a trusted resource for clients, client teams and the agency.

Full‑time

• Develop client annual plans in coordination with the Senior Account Director or Vice President.
• Prepare and interpret reports/analysis that evaluate client’s planned giving marketing programs with recommendations for improvements in alignment with client goals.
• Design, implement, and evaluate segmentation strategies to develop effective segmentation for planned giving direct response marketing campaigns.
• Ensure agency reporting is in alignment with client campaign strategy.
• Understand internal and industry benchmarking and trends.
• Develop year‑long and multi‑year planned giving marketing strategies aligned with client goals.
• Prepare and present annual plan to clients.
• Provide strategic leadership of client programs.
• Oversee implementation of client’s annual plan.
• Prepare, finalize and present strategy decks.
• Manage a cross‑channel team.
• Develop concepts and messaging for integrated direct response projects.
• Work with copywriters and designers to develop program content in alignment with project and program strategy.
• Manage account and production team service delivery to the client, including problem‑solving and accountability for errors.
• Liaise with client contacts to ensure their satisfaction and enhance client relationships.
• Travel to meet with clients as necessary.
• For integrated clients, coordinate with Offline and Digital teams to develop multi‑channel campaigns and wrap‑up decks.
• Demonstrate working knowledge of each area of agency’s client services.
• Mentor managers, coordinators, or assistants; other team members.
• Lead as a trusted subject matter expert for the agency in the area of legacy and planned giving.
• Enhance company’s brand by attending events, publishing white papers/blog posts, speaking at workshops and networking with influencers in the industry.
• Keep up to date on changes in the legacy industry and practices.
• Participate in new business proposals and presentations when requested.

While performing the duties of this job, the employee regularly operates a computer and other office equipment and remains in a stationary position, often sitting (or standing if at a standing desk) for prolonged periods; communication is via email, chat, phone, video, and/or in‑person with others inside and outside the agency in order to exchange information; repetitive motions may include the wrists, hands, and/or fingers in order to operate computer equipment, copy machines, and printers.

• Minimum years of experience required: 9 years in nonprofit fundraising and/or advocacy, with at least 4 to 6 years in nonprofit planned giving fundraising and marketing.
• Required experience & knowledge:
  • Direct marketing, especially fundraising and/or advocacy.
  • Knowledge base of planned giving concepts and marketing techniques.
  • Experience in strategic and production management of direct marketing projects.
  • Working knowledge of Microsoft products (Word, Excel, Teams, PowerPoint, Outlook).
  • Demonstrated effective use of digital tools to manage internal and external workflow and communication (including email, chat, virtual meetings, and online workflow tool).
• Additional preferred experience & knowledge:
  • Donor facing experience in planned giving fundraising experience helpful/preferred.
  • Multi‑client experience and digital marketing experience strongly preferred.
  • Experience with or curiosity for exploring the ethical use of AI tools and agents.

• Communication. Facilitates effective and lively discussion, presenting compelling arguments to large and cross‑functional teams.
• Writing/Editing Skills. Translates a wide variety of…