Legacy Gifts Officer

Position: Legacy Gifts Officer

Department: Development

Office

Location:

The ideal candidate is in New York, NY (Headquarters) or Los Angeles, CA (Western Regional Office).

Work Type Designation: Hybrid. This role requires working from the office approximately 2-3 days per week. In-office presence will be required for managing estate paperwork including in-person logistics, support for authorized signatures, etc.

Reports to: Senior Director of Legacy Giving

Union Status: D4. This is a union position.

Annual Salary Range: $89,510 - $143,885 annually. The salary for this role is determined by the Collective Bargaining Agreement based on a candidate's years of relevant experience relative to the position and the geographic region.

Travel: This position will require travel up to 30%.

FLSA Status: Exempt / Full-time.

Supervisory Responsibilities: None.

Lambda Legal is a national advocacy organization committed to achieving full recognition of the civil rights for the LGBTQ+ community 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. Our clients are not charged for legal representation or advocacy and Lambda Legal receives no government funding. Headquartered in New York City, Lambda Legal also has regional offices in Los Angeles, Chicago, Atlanta, Dallas, and Washington, DC.

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, gender identity, or HIV status 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. Considering this reality, we prioritize a proactive commitment to counteracting these biases and their compounding effects in the work we do, but also in how we work together as an organization.

Lambda Legal seeks a Legacy Gifts Officer (LGO) who will work closely with the Senior Director of Legacy Giving and other Development staff to manage and support donors 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 cultivate legacy giving prospects.

They will also work alongside Lambda Legal’s Regional Directors, Major Gifts team, and Development Department to ensure the fulfillment of a holistic donor cultivation strategy.

• Manage a portfolio of legacy giving donors/prospects with key emphasis on direct solicitation and stewardship in specific markets. This position is also responsible for a limited major gift portfolio for a blended cultivation strategy.
• Facilitate donor cultivation, stewardship, and appreciation programs, including recognition events in assigned markets.
• Provide programmatic updates to donors on a regular basis.
• Lead and collaborate with other team members to promote and execute legacy giving and other donor events across regions.
• Craft customized proposals for Legacy Giving prospects, leveraging existing communications materials and programmatic information.
• Research, prepare calculations, and present planned giving proposals to donors and prospects.
• Identify local volunteers and aid in the recruitment of new members for the Legacy Giving Council.
• Provide insight and supporting information for the development of marketing materials for planned giving.
• Support the…