Director. Planned Giving

Nonprofit Leadership Center of Tampa Bay; Tampa (FL); Hybrid; USD 90,000 - 110,000; Full time

Benefits offered by this job

Hybrid work arrangement

Job summary

Meals On Wheels of Tampa is seeking a strategic Director of Planned Giving to design, launch, and grow a comprehensive planned giving program that sustains and expands our mission to nourish, enrich, and strengthen the lives of seniors.

The role acts as both strategist and frontline fundraiser, collaborating with leadership, the board, and professional advisors to secure future resources for continued growth and impact.

Qualifications

• 5–8+ years of fundraising experience, with demonstrated success in planned giving or major gifts.
• Ability to build and grow a program from strategy to execution.
• Strong knowledge of planned giving vehicles and donor motivations.
• Experience working with professional advisors and high-net-worth individuals.
• Exceptional relationship-building, communication, and storytelling skills.
• Strategic thinker with the ability to execute tactically.
• CFRE or advanced planned giving certification preferred.
• Mission-driven

Responsibilities

• Design and implement a comprehensive planned giving strategy aligned with growth goals.
• Develop and execute an annual planned giving work plan with measurable goals for donor identification, cultivation, solicitation, and stewardship.
• Establish giving vehicles including: Bequests, Charitable gift annuities, Trusts and beneficiary designations.
• Create a multi-year pipeline strategy to grow legacy commitments and future revenue.
• Identify, qualify, and manage a portfolio of planned giving prospects and donors.
• Partner with major gifts and annual fund teams to integrate planned giving into all donor conversations.
• Lead personalized cultivation strategies for high-capacity donors and long-time supporters.
• Develop messaging that connects legacy giving to mission impact, especially sustainability of serving seniors.

Skills

Fundraising

Planned Giving

Program Development

Donor Relations

Storytelling

Strategic Thinking

CFRE Certification

Mission-driven

HNW Donors

Job description

Director, Planned Giving @ Meals On Wheels of Tampa

This position is eligible for a hybrid work arrangement, with a combination of remote and onsite work based on business needs.

Salary Range: $90,000 – $110,000 annually

Meals On Wheels of Tampa (MOWT) is seeking a strategic and relationship-driven Director of Planned Giving to design, launch, and grow a comprehensive planned giving program that sustains and expands our mission: to nourish, enrich, and strengthen the lives of seniors and homebound neighbors.

This role will build a long-term philanthropic pipeline by engaging donors in legacy giving, deepening relationships, and creating pathways for transformational gifts. The Director will serve as both a strategist and frontline fundraiser, working closely with leadership, board members, and professional advisors to secure future resources that ensure the organization’s continued growth and impact.

Position Skills & Qualifications:

• 5–8+ years of fundraising experience, with demonstrated success in planned giving or major gifts
• Proven ability to build and grow a program from strategy through execution
• Strong knowledge of planned giving vehicles and donor motivations
• Experience working with professional advisors and high-net-worth individuals
• Exceptional relationship-building, communication, and storytelling skills
• Strategic thinker with the ability to execute tactically
• CFRE or advanced planned giving certification preferred
• Mission-driven

Duties & Responsibilities:

· Design and implement acomprehensive planned giving strategy aligned with MOWT’s growth goals and expansion priorities.

· Develop and execute anannual planned giving work plan, including measurable goals for donor identification, cultivation, solicitation, and stewardship.

· Establish giving vehicles including:

o Bequests

o Charitable gift annuities

o Trusts and beneficiary designations

· Create amulti-year pipeline strategyto grow legacy commitments and future revenue.

Donor Engagement & Relationship Management

· Identify, qualify, and manage a portfolio of planned giving prospects and donors.

· Partnerwith major gifts and annual fund teams tointegrate planned giving into all donor conversations .

· Leadpersonalized cultivation strategiesfor high-capacity donors and long-time supporters.

· Develop compelling messaging that connects legacy giving to mission impact, particularly the long-term sustainability of serving vulnerable seniors.

Professional Advisor & Community Networking

· Build andmaintainstrong relationships with:

o Wealth managers

o Accountants

· Activelyparticipatein and represent MOWT within local organizations such as:

o PlannedGivingCouncils

o Financial planning associations

· Position MOWT as atrusted philanthropic partner within the professional advisor community.

Advisory Group & Committee Development

· Establish and lead aPlanned Giving Advisory Council composed of professional advisors and key community leaders.

· Partner with the Board to create and support aPlanned Giving Committeeto:

o Expand networks

o Open doors to prospects

o Champion legacy giving initiatives

· Provide training and tools to board and volunteers to supportplanned givingconversations.

Marketing & Communications

· Develop and execute aplanned givingmarketing strategy, including:

o Legacy society branding and recognition

o Website and digital presence

o Print and donor communications

· Write donor-facing materials that clearly explain giving options and impact, working with marketing and branding to create collateral pieces.

· Integrate planned giving messaging into campaigns, events, and stewardship efforts.

Stewardship & Recognition

· Launch and manage aLegacy Societyto recognize and stewardplannedgivingdonors.

· Design meaningful engagement opportunities that reinforce donors’ long-term impact.

· Ensure consistent, high-touch stewardship aligned with MOWT’s culture of gratitude.

Internal Leadership & Collaboration

· Collaborate with CEO and Development leadership to align planned giving with overall fundraising strategy.

· Train staff and board onplannedgivingbasics and opportunity identification.

· Partner with finance and legal advisors to ensure compliance and proper gift acceptance.

· Staff liaison to Planned Giving Committee.

· Supports Board Development Committee on legacy giving strategy.

· Be an active and enthusiastic participant in the Meals On Wheels of Tampa team.