Part-Time Legacy Giving Officer

YMCA; La Crosse (WI); On-site; USD 34,000 - 52,000; Part time

Benefits offered by this job

Free adult Y membership

Discount on programs

Job summary

La Crosse Area Family YMCA is seeking a part-time Planned Giving Officer to grow and steward the 1883 Society. This 20-hour-per-week role focuses on identifying, cultivating, soliciting, and recognizing planned gifts to support the YMCA's long-term mission and endowment.

You will build relationships with members, donors, volunteers, and community partners; manage a donor portfolio; educate on bequests, trusts, and beneficiary designations; coordinate events and reporting for leadership and the

Qualifications

• Passion for the YMCA mission and strong relationship-building skills.
• Excellent verbal and written communication, with discretion and confidentiality.
• Strong organizational and project management skills.
• Proficiency with donor databases and Microsoft Office.
• Preferred: Experience in fundraising, donor relations, financial services, estate planning, or nonprofit development; knowledge of planned giving; experience working with volunteers, boards, or donor committees.

Responsibilities

• Lead growth and management of the 1883 Society, including annual goals and member records.
• Coordinate recognition, appreciation, and stewardship events for members.
• Manage a portfolio of planned giving prospects and legacy donors.
• Build relationships through visits, calls, and individualized cultivation plans.
• Educate donors on legacy gift options such as bequests, beneficiary designations, and trusts.
• Identify likely prospects and collaborate with donors and their advisors.
• Document and track planned giving commitments.
• Partner with Development and Marketing to promote the 1883 Society and share legacy gift stories.
• Lead informational sessions for members, volunteers, and community groups.
• Recruit and support volunteer ambassadors for the 1883 Society.
• Partner with board members and serve as staff liaison to planned giving and endowment committees.
• Maintain confidential donor records and track planned giving activity and pipeline.
• Prepare reports for the Director of Development, CEO, Development Committee, and Board of Directors.

Skills

Relationship-building

Verbal communication

Written communication

Organizational skills

Project management

Tools

Donor databases

Microsoft Office

Job description

La Crosse Area Family YMCA is seeking a part-time Planned Giving Officer to grow and steward the 1883 Society. This 20-hour-per-week role focuses on identifying, cultivating, soliciting, and recognizing planned gifts to support the YMCA's long-term mission and endowment.

You will build relationships with members, donors, volunteers, and community partners; manage a donor portfolio; educate on bequests, trusts, and beneficiary designations; coordinate events and reporting for leadership and the