Remote Planned Giving Stewardship Leader

Southern Poverty Law Center; Miami (FL); On-site; USD 62,731 - 76,672; Full time

Job summary

Southern Poverty Law Center is seeking a Planned Giving Engagement Officer who passionately advances social justice. This frontline fundraiser cultivates donors considering future estate gifts, stewarding the Partners for the Future program and coordinating with donors, finance, and brokerage partners.

The role requires relationship-building, analytical planning, and collaborative teamwork, with up to 25% travel for meetings and events. Remote work options may apply.

Qualifications

• Minimum of three (3) years frontline fundraising experience, to include planned giving.
• High School Diploma or GED.

Responsibilities

• Conduct personalized outreach to donors interested in legacy giving and documents all interactions in the CRM.
• Manage scheduling and fulfillment of planned giving and stewardship communications, including donor welcome materials, recognition correspondence, and stock gift acknowledgments.
• Contribute to the execution of planned giving marketing campaigns across direct mail, email, and digital channels while maintaining data quality standards.
• Process planned giving campaign data in the CRM, ensuring accurate donor coding, and prepares stock gift files.
• Monitor campaign and donor engagement outcomes, initiate appropriate follow-up, and deliver reporting on the range of PG programs including, but not limited to gifts of stock and qualified charitable distributions.
• Maintain current knowledge of planned giving practices and philanthropic trends through ongoing professional development.
• Respond to inquiries from donors and non-donors received through in-person meetings, phone, mail, web forms, emails and other communication channels.
• Perform other duties as required or assigned which are reasonably within the scope of the duties in this job classification.

Skills

Relationship Builder

Analytical & Strategic

Collaborative

Compassionate & Empathetic

Patient & Persistent

Mission Alignment

Education

High School Diploma or GED

Job description

Southern Poverty Law Center is seeking a Planned Giving Engagement Officer who passionately advances social justice. This frontline fundraiser cultivates donors considering future estate gifts, stewarding the Partners for the Future program and coordinating with donors, finance, and brokerage partners.

The role requires relationship-building, analytical planning, and collaborative teamwork, with up to 25% travel for meetings and events. Remote work options may apply.