Associate Director of Legacy Giving

Position Summary:

Reporting to the Senior Director of Philanthropy, the Associate Director of Legacy Giving is responsible for managing and growing Joybound’s legacy giving program and a portfolio of legacy and major gift donors and prospects. Through strategic cultivation, solicitation, and stewardship, this role increases planned gift commitments and philanthropic support while building meaningful, long-term donor relationships that advance Joybound’s mission.

Legacy Giving (75%)

• Lead and grow Joybound's legacy giving program, building long-term philanthropic support through bequests, beneficiary designations, charitable gift annuities, trusts, and other planned giving vehicles.

• Manage a portfolio of legacy donors and prospects, developing and executing individualized strategies for qualification, cultivation, solicitation, and stewardship.

• Secure documented planned gift commitments and steward donors throughout the lifecycle of their relationship with Joybound.

• Partner with marketing colleagues and planned giving vendors to implement integrated marketing, donor engagement, lead-generation, and stewardship strategies that increase awareness and planned giving participation.

• Build and maintain relationships with professional advisors, including attorneys, financial planners, accountants, and trust officers, to support donor giving objectives and strengthen referral networks.

• Collaborate with Joybound’s Development and Finance teams and external estate attorneys and administrators to facilitate planned gift documentation, administration, realized estate gifts, and donor stewardship.

• Monitor program performance, maintain accurate records, prepare reports, and ensure compliance with organizational policies, ethical standards, and applicable regulations.

Major Giving (25%)

• Manage and grow a portfolio of major gift donors and prospects, focusing on gifts of $10,000 and above.

• Develop and implement personalized cultivation, solicitation, and stewardship strategies that deepen donor engagement and increase philanthropic support.

• Identify, qualify, and advance major gift prospects through all stages of the donor lifecycle.

• Prepare compelling proposals and opportunities that align donor interests with Joybound's mission, programs, and funding priorities.

• Partner with philanthropy colleagues, volunteers, and organizational leaders to maximize donor relationships and philanthropic outcomes.

• Achieve annual goals for donor engagement, solicitations, revenue, and documented commitments.

Cross-Functional Leadership

• Lead by action and example to advance a culture of positivity, professionalism, trust, transparency, empathy, and excellence at Joybound

• Serve as a collaborative and positive team member who fosters donor-centered philanthropy.

• Represent Joybound in the community and at relevant professional meetings, conferences, and events.

• Maintain deep knowledge of Joybound's mission, programs, strategic priorities, and impact to effectively communicate opportunities for philanthropy.

• Perform other duties as assigned.