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About the Role

Lambda Legal seeks a Legacy Gifts Officer (LGO) to manage and support donors of the Legacy Giving program. The LGO will work closely with the Senior Director of Legacy Giving and other Development staff, maintaining a portfolio of current legacy donors and cultivating new prospects. This role requires a "roll up your sleeves" approach with a keen attention to detail in donor moves management, reporting, and relationship-building.

Responsibilities

Manage a portfolio of legacy giving donors/prospects with key emphasis on direct solicitation and stewardship in specific markets.
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 Associate Director and Senior Director of Legacy Giving in processing estate paperwork and communicating with estate attorneys as needed.
Pull reports on legacy prospects and donors to inform data-driven decisions and market-based outreach.
Accurately log donor interactions and update records in Raiser’s Edge including gift entry, donor maintenance, and tracking planned giving activity to ensure a complete and up-to-date database.
Assist in the completion of administrative work including scanning documents, organizing mail, filling out necessary paperwork, and supporting overall operational efficiency as needed.
Additional duties as assigned.

Requirements

3+ years of demonstrated success in direct fundraising with legacy gifts and/or major gifts experience with the ability to cultivate, solicit, and steward a diverse donor portfolio.
Experience managing a portfolio of donors and prospects, including cultivating, soliciting, and stewarding gifts at various levels of giving.
General understanding of legacy vehicles (e.g., wills, trusts, CGAs, retirement plans).
Strong written and verbal communication skills, with the ability to respond promptly and thoughtfully to donors while keeping them informed about Lambda Legal’s work and impact.
Ability to decode legal language and communicate in clear, donor-friendly terms.
Skilled in conducting research to identify and evaluate potential legacy giving prospects, using databases, public records, and donor histories to inform personalized cultivation and engagement strategies.
Proven experience collaborating effectively with key stakeholders such as Board members and key volunteers to advance organizational goals and support fundraising initiatives.
Comfort engaging with a wide range of donors and ability to build trust for long-term, authentic relationships, particularly around sensitive topics like life planning.
Strong organizational and time management skills, critical thinking and problem-solving skills, with exceptional attention to detail.
Ability and willingness to travel in the interest of donor cultivation and stewardship.
Ability to use Excel for general reporting and data tracking.
Experience working on a fundraising campaign is a plus.
Prior experience using Raiser’s Edge.
Demonstrated awareness of and commitment to the concerns of the breadth of the communities that Lambda Legal serves.
Prior work on behalf of the LGBTQ+ community and/or people living with HIV is highly desirable.
Experience working with other historically marginalized communities (in a professional or volunteer capacity) is also desirable.
Adhere to ethical conduct in all interactions and tasks, ensuring a positive and respectful workplace environment.
Embrace and champion Organizational Values and DEIB Philosophy Statement, bringing a commitment to fostering an inclusive, equitable, and supportive workplace.
Thrive in a diverse environment, actively contributing to a culture that respects and uplifts the full spectrum of communities Lambda Legal serves.

Skills

Direct fundraising
Legacy gifts solicitation
Major gifts solicitation
Donor cultivation
Donor stewardship
Donor portfolio management
Legacy vehicles knowledge
Written communication
Verbal communication
Legal language interpretation
Research
Database utilization
Stakeholder collaboration
Relationship building
Organizational skills
Time management
Critical thinking
Problem-solving
Attention to detail
Travel
Excel for reporting and data tracking
Fundraising campaign experience
Raiser's Edge experience

Location

New York, NY
Los Angeles, CA

Work Type

Hybrid
Full-time

Experience Level

3+ years of demonstrated success in direct fundraising with legacy gifts and/or major gifts experience

Salary/Compensations

$89,510 - $143,885 annually

Benefits

Medical benefits that begin on your start date
Dental, Vision, and Life insurance (effective 30 days from your start date)
Short & Long-Term Disability plans (effective 30 days from your start date)
403(b) Retirement Plan (employer contribution and matching program begins after 90 days of employment)
Paid Vacation (15 Days)
Sick Leave (12 Days)
Personal Leave (3 Days)
Religious Observance Leave (3 Days)
Bereavement and Bereavement Anniversary Leave
Floating Holiday (1 Day)
12 paid holidays and 5 early office closures
Flexible Spending Account (FSA/DC FSA) and Commuter Benefits
Health Reimbursement Account
Annual professional development funds
$50 monthly mobile phone reimbursement
Summer Fridays from Memorial Day to Labor Day
Premium subscription to the Calm App
Paid sabbatical after 7 years of service at Lambda Legal (4 weeks for non-exempt positions and 8 weeks for exempt positions)

About the Company

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.
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.
Believes that serving the full breadth of the LGBTQ+ and HIV communities requires cultural competency and enthusiasm for diversity of all kinds.
Recognizes the intersectional nature of discrimination, specifically including biases based on race, religion, national origin, gender, disability, education, and class.
Prioritizes a proactive commitment to counteracting these biases and their compounding effects in the work they do, but also in how they work together as an organization.

Equal Opportunity

Lambda Legal is committed to further building and maintaining a staff that reflects the full range of LGBTQ+, HIV-affected and allied communities, and is an equal opportunity employer.
We value a diverse workforce and an inclusive culture.
Lambda Legal encourages applications from all qualified individuals without regard to race, color, religion, gender, sexual orientation, gender identity or expression, age, national origin, marital status, citizenship or immigration status, disability, veteran status, record of arrest or conviction, or any other characteristic protected by applicable law.
Black people, Indigenous people, people of color, lesbian, gay, bisexual, queer, transgender and gender-diverse people, women, people with abilities in multiple languages, immigrants, people living with disabilities, protected veterans, and formerly incarcerated individuals and individuals living with HIV are all encouraged to apply.