The Humane League · 2 days ago
Associate Director, Planned Giving (Legacy Giving Advisor)
United States
Full-time
Remote
Senior Level, Lead/Staff, Director/Executive
$96K/yr - $117K/yr
7+ years expThe Humane League (THL) is a global nonprofit dedicated to ending the abuse of animals raised for food. As a Legacy Giving Advisor, you will play a crucial role in developing THL's planned giving program, managing donor relationships, and implementing strategies to secure long-term revenue for animal protection initiatives.
HumanitarianProfessional Services
No H1B
Responsibilities
In consultation with Development Leadership, lead and co-create the vision and strategy for all aspects of THL’s planned giving program, reviewing, updating, and executing a dynamic annual plan to grow revenue and build a robust pipeline of future gifts
Explore and implement new giving vehicles and test creative marketing strategies to promote them. Identify innovative approaches to donor engagement and program expansion that increase long-term revenue and retention
Lead high-impact initiatives, including the strategy and execution of legacy matching challenges
Cultivate relationships with allied professionals—including estate attorneys, trust officers, and financial planners—to expand the referral network for client gift opportunities. Leverage these relationships strategically to maximize donor conversion and long-term impact
Serve as the department’s subject matter expert. Provide training and individual coaching to gift officers to increase their confidence in identifying planned giving opportunities and making planned giving and blended solicitations
Manage a portfolio of 200+ Legacy Society donors and 300+ identified prospects. Build long-term relationships with Legacy Society members, qualify new leads, and create individualized engagement plans using THL’s CRM (EveryAction). Use donor data and insights to inform engagement plans and forecast revenue
Meet with donors to suggest planned giving strategies that align with their financial and philanthropic goals in collaboration with donors’ professional advisors
Oversee the donor journey, ensuring timely and meaningful communication via phone, email, and mail to welcome new members and report on the impact of their future gifts
Design and implement an innovative annual marketing plan. Work with the Director of Advancement to integrate planned giving messaging into the annual broadcast email and direct mail calendars
Cultivate relationships with Legacy Society members that result in donor testimonials
Stay current on THL’s programmatic victories to customize compelling "insider" reports and updates that resonate with legacy donors
Manage relationships with external partners, including FreeWill, to maximize lead generation and conversion ensuring these partnerships strategically advance program objectives
Conceptualize and curate content for educational webinars and stewardship gatherings to cultivate prospects, partnering with THL’s Donor Care team on logistical execution. Incorporate feedback and data analytics to continuously improve engagement strategies
Oversee the full lifecycle of estate administration in collaboration with Legal, ensuring the organization’s interests are protected and donor intent is fulfilled. Integrate risk management and compliance into all planned giving initiatives to safeguard organizational and donor interests
Manage charitable gift annuities (CGAs) in collaboration with external nonprofit partners
Set revenue projections and forecast long-term income. Collaborate with DevOps and IT to develop dashboards and KPIs that measure program health and campaign impact
Ensure all planned giving activities comply with IRS regulations and internal policies. Create and update Standard Operating Procedures (SOPs) for the department
Qualification
Required
7+ years of fundraising experience, with 5+ years specific to planned giving or legacy marketing
Knowledge of planned giving best practices and gift vehicles, including bequests, life-income gifts (especially charitable gift annuities), and non-cash assets
Familiarity with the estate administration process
Stays current on trends and changes in legislation that can impact planned giving
Fosters collaboration within the Development department and ensures collective focus on donor stewardship and achieving planned giving goals
Provides coaching and mentorship to teammates to increase fluency with planned giving concepts
Leads by example and builds the capacity of Development staff to identify and secure planned gifts
Ability to align activities with long-term development goals, assess risk, and plan ahead
This includes planning annual initiatives, evaluating program effectiveness, and identifying new opportunities to grow the Legacy Society
Use insights from donor data and market trends to drive program innovation
Adept at analyzing donor data within a CRM to qualify prospects, track engagement, and refine our planned giving strategy
Ability to interpret and communicate trends will help inform individual donor plans and drive the success of initiatives like the 2025 Legacy Matching Challenge
In a dynamic fundraising environment, you must be able to assess evolving donor needs, respond to challenges (such as delayed bequest documentation or shifting campaign results), and design creative solutions that preserve donor satisfaction and ensure program effectiveness
Ability to gracefully shift priorities, adjust timelines, and maintain focus through shifting goals or communication styles—particularly as you manage multiple campaigns, reporting deadlines, and interactions with a diverse donor base
Ability to independently track key dates, anticipate donor follow-ups, and identify opportunities to deepen engagement—whether by recommending a new touchpoint strategy or developing a fresh SOP to help the department operate more efficiently
Excellent communications skills in order to regularly write to, speak with, and create updates for high-value donors
Must be able to express appreciation, share detailed program outcomes, and guide internal stakeholders through complex planned giving scenarios with clarity and confidence
Enthusiastic to work closely with philanthropy officers and other members of the Development department, supporting campaigns, coaching colleagues on planned giving practices, and collaborating on strategic donor stewardship
Ability to work cross-functionally in order to help the department meet its collective goals
Strong interpersonal skills are essential for fostering positive donor relationships and maintaining a collaborative team environment
The role requires a high level of emotional intelligence to support thoughtful donor stewardship, and ensure interactions—whether with supporters or colleagues—are handled with empathy, diplomacy, and professionalism
Adhere to gift standards of the national association of gift planners
Effective management of multiple timelines and tasks, including tracking donor communications, campaign schedules, and legal documentation
Strong organizational skills ensure deadlines are met and donor needs are addressed promptly
Dedicated to THL's mission and values, as required to credibly and persuasively advance fundraising objectives and build donor relationships
Preferred
Advanced education and/or certification, such as Chartered Advisor in Philanthropy (CAP), preferred
Benefits
Full medical coverage
Optional dental and vision packages
Paid sick leave
A 401(k) retirement plan with matching
Pet care & Rx discount plans
Working from home
Up to 16 weeks of paid parental leave for eligible employees
Wellness benefits
Paid holidays
Flexible vacation time
Professional development
The supportive environment at The Humane League!
Company
The Humane League
The Humane League is an international nonprofit ending the abuse of animals raised for food.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Dan Shannon
Chief Executive Officer
Recent News
2025-10-17
2025-10-10
Company data provided by crunchbase