Job Description

The Manager of Grants & Legacy Giving serves as the primary writer, cultivates relationships, engages in compliance reporting, and supports internal & external project initiatives with an emphasis on grant compliance outcome measurement.  The Legacy Giving Manager implement plans for securing deferred gifts from donors through estate planning, securities, IRA transfers and other gifts.

 To serve as a member of the Development Team

To establish & strengthen foundation relationships, timelines & proposal opportunities from application to approval  

To search & solicit grant proposal/submissions, prepare, organize, monitor applications

To identify, cultivate donors to support legacy giving & endowment goals

To cultivate relationships with estate planning professionals

To represent our Mission, Vision and Values

To continue to grow as a follower of Jesus Christ and Spiritual Leader

To Serve as a Member of the Development Team

  • Meets regularly with Program Team to collaborate and coordinate Dept. needs
  • Communicates deadlines and deliverables ensuring completion of work
  • Provides reports to funders & directors to the SDRM progress
  • Presents updates to SDRM leaders
  • Participates in tours and public presentations

 Essential Responsibilities for Manager of Grants

  • Identify & develop strategies to optimize the grants administration process
  • Perform research to identify available  grant opportunities & evaluate  the results
  • Directly involved in grant writing, support requirements & implementation for SDRM
  • Overseas  if the grants are implemented according to the operational  & financial needs of SDRM
  • Overseas all grant documentation and other administrative functions to ensure execution of the grant process
  • Monitor paperwork & other related documents connected  with grant –funding programs
  • Maintain & prepare all records for all grant related activities
  • Execute thank you letters and grant contracts/agreements

Essential Responsibilities for Manager of Legacy Giving

  • Identifies and assist in contacting legacy giving prospects
  • Assist with stewardship  of donors who have already announced a commitment to legacy giving
  • Assist marketing materials and communications for legacy giving program
  • Generates program reports
  • Researches , identifies and contacts legacy giving prospects
  • Duties include writing correspondence, reports and proposal
  • Maintains relationships with donors through regular contact, the provision of annual reports, account statements and donor events
  • Overseas the collection and entry data

 Represent our Mission, Vision and Values

  • Protect the Mission, Pursue the Vision and Reflect the Values of the SDRM
  • Help build the TEAM and grow the capacity and impact of the SDRM
  • Be intentional about developing Diversity among our staff and volunteers

 Continue to grow as a follower of Jesus Christ and Spiritual Leader

  • Spend time daily in the Word and Prayer
  • Model servant leadership
  • Pursue our values both privately and publicly
  • Serve as a member of a local church
  • Sharpen skills through continued learning
  • Foster a coachable, approachable, humble spirit

Skills / Requirements

To perform this job successfully, the incumbent must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

 Education: Minimum Bachelor’s Degree from an accredited institution in a Development-related field, or 2-3 years commensurate experience.

 Experience: Minimum 2 years full-time work experience with basic financial skills to include developing and monitoring budgets, financial reporting., knowledge of estate planning to include wills, trust and estates and gift tax laws.

 Skills and Abilities: Working knowledge of Razor Edge, MS Office (Word, Excel, Access, Outlook); typing (min 35 wpm); coordinate and/or direct a variety of complex tasks and assignments simultaneously and successfully; exercise good judgment and make sensible decisions; attentive to detail; prioritize effectively; effective oral and written communication skills; eagerness to learn and be trained; work both independently and as part of a team; provide information to public by answering questions and requests; regular, timely attendance.

Special License/Certification: None

Important Notes

This position is Full Time Exempt min. 40 hours per week, plus Benefits.

Due to the volume of applications/resumes received, we are unable to respond to status inquiries. Please be assured that your information is being properly handled and forwarded to the appropriate hiring staff. If your skills and qualifications meet the needs of the job, you will be contacted.