Lollypop Farm, Humane Society of Greater Rochester - Legacy Gifts & Stewardship Specialist Email

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Name of Organization:  Lollypop Farm, Humane Society of Greater Rochester
Title of Position:  Legacy Gifts & Stewardship Specialist
Salary Range (low):  $55,000
Salary Range (high):  $60,000

Organization Website:
Description of Responsibilities: 
Lollypop Farm, the Humane Society of Greater Rochester, has been helping animals and people since 1873. Together with our community, we better the lives of animals through justice, prevention, and life-saving care. Our organization cares for thousands of animals each year—saving animals from abuse and suffering, sending homeless pets to new homes, connecting pet owners with resources to keep their pets, and sharing information on how to help animals every day.
The Legacy Gifts & Stewardship Specialist is responsible for maintaining a caseload of planned giving prospects, active stewardship of Lollypop Farm’s Legacy Society, and managing administrative tasks related to the planned giving program.
Essential Job Duties:

  • Manages a portfolio of 50+ planned giving prospects and current Legacy Society members (800+)
  • Builds relationships with prospects by learning their passions and interests and cultivating prospects to a gift ask by following a Donor Engagement Plan (DEP)
  • Develops solicitation strategies for prospects within the assigned portfolio and closes gifts in accordance with annual goals
  • Creates and implements a stewardship plan to recognize and engage current members of the Legacy Society, including an annual luncheon, and onboards new members
  • Manages the Pet Guardian Program, a benefit available to Legacy Society members
  • Assists in the estate administration of realized planned gifts and managing the gift process to completion
  • Oversees the estate document retention process and the digital storage of documents in our database
  • Helps create marketing materials and communications for the planned giving program
  • Completes significant contacts/actions annually with prospects and work with the Database Consultant to generate reports to reflect activity and progress toward objectives
  • Maintains accurate and thorough records, contact reports, and background data to preserve institutional memory and facilitate programmatic performance evaluation
  • Keeps up to date with relevant laws, regulations, and techniques through self-study, professional memberships, conferences, and webinars
  • Carry out responsibilities in accordance with the company’s policies and applicable state/ federal laws
  • Observe all safety rules and regulations for self and others
  • Perform other duties as requested to meet organization needs

Education and Experience:
Bachelor’s degree strongly preferred. Professional fundraising certification is a plus. Three or more years of successful experience in fundraising, or in a related field such as financial planning, estate planning, banking, or wealth management. Experience or ability to build strong relationships with donors/customer and to solicit and close gifts/deals. A combination of education and experience will be considered if aligned with the position.
Experience/Personal Qualifications: 
Must have a high level of interpersonal skills with the ability to handle sensitive and confidential situations with varied internal and external constituencies. Must possess requisite mathematical skills to be able to explain planned gifts to donors. Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands while achieving work goals. Proficient in using the most recent versions of computer software applications including word processing, spreadsheets, database management (Raisers Edge preferred), and presentation software. Demonstrated ability to work independently as well as in a team environment with a professional demeanor, self-reliance, and resourcefulness.
Physical Demands: Performs work primarily in an office setting. While performing the duties of this job, the employee is frequently required to remain in a stationary position during shift and move throughout the building. Performance may also require prolonged periods of repetitive motion. Frequently required to communicate with others. Occasionally required to move excessive weight. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties of this position.
Must Align with the Company Mission, Vision and Core Values:

Mission: Together with our community, we better the lives of animals through justice, prevention, and life-saving care.

Vision: A just and compassionate world for all animals.

Core Values: We embrace and recognize that Lollypop Farm donors are the heroes of our work – voluntarily offering time or money, no matter the amount – to support our mission. Together, our core values unify and guide us to provide the best service to the animals, our community, our organization and ourselves.

  • Compassion: We show empathy and sympathy for what people and animals are experiencing through positive and constructive actions.
  • Communication: We exchange thoughts, feelings, and ideas in pursuit of mutually accepted goals.
  • Flexibility: We are willing and comfortable adapting to new circumstances and conditions.
  • Commitment: We are steadfast in our efforts to achieve our mission.
  • Teamwork: We collaborate and communicate to achieve common goals, understanding that the organization thrives when unified.
  • Integrity: We act with honor, fairness, and respect for animals, individuals, the organization, and our community.
  • Respect: We are considerate and professional regard for all aspects of our work.

Commitment to Diversity: At Lollypop Farm, we believe that people are our greatest strength. We are united by our mission - Together with our community, we better the lives of animals through justice, prevention, and lifesaving care. Our values inspire us to promote and support a diverse and equitable environment of mutual respect where all staff, volunteers, and community members feel a sense of inclusion and belonging.EOE/ADA
Send Correspondence to:
Jessica Francis
HR Representative
Lollypop Farm, Humane Society of Greater Rochester
99 Victor Road
Fairport, New York 14450
[email protected]
(585) 223-1330
On-Line Application Link:

Include with Correspondence: Resume