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

AFP Member? Yes
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: The Legacy Gifts & Stewardship Specialist is responsible for managing various components of Lollypop Farm’s planned and major gifts program. This position will be a member of the Development team and work to identify, cultivate, solicit, and steward current donors and prospects who have an interest in supporting Lollypop Farm both now and in perpetuity. The primary objective of this role is to help donors fulfill their passions and interests through their giving to Lollypop Farm.

Essential Job Duties:

  • Identifies and contacts planned giving and major gift prospects:
    • Manages a prospect portfolio of a minimum of 75 prospects and manages the qualification and cultivation of those assigned and additional new donors
    • Develops solicitation strategies for new and current donor prospects within the assigned portfolio
    • Develops relationships with prospects through various cultivation calls, meetings, letters, and handwritten notes
    • Completes a specified number of significant contacts/moves annually with prospects from a portfolio in accordance with assigned definitions for activity
    • Solicits and closes gifts in accordance with annual goals as set by the Legacy & Gift Planning supervisor
  • Works with the Development Team in researching, developing and coordinating strategies for major and planned gift donors to ask them for significant gifts including both major and planned gift components
  • Creates and implements a stewardship plan to recognize and engage planned and major gift donors
  • Helps write marketing materials and communications for the planned giving program
  • In conjunction with the Development Database Manager, generates program reports for activity and results towards goals and objectives
  • Engages board members, volunteers, and key staff in the planning, relationship building, and solicitation of individual gifts
  • Learns relevant laws, regulations, and techniques through self-study, professional memberships, conferences, and webinars
  • Maintains accurate and thorough records, contact reports, and background data to preserve institutional memory and facilitate programmatic performance evaluation
  • 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.

Organization's Financial Sources:
Foundation and Corporate Grants
Special Events

Vacation and Holiday Policy
Medical, Dental, Health Insurance
Life Insurance
Retirement Plan

Education: Bachelor’s degree strongly preferred. Professional fundraising certification is a plus.

Experience/Personal Qualifications: 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/customers. Ability to solicit and close gifts/deals a plus.

Skills: Must have a high level of interpersonal skills, both in-person and by phone, 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. Demonstrated ability in written communications, especially acknowledgment letters and proposal writing.

Physical Demands: Performs work primarily in an office setting. While performing the duties of this job, the employee is occasionally required to stand, walk, feel, speak, hear, and see. Performance may also require prolonged periods of sitting, repetitive motion, and occasional lifting. 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.

Specific Requirements of Position: Planned Gifts

Send Correspondence to:
Jessica Francis, HR Representative
Lollypop Farm, Humane Society of Greater Rochester
99 Victor Road
Fairport, New York 14450
[email protected]

Include with Correspondence: Resume