Director of Legacy Planning

Patrick Henry Family Services
Job Description

JOB TITLE:  Director of Legacy Planning


Department:  Institutional Advancement

Job Status:  Active

FLSA Status:  Exempt

Reports To:  Chief Advancement Officer

Grade/Level:  Director

Amount of Travel Required:  65 %

Job Type:  Full-Time

Positions Supervised: None

Work Schedule:  Varies


Position Summary

The Director of Legacy Planning will help create a culture of generosity at Patrick Henry Family Services. Reporting to the Chief Advancement Officer, the Director leads strategic efforts in identifying, cultivating, engaging, and maintaining strong relationships with philanthropic donors among individuals and ministry partners.


Essential Functions

Reasonable Accommodations Statement  To accomplish this job successfully, an individual must be able to perform, with or without reasonable accommodation, each essential function satisfactorily. Reasonable accommodations may be made to help enable qualified individuals with disabilities to perform the essential functions.  

  • Plan and direct private fundraising initiatives, including individual giving programs, ministry partners, and strategic events.

  • Cultivate long-term relationships with prospective donors through individual visits, personalized correspondence and participation in cultivation, engagement, and stewardship activities. Educate donors and match their interest with the needs and priorities of PHFS.

  • Identify and fully leverage interlocking opportunities and shared goals among ministry programs. Help educate and coach colleagues throughout PHFS on all priorities.

  • Engage in the Institutional Advancement goal-setting process for fundraising and engagement metrics.

  • Coach and engage Leadership Volunteers in the identification, cultivation, engagement, solicitation, and stewardship of prospective donors.

  • Effectively and responsibly steward budgetary and other resources.

  • Serve as a collaborative partner to all ministries at PHFS.

  • Strive to foster strategic, effective, and collaborative best practices in fundraising.

  • Collaborate seamlessly with Marketing for institutional success by synergizing research, integrating messaging, and sharing information.

  • Develop annual operating plan for increasing support from individual donors.

  • Create engagement strategies, gift ideas, messaging, and a Case for Support – from challenges to matches to fund philanthropic opportunities.

  • Form and leverage cross-functional teams of colleagues, volunteers, and senior leaders toward closure of major and planned giving at PHFS.



  1. Raise a minimum of $360,000  per fiscal year to begin through private sector funding.

  2. Grow this figure by 25%  per fiscal year for five years.

Competency Statements

  • Accountability - Ability to accept responsibility and account for his/her actions.

  • Communication, Oral - Ability to communicate effectively with others using the spoken word.  

  • Communication, Written - Ability to communicate in writing clearly and concisely.  

  • Decision Making - Ability to make critical decisions while following company procedures.

  • Diversity Oriented - Ability to work effectively with people regardless of their age, gender, race, ethnicity, religion, or job type.  

  • Ethical - Ability to demonstrate conduct conforming to a set of values and accepted standards.  

  • Goal Oriented - Ability to focus on a goal and obtain a predetermined result.  

  • Management Skills - Ability to organize and direct oneself and effectively supervise others.  

  • Team Builder - Ability to convince a group of people to work toward a goal.  

  • Time Management - Ability to utilize the available time to organize and complete work within given deadlines.  




Knowledge of:

  • Best practices in Annual Giving, Major Gifts, and Planned Giving

  • Best practices in donor relations, marketing, and communications including Social           Media

  • Solutions for marketing Major and Planned Gifts

  • Nonprofit fundraising and customer relationship management software such as:                Raiser’s Edge, Donor Perfect, SalesForce

  • Planned Giving software such as Crescendo Interactive



  • Basic technological skills: using computers, fax machines, and telephones as well as troubleshooting

  • Excellent interpersonal skills to interact with leadership, clients, donors and peers

  • Basic business skills

  • Listening skills: determining organizational needs and donor's abilities

  • Excellent driving record



  • To assist in the development and implementation of an effective donor-centered        fundraising program.

  • To effectively communicate orally, in writing, text messages, and emails.

  • To report necessary information in a clear, concise, and accurate manner

  • To build rapport with potential donors and other stakeholders

  • To work within a professional office team setting and maintain a professional appearance

  • To make informed, objective decisions with integrity

  • Requires spiritual maturity to pray with and encourage donors in our ministry-first approach to cultivating relationships


Education: Bachelor’s Degree required; advance degree, CFRE preferred

Experience: Five years or more in non-profit fundraising and management.  Demonstrated success building highly effective teams. Excellent communication skills including ability to make persuasive presentations and influence donors to give generously.

Computer Skills:

Certification & Licenses: CFRE preferred

Other Requirements: Valid driver's license


N (Not Applicable) Activity is not applicable to this position.

O (Occasionally) Position requires this activity up to 33% of the time (0 - 2.5+ hrs/day)

F (Frequently) - Position requires this activity from 33% - 66% of the time (2.5 - 5.5+ hrs/day)

C (Constantly) - Position requires this activity more than 66% of the time (5.5+ hrs/day)


Stand: F    

Walk: F    

Sit: F    

Manually Manipulate: F    

Reach Outward: O    

Reach Above Shoulder: O

Climb: O    

Crawl:     N    

Squat or Kneel: F

Bend: O    

Grasp: O    

Speak:  F


Other Physical Requirements  

Vision (Near, Distance, Color, Peripheral, Depth) - For reading and driving

Sense of Sound - For answering, listening, and speaking to others on the phone or in person

Sense of Smell - For safety in the detection of hazardous fumes and/or smoke

Sense of Taste - N/A

Sense of Touch - For handling tools and materials and accomplishing activities of everyday living

Ability to wear Personal Protective Equipment (PPE)

Sense of Balance - For standing and walking

WORK ENVIRONMENT:  Professional office environment.  Frequent travel to philanthropic donors’ homes and businesses. Occasional overnight travel.
Contact Information