Position Description

Legacy and Gift Planning
Location Headquarters
Job Code 112
# of Openings 1
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Company: Lollypop Farm, Humane Society of Greater Rochester

Department: Development

Position: Legacy and Gift Planning (Planned Gift Officer)

Reports To: Director of Development

Employment Type: Full-Time

Schedule: Monday-Friday. Occasional weekend and evening work required. Requires Travel within the area

Location: Fairport, NY 14450



Lollypop Farm, the Humane Society of Greater Rochester, has been helping animals and people since 1873. Our organization cares for around 7500 animals each year and makes possible a variety of programs to address issues that contribute to the surrender of unwanted animals. As an open-admission organization, we accept every animal in need of help. The Legacy and Gift Planning position is responsible for managing various components of Lollypop Farm’s planned and deferred giving 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:

  • Builds and manages a planned giving program
  • Identifies and contacts planned giving prospects:
    • Manages a prospect portfolio of approximately 125-150 prospects and manages the qualification and cultivation of those assigned
    • Develops solicitation strategies for new and current planned gift prospects within 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 Director of Development
  • Works with the Director of Development and Major Gift Officers in 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 gift donors who are not actively being cultivated and solicited by other assigned staff
  • Offers educational opportunities and materials regarding planned giving for fellow staff and prospects/donors
  • Works in coordination with the Lollypop Farm marketing team to create and implement a planned gift marketing plan for the organization.  Helps write marketing materials and communications for the planned giving program
  • In conjunction with the Manager of Database Analytics, 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
  • Remains current on 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

Candidate must have a valid driver’s license and reliable transportation


Education: Bachelor’s degree including JD, CFP, CPA, or advanced degree in business, finance, or related field is strongly preferred

Experience: Five or more years of increasingly successful experience in fundraising or related positions such as financial planning, estate planning, banking, or wealth management preferred. Experience in building strong donor/customer relationships and proven ability to solicit and close preferred.

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 and repetitive motion and occasional lifting with reasonable accommodations.


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.


  • Dental Insurance
  • Disability Insurance
  • Employee Assistance Program
  • Flexible Spending Account
  • Health Insurance
  • Life Insurance
  • Paid Time Off
  • Parental Leave
  • Retirement Plan
  • Tuition Reimbursement
  • Vision Insurance




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