Understand TEAM’s values and mission and articulate those values in conversations, writing and personal demeanor; Manage relationships with a portfolio of donors and prospects to support annual, major and planned giving; Determine and achieve realistic, stretch, and quantifiable goals for individual and team giving based on mutually agreed upon targets; Design and implement individual giving strategies, cultivate and solicit donors and prospects through written proposals, personal contacts and visits; Effectively manage budgeted dollars for major and planned giving activities; Create, advise, and implement effective stewardship strategies for all assigned donors and prospects, including growing the planned giving community; Plan and implement effective marketing strategies in collaboration with Communications for targeted major and planned giving groups, including but not limited to direct mail, newsletters, website, webinars, social media, advertising materials and other educational sessions for donors and professional advisors; Oversee planned giving policies and procedures; Remain competent and current through self-directed professional reading, developing professional contacts with colleagues, attending professional development courses, and attending training and/or courses; Facilitate estate gifts through the probate and administrative process; Oversee and manage the Charitable Gift Annuity (CGA) program which includes marketing to donors and ensuring that all paperwork and processes are followed in conjunction with external vendor and in compliance with state regulations; Build and nurture strong relationships with financial, legal and tax advisors; and. This position includes managing a portfolio of planned and major donors and prospects, creating and implementing solicitation and stewardship strategies, managing gifts of estates and trusts, creating accurate measurement reports, overseeing development marketing for major and planned giving, and providing leadership to, along with supervision of gift officers.