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Legacy Gift Officer 

Job Description

The Legacy Gift Officer (LGO) plays a vital role in advancing Lurie Children’s Foundation’s comprehensive gift planning program, coordinate matured gifts and stewardship while managing and growing a portfolio of planned giving prospects. Reporting to the Associate Director of Legacy and Leadership Giving, the role is an ideal opportunity for someone looking to deepen their knowledge in gift planning—working with a variety of giving vehicles including bequests, CGAs, charitable trusts, and gifts of assets like securities, DAFs, and IRAs—while contributing to a mission that transforms children’s health.

Lurie Children’s offers a flexible, inclusive, and collaborative work environment where innovation, learning, and relationship-building are encouraged and celebrated. For the right person—curious, driven, and ready to make a meaningful impact—this is a chance to build a strong foundation in planned giving while helping advance a cause that is meaningful to tens of thousands of patient families and donors.

Essential Job Functions:

• Gift Administration, Tracking & Reporting: Provides excellent customer service in responding to planned giving inquiries from prospects, financial advisors and estate attorneys. Ensures accurate and timely tracking of matured legacy gift documentation within the database and donor stewardship activities. Contributes to reporting on legacy giving progress and metrics.

• Program Support & Engagement: Contributes to the engagement strategy and execution of activities for planned giving donors, legacy society members and colleagues in the financial advisors/estate attorney program. Assists in coordinating events, donor recognition and stewardship activities.

• Donor Cultivation & Solicitation: Manages a portfolio of legacy giving donor prospects with the goals of cultivating meaningful relationships, soliciting planned and outright gifts, and documenting bequest intentions and other planned gift commitments.

• Internal Collaboration: Collaborates effectively with major gifts, direct response, prospect management, donor relations, communications, and other Foundation colleagues to implement integrated strategies that identify, cultivate, solicit, and steward planned giving donors and prospects.

• Gift Expertise: Provides information on various planned giving vehicles and strategies to donors, prospects, and internal colleagues, based on donor goals and Foundation priorities. Assists donors and their advisors through the gift planning process. As needed, prepares gift proposals and illustrations for planned giving vehicles.

• Marketing Support: Partners with the Direct Response Team (who are responsible for planning and executing marketing strategies that promote the planned gifts program) to identify audiences in the database and reviews messaging for accuracy.

• Professional Development: Stays informed about current planned giving trends, techniques, and relevant legislation. Cultivates relationships within the professional advisor community as appropriate.

• Undergraduate degree from an accredited college required.

• Three to five years of experience in fundraising, preferably in planned giving. Experience in a healthcare or academic setting is a plus.

• Understanding of planned giving vehicles (bequests, charitable gift annuities, charitable trusts, gifts of assets like securities, DAF’s, IRAs, etc.) and familiarity with basic tax and estate planning concepts related to charitable gifts.

• Proven ability to build rapport and maintain positive relationships with donors, colleagues, and volunteers. Strong interpersonal and communication skills are essential.

• Experience with donor database management, preferably Blackbaud products. Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

• Strong organizational skills with the ability to manage multiple projects simultaneously, prioritize tasks, meet deadlines, and pay close attention to detail.

• Ability to work both independently and collaboratively within a team-oriented environment.

• High level of discretion and ethical conduct in handling confidential donor information.

• Resourcefulness, initiative, and developing strategic thinking skills.

Bachelor's Degree (Required)

$70,720.00-$115,627.20 Salary

At Lurie Children’s, we are committed to competitive and fair compensation aligned with market rates and internal equity, reflecting individual contributions, experience, and expertise. The pay range for this job indicates minimum and maximum targets for the position. Ranges are regularly reviewed to stay aligned with market conditions. In addition to base salary, Lurie Children’s offer a comprehensive rewards package that may include differentials for some hourly employees, leadership incentives for select roles, health and retirement benefits, and wellbeing programs. For more details on other compensation, consult your recruiter or click the following link to learn more about our benefits.

Knowledge, Skills and Abilities:

Education

Pay Range

Ann & Robert H. Lurie Children’s Hospital of Chicago provides superior pediatric care in a setting that offers the latest benefits and innovations in medical technology, research and family-friendly design. As the largest pediatric provider in the region with a 140-year legacy of excellence, kids and their families are at the center of all we do. Ann & Robert H. Lurie Children’s Hospital of Chicago is ranked in all 10 specialties by the U.S. News & World Report.

Benefit Statement

For full time and part time employees who work 20 or more hours per week we offer a generous benefits package that includes:

Medical, dental and vision insurance

Employer paid group term life and disability

Employer contribution toward Health Savings Account

Flexible Spending Accounts

Paid Time Off (PTO), Paid Holidays and Paid Parental Leave

403(b) with a 5% employer match

Various voluntary benefits:

• Supplemental Life, AD&D and Disability

• Critical Illness, Accident and Hospital Indemnity coverage

• Tuition assistance

• Student loan servicing and support

• Adoption benefits

• Backup Childcare and Eldercare

• Employee Assistance Program, and other specialized behavioral health services and resources for employees and family members

• Discount on services at Lurie Children’s facilities

• Discount purchasing program

There’s a Place for You with Us

At Lurie Children’s we embrace and celebrate diversity and equity in a serious way. We are committed to building a team with a variety of backgrounds, skills, and viewpoints — recognizing that diverse identities strengthen our workplace and the care we can provide to the Chicago community and beyond. We treat everyone fairly, appreciate differences, and make meaningful connections that foster belonging and allyship. This is a place where you can be your best, so we can give our best to the patients and families who trust us with their care.  

Lurie Children’s and its affiliates are equal employment opportunity employers.  We value diversity and are committed to creating an inclusive environment for all employees.  All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity or expression, religion, national origin, ancestry, age, disability, marital status, pregnancy, protected veteran status, order of protection status, protected genetic information, or any other characteristic protected by law.