Legacy Giving Officer
CurrentOversee a pipeline of more than 100 bequests worth $8,000,000+ in revenue per year. Work with attorneys and trustees to address any issues and ensure timely disbursement of funds. Use data models to help forecast future bequest revenue. Manage Sido Pet Protection Program that takes in enrolled cats and dogs when their guardians pass away and places them with new forever families. Includes marketing to increase enrollment, membership renewals, tracking internal costs, and communicating with families regarding the pets after adoption by a new family.Steward a portfolio of legacy and non-legacy donors to keep them engaged wth the organization and encourage them to increase their giving and add the SF SPCA to their estate plans if they have not done so already.