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Senior Legacy Strategist

Mal Warwick Donordigital

Mal Warwick Donordigital

Multiple locations
Posted on Saturday, June 15, 2024
Job Type

Our Working Locations:

This is a full-time position working from one of the states in which we operate, including California, Maryland, Massachusetts, Minnesota, North Carolina, New Jersey, New York, Pennsylvania, South Carolina, Virginia, Washington DC, and Washington state.


The Senior Legacy Strategist is responsible for all senior-level strategic management of direct marketing fundraising programs with our nonprofit clients in collaboration with client account team members. They are a subject matter expert in legacy giving and legacy marketing and serve as a trusted resource for clients, client teams and the agency.


Client Service:

  • Lead day-to-day management and implementation of planned giving marketing strategies for multiple clients
  • Create cross-channel planned giving campaigns that reflect clients’ strategic and revenue needs; prepare, finalize, and present strategy documents; prepare and reconcile final reports
  • Work with client account teams to manage and implement planned giving campaigns across multiple channels, ensuring all stakeholders are consulted and kept informed on planned giving strategies and campaigns
  • Monitor, evaluate, and course correct, proactively adjusting for current results, industry changes, and other events
  • Offer guidance to account team members responsible for creative, print, and digital production


  • Prepare/interpret periodic reports that evaluate client direct marketing planned giving programs with recommendations for improvements and additional agency work
  • Work with client data teams and Analytics team to identify and create needed reports that allow for ongoing evaluation, course correction, and strategic insights
  • Identify priority audience segments for campaigns and ensure planned giving campaign audiences are periodically evaluated and updated in light of results as well as new industry research
  • Ensure timely reports to clients, including data/analysis reflected in campaign strategy and analysis


  • Enhance the agency’s brand through networking and industry opportunities
  • Participate in new business proposals and presentations when requested
  • Assist Legacy Giving Vice President in identifying new planned giving opportunities with existing and potential clients
  • Keep up-to-speed on changes in the legacy industry and practices
  • Lead as a trusted subject matter expert for the agency in the area of legacy and planned giving


While performing the duties of this job, the employee regularly operates a computer and other office equipment and remains in a stationary position, often sitting (or standing if at a standing desk) for prolonged periods; communication is via email, chat, phone, video, and/or in-person with others inside and outside the agency in order to exchange information; repetitive motions may include the wrists, hands, and/or fingers in order to operate computer equipment, copy machines, and printers.



To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


  • A minimum of 7 years’ experience in one of the following areas of work: Nonprofit planned giving, agency-side or nonprofit direct marketing program
  • Knowledge base of planned giving concepts and marketing techniques
  • Multi-client experience and digital marketing experience strongly preferred
  • Strong knowledge of Microsoft products (Word, Excel, PowerPoint)


  • Ability to inspire trust and confidence from internal and external teams and clients
  • Ability to innovate new strategies and tactics
  • Comfortable with public speaking and client-facing communication and engagement; strong persuasion and presentation skills
  • Excellent organizational and project/time management skills
  • Attention to detail, resourcefulness, and high level of accuracy
  • Top-notch customer service skills
  • Ability to work under pressure, establish and deliver on work priorities, and multi-task
  • Ability to consider and evaluate problems and produce viable solutions


  • Entrepreneurial mindset – looks for new opportunities, new ideas, and new techniques in the legacy giving industry
  • Life-long learner – never satisfied with status quo with respect to marketing and fundraising
  • Positive “can-do” attitude
  • Proactive problem solver and multi-tasker
  • Interest in working as a member of a larger team and across multiple projects, clients, and social issues
  • A shared commitment to approaching work with a lens of social justice, anti-racism, and anti-oppression
  • Interest in progressive issues, including environmental protection and conservation, international aid and development, social justice, anti-racism and anti-oppression, women’s rights, LGBTQ+ issues, electoral politics, etc. Comfort with networking and building long-term relationships
  • Willingness to travel
  • Strong presentation and persuasion skills


MWD is an employee-owned Benefit corporation. We seek to champion a rewarding work environment where all employee-owners can thrive, in part, through the equitable distribution of compensation and benefits, including:

  • A starting salary range of between $82,500 - $90,750, with performance evaluations and review of salary at least annually
  • Participation in our Employee Stock Ownership Program (ESOP), which allows every employee-owner to share in the growth and prosperity of the company
  • Employer-sponsored and paid core benefits: Health (multiple carrier options), Dental, Life Insurance, Long-Term Care, Long-Term Disability, Employee Assistance Program (EAP), employer-matching FSA dollars
  • 35% employer share of cost for dependent health insurance
  • Additional optional benefits with employee share of cost: Vision, Medical & Dependent Care FSA, Commuter benefits
  • 401(k) with automatic employer-sponsored contributions equal to 3% (“automatic” means there is no match—MWD contributes regardless of employee’s deferrals, and there is no vesting period)
  • Equalized profit sharing
  • Paid Time Off, including:
    • 13 company holidays
    • Early release every Friday and on days preceding company holidays
    • Vacation time – starting at 15 days per year (increases over tenure)
    • Sick Leave – 1 day per month
    • Personal time – 3 days per year
    • Paid Parental Leave – 6 weeks
    • Volunteer Leave – 3 days per year
  • Philanthropic Fund with 2:1 corporate match for employee charitable contributions, and other opportunities for staff-directed corporate donations
  • Access to industry conferences & professional development opportunities
  • A remote-first work environment with access to offices for local staff (Berkeley | DC)


Our Agency:

In 1979, our founder, Mal Warwick, embarked on a mission to work with nonprofit causes, progressive candidates, and political committees who shared our commitment to social justice and environmental action. Over the past 40+ years, in partnership with our clients, we’ve worked to combat the climate crisis and sought to protect the natural environment; we’ve advanced the rights of women, the LGBTQ+ community and other communities who have been marginalized; we’ve fought racial injustice and discrimination; we’ve worked to improve healthcare and food security, fought the AIDS pandemic, advanced animal rights, promoted international development, elected progressive political leaders to office, and the list goes on.

We've also remained equally committed to changing the way the world does business as a Certified Green Business, a California Benefit Corporation , and a Certified Employee-Owned Agency.

Our Team:

MWD is a team of passionate do-gooders, collectively driven by a mission to help progressive organizations build the base for a better world. We activate our clients’ ambitious philanthropic visions through innovative fundraising strategies. And we are an agency of change-makers personally committed to environmental action, giving back within our communities, identifying and disrupting systems of racism and oppression, and maintaining a just and equitable workplace for our employee-owners.

Our Working Locations:

This is a full-time position working from one of the states in which we operate, including California, Maryland, Massachusetts, Minnesota, North Carolina, New Jersey, New York, Pennsylvania, South Carolina, Virginia, Washington DC, and Washington state.

Our Commitment to Anti-Racism & Anti-Oppression:

Beyond being an equal opportunity employer, MWD is committed to being an anti-racist and anti-oppression organization and we have a zero-tolerance policy for racism, discrimination, harassment, retaliation, and oppression of any kind. We are dedicated to the fulfillment of this commitment through our Diversity, Equity, & Inclusion initiatives that connect to every phase of the employee-owner lifecycle, starting with recruitment. We encourage candidates of all identities and backgrounds to apply for positions you believe align with your skill set and current and future interests. And we review applications based on agency need, position requirements, and candidate qualifications without elimination based on race, color, religion or belief, sex, sexual orientation, gender identity, marital or family status, national origin, veteran status, disability, or any other protected status.

Read our full statement here.


To Apply:

  1. Click the "Apply" button below to submit an application and resume.
  2. Let us know why you’d like to work at MWD and provide any additional information you want us to know about you and why you’re well qualified for the position.

Why do we collect anonymous demographic information when you apply? We believe diversity is key in the success of our mission—cross-culturally competent teams bring a variety of perspectives and strengthen our services. And we take responsibility for attracting and retaining a diverse pool of talent. But we can’t impact what we cannot measure, and we encourage you to self-identify when applying. While you’ll maintain personal anonymity when sharing demographic information, the aggregate data collected helps us better understand who we’re reaching now, and where we can improve.

Candidates can expect the following process:

  1. First-round screen via telephone.
  2. Second-round interview via Zoom.
  3. Check-in call with H/R team member on salary & benefits, and to answer any questions you may have.
  4. Third-round panel-style interview via Zoom.

While we are not able to respond to general status inquiries, if we can offer reasonable accommodations in the application or interview processor if you have feedback on ways we can improve the accessibility of our recruitment processyou are encouraged to contact careers@mwdagency.com and let us know how we can be of assistance.

Salary Description
$82,500 - $90,750