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Organization TypePublic Interest
Years of Experience
Date Last Verified
Director of Estate Planning The candidate will lead the agencyâ€™s efforts to grow and expand the agencyâ€™s planned giving program. Responsible for overall management of the program and for establishing short and long-term goals, strategies and initiatives for the program. Provide overall direction and strategic management of the program in consultation with the Vice President of Development. Identify, research, contact, cultivate, solicit and steward current and prospective planned giving donors to increase individual planned gifts as well as growing the overall donor base and prospect pool. In conjunction with the Planned Giving Officer, track and coordinate moves management for current and prospective planned giving donors. Develop and implement short and long-term strategies to secure planned gifts, such as gifts by will or trust, retirement funds, payable on death accounts, life insurance and life income gifts. This will include a comprehensive marketing, lead-generation and stewardship plan for purposes of promoting planned giving internally and externally, including the cultivation and stewardship of current and prospective planned giving donors to ensure that they are engaged and active in the agencyâ€™s mission. Work closely with donors and their professional advisors to structure planned gifts appropriately. Prepare timely and complete gift proposals and illustrations, transfer documents, bequest language and other gift agreements to secure planned gifts. Collect, conserve, administer, and distribute all the realized planned gifts to the agency. Work directly with executors, trustees, and other fiduciary/financial custodians, as well as the agencyâ€™s General Counsel and Finance Department, to receive the full value of planned gifts in a timely and efficient manner and ensure against mismanagement and waste. Monitor the receipt of all non-cash gifts to the agency and provide staff support to the Gift Acceptance Committee to assess the acceptability of such property offered as a gift to the agency. Work cross-organizationally to implement effective fundraising strategies for planned giving, including strategic coordination with Communications & Marketing, Membership & Online Strategy, Data & Analytics and Major Gifts teams. Manage at least one employee including, when applicable, interviewing, hiring, conducting performance reviews, coaching, motivating, and disciplining employees. Serve as a resource to all development teams, including major gifts and other annual giving teams regarding all aspects related to planned giving. Provide leadership in the area of developing appropriate systems and processes for managing the program. Develop and manage budgets for the planned giving program. Prepare and implement a plan of action on an annual basis. Report to the Vice President of Development regarding progress toward goals, successes, problems, etc. At all times participate in decisions regarding the administrative and programmatic aspects of the planned giving program. A Bachelorâ€™s degree or equivalent work experience required. An advanced degree, such as a JD, and/or relevant professional certifications is preferred due to complexity of planned giving field and related laws. 7-10 years of related experience as a gift or estate planning professional, which includes outright gifts and revocable and irrevocable deferred giving vehicles required. Nonprofit experience is strongly preferred. Broad and thorough knowledge of the legal, tax and procedural aspects of estate planning, estate administration, probate, fiduciary duties and accounting required. Ability to interact professionally and effectively with donors, corporate and individual fiduciaries, attorneys, accountants, financial custodians, surviving family members, and key internal partners within the agency required. Ability: to manage confidential information with discretion and tact; to work collegially and collaboratively in a team setting with exceptional work ethic and track record of personal initiative required. Experience in budget development and management required. Excellent writing skills and strong verbal communication skills required. Strong skills with Microsoft Office applications (Word, Excel, and PowerPoint) and Google Apps (Gmail, Google Docs and Drive) required. Strong interest in and knowledge of the rapidly changing LGBTQ equality movement required.
Tracking Code: 293-928
Company infoHiring Coordinator