What are the responsibilities and job description for the Director of Planned Giving position at Charitable Gift Planners of West Virginia?

For over 50 years, Trust for Public Land has been working tirelessly towards our vision that every individual should have close-to-home access to the benefits of nature. In today’s world, our land-for-people solutions are even more relevant than ever. Quality parks and natural spaces are a fundamental requirement for sustaining healthy, equitable communities that are resilient and prepared for change. Parks and public lands connect us to each other and to the outdoors. As we enter our fifth decade, we have much to celebrate and even more promising work to pursue. We are a vibrant organization with a new CEO and a new strategic plan that builds on our success. Join us to become part of a growing and forward-thinking team focused on growing our philanthropic partnerships to ensure healthy, livable communities for generations to come.”

Patricia Watson, Chief Advancement Officer

Position Summary :

The Director of Planned Giving (Director) is responsible for overseeing the day-to-day management of the Planned Giving staff. Reporting to the Senior Director of Planned Giving, the Director oversees the marketing and stewardship functions, as well as serving as the Planned Giving liaison to Legal and Finance for estates that are in administration. The Director will also hold a portfolio of major gift prospects.

Expectations :

The Director of Planned Giving is expected to :

Manage the day-to-day operations of a team of two (the Senior Planned Giving Advisor and the Marketing & Stewardship Manager).

Oversee the Estate Administration process and provide support for complex matters that require a legal or technical background and experience. Ensures timely and compliant processing of all open estates, acting as the liaison to Legal and Finance for matters of estate administration.

Oversee the strategic direction and messaging of the Planned Giving Marketing Program and the Mary & Wallace Stegner Society.

Manage a portfolio of 50 planned giving prospects at the major gifts level and serves as a liaison to Relationship Managers in Field Philanthropy.

50% Working with the Planned Giving Team and partner with Relationship Managers across the organization, the Director will prospect for new planned giving donors, as well as cultivating, soliciting and confirming new planned gifts, using research, discovery calls, meetings, and other standard prospecting techniques.

25% Foster collaboration within the Planned Giving Team to develop comprehensive marketing and stewardship strategies as well as providing leadership and guidance to the Marketing & Stewardship Manager.

25% Manage the estate administration process and liaison with TPL’s Legal, Finance, and Gift Administration Departments as well as the outside financial firm, TIAA Kaspick, that administers our life income programs.

Compensation

Trust for Public Land is a hybrid work environment. As a full-time exempt employee, the Director of Planned Giving will be eligible for Trust for Public Land’s comprehensive benefits program which includes medical, dental, and vision insurance, three weeks of vacation annually plus ten holidays, and a 403(b)-retirement plan, currently with an up to 7% company match. We offer competitive salaries commensurate with experience; the range for this position is $130-145K annually.

Trust for Public Land’s active goal is to be an inclusive and equitable place to work and build community. As the organization actively works to eliminate racial and other disparities it welcomes candidates with diverse backgrounds and / or multicultural skillsets. We are open to the possibility that a great candidate for this job may not precisely meet all the above criteria; if you believe you are the right person for this job and can persuasively make that case, we encourage you to apply.

Qualifications :

Commitment to TPL’s mission of connecting everyone to the outdoors.

Law degree strongly preferred.

Minimum of 10 years’ experience in fundraising for a nonprofit organization; planned giving, donor relations and stewardship experience preferred. Experience in law, tax, trusts & estates or wealth management also considered as equivalent experience.

Experience managing professional staff.

Demonstrated track record of closing a variety of types of planned gifts.

Comprehensive knowledge of planned giving principles, vehicles, and best practices.

Excellent verbal and written communication skills with a donor-centric approach.

High level of attention to detail with a demonstrated track record of accuracy in work product.

Knowledge of PG Calc or Crescendo and experience presenting comparative gift illustrations and proposals to donors and their professional advisors.

Self-motivation, detail orientation, follow through.

Willingness to travel.

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Salary : $130,000 - $145,000

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