What are the responsibilities and job description for the Director of Planned Giving position at Planned Giving Council of the Mid-South?
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 serve 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 liaise 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 :
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Salary : $130,000 - $145,000