Senior Director, Planned Giving

2 months ago

New York, New York, United States Environmental Defense Fund Full time
Overall Function:

The Senior Director of Planned Giving plans, manages,
and evaluates the EDF Planned Giving program to achieve its
performance and financial goals. In addition to carrying a personal
portfolio, this includes overall identification, cultivation,
solicitation and stewardship of legacy donors and
prospects. The Senior Director develops and implements a
multi-year strategic marketing plan to maximize income to EDF by
securing a range of planned gifts. This position reports
directly to the Vice President, Development and manages a team of
Planned Giving Officers and Managers directly, as well as
administrative support staff indirectly.

Responsibilities:

Create and implement multi-channel marketing strategies
including direct mail, marketing collateral, Solutions
advertisements, Osprey Watch Legacy Society newsletter, Annual
Report, online outreach and donor events.
Manage a personal portfolio of planned giving donors and
prospects. Design and implement giving strategies, engage and
motivate donors and prospects through individualized cultivation
and stewardship.
Complete proposals and finalize gift arrangements for bequests,
charitable gift annuities, charitable remainder trusts, charitable
lead trusts, pooled income funds, and gifts of complex assets.
Direct and oversee stewardship and recognition programs to
ensure legacy donors continue to be engaged with EDF.
Participate in advancing EDF Diversity, Equity & Inclusion
goals in which people from all backgrounds and experiences feel
connected, included, and empowered to address the environmental and
organizational challenges in alignment with EDF values.
Develop and maintain strong collaborative working relationships
with other members of the Development team, the Membership team,
and Program staff. Develop strategies to integrate planned
giving into the cultivation of major gift and Catalyst Circle
donors.
Oversee the administration of estates to ensure prompt
settlement and payment of bequests to EDF.
Establish annual operating budget and meet the projected
financial goals of the department.
Oversee EDF's planned giving database to ensure proper
management of planned giving records and files. Leverage Salesforce
functionality to reengineer workflow and enhance donor
communications.
Enhance, monitor and maintain EDF's planned giving website to
successfully engage donors and encourage online legacy gifts.
Work with the Marketing department to create and implement an
online marketing strategy for the planned giving program and Legacy
Match challenge.
Collaborate with Chief Financial Officer as needed to ensure
compliance with all state insurance filings, gift annuity reserve
requirements and EDF Gift Acceptance Policy.
Manage and mentor the Planned Giving team providing work
direction to the team to ensure effective and efficient gift
administration, regular management reports, and database
maintenance; provide appropriate levels of training, mentoring and
professional development.
Manage the relationship with the financial institutions that
manage EDF's life income accounts and Donor Advised Fund.

Maintain expertise in legislation and regulations affecting
charitable giving.

Qualifications:Bachelor's degree. Master's degree, Law degree, or Financial
Planning Certificate preferred.
A minimum of 12 years of relevant professional experience in
planned giving, finance, law, or an equivalent combination of
education and experience.
Expertise in planned giving vehicles, current trends in
philanthropy, and estate and financial planning for individuals,
including tax implications of charitable giving.
Proven ability to solicit and close planned and outright
gifts.
Demonstrated ability to think strategically, including the
analytical acumen necessary to interpret financial information and
manage data.
Experience working in a non-profit institution of comparable
complexity and scale is preferred.
Demonstrates self-awareness, cultural competency and
inclusivity, and ability to work with colleagues and stakeholders
across diverse cultures and backgrounds.
An entrepreneurial spirit, and a demonstrated ability to
organize time, handle multiple priorities and deadlines, be
self-motivated and collaborate across departments.
A passion for the mission and programs of EDF.
Excellent written, verbal and interpersonal communication
skills; must be confident with demonstrated ability to build and
maintain effective relationships.
Ability to travel 5-10% of the time as needed.
Proficiency in Microsoft Office Suite, Planned Giving Manager
software, and fundraising databases.

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