Director of Planned Giving

1 week ago


Arlington, Virginia, United States The Conservation Fund Full time
Job Summary

The Director of Planned Giving will lead the development and execution of a comprehensive planned giving program for The Conservation Fund. This role will work closely with the Strategic Giving team to identify, qualify, cultivate, and steward planned giving prospects. The successful candidate will be a self-motivated and growth-oriented individual with a passion for building a pipeline for planned giving.

Key Responsibilities
  • Develop and implement a planned giving strategy to increase philanthropic support for The Conservation Fund.
  • Build and maintain relationships with donors and prospects through personal visits, video calls, written content, and events.
  • Serve as the primary point of contact for The Conservation Fund's planned giving opportunities.
  • Create and manage the planned giving program, including tracking and reporting on progress.
  • Solicit bequest designations and charitable gift annuities to support The Conservation Fund's philanthropic objectives.
  • Develop stewardship plans to demonstrate targeted engagement of planned giving donors.
  • Stay up-to-date on The Conservation Fund's project and program work to keep planned giving prospects and donors informed.
  • Collaborate with the Director of Operations and Vice President to define and implement short- and long-range planned giving fundraising objectives.
  • Ensure that processes, relationship management techniques, and data-informed decision-making guide the work of the gift planning fundraising team in donor pipeline development.
  • Educate other team members on planned giving and provide gift planning guidance, counsel, and resources to leadership and fundraising staff across the organization.
  • Draft communication materials in coordination with team members for marketing and e-communication content.
  • Maintain knowledge of tax, investment, and legal aspects of planned giving in concert with the Legal team and outside counsel.
  • Record and update all relationship data pertaining to the portfolio in Raiser's Edge.
Requirements
  • Minimum of 8 years of fundraising/development experience with donors giving at $100,000 and above level.
  • Experience building fundraising programs, maintaining long-term relationships with major individual donors.
  • Experience with current and evolving trends in gift planning and advanced gift planning concepts.
  • Self-starter with demonstrated ability to work well independently and as part of a team.
  • Organized, detail-oriented, possessing a builder's mentality and strong work ethic.
  • Well-developed written and oral communication skills, including translating complicated project information into compelling and captivating stories.
  • Passion and interest in the mission of The Conservation Fund.
  • Experience working with an environmental conservation organization preferred.
  • Ability and willingness to travel.


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