Strategic Planned Giving Director

4 weeks ago

Washington, Washington, D.C., United States EPIP Full time
Job Description

Job Title: Senior Director of Planned Giving

Job Summary:

The Senior Director of Planned Giving will play a pivotal role in securing gifts and creating a community of committed supporters who are deeply invested in the mission and future of the Association.

This position offers a unique opportunity to make a lasting impact through legacy philanthropy and to be a part of an organization dedicated to preserving American history and civics education.

The Senior Director of Planned Giving will cultivate relationships with donors, manage a portfolio of prospects, and work collaboratively with the development team to meet fundraising goals.

A significant aspect of this role involves managing and growing the Legacy Society and National Council.

Key Responsibilities:

  • Strategic Planning and Implementation:
    • Develop and execute a comprehensive planned giving strategy aimed at significantly increasing the number and size of planned gifts.
    • Create and manage annual and long-term plans for planned giving, aligning with the Association's overall fundraising goals and the need for an expanded endowment.
    • Integrate planned giving strategies into broader fundraising efforts in collaboration with the development team, the Board of Directors, and other stakeholders.
  • Donor Cultivation and Stewardship:
    • Identify, market, cultivate, solicit, and steward donors and prospects with the capacity to make planned gifts.
    • Build and maintain strong relationships with donors, providing exceptional service and engagement opportunities.
    • Conduct donor meetings, presentations, and events to educate, market, and engage prospects about planned giving options.
  • Program Management:
    • Manage a portfolio of planned giving prospects, maintaining accurate records and tracking progress using the Association's donor management system, Salesforce.
    • Develop marketing materials, proposals, and other communications to promote planned giving opportunities.
    • Oversee the administration of planned gifts, including bequests, charitable gift annuities, trusts, and other vehicles.

Qualifications:

  • Bachelor's degree required.
  • 7 – 10 years of experience in planned giving, major gifts, or related fundraising roles with a proven success in closing traditional and complex planned gifts, including bequests, gift annuities, remainder trusts, and gifts of real estate.

Skills and Abilities:

  • Demonstrated success in developing comprehensive strategic plans for planned giving.
  • Excellent interpersonal and communication skills, both written and verbal.
  • Ability to work independently and as part of a team, managing multiple projects and deadlines.
  • Proficiency in using donor management software (Salesforce) and other relevant tools.
  • Strong understanding of development and fundraising processes within nonprofit organizations.

Personal Attributes:

  • Passion for the mission of The White House Historical Association and a deep appreciation for American history, civic education, and culture.
  • Entrepreneurial mindset and self-starter attitude, capable of driving initiatives with minimal supervision.
  • Ability to multi-task and meet deadlines; be a team player; work collaboratively.

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