National Capital Gift Planning Council

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Job Opportunities

(Added 06/10/2019)

The Nature Conservancy
Estate Specialist

(Added 06/10/2019)

Founded in 1951, the Nature Conservancy is a global conservation organization dedicated to conserving the lands and waters on which all life depends. Guided by science, we create innovative, on-the-ground solutions to our world's toughest challenges so that nature and people can thrive together. We are tackling climate change, conserving lands, waters and oceans at unprecedented scale, providing food and water sustainably and helping make cities more sustainable. One of our core values is our commitment to diversity. Therefore, we strive for a globally diverse and culturally competent workforce. Working in 72 countries, including all 50 United States, we use a collaborative approach that engages local communities, governments, the private sector, and other partners. To learn more, visit www.nature.org or follow @nature_press on Twitter.

Position Summary:

The Estate Specialist will work as part of the Estate Administration Team within the Gift Planning Department of Development. The position will be responsible for a portfolio of estate and trust files that are non-complex residuary bequests and gifts requiring accounting review and will have responsibility either through direct work or oversight for all non-probate and specific gifts from matured gift plans. S/he will also work directly and to resolution with in-house counsel on files for which the hiring of external counsel is necessary.

Desired Skills & Experience:

Minimum Qualifications:

  • Bachelor’s degree and 3 years related experience or equivalent combination.
  • Experience generating reports, and analyzing and interpreting data.
  • Experience working across departments.
  • Experience with database management.
  • Experience, coursework, or other training in principles and practices of relevant field.

Desired Qualifications:

  • Multi-lingual skills and multi-cultural or cross-cultural experience are appreciated.
  • Ability to implement complex processes.
  • Ability to use existing technology to achieve desired results.
  • Demonstrated experience using diplomacy and tact to build strong relationships and motivate staff.
  • Experience coordinating projects.
  • Experience interpreting guidelines to achieve desired results.
  • Experience with database management.
  • Knowledge of current trends in the specific field.
  • Strong organization skills, accuracy, attention to detail and ability to manage multiple tasks.
  • Successful experience implementing strategic program goals.
  • Understanding of basic accounting practices.

How to Apply:

For more information and to apply, please visit www.nature.org/careers and search for job ID #47693 in the keyword search. Deadline to apply is 11:59 PM EST on June 21, 2019. The Nature Conservancy is an Equal Opportunity Employer. Women, minorities, people with disabilities and veterans are encouraged to apply.

(Added 05/29/19)

Trust for Public Land
Senior Planned Giving Manager – San Francisco, CA

(Added 05/29/19)

Reporting to the Director of Planned Giving, the Senior Planned Giving Manager (Sr. Manager) proactively manages a planned giving portfolio as well as managing the Stewardship efforts of a comprehensive and mature planned giving program.

The Sr. Manager is responsible for developing and implementing effective planned giving strategies for donors and prospects in a specific geographic region in order to successfully negotiate and close outright, blended and planned gifts funded with a variety of assets using a broad range of gift vehicles.

Utilizing a team approach, s/he will serve as a technical planned giving advisor and partner to the philanthropy staff, state and program leadership and project managers when working with prospects and their professional advisors in order to generate planned gifts that achieve the donor’s philanthropic objectives as well as securing the future financial success of the organization.

The Sr. Manager also presents planned giving material and provides training to various internal and external audiences, including philanthropy staff and volunteers, across various platforms.

Essential Functions:

Portfolio:

  • The Sr. Manager identifies, cultivates, solicits and stewards legacy donors and prospects with a primary focus on Northern California and the Pacific Northwest.
  • Accomplishes this work with a donor centered and collaborative approach geared towards strengthening and maintaining positive relationship between individuals and The Trust for Public Land as a whole.
  • Manages a portfolio of approximately 150 individuals in the defined geographic region and is responsible for securing, planning, and engaging in 50-75 face to face visits annually.
  • Independently responds to donor inquiries with appropriate information on bequests, life income gifts and other gift planning vehicles and produces associated gift illustrations and contracts through the use of relevant software.
  • Utilizes considerable judgment and initiative in dealing with donors and interpreting policy and procedures.
  • Develops and maintains strong collaborative working relationships within the Philanthropy Department and with all levels of staff across departments within The Trust for Public Land.
  • Ability to determine an individual’s interests, capacity and potential for helping The Trust for Public Land meet its goals, and act appropriately to tie those interests with organizational priorities.
  • Translates complex estate planning concepts into easily understandable, professional and persuasive proposals to present to prospects.
  • Demonstrates advanced knowledge of complex charitable gift planning. Through coursework, professional development, and other sources the Sr. Manager will remain current on emerging trends and in technical knowledge in the areas of estates, trusts, and charitable giving.

Stewardship:

In collaboration with the Director of Planned Giving and the Director of Donor Relations, the Sr. Manager

  • Oversees and manages the activities of the Mary and Wallace Stegner Society, which recognizes donors who have included TPL in their estate plans.
  • Develops and facilitates implementation of a comprehensive communications plan with members to keep them informed of important news.
  • Designs and coordinates stewardship events.
  • Creates informational materials and welcome packet.
  • Develops strategy for building and maintaining strong relationships with legacy donors in order to protect and potentially increase future interest gifts to the organization.
  • Devises and implements recognition strategies for legacy gifts at all levels.

Qualifications:

  • Commitment to the mission of The Trust for Public Land.
  • Bachelor’s (4 year) degree preferred; JD, MBA or other related advanced degree also preferred.

How to Apply:

For more information and to apply, please visit https://www.tpl.org/about/jobs/senior-planned-giving-manager.

(Added 05/29/19)

Trust for Public Land
Senior Planned Giving Manager – St. Paul, MN

(Added 05/29/19)

Reporting to the Director of Planned Giving, the Senior Planned Giving Manager proactively manages a planned giving portfolio as well as managing the marketing efforts of a comprehensive and mature planned giving program.

The Manager is responsible for developing and implementing effective planned giving strategies for donors and prospects in a specific geographic region in order to successfully negotiate and close outright, blended and planned gifts funded primarily through bequests and other planned giving vehicles.

Utilizing a team approach, s/he will serve as a technical planned giving advisor and partner to the philanthropy staff, state and program leadership and project managers when working with prospects and their professional advisors in order to generate planned gifts that achieve the donor’s philanthropic objectives as well as securing the future financial success of the organization.

This position can be based in either (St. Paul, MN, or Denver, CO).

Essential Functions:

Portfolio:
  • Identifies, cultivates, solicits and stewards planned gifts from a portfolio of current and prospective legacy donors with a primary focus on bequest and life income donors located in the Midwest and Southwest.
  • Accomplishes this work with a donor centered and collaborative approach geared towards strengthening and maintaining positive relationship between individuals and The Trust for Public Land as a whole.
  • Manages a portfolio of approximately 150 individuals in the defined geographic region and is responsible for securing, planning, and engaging in 50-75 face to face visits annually.
  • Independently responds to donor and TPL staff inquiries with appropriate information on planned giving tailored to an individual’s specific needs.
  • Creates compelling, well written correspondence and donor proposals and utilizes relevant software to generate gift illustrations and contracts.
  • Discusses assets proficiently and listens for opportunities for gifts of assets.
  • Utilizes software and systems to track key metrics, prioritize activities and analyze portfolio status.
  • Develops and maintains positive relationships with Trust for Public Land donors and staff at all levels.
  • Keeps abreast of changes and emerging issues in planned giving.
Marketing:

In collaboration with the Director of Planned Giving, the Marketing Department, and outside vendors, the Manager

  • Manages and implements the overall planned giving marketing strategy.
  • Develops and executes a national multi-channel program including print and online newsletter articles, advertisements, solicitations, presentations and brochures.
  • Updates content on the planned giving website and on Canopy, the TPL intranet.
  • Defines metrics and tracks results of marketing efforts, recommending and implementing course corrections as necessary.
  • Serves as the primary point person for responses to marketing and facilitates the inclusion of other TPL staff for appropriate and timely follow up.

Qualifications:

  • Commitment to the mission of The Trust for Public Land.
  • Minimum of 3 years’ experience in fundraising required with 1-3 years’ experience in planned giving preferred, or transferrable experience working directly with clients in financial services, estate planning or related field.
  • Demonstrated knowledge of planned giving vehicles and basic estate and financial planning, including the tax implications of charitable giving. Ability to apply this knowledge to address individual donor needs and goals.
  • Ability to market conservation effectively and with enthusiasm to a varied constituent base.
  • Demonstrated ability to work independently and as part of a team.
  • Ability to perform successfully and thrive within a geographically remote reporting structure.
  • Exceptional planning, organization, time management, analytical, and multi-tasking skills.
  • Excellent writing, communication, and presentation skills.
  • Capacity to work easily and effectively with a wide range of people; adept at building relationships.
  • Proficient in Word, Excel, PowerPoint, and with one or more CRM tracking systems.
  • Willingness and ability to travel as needed.
  • Valid driver’s license with clean driving record required.

How to Apply:

For more information and to apply, please visit https://www.tpl.org/about/jobs/senior-planned-giving-manager-1.

(Added 05/29/19)

The Nature Conservancy
Associate Director, Strategy & Planning, Gift Planning Department

(Added 05/29/19)

The Nature Conservancy is a global conservation organization dedicated to conserving the lands and waters on which all life depends. Guided by science, we create innovative, on-the-ground solutions to our world’s toughest challenges so that nature and people can thrive together. One of our core values is our commitment to diversity. Therefore, we are committed to a globally diverse and culturally competent workforce. Working in 72 countries, we use a collaborative approach that engages local communities, governments, the private sector, and other partners. To learn more, visit www.nature.org or follow @nature_press on Twitter.

Position Summary:

Join one of the most successful gift planning programs in the country as our Associate Director of Strategy & Planning. The Associate Director leads strategic planning, goal setting, data management and analysis, meeting planning and facilitation and other critical functions for the 80+ person Gift Planning Department. Reporting directly to the Executive Director of Gift Planning, they work towards meeting the strategic priorities of the Department by developing and coordinating tactics for informed decision making, organizational and departmental goal setting, and data analysis that supports deferred and complex gift fundraising.

We are seeking a professional with demonstrated experience leading and implementing multiple projects, along with an understanding of how data and analysis can be used to support strategy and decision-making. The Associate Director will be based at our headquarters office in Arlington, VA—directly in front of the Ballston stop on Metro’s Orange Line.

Desired Skills & Experience:

Minimum Qualifications:
  • Bachelor’s degree and 6 years related experience or an equivalent combination.
  • Experience leading and implementing multiple projects.
  • Experience negotiating complex agreements.
  • Experience with current and evolving technology in relevant field.
  • Experience working with teams across organization.
  • Experience, coursework, or other training in principles and practices of relevant field.
  • Supervisory experience including setting objectives and managing performance, including conflict resolution.
Preferred Qualifications:
  • Multi-lingual skills and multi-cultural or cross-cultural experience appreciated.
  • Ability to work in partnership with others in a collaborative or advisory role.
  • Demonstrated ability to conceive and write creatively for various audiences.
  • Experience developing, managing, and implementing goals, plans, and complex processes.
  • Expert in current and evolving technology related to field of experience.
  • Expert knowledge of current and evolving trends in relevant discipline, preferably in a non-profit environment.
  • Proficient in interpreting guidelines and manipulating, analyzing, and interpreting data.
  • Successful experience managing and implementing strategic program goals.
  • Superior planning and problem-solving skills.
  • Understanding of accounting practices.

How to Apply:

For more information and to apply, please visit www.nature.org/careers and search for job ID #47665 in the keyword search. Deadline to apply is 11:59 PM EST on June 14, 2019. The Nature Conservancy is an Equal Opportunity Employer. Women, minorities, people with disabilities and veterans are encouraged to apply.

(Added 05/29/19)

University of Maryland College Park
Executive Director of Gift Planning

(Added 05/29/19)

Position Description:

Reporting to the Associate Vice President for Development, the Executive Director for Gift Planning oversees all aspects and operation of the campus-wide planned giving program, leading the six-person Gift Planning staff, working with senior leadership and chief development officers across the University to identify, cultivate, solicit and steward donors, and executing a comprehensive marketing program for gift planning. This individual will lead the efforts to integrate planned giving strategy into all university fundraising efforts, manage an individual portfolio of planned giving prospects and raise $5M annually, oversee Gift Planning marketing and communications initiatives, and serve as an information resource for the broader University community about charitable gift planning and related tax, legal, and investment questions.

Minimum Qualifications:

Education (includes licenses, certifications, etc.):
  • Bachelor’s degree required.
Experience:
  • At least ten years of successful major & planned gift fundraising experience, to include at least four years’ full-time experience working exclusively in planned giving, and at least four years of staff management experience.
  • Proven history of working effectively and creatively with volunteers and high-capacity donors, with a strong track record of successful solicitations of six- and seven-figure outright gifts and a various types of planned gifts.
Knowledge, Skills, and Abilities:
  • Demonstrated high degree of understanding of complex gift options, including familiarity with relevant parts of the law and tax code that relate to charitable giving, and be able to advise as needed the CFO of the foundation and the university’s Legal Office about gift policies (including possible future revisions) and gift planning practices.
  • Strong interpersonal skills, including the ability to communicate effectively with donors and conduct development actions in person, over the phone, and through email.
  • Excellent writing skills.
  • Meticulous attention to detail.
  • Strong abilities in developing donor strategy and critical thinking.
  • Ability to effectively manage multiple initiatives simultaneously.
  • Familiarity with and able to follow the Model Standards of Practice for the Charitable Gift Planner.

How to Apply:

For consideration, please visit: https://ejobs.umd.edu/postings/70035

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