Human Rights Campaign: Director of Estate Planning
The Human Rights Campaign
Director of Estate Planning
The Human Rights Campaign is seeking a Director of Estate Planning to honor the legacy of donors who have spent decades laying the groundwork for remarkable progress toward LGBTQ equality.
About The Organization:
The Human Rights Campaign Fund was one of the first gay and lesbian political action committees in the U.S. After quickly rising to prominence as the country’s 17th largest independent PAC, it expanded its reach far beyond political lobbying. In 1995, under Executive Director Elizabeth Birch, HRC built sophisticated research, communications, marketing, and public relations functions to become the largest civil rights organization working to achieve equality for LGBTQ Americans, with 3 million members and supporters nationwide. While HRC has won significant legal protections for LGBTQ citizens, its goal is to achieve a world in which LGBTQ people are free not just under the law but in their daily lives – at home, at work, and in every community.
HRC has a comprehensive revenue program that generations more than $56M, with $40M from private contributions. Its planned giving program has about 1,500 donors and a robust pipeline of several thousand more across the country. Those who make a planned gift to HRC have often spent decades living in a system of second-class legal citizenship while laying the groundwork for the remarkable progress toward LGBTQ equality that has been achieved in the U.S. today. The planned giving staff honors their legacy by working closely with them to preserve HRC’s ability to protect their victories and to confront evolving challenges.
About The Position:
The Director of Estate Planning will collaborate to help grow and expand HRC’s robust planned giving program. Reporting to the Vice President of Development, the Director is responsible for strategy, administration, and overall management of the program, including the program’s overall direction, the establishment of short- and long-term goals, and key initiatives. The Director also participates actively in fundraising, with responsibility for developing prospect lists, managing donor cultivation, and properly stewarding existing donors. The Director supervises one staff member and works regularly with the major gifts team, the stewardship manager, and members of HRC’s senior leadership team.
Hampton Roads Community Foundation: Associate Vice President for Development
Hampton Roads Community Foundation
Associate Vice President for Development
Position: Associate Vice President for Development
Functional Area: Development
Supervisor: Vice President for Development
Established: February 15, 2018
The Associate Vice President for Development (AVP-D) works closely with the Vice President for Development (VP-D) in providing leadership for a comprehensive asset development program that advances the vision and mission of the Hampton Roads Community Foundation (HRCF). The program is built on the exceptional execution of donor prospect identification and research, donor cultivation and stewardship, and relationship building with professional advisors. In addition to managing a personal portfolio of donor prospects, the AVP works with Foundation’s Community Leadership Partners (CLP), a giving circle whose signature piece is a small hands-on grantmaking component that has historically focused on small non-profits that are not typically competitive for HRCF’s larger grantmaking program. She/he also manages the Education Improvement Scholarships Tax Credits Program that the Foundation participates in through the Commonwealth of Virginia. Finally, the AVP is the lead Development staff for the Foundation’s organizational endowment program and regional affiliates. The Associate Vice President for Development reports directly to the Vice President for Development.
DUTIES AND RESPONSIBILITIES:
- Planning and Management:
- Works with the Vice President for Development on the Foundation’s asset development program through a carefully articulated five-year development strategy that is based on the Foundation’s recently adopted 2018-23 Strategic Roadmap.
- Through established strategies in the development field, manages a working portfolio of 150 prospective donors. Such strategies address prospect identification and qualification, cultivation and solicitation, and stewardship.
- Maintains a current working expertise in such areas as state and federal income taxes, estate giving, and the overall legalities of charitable giving.
- Works with the Vice President for Grantmaking on the management of the CLP.
- Oversees the Foundation’s Education Improvement Scholarships Tax Credits Program, ensuring compliance with governing policies and procedures, statutes and laws, guidelines and regulations of the Commonwealth of Virginia and the Internal Revenue Service.
- Prospect Cultivation & Stewardship:
- Builds and maintain relationships with estate and financial planning professionals, conducting at least 25 face-to-face visits per year.
- Conducts prospect research.
- In collaboration with the VP-D, cultivates on-going personal relationships with both current and prospective members of the Foundation’s Legacy Society, ensuring a sufficiently robust program that keeps them engaged in the Foundation, its benefits and good work.
- Works closely with HRCF’s donor engagement team on implementing a donor engagement plan that provides customized services for and meaningful relationships with donors.
- Identifies non-profit prospects and subsequently deploys an appropriate strategy for educating them about the Foundation’s endowment services and affiliate programs; provides prompt and accurate responses to information requests from nonprofits and their boards.
- Identifies private foundation prospectives and subsequently deploys an appropriate strategy for educating them and the benefits of converting their assets to such HRCF vehicles as donor-advised funds; includes in their education a review of other HRCF support available to such organizations.
- With the Director of Donor Services, hold at least five meetings per year with the HRCF organizational fundholders to review the status of their funds.
- Gift Planning:
- Fields inquiries about the Foundation’s planned giving options from prospective donors and their representatives, current donors, and professional advisors.
- As directed, represents the Foundation on the Hampton Roads Gift Planning Council, Association of Fundraising Professionals, Financial Planning Association (FPA), Hampton Roads Business OutReach (HRBOR), and other organizations deemed to advance the HRCF brand, vision, and mission.
- Special Events:
- Participates in the Foundation’s special recognition events for professional advisors, donors, and members of The Legacy Society.
- Helps coordinate development-related special events.
- Other Duties:
- Is an active participant of the President’s staff, attending bi-weekly meetings and serving on ad hoc committees and task forces as assigned.
- Contributes to HRCF publications and other printed materials by providing data, reports, content, and proofreading as needed.
- Represents HRCF and/or its President at various meetings and events which may occur during or outside of normal work hours.
- Performs additional duties as assigned.
- Bachelor’s degree from a regionally accredited institution.
- At least five years of successfully progressive experience, specifically as a development officer, trust officer, or estate planning professional.
- Excellent computer skills, with proficiency in Microsoft’s Word, Excel, and Outlook, and relational database programs.
- Professional and personal ethical standards above reproach.
- Demonstrated ability to maintain strict confidentiality, be the consummate professional, and use good judgement at all times.
- Demonstrated predisposition to the principles of good customer service, both internally and externally.
- Exceptional written and oral communication skills.
- Strong interpersonal skills, with the ability to communicate effectively with such diverse constituencies as donors, board members, nonprofits, and the public.
- Accredited professional certification in the areas of fundraising and/or financial and estate planning.
- Experience working with Salesforce or equivalent customer relationship manager (CRM) programs.
- Familiarity with gift planning concepts and planned giving techniques.
- Demonstrated understanding of and sensitivity to the ethical issues inherent in negotiating major outright and deferred gifts as representative of a community foundation.
- Familiarity with Southeastern Virginia, and, in particular, non-profit organizations serving Hampton Roads.
PERIODIC POSITION REVIEW:
This position has been restructured from an existing executive position (Vice President for Regional Outreach) upon the incumbent’s retirement. The resultant new job description was developed by the Vice President and approved by the President on February 15, 2018.
TO APPLY FOR THIS POSITION:
Submit a cover letter, resume and salary requirements online at http://www.hamptonroadscf.org/About/Employment.
Please do not mail, fax or email your resume. Review of applications will begin on March 12, 2018 and will continue until the position is filled.
The National Society Daughters of the American Revolution: Development Associate
The National Society Daughters of the American Revolution
The National Society Daughters of the American Revolution, a non-profit women’s membership organization, has full-time opportunity in the Development Office for a Development Associate to contribute to the planning and implementation of the DAR stewardship program.
Primary responsibilities will focus on carrying out the administrative and operational aspects of donor stewardship programs, specifically answering phones, data entry and processing of donations, including soft credits and credit memos, tracking and troubleshooting exceptions, and preparing recognition and acknowledgment correspondence, such as notes, letters and personalized cards, to donors at all giving levels. The Development Associate will also work closely with the new cumulative-year giving donors, prepare Welcome Packets, plan and coordinate various special club events at NSDAR’s annual meeting, and work with the Development Director and Development Operations Team Leader on special projects, as assigned.
- Two years administrative, customer service or donor processing experience in a development/fundraising, non-profit or relationship-management environment.
- Excellent interpersonal skills and ability to effectively interact with Board, staff, members and the public.
- Strong oral and written communication skills.
- Ability to accurately proofread, catch errors and correct work product.
- Highly proficient computer skills in Microsoft Office Suite, including data entry, mail merge, labels and list production, importing large amounts of data from different sources, Excel spreadsheets and donor/member database (iMIS).
- Well-developed organization and multi-tasking skills, highly detailed oriented and excellent follow-up capabilities.
- Ability to work under pressure and within tight and/or multiple deadlines.
Preference will be given to candidates who have iMIS database experience, or a Bachelor’s degree and experience working in a development/fundraising environment, or in lieu of a Bachelor’s degree, the equivalent combination of education and experience from which comparable knowledge, skills and abilities can be acquired.
For more information about the mission and activities of the DAR, please visit our website at https://www.dar.org.
Send resume and cover letter including salary requirements to:
Attn: Human Resources
1776 D Street N.W.
Washington, D.C. 20006-5303
Fax: (202) 737-7502