Friends Committee on National Legislation: Planned Giving Director

(Added 01/06/2023)

Description

Title: Planned Giving Director
Department: Development
Pay Grade: 3
Reports to: Associate General Secretary for Development
Job location: Remote or in-person

The Friends Committee on National Legislation seeks a strategic, well-organized individual with 5 or more years' of experience in securing transformative gifts to lead FCNL’s planned giving program. The Planned Giving Director, in coordination with development colleagues and other teams, is responsible for all aspects of the program, including strategic direction, donor stewardship, prospect management, marketing, and gift administration. The successful candidate will have a record of success in fundraising and a familiarity with planned giving. This position reports to the Associate General Secretary for Development (CDO).

FCNL has the largest group of registered lobbyists working for peace and justice in Washington, DC, and a vibrant network of thousands of volunteer advocates across the country. To support this effort now and in the long-term future, we have built a pipeline of $35 million in documented planned gifts. We are in a strategic planning process that will likely lead to a campaign with a major emphasis on planned giving.

The Position

Friends Committee on National Legislation’s (FCNL) Planned Giving Director oversees, implements, and expands FCNL's planned giving program. The goal of the program is to increase the number and dollar value of new planned gifts by developing a consistent flow of helpful, accurate information to donors about the ways in which they may support FCNL through estate planning or life income gifts. This work includes designing and implementing a multi­channel marketing plan, consulting with and advising major gift officers and organizational leaders, prospect cultivation and solicitation, donor stewardship, managing "back office" gift administration, and closing estate gifts in a timely fashion. FCNL’s Planned Giving Director prepares illustrations for initial presentations to donors and prepares calculations and contracts for closing new planned gifts. The position requires meeting with donors, as the Planned Giving Director manages their own portfolio of prospects in addition to having administrative responsibility for the program.

The Planned Giving Director works as part of a team to diversify funding resources for FCNL and the FCNL Education Fund and to engage in long-term financial planning, including the creation endowment and other permanent financial resources. As a key member of FCNL's development team, the Planned Giving Director is called upon to interpret FCNL programs in order to engage our network and find new supporters to strengthen FCNL's impact in Washington.

The Planned Giving Director reports directly to the Associate General Secretary for Development (CDO); provides planned giving guidance to major gifts officers and development operations staff; and works closely with the General Secretary (ED), the Associate General Secretary for Finance and Administration, the Development and Finance Committees of the FCNL General Committee (governing body), and other staff and volunteers.

The Organization

The Friends Committee on National Legislation is a national, nonpartisan Quaker organization that lobbies Congress and the administration to advance peace, justice, and environmental stewardship. The organization works in partnership with FCNL Education Fund (a C3 nonprofit organization).

FCNL lobbies from a basis of Quaker spiritual and ethical purpose and seeks to change government policy and practice for the better. Our team of lobbyists has extensive connections and conducts focused legislative campaigns on legislative priorities discerned by more than 200 Quaker meetings, churches, and organizations. We currently have the following legislative priorities: peacebuilding, nuclear disarmament and non-proliferation; curtailing endless war; justice reform; migration justice; solutions to climate change; gun violence prevention; economic justice; and Native American issues.

Our dedicated grassroots network brings constituent perspectives into congressional offices—both in Washington at two major lobbying events each year and in local district offices throughout the year. We inform and educate our network through our newsletters and other materials. We activate our grassroots network through a robust website, email, and social media outreach.

Our national network includes people from many different faiths and backgrounds who are activists and donors. We are dedicated to growing the network, emphasizing effective relationship-building as a path to policy change. In the past five years, we’ve increased our constituents' number of in-person lobby visits by 50%.

Headquartered on Capitol Hill in Washington, DC, FCNL is governed by a General Committee of 190 Quakers from across the country and employs a staff of 65, including 20 registered lobbyists.

For 79 years, FCNL has brought Quaker values to bear on national policy through congressional testimony, Capitol Hill visits, grassroots lobbying, and educational initiatives. We just finished our Forward Plan and are planning the strategic direction for the next five years. Expanding FCNL’s planned giving program will likely be a major part of our next strategic planning process and forthcoming campaign.

Key Responsibilities

  • Lead strategic direction of the planned giving program
  • Stewardship of current planned giving donors
  • Maintaining an active list of prospects and guiding them through the solicitation process: identification, cultivation, solicitation, and stewardship
  • Planning and implementing program marketing
  • Gift administration and reporting
  • Advising/consulting with major gifts team and other staff and volunteers

Experience and Attributes

The Planned Giving Director possesses skills and abilities that allow them to perform each essential duty efficiently and effectively. The list below is representative of the experience, knowledge, skills, and/or abilities likely to be needed in order to successfully perform the essential duties of the position. This is intended to be illustrative, but not exhaustive.

  • Five or more years' experience securing transformative gifts; capital campaign experience is preferred
  • Appreciation of the role of philanthropy in non-profit organizations and enthusiasm for fundraising in general and planned giving in particular as an area of specialty within the sector
  • General knowledge (not necessarily technical) of planned giving as a field and planned giving vehicles; interest in becoming more technically adept in this field
  • Willingness and ability to travel occasionally
  • Attention to detail in managing donor records and relationships
  • Excellent work management skills: ability to organize, determine priorities, and follow through promptly
  • Facility in applying software database systems to planned giving fundraising; experience using the Raiser’s Edge, PGCalc, and other software, a plus
  • Proven ability to work effectively with volunteers in fundraising
  • Experience in developing and executing fundraising strategic plans
  • Ability to manage planned giving marketing
  • Strong interpersonal skills of leadership and teambuilding
  • Effective and creative communication in speech and writing
  • Skill in listening to staff, volunteers, and, above all, donors
  • Professional and courteous presence on phone and in person; ease in initiating contacts with other individuals and groups
  • Ability to learn and communicate clearly about a wide range of peace, justice, and environmental issues
  • Commitment to antiracism, antibias, justice, equity, diversity, and inclusion work; proven ability to work with people from a wide range of backgrounds
  • Comfort working in an office environment that reflects the Quaker testimonies of peace, equality, simplicity, and truth; and working within the Quaker process of FCNL
  • Desire to participate in the mission of FCNL; agreement with FCNL’s policy positions and understanding of faith-based lobbying approach; ability to communicate this effectively with donors
  • College degree or equivalent experience

Compensation & Work Expectations

The salary range is $90,000-$105,000, depending upon experience. This is a full-time exempt position, based on a 37.5-hour workweek. Some weekend and evening work, as well as occasional travel within the United States, will be required.

This position can either be in the office or up to 100% remote. The employee will work with the supervisor to determine the in-office or telework arrangement. There may be times when the employee is required to come into the office for meetings, events, or to complete special projects.

Benefits include health and dental insurance; disability insurance; life insurance; paid holidays; vacation; sick leave; family leave; cell phone and transit stipends; and a generous retirement plan.

FCNL requires all staff to be fully vaccinated against COVID-19 by the date of hire, with the exception of those with religious, medical, and/or other exemptions. Candidates must provide acceptable proof of vaccination by the date of hire as a condition of in-person or hybrid employment.

FCNL is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, disability status, genetic information, military service, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

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