Director, Gift Planning

$145K — $170K *
Education, Government & Non-Profit
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in related field or equivalent experience
  • 7+ years in gift planning fundraising with success in 6-7 figure gifts
  • 3+ years of supervisory or management experience
  • Proficiency in Salesforce or similar database and PGCalc
  • Excellent oral and written communication skills

Responsibilities

  • Create and execute a comprehensive strategy for increasing planned giving nationally
  • Manage a portfolio of 200-300 prospects from identification to securing gifts
  • Collaborate with membership officers to motivate significant gifts and assist in gift planning
  • Plan and execute events that cultivate donor relationships
  • Cultivate relationships with prospects and current donors through various communication methods
  • Educate and mentor a gift planning team in developing individualized solicitation strategies

Benefits

  • Flexible work location within U.S. offices
  • Opportunity to work closely with an experienced and dynamic team
  • Involvement in significant projects that make a national impact
  • Mentorship and professional development opportunities
  • Commitment to environmental causes and NRDC's mission
Full Job Description

NRDC is seeking a Director, Gift Planning, to work with the Development Team in any of our U.S. based offices, with a preference for New York, Washington, D.C., or Chicago.

Position Summary

NRDC is seeking a Director, Gift Planning to secure planned gifts by identifying and building relationships with those donors who have a propensity for making future gifts for the organization and manage two additional planned giving officers. As a member of the Gift Planning team, this individual will work closely with the Senior Director, Gift Planning, gift planning team and major and membership gift officers to conduct solicitations for planned gifts.

Responsibilities

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the following essential functions:

 Create and execute front-line comprehensive strategy and workplan in line with department goals and increase planned giving donors nationally Strategically manage a portfolio of prospects (200-300) with capacity and interest from identification to securing planned gifts Partner with membership gift officers to Identify, cultivate and motivate members to make significant gifts, assisting them with gift planning strategies to increase the number of planned gifts nationally Strategize with Major Gift and Membership Gift Officers to identify planned giving prospects from their respective portfolios and increase the number of blended gifts to NRDC Plan events that maximize donor and prospect cultivation opportunities Cultivate prospects and current gift planning donors through in-person visits, phone calls, written correspondence  Develop a strong working knowledge of NRDC funding priorities and campaign objectives specifically to articulate a compelling case for support to all constituents Manage and mentor a gift planning team by partnering, coaching, equipping and encouraging development staff to pursue planned gift opportunities, assisting them in the design and implementation of individualized strategies for the identification, cultivation, and solicitation and stewardship of planned, major and blended gifts as appropriate

The above list of duties is not comprehensive but generally demonstrates the types of matters under this position s responsibility. Other duties may be assigned.

Qualifications

Minimum Education & Experience

  • Bachelor s degree in a related field or equivalent combination of education and experience required
  • 7+ years of previous work experience in gift planning fundraising or related experience with proven success of 6-7-figure planned gifts
  • 3+ years of previous experience in direct supervision or management of others

Skills, Abilities, Competencies

  • Proficiency in Salesforce (or similar database) and PGCalc
  • Creative problem-solving skills to engage and cultivate relationships with donors
  • Efficient multi-tasker and flexible in working towards philanthropy goals
  • Familiarity with financial, legal and investment topics relating to gift planning and the ability to communicate those topics in lay person s language
  • Enthusiastic, outgoing, and can handle simultaneous, ongoing projects
  • Ability to work independently and with a team
  • Excellent oral and written communication skills
  • A commitment to continued education regarding gift planning and fundraising in general
  • Keen interest in nature and the environment is preferred
  • Management, functional buildout, and strategy development are expected to comprise approximately 50% of the role.
  • Donor-facing activities are expected to make up approximately 40 60% of the role. This will include local, regional, and occasional national travel for in-person donor meetings, retreats, and time spent with NRDC staff.
  • Commitment to NRDC s mission, values, and DEI principles is essential.

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