Director, Gift Planning

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

Qualifications

  • Bachelor's degree in a related field or equivalent experience
  • 7+ years of success in gift planning fundraising, particularly 6-7 figure planned gifts
  • 3+ years of experience in management or supervision
  • Proficient in Salesforce (or similar) and PGCalc
  • Strong grasp of financial and legal aspects of gift planning
  • Excellent verbal and written communication skills

Responsibilities

  • Create and implement a comprehensive strategy to enhance national planned giving
  • Manage a portfolio of 200-300 donor prospects from identification to securing gifts
  • Collaborate with membership officers to motivate members to increase planned gifts
  • Identify planned giving prospects from collaboration with Major Gift Officers
  • Organize events to cultivate donor relationships
  • Engage prospects and donors through various outreach methods
  • Mentor and support the gift planning team in their fundraising strategies

Benefits

  • Work in a dynamic and mission-driven environment
  • Opportunity for personal and professional development
  • Flexible work locations across the U.S.
  • Encouragement of a collaborative team culture
  • Engagement with passionate colleagues who value environmental advocacy
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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