Manager, Planned Giving

This is a fully remote position, open to applicants in District of Columbia, +1 more state.

📋 Description

• Create, implement, and assess a comprehensive strategy for planned giving.

• Set annual objectives, performance indicators, and growth targets for the planned giving initiative.

• Discover avenues to enhance and broaden the legacy giving pipeline.

• Act as the primary resource for the League regarding planned giving opportunities, trends, best practices, and donor engagement strategies.

• Oversee a portfolio of planned giving donors, prospects, and individuals interested in incorporating the League into their estate plans.

• Formulate and carry out tailored cultivation, solicitation, and stewardship strategies.

• Cultivate relationships with supporters through virtual meetings, phone outreach, written communications, event participation, and in-person visits.

• Lead discussions concerning bequests, beneficiary designations, retirement assets, life insurance policies, donor-advised fund succession planning, and other planned giving options.

• Direct the administration, stewardship, and expansion of the League’s Legacy Circle program.

• Develop and oversee planned giving content for digital platforms, emails, newsletters, direct mail, social media, and the website.

• Produce educational materials, donor stories, impact reports, and other legacy giving resources.

• Manage external vendors, consultants, and planned giving marketing platforms.

• Keep records of planned gift expectancies, documented commitments, realized gifts, and donor communications.

• Collaborate with Finance, Development Operations, Advancement, Communications, and external partners on gift administration and fundraising strategies.

• Assist in the administration of realized bequests and other planned gift distributions.

• Establish procedures, documentation standards, and workflows for planned giving tasks.

• Utilize CRM systems and reporting tools to monitor donor engagement and planned gift activities.

• Analyze donor and program data while preparing reports, dashboards, and presentations for leadership and the Board of Directors.

• Contribute to organization-wide fundraising initiatives and campaigns.

⛳️ Requirements

• Bachelor’s degree or an equivalent combination of education and relevant professional experience.

• At least five years of experience in planned giving, major gifts, development, donor relations, philanthropy, or a related fundraising field.

• Proven success in building and managing donor relationships and stewardship programs.

• Familiarity with charitable gift planning vehicles, including bequests, beneficiary designations, retirement assets, life insurance gifts, and donor-advised fund succession planning.

• Experience in developing and implementing fundraising, donor engagement, or stewardship strategies.

• Proficiency with CRM systems, donor databases, and fundraising reporting tools.

• Strong project management and organizational abilities with exceptional attention to detail.

• Excellent written, verbal, and interpersonal communication skills.

• Capacity to handle confidential donor information with discretion and sound judgment.

• Dedication to the mission, values, and nonpartisan principles of the League of Women Voters.

• Professional certification such as CFRE, CAP®, CGPP, or a related fundraising credential is preferred.

• Experience with planned giving marketing platforms like Stelter and FreeWill is preferred.

• Background in working within a national nonprofit, civic engagement, advocacy, membership-based, or mission-driven organization is preferred.

• Track record of engaging high-capacity donors and managing complex philanthropic relationships is preferred.

• Familiarity with donor-centered and inclusive fundraising practices is preferred.

• Occasional domestic travel, up to approximately 20%, may be required.

🏝️ Benefits

• Primarily remote work environment.

• Occasional domestic travel, up to approximately 20%.

• Opportunities for virtual and in-person donor engagement.

• Reasonable accommodations for individuals with disabilities.

• Equal opportunity and commitment to a diverse, equitable, inclusive, and accessible workplace.