Director, National Estate and Planned Giving
- Compensation
- Not disclosed
- Location
- New York, NY, US
- Work setup
- Hybrid
- Seniority
- Not specified
- Employment
- Contract
- Experience
- Not specified
- Category
- Not specified
- Posted
Must have
- Experience managing a team, executing strategy and driving results;
- Working knowledge of estate, gift, and income tax law with the ability to clearly articulate PG prospects, PG society members, and fundraising colleagues.
- A passion for continuous learning, teaching and coaching;
- Excellent communication skills including writing, editing, research, and presentation;
- Attention to detail, strong project management skills and ability to manage and meet simultaneous deadlines;
- Customer service orientation and a professional demeanor necessary;
- Technical competence required. Working familiarity and comfort in database systems, reporting, and analysis essential and comfort learning new technology;
- Strong interest in ADL’s mission.
Full description
Overview
POSITION TITLE: Director, National Estate and Planned Giving REPORTS TO: Chief Legacy Officer, dotted line to SVP, Development. SUPERVISION EXERCISED: Planned Giving team – 5-6 staffLOCATION: Anywhere ADL has a regional officeGrade/Class: Grade I, Exempt, PSA-EligibleABOUT THE ORGANIZATION:
ADL is the leading anti-hate organization in the world. Founded in 1913, its timeless mission is “to stop the defamation of the Jewish people and to secure justice and fair treatment to all.” Today, ADL continues to fight all forms of antisemitism and bias, using innovation and partnerships to drive impact. A global leader in combating antisemitism, countering extremism and battling bigotry wherever and whenever it happens, ADL works to protect democracy and ensure a just and inclusive society for all.
PRIMARY FUNCTION:
The Director, National Estate and Planned Giving collaborates on the strategic leadership, direction and management for ADL’s planned giving program and related campaigns with a focus on growing the program for ADL’s future sustainability. ADL’s Planned Giving program includes gifts through bequests, charitable gift annuities, trusts, retirement plans, and similar complex giving vehicles that require specialized financial planning. The Director leads a team of Planned Giving officers and support staff, and collaborates closely with colleagues in major gifts, marketing, and direct mail fundraising, as well as fundraising staff in each of our twenty-four regions across the U.S.
Responsibilities
Primary:
- Collaborate on the development and implementation of a strategic plan for ADL’s planned giving effort across the country in furtherance of ADL’s annual appeal andany special fundraising campaigns;
- Identify, qualify, and build a robust planned giving pipeline from existing donors and new leads, executing tailored cultivation, solicitation, and stewardship strategies thateffectively communicate ADL's impact and inspire long-term support;
- Increase bequest commitments while diversifying and expanding revenue beyondbequests, including growth in Charitable Gift Annuities and other traditional andinnovative planned giving vehicles;
- Personally manage a portfolio of top planned giving donors and prospects;
- Solicit planned gifts through marketing efforts, prospect identification andcollaborative integrated asks with major gift officers, senior executives, andvolunteer leadership;
- Work closely with the Development team supporting donor conversations for endowed gifts and leading the Planned Giving portion of any capital or special campaign;
- Provide reporting to the ADL Foundation Board and support internal leadership inexecuting their responsibilities toward the ADL Foundation Board and to ensure the proper and timely processing of estate documentation.