Manager, Planned Giving

Job not on LinkedIn

🔥 17 minutes ago

🏛️ District of Columbia, Washington – Remote

🏛️ District of Columbia – Remote ☕ Washington – Remote

💵 $85k - $95k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

👔 Manager

👻 Ghost score 0%

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League of Women Voters

WebsiteLinkedInAll Job Openings

11 - 50 employees

👥 B2C

🤝 Non-profit

🏛️ Government

B2C • Non-profit • Government

League of Women Voters is an organization focused on encouraging informed and active participation in government. Their mission includes increasing understanding of major public policy issues and influencing public policy through education and advocacy. The organization envisions a democracy where every person is empowered to participate confidently and believes in the power of women to enhance democratic processes.

📋 Description

• Develop, implement, and evaluate a comprehensive planned giving strategy • Establish annual goals, performance metrics, and growth objectives for the planned giving program • Identify opportunities to strengthen and expand the legacy giving pipeline • Serve as the League's primary resource on planned giving opportunities, trends, best practices, and donor engagement strategies • Manage a portfolio of planned giving donors, prospects, and individuals interested in including the League in their estate plans • Develop and execute individualized cultivation, solicitation, and stewardship strategies • Build relationships with supporters through virtual meetings, telephone outreach, written communications, event participation, and in-person visits • Facilitate conversations regarding bequests, beneficiary designations, retirement assets, life insurance policies, donor-advised fund succession planning, and other planned giving vehicles • Lead the administration, stewardship, and growth of the League’s Legacy Circle program • Develop and manage planned giving content for digital platforms, email, newsletters, direct mail, social media, and the website • Create educational materials, donor stories, impact reports, and other legacy giving resources • Manage external vendors, consultants, and planned giving marketing platforms • Maintain records of planned gift expectancies, documented commitments, realized gifts, and donor communications • Coordinate with Finance, Development Operations, Advancement, Communications, and external partners on gift administration and fundraising strategies • Support administration of realized bequests and other planned gift distributions • Develop procedures, documentation standards, and workflows for planned giving activities • Use CRM systems and reporting tools to track donor engagement and planned gift activity • Analyze donor and program data and prepare 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 • Five or more years of experience in planned giving, major gifts, development, donor relations, philanthropy, or a related fundraising discipline • Demonstrated success building and managing donor relationships and stewardship programs • Knowledge of charitable gift planning vehicles, including bequests, beneficiary designations, retirement assets, life insurance gifts, and donor-advised fund succession planning • Experience developing and implementing fundraising, donor engagement, or stewardship strategies • Experience with CRM systems, donor databases, and fundraising reporting tools • Strong project management and organizational skills with exceptional attention to detail • Excellent written, verbal, and interpersonal communication skills • Ability to handle confidential donor information with discretion and sound judgment • Commitment to the mission, values, and nonpartisan principles of the League of Women Voters • Professional certification such as CFRE, CAP®, CGPP, or related fundraising credential preferred • Experience with planned giving marketing platforms such as Stelter and FreeWill preferred • Experience working in a national nonprofit, civic engagement, advocacy, membership-based, or mission-driven organization preferred • Experience engaging high-capacity donors and managing complex philanthropic relationships preferred • Familiarity with donor-centered and inclusive fundraising practices preferred • Occasional domestic travel, up to approximately 20%, may be required

🏖️ Benefits

• Primarily remote work environment • Occasional domestic travel, up to approximately 20% • Virtual and in-person donor engagement opportunities • Reasonable accommodation for individuals with disabilities • Equal opportunity and commitment to a diverse, equitable, inclusive, and accessible workplace