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Director of Planned Giving

United States, United States
Who We Are

Trust for Public Land (TPL) is the leader of a movement to connect everyone in America to the outdoors. A national nonprofit, TPL partners with communities to create high-quality parks and protect public lands—especially in communities that need them most—to improve public health, create social cohesion, strengthen historic and cultural connection to place, and increase climate resilience. Since 1972, TPL has protected more than 4 million acres of public land, created more than 5,500 parks, trails, schoolyards, and iconic outdoor places, generated over $112 billion in public funding for parks and public lands, and connected nearly 10 million people to the outdoors. To learn more, visit www.tpl.org

“For over 50 years, Trust for Public Land has been working tirelessly towards our vision that every individual should have close-to-home access to the benefits of nature. In today’s world, our land-for-people solutions are even more relevant than ever. Quality parks and natural spaces are a fundamental requirement for sustaining healthy, equitable communities that are resilient and prepared for change. Parks and public lands connect us to each other and to the outdoors. As we enter our fifth decade, we have much to celebrate and even more promising work to pursue. We are a vibrant organization with a new CEO and a new strategic plan that builds on our success. Join us to become part of a growing and forward-thinking team focused on growing our philanthropic partnerships to ensure healthy, livable communities for generations to come.”
- Patricia Watson, Chief Advancement Officer

Position Summary:

The Director of Planned Giving is responsible for overseeing the day-to-day management of the Planned Giving staff. Reporting to the Associate Vice President of Planned Giving, the Director oversees the marketing and stewardship functions, as well as serving as the Planned Giving liaison to Legal and Finance for estates that are in administration. The Director will also hold a portfolio of major gift prospects.

Essential Functions:

The Director of Planned Giving is expected to:
  • Manage the day-to-day operations of a team of two (the Estate & Planned Giving Manager  and the Marketing & Stewardship Manager)
  • Oversee the Estate Administration process and provide support for complex matters that require legal or technical background and experience.
  • Ensures timely and compliant processing of all open estates, acting as the liaison to Legal and Finance for matters of estate administration.
  • Oversee the strategic direction and messaging of the Planned Giving Marketing Program and stewardship of 1,000+ members in the Mary & Wallace Stegner Society.
  • Manage a portfolio of 50 planned giving prospects at the major gift level and serve as a liaison to Relationship Managers in Field Philanthropy.
 
50%   Working with the Planned Giving Team and partnering with Relationship Managers across the organization, the Director will prospect for new planned giving donors, as well as cultivating, soliciting and confirming new planned gifts, using research, discovery calls, meetings, and other standard prospecting techniques.

25% Foster collaboration within the Planned Giving Team and with the Marketing & Communications Department and Donor Relations Team to develop comprehensive marketing and stewardship strategies as well as providing leadership and guidance to the Marketing & Stewardship Manager.
 
25% Manage the estate administration process and liaison with TPL’s Legal, Finance, and Gift Administration Departments as well as the outside financial firm, TIAA Kaspick, that administers our life income programs.

Qualifications:
  • Strong commitment to TPL’s shared values (Belonging, Creativity, Collaboration, Impact, and Hope) to effectively work across the organization.
  • Law degree or an equivalent of a minimum of 10 years’ experience in fundraising for a nonprofit organization; planned giving, marketing and stewardship experience required. Experience in law, tax, trusts & estates or wealth management also considered as equivalent experience.
  • Experience managing professional staff
  • Demonstrated track record of closing a variety of types of planned gifts
  • Comprehensive knowledge of planned giving principals, vehicles, and best practices
  • Excellent verbal and written communication skills with a donor-centric approach
  • High level of attention to detail with a demonstrated track record of accuracy in work product
  • Knowledge of PG Calc or Crescendo and experience presenting comparative gift illustrations and proposals to donors and their professional advisors
  • Self-motivation, detail orientation, follow through
  • Willingness to travel

Compensation:
Trust for Public Land is a hybrid work environment, and this role will ideally be located near a Trust for Public Land office (www.tpl.org/offices ). As a full-time employee, you will be eligible for the Trust for Public Land’s comprehensive benefits program which includes medical, dental, and vision insurance, vacation and sick pay plus holidays, a year end office closure, and a 403(b)-retirement plan, currently with up to a 7% company match. We offer competitive salaries commensurate with experience; the anticipated hiring range for this position is $145,000 - $155,000 annually.

Trust for Public Land’s active goal is to be an inclusive and equitable place to work and build community. As the organization actively works to eliminate racial and other disparities it welcomes candidates with diverse backgrounds and/or multicultural skillsets. We are open to the possibility that a great candidate for this job may not precisely meet all the above criteria; if you believe you are the right person for this job and can persuasively make that case, we encourage you to apply.

 
www.tpl.org/careers

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