Director of Planned Giving

Title: Director
of Planned Giving
Department: Development
Status: Exempt
Reports To: Vice President, Strategic
Partnerships
Positions Reporting To This
Position: None
Location: Washington, DC, New York, San
Francisco, Seattle, Denver, or Boston preferred, but other
locations considered (the employee may decide whether to work
remotely and/or from an LCV office)
Travel Requirements: Up to 10%
Union Position: Yes
Job Classification Level: E
Salary Range (depending on
experience): $90,236 – $110,236

General Description:

LCV believes our earth is worth fighting for because everyone
has a right to clean air, water, and a safe, healthy community. To
ensure those rights are protected, we help people use their power
to shape policy, hold politicians and polluters accountable, and
influence elections.

For more than 50 years, LCV has grown into a potent political
force for protecting our planet and everyone who inhabits it. We
have built a powerful national movement with 30+ state affiliates,
and grassroots and community organizing programs across the
country.

LCV is hiring a Director of Planned Giving who will be
responsible for growing and managing the Legacy Society, our
planned giving program, to help meet our strategic plan fundraising
goals. The Director of Planned Giving drives strategy to grow the
Legacy Society and meet revenue goals to benefit LCV and its sister
organization, LCV Education Fund. Additionally, through a new
collaborative program, Unified Fundraising, the Director will help
develop a pilot program to integrate LCV’s planned giving program
with those of 7-10 state affiliates across the Conservation Voter
Movement (CVM). 

The Director of Planned Giving shapes and grows a model for a
planned giving program that ensures the longevity of the
organizations and supports future programs and strategy. The
Director of Planned Giving, in coordination with the Vice President
of Development Marketing and Engagement, manages the marketing
outreach program to quickly scale up the Legacy Society. This
position will also work closely with the Senior Director of Unified
Fundraising to develop the new pilot program and Major Gifts Team
to provide planned giving resources and training and directly
engage donors, as needed. They will manage their own portfolio of
current and prospective planned giving donors and provide
personalized stewardship throughout the year.

Responsibilities:
Direct
Fundraising

• Secure new bequest intentions for LCV and LCV Education
  Fund.
• Manage the LCV and LCV Education Fund Legacy Society, ensuring
  appropriate stewardship with existing planned gift donors and
  building the reputation of the Society.
• Respond to inquiries by prospective donors in a timely manner.
  Address donor questions and concerns about planned giving.
• Arrange virtual and in-person visits with donors and prospects
  throughout the country to solicit new gifts, reconfirm commitments,
  and provide stewardship and other engagement.
• Upon notification of gift or future gift intention, ensure
  donors are thanked. Record donor information and update records as
  needed in the appropriate database.
• Expand portfolio of prospective donors to include more people
  of color; broaden our current methods of identifying, cultivating
  and soliciting such donors.
• Educate our current and prospective donors about LCV and LCV
  Education Fund’s programs, including how we are elevating racial
  justice and equity in the work that we do.

Planning, Strategy and Management

• Work with LCV’s State Capacity Building Team and State
  Affiliate Development staff to build, grow, and maintain a Unified
  Fundraising strategy around planned giving. Partner in launching
  the pilot program around Unified Fundraising for planned
  giving.
• Work closely with the major gifts team in the cultivation,
  solicitation, and stewardship of planned giving prospects and
  current Legacy Society members. Lead planned giving trainings and
  provide planned giving updates on a regular basis. 
• Work with the Development Marketing Team to generate new
  physical and digital marketing materials to distribute to prospects
  and donors and ensure planned giving content on the LCV website
  reflects best practices. Manage and build out a Planned Giving
  Resource Library and various planned giving marketing campaigns.
  Help guide marketing strategy for the program.
• Lead strategy with the marketing team Development Marketing
  Team and to craft email and direct mail campaigns that generate new
  Legacy Society members.
• Manage day-to-day relationships with vendors who work with the
  planned giving program.
• Execute and assist with administrative duties related to
  planned giving program which may include contract approvals, data
  entry, and other record keeping.
• Travel up to 10% of the time for in-state visits with state
  affiliate staff, retreats, training, and conferences, as
  needed.
• Perform other duties as assigned.

Qualifications:

• Work
  Experience: Required –
  5+ years of experience in fundraising, including a successful track
  record of personally meeting with donors and closing gifts.
  Experience directly qualifying, cultivating, and soliciting planned
  giving prospects, including developing solicitation strategy from
  identification through stewardship. Experience managing a planned
  giving program or large portfolio. Preferred –
  Issue advocacy, organizing and/or political fundraising experience.
  Working knowledge of compliance issues and regulations related to
  501(c)(3) and 501(c)(4) organizations. Working knowledge of estate
  planning and planned giving strategies and tax treatments (e.g.
  trusts, charitable gift annuities, beneficiary designated gifts and
  life insurance). Direct response marketing experience. Experience
  working within an affiliated organizational network, ideally
  experience with collaborative fundraising in the network.
  Experience working across teams.
• Skills: Excellent
  interpersonal, written and verbal communication skills;
  self-motivated; exhibits strong judgment; and able to work
  independently and as part of a team. Ability to work with different
  stakeholders to achieve shared goals. . Must be creative,
  innovative, diplomatic, proactive, disciplined, and able to think
  strategically. An active and curious listener with a knack for
  building relationships and the ability to speak with authority as
  an organizational representative. Well organized and
  detail-oriented. Systems oriented with basic database skills.
  Politically savvy, with a great sense of humor and an eagerness to
  try new things and lead new initiatives. 
• Racial Justice and Equity
  Competencies: Demonstrated awareness
  of personal attitudes, biases and assumptions with an ability to
  successfully deliver culturally responsive services. A commitment
  to the complex understanding of racial justice and the urgency of
  confronting institutional racism and inequity within philanthropy.
  Commitment to equity and inclusion as organizational practice and
  culture. Awareness of systemic racism and knowledge of
  environmental issues impacting communities of color.
• Working Conditions: This
  job operates in a professional office environment, and routinely
  uses standard office equipment such as computers, phones,
  photocopiers, and audiovisual systems. This position is largely
  sedentary, often standing or sitting for prolonged periods. The
  person in this position frequently communicates with major donors
  and must be able to exchange accurate information. Applicants need
  to be located in and legally authorized to work in the United
  States. 

LCV offers a comprehensive and competitive benefits package that
includes vacation, sick and parental leave, personal days, paid
holidays, health insurance (two plan options for staff to choose
from), dental and vision insurance, life and disability insurance
(short- and long-term), Flexible Spending Account, 401(k)
retirement plan with company matching contribution, commuter
benefits program, sabbatical, and student loan assistance.

To
Apply: Send cover letter and resume
to [email protected] with
“Director of Planned Giving” in the subject line
by May 27, 2024. No phone calls
please. 

LCV is an Equal Opportunity Employer committed to a
racially just, equitable and inclusive workplace. All qualified
applicants will receive consideration for employment without regard
to race, color, religion, sex, disability, age, sexual orientation,
gender identity, national origin, veteran status, or genetic
information, or any other protected status. LCV is committed to
providing access, equal opportunity and reasonable accommodation
for individuals with disabilities in employment, its services,
programs, and activities. If you
require reasonable accommodation in completing this application,
interviewing, completing any pre-employment testing, or otherwise
participating in the employee selection process, please
contact [email protected].