Director of Planned Giving
The Trust for Public Land
USA near any TPL office location
Anticipated Start Date: 6/1/26
Description
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.
Responsibilities
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.
Requirements
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
Salary Range and Employee Benefits
Trust for Public Land is a hybrid work environment, and this role will ideally be located near a Trust for Public Land office.
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.
How to Apply for this Job
About the Organization
The Trust for Public Land creates parks and protects land for people, ensuring healthy, livable communities for generations to come.
WOC is not responsible for the content of job postings.