Director of Planned Giving, Unified Fundraising

Oct 3

League of Conservation Voters
Remote: This position is classified as “Regular Remote Work”, which means the position is not assigned to an office and can work remotely full-time.

Anticipated Start Date: ASAP

Description

Title: Director of Planned Giving, Unified Fundraising
Department: Development
Status: Exempt
Reports to: Vice President of Strategic Partnerships
Positions Reporting to this Position: None
Location: Remote
Travel Requirements: Up to 10%
Union Position: Yes
Job Classification Level: E
Salary Range (depending on experience): $92,041 - $112,441

General Description:

LCV is hiring a Director of Planned Giving, Unified Fundraising who will play a key role in implementing and growing the unified planned giving program, a pilot project whereby national LCV and its state affiliates solicit and steward our donors together. The Director of Planned Giving, Unified Fundraising will be responsible for supporting states in their planned giving fundraising, ensuring seamless collaboration between national LCV staff and state affiliate staff in the planned giving program, and ensuring affiliates have access to the resources and training they need to be successful. The Director of Planned Giving, Unified Fundraising will work closely with the LCV’s Director of Planned Giving as we build, implement, and eventually expand our planned giving partnership with states. This role will also work closely with the Senior Director of Unified Fundraising to monitor overall success of the unified program, and with the teams focused on marketing and data as we create campaigns and provide stewardship to our Legacy Society.

This position is classified as “Regular Remote Work”, which means the position is not assigned to an office and can work remotely full-time. General working conditions: Operate in a professional office or home office environment, and routinely use standard office equipment including, but not limited to, computers, phones, photocopiers, and audiovisual systems. Largely sedentary, often standing or sitting for prolonged periods. Communicates with internal and external stakeholders using electronic platforms. Applicants must be located in and legally authorized to work in the United States. Applicants must reside in the location listed above.

Responsibilities

Planned Giving Direct Solicitation

Manage a small portfolio of Planned Giving donors and prospects to solicit and steward.
Provide training and support to LCV’s Major Gifts and Annual Fund teams for Planned Giving needs including drafting language, joining donor meetings, and assisting with donor questions.
Customize and update planned giving fundraising scripts and coach on navigating planned giving conversations.

State Affiliate

Support Organize and facilitate community with state affiliates participating in the unified program, including holding regular cohort meetings and identifying learning opportunities.
Work one-on-one with each participating state to ensure success in the unified program. Hold regular meetings and provide support responding to each state’s unique needs. Review state performance metrics, troubleshoot concerns, and identify changes to strategy to meet goals.
Ensure states have the needed materials and assist with state-by-state customization as needed.
Provide support to states in closing complex gifts, bringing in LCV’s Director of Planned Giving as needed. Support state affiliates with staffing needs including making recommendations on planned giving positions and job duties and support with hiring as needed.

Unified Planned Giving Program Management

Work with states to develop and implement stewardship strategies for planned giving donors, ensuring high-level engagement across the program.
In collaboration with relationship managers, gather feedback from legacy society donors for program improvement and to integrate into marketing materials, as appropriate.
Working with the Director of Planned Giving, develop success metrics and expand reporting capabilities to track progress.
Provide status updates to executive leadership of the unified planned giving program and make recommendations for programmatic changes.
In collaboration with the LCV’s Director of Planned Giving, evaluate success of the unified vs. LCV’s broader program and industry standards, make recommendations for improvement, and plan expansion.
Regularly use LCV’s Salesforce database to update donor records, create gift pledges, and run reports. Assist in administering estate paperwork and running through the approval process.
Work with LCV’s Prospect Development team to identify planned giving prospects and understand Planned Giving modeling.
Incorporate LCV's values and commitment to racial justice and equity into all mentorship and fundraising training with national and state affiliate staff and, in accordance with our anti-racist fundraising goals, prioritize unrestricted giving whenever possible.
Travel on-site to state affiliates for personalized mentorship and meetings with donors.
Travel up to 15% of the time for in-state visits with state affiliate staff, retreats, training, and conferences, as needed.

Requirements

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. Working knowledge of estate planning and planned giving strategies and tax treatments (e.g. trusts, charitable gift annuities, and beneficiary designated gifts). Experience working across teams leading to the successful completion of collaborative projects.

Preferred – Experience leading trainings or individual coaching. Fundraising program and/or project management experience. Experience working in a federated nonprofit organization, ideally experience with collaborative fundraising in the network. Working knowledge of compliance issues and regulations related to 501(c)(3) and 501(c)(4) organizations. Direct response marketing experience.

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. An eagerness to try new things and lead new initiatives. Empathetic leader with a vision for the long-term.

Racial Justice and Equity Competencies

Demonstrated awareness of how one’s life experiences influence one’s personal attitudes, biases, and assumptions.
Demonstrated commitment to continual learning and ability to successfully deliver culturally responsive services. Commitment to equity and inclusion as organizational practice and culture.
Understands how environmental issues intersect with racism, economic and social inequality in the U.S. and has a passion for working to dismantle these systems.

Salary Range and Employee Benefits

$92,041 - $112,441

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.

How to Apply for this Job

Apply Now

About the Organization

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. Our over 2 million members, our volunteers and staff, and our more than 30 state affiliates (together, the Conservation Voter Movement) work for a more just and equitable democracy, where people—not polluters—determine our future.

This movement is an influential national network with unparalleled influence in Washington, DC, in state capitals, and in communities around the country. We are unmatched in our ability to ensure meaningful action on our key issues. We aim to bring people and communities together across racial, geographic, political, religious, economic and other differences toward collective goals instead of dividing us from one another.

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