The Director of Estate Planning will lead HRC’s efforts to grow and expand HRC’s planned giving program. This position is responsible for overall management of the program and for establishing short and long-term goals, strategies and initiatives for the program. The Director will provide overall direction and strategic management of the program in consultation with the Vice President of Development.
Identify, research, contact, cultivate, solicit and steward current and prospective planned giving donors to increase individual planned gifts as well as growing the overall donor base and prospect pool. In conjunction with the Planned Giving Officer, track and coordinate moves management for current and prospective planned giving donors.
Develop and implement short and long-term strategies to secure planned gifts, such as gifts by will or trust, retirement funds, payable on death accounts, life insurance and life income gifts. This will include a comprehensive marketing, lead-generation and stewardship plan for purposes of promoting planned giving internally and externally, including the cultivation and stewardship of current and prospective planned giving donors to ensure that they are engaged and active in HRC’s mission.
Work closely with donors and their professional advisors to structure planned gifts appropriately. Prepare timely and complete gift proposals and illustrations, transfer documents, bequest language and other gift agreements to secure planned gifts.
Collect, conserve, administer, and distribute all the realized planned gifts to HRC. Work directly with executors, trustees, and other fiduciary/financial custodians, as well as the HRC General Counsel and Finance Department, to receive the full value of planned gifts in a timely and efficient manner and ensure against mismanagement and waste.
Monitor the receipt of all non-cash gifts to HRC and provide staff support to the Gift Acceptance Committee to assess the acceptability of such property offered as a gift to HRC.
Work cross-organizationally to implement effective fundraising strategies for planned giving, including strategic coordination with Communications & Marketing, Membership & Online Strategy, Data & Analytics and Major Gifts teams.
Manage at least one employee including, when applicable, interviewing, hiring, conducting performance reviews, coaching, motivating, and disciplining employees.
Serve as a resource to all development teams, including major gifts and other annual giving teams regarding all aspects related to planned giving.
Provide leadership in the area of developing appropriate systems and processes for managing the program.
Develop and manage budgets for the planned giving program.
Prepare and implement a plan of action on an annual basis. Report to the Vice President of Development regarding progress toward goals, successes, problems, etc. At all times participate in decisions regarding the administrative and programmatic aspects of the planned giving program.
Other duties as assigned.
A Bachelor’s degree or equivalent work experience required.
An advanced degree, such as a JD, and/or relevant professional certifications is preferred due to complexity of planned giving field and related laws.
At least 7-10 years of related experience as a gift or estate planning professional, which includes outright gifts and revocable and irrevocable deferred giving vehicles. Nonprofit experience is strongly preferred.
Broad and thorough knowledge of the legal, tax and procedural aspects of estate planning, estate administration, probate, fiduciary duties and accounting required.
Ability to interact professionally and effectively with donors, corporate and individual fiduciaries, attorneys, accountants, financial custodians, surviving family members, and key internal partners within HRC.
Exceptional ability to establish and maintain rapport with donors.
Ability to manage confidential information with discretion and tact.
Ability to work collegially and collaboratively in a team setting with exceptional work ethic and track record of personal initiative.
Experience in budget development and management.
Must be highly organized, detail-oriented and able to handle multiple projects simultaneously in a fast-paced environment.
Must have excellent writing skills and strong verbal communication skills.
Strong skills with Microsoft Office applications (Word, Excel, and PowerPoint) and Google Apps (Gmail, Google Docs and Drive).
Flexibility with work schedule; this position does require occasional evening and weekend work.
Willingness and ability to travel to meet with donors, prospects and participate in occasional HRC events around the country.
Must have and maintain a valid driver’s license.
Strong interest in and knowledge of the rapidly changing LGBTQ equality movement.
All positions at the Human Rights Campaign may require travel on a regular basis or periodically. Where the need arises for business travel, appropriate compensation as outlined by the Fair Labor Standards Act will apply.
The Human Rights Campaign is America’s largest civil rights organization working to achieve gay, lesbian, bisexual and transgender equality. By inspiring and engaging all Americans, HRC strives to end discrimination against GLBT citizens and realize a nation that achieves fundamental fairness and equality for all.