Deputy Director, Gift Planning Administration

ACLU - National Office•New York, NY

3h•$188,816•Hybrid

About The Position

The ACLU seeks a full-time position of Deputy Director of Gift Planning Administration in the Development Department of the ACLU’s National office in New York, NY. This is a hybrid role that has in-office requirements of two (2) days per week or eight (8) days per month. The ACLU’s passionate community of donors and activists is stronger than ever. The mission of the ACLU’s Development Department is to unlock the full potential of donors and the ACLU as partners in the creation of a more perfect union. We pursue our mission by building long-term donor relationships and organizational partnerships, by demonstrating impact in response to threats, by taking interest in our donors and facilitating personal action, by being accountable stewards of their funds, and by asking donors to consider giving the ACLU their full support. Reporting to the Senior Director of Nationwide Leadership and Planned Gifts, the Deputy Director of Gift Planning Administration is responsible for using their knowledge of estate planning and administration, as well as the administration of life income gifts, to manage the organization’s fiduciary, compliance, due diligence and management responsibilities with regard to charitable life income gifts and bequests received from trusts and estates.

Requirements

J.D. strongly preferred alongside significant experience leading trust and estate administration, mediation, and litigation
Ability to lead and supervise a team
Strong interpersonal skills including ability to positively influence and persuade, and to use listening, diplomacy, and tact to build relationships
Strong communication skills, including the ability to summarize complex issues, verbally and in writing, for attorneys and non-attorneys
Ability to apply sound judgement and to maintain donor confidentiality
Ability to focus on procedural details, facts and figures
Ability to exercise flexibility and patience
Interest in tax, financial and estate planning issues

Nice To Haves

Ability to negotiate complex, high profile or sensitive agreements preferred
Experience with evolving trends in charitable giving preferred
Familiarity with fundraising databases preferred
Experience working at complex national or international nonprofits preferred

Responsibilities

Lead a team currently consisting of a Manager and two Coordinators. Oversee the operations of the Gift Administration team, which includes monitoring the administration of trusts and estates in which the ACLU has an interest. Oversee due diligence, including examining fees, taxes and other costs that appear in accountings and other financial reports.
Oversee management of a charitable gift annuity fund, charitable remainder trusts, and pooled income fund, including regulatory compliance, oversight of outside administrator, and compliance with board-approved investment guidelines. Oversee operational issues such as deceased annuitants, quarterly payments by check and direct deposit.
As needed on a case-by-case basis, apply knowledge of trusts and estates, critical thinking, and creative problem solving to protect the organization’s financial interests by developing strategies to resolve estate disputes. Retain and manage oversight of outside counsel representing the ACLU in litigation.
Serve as main point of contact to coordinate litigation with ACLU’s General Counsel’s office and ACLU affiliates. Serve as a representative of the ACLU to outside parties.
Fulfill fiduciary responsibilities of ACLU Foundation for various charitable remainder trusts including oversight of outside administrator, trust investments, payments and communication with donors and beneficiaries.
Manage data, reporting, and systems. Ensure that stakeholders have access to relevant information about received and projected revenue.
Oversee administrative processes and workflows, including process improvement and streamlining.
Liaise with Revenue Operations, Finance Department, General Counsel’s office, ACLU affiliates, and other internal stakeholders.
Undertake special projects within the Development Department, as needed

Benefits

Time away to focus on the things that matter with a generous paid time-off policy
Focus on your well-being with comprehensive healthcare benefits (including medical, dental and vision coverage, parental leave, gender affirming care & fertility treatment)
Plan for your retirement with 401k plan and employer match
We support employee growth and development through annual professional development funds, internal professional development programs and workshops

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