Manager, Planned Giving

League of Women Voters of the US•Washington, DC

3d•$85,000 - $95,000•Remote

About The Position

The Manager, Planned Giving leads the League of Women Voters' planned giving and legacy philanthropy program. The role develops, implements, and evaluates a comprehensive program to cultivate, solicit, steward, and retain planned giving donors, increase documented legacy commitments, and support sustainable philanthropy for the organization's mission. As the primary staff lead and internal subject matter expert on charitable gift planning, the manager establishes program goals and measures, manages a portfolio of prospects and Legacy Circle members, and advises colleagues on planned giving opportunities and practices. The position builds donor relationships, oversees Legacy Circle administration and stewardship, develops donor-centered marketing and communications, and coordinates gift administration with Advancement, Finance, Communications, Development Operations, and external partners. It maintains accurate and confidential planned-gift records, monitors performance and donor data, and prepares reports for leadership and the Board. The position is primarily remote, involves prolonged computer work and virtual meetings, and may require occasional domestic travel of up to approximately 20% for donor visits, events, conferences, and stewardship activities.

Requirements

Bachelor's degree or an equivalent combination of education and relevant professional experience.
Five or more years of experience in planned giving, major gifts, development, donor relations, philanthropy, or a related fundraising discipline.
Demonstrated success building and managing donor relationships and stewardship programs.
Knowledge of charitable gift planning vehicles, including bequests, beneficiary designations, retirement assets, life insurance gifts, and donor-advised fund succession planning.
Experience developing and implementing fundraising, donor engagement, or stewardship strategies.
Strong project management and organizational skills with exceptional attention to detail.
Excellent written, verbal, and interpersonal communication skills.
Experience working with CRM systems, donor databases, and fundraising reporting tools.
Ability to handle confidential donor information with discretion and sound judgment.
Commitment to the mission, values, and nonpartisan principles of the League of Women Voters.

Nice To Haves

Professional certification such as CFRE, CAP®, CGPP, or a related fundraising credential.
Experience with planned giving marketing platforms such as Stelter or FreeWill, estate planning tools, and legacy giving campaigns.
Experience working in a national nonprofit, civic engagement, advocacy, membership-based, or mission-driven organization.
Experience engaging high-capacity donors and managing complex philanthropic relationships.
Familiarity with donor-centered and inclusive fundraising practices.

Responsibilities

Develop, implement, and evaluate a comprehensive planned giving strategy that advances long-term revenue goals and increases documented legacy commitments.
Serve as the League's primary resource on planned giving opportunities, trends, best practices, and donor engagement strategies.
Establish annual goals, performance metrics, and growth objectives, and monitor progress.
Identify opportunities to strengthen the legacy giving pipeline through donor qualification, cultivation, and stewardship.
Maintain current knowledge of charitable gift planning, philanthropy, tax-law considerations, and industry best practices.
Collaborate with Advancement colleagues on giving strategies that incorporate planned gifts for current donors and prospects.
Manage a portfolio of planned giving donors, prospects, and individuals interested in including the League in their estate plans.
Develop and execute individualized cultivation, solicitation, and stewardship strategies to deepen engagement and secure documented commitments.
Build supporter relationships through virtual meetings, telephone outreach, written communications, events, and in-person visits as appropriate.
Facilitate conversations about charitable bequests, beneficiary designations, retirement assets, life insurance policies, donor-advised fund succession planning, and other planned giving vehicles.
Provide timely stewardship, recognition, and acknowledgment to planned giving donors and prospects.
Lead the administration, stewardship, and growth of the League's Legacy Circle program, including strategies to increase membership, engagement, and retention.
Design recognition and stewardship opportunities and partner with Advancement colleagues and event staff on virtual and in-person activities.
Maintain accurate and confidential records of Legacy Circle membership and documented gift intentions.
Partner with Advancement and Communications colleagues on integrated planned giving marketing strategies and campaigns.
Develop and manage planned giving content for digital platforms, email, newsletters, direct mail, social media, and the organization's website.
Create educational materials, donor stories, impact reports, and other resources to increase awareness of legacy giving.
Manage relationships with external vendors, consultants, and planned giving marketing platforms.
Evaluate campaign performance and recommend ways to increase donor engagement, inquiries, and documented commitments.
Maintain accurate records of planned gift expectancies, documented commitments, realized gifts, and donor communications.
Develop relationships with estate attorneys, financial advisors, and other decision-makers to support timely gift administration.
Coordinate with Finance, Development Operations, and Advancement to ensure proper recording, acknowledgment, and stewardship of planned gifts.
Support administration of realized bequests and other planned gift distributions.
Develop and maintain procedures, documentation standards, and workflows for planned giving activities.
Handle donor information confidentially and in accordance with organizational policies and applicable regulations.
Use CRM systems and reporting tools to track donor engagement, stewardship, planned gift commitments, and realized gifts.
Analyze donor and program data, prepare reports, dashboards, and presentations for Advancement leadership, executive leadership, and the Board, and recommend program improvements.
Collaborate across Advancement, Communications, Finance, Development Operations, and external partners on integrated fundraising strategies.
Contribute to organization-wide fundraising initiatives and campaigns as needed, and support a collaborative, innovative, accountable, donor-centered Advancement culture.