Manager, Planned Giving

League of Women Voters of the United States•Washington, DC

17h•$85,000 - $95,000•Remote

About The Position

The Manager, Planned Giving leads the League of Women Voters’ planned giving and legacy philanthropy program, developing strategies to encourage long-term investments in the League’s mission and strengthen sustainable philanthropic support. As the primary staff lead for planned giving, this role designs, implements, and evaluates a comprehensive program to cultivate, solicit, steward, and retain planned giving donors. The manager oversees a portfolio of prospects and Legacy Circle members, leads donor-centered marketing and stewardship initiatives, and collaborates with Advancement, Finance, Communications, Development Operations, and external partners on gift administration and donor engagement. The position is the organization’s internal subject matter expert on charitable gift planning and works to increase documented planned gift commitments while building meaningful supporter relationships. The role leads planned giving strategy and program operations, manages donor cultivation and stewardship, and grows the Legacy Circle. It also develops marketing and communications, maintains gift records and procedures, supports realized gift administration, and uses CRM and reporting tools to assess program activity and outcomes. The position contributes to integrated fundraising initiatives and supports a collaborative, accountable, donor-centered Advancement culture. The position is primarily performed remotely and involves prolonged computer work, virtual meetings, and communication by telephone and email. Occasional domestic travel, up to approximately 20%, may be required for donor visits, League events, conferences, and stewardship activities. The annual salary range is $85,000–$95,000.

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.
Competencies in relationship building, strategic thinking, communication, project and program management, collaboration, and equity and inclusion.

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 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 aligned with long-term revenue goals and the League’s strategic priorities.
Set annual program goals, performance metrics, and growth objectives; monitor progress and recommend improvements.
Serve as the League’s primary internal resource on planned giving opportunities, trends, best practices, and donor engagement strategies.
Manage a portfolio of planned giving donors, prospects, and individuals interested in including the League in their estate plans.
Develop and execute individualized donor cultivation, solicitation, and stewardship strategies to deepen engagement and secure documented planned gift commitments.
Build donor relationships through virtual meetings, telephone outreach, written communications, event participation, and in-person visits as appropriate.
Discuss charitable bequests, beneficiary designations, retirement assets, life insurance policies, donor-advised fund succession planning, and other planned giving vehicles with supporters.
Lead the administration, stewardship, and growth of the Legacy Circle, including strategies to increase membership, engagement, and retention.
Create recognition and stewardship opportunities and partner with colleagues and event staff on virtual and in-person donor activities.
Maintain accurate and confidential records of Legacy Circle membership and documented gift intentions.
Partner with Advancement and Communications 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 website; create educational materials, donor stories, and impact reports.
Manage relationships with external vendors, consultants, and planned giving marketing platforms; evaluate campaign results and recommend improvements.
Maintain 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 on recording, acknowledgment, and stewardship of planned gifts; support administration of realized bequests and other distributions.
Develop and maintain procedures, documentation standards, and workflows for planned giving activities, while protecting donor confidentiality and following applicable policies and regulations.
Use CRM systems and reporting tools to track donor engagement, stewardship, commitments, and realized gifts; analyze data and identify trends and growth opportunities.
Prepare reports, dashboards, and presentations for Advancement leadership, executive leadership, and the Board of Directors.
Collaborate with internal teams and external partners on integrated fundraising strategies, contribute to organization-wide fundraising initiatives as needed, and support a collaborative, innovative, accountable, donor-centered culture.