JOB SUMMARY The Department of Philanthropic Planning increases support to the National Trust for Historic Preservation by meeting a donor’s personal planning goals, by helping a donor reinforce and pass his or her values to future generations, and by creating meaningful legacies for a donor, his or her family, and for the National Trust. Philanthropic planning, and thus the department’s work, combines charitable, estate, and financial plans that are tax efficient and values based, enabling donors to realize their philanthropic visions. Department members are catalysts and encourage and facilitate gifts that have the involvement of gift officers, professional advisors, philanthropic planning, and donors with charitable intent. The department’s goals and its work are donor centric, and help provide integrated solutions to meeting NTHP’s and the donors’ and their families’ needs.
Reporting to the Senior Director, the Associate Director provides internal expertise and management of the program, while also serving as a member of the organization’s front-line fundraising team.
DUTIES • Direct marketing efforts by supervising web performance, design, content, quarterly newsletters, direct mail, and brochures. Collaborate with Marketing colleagues to expand impact of the philanthropic planning web site as an effective marketing tool. • Collaborate with Research and Data analytics team to identify and reach targeted prospective donors, including matching gift vehicles, values, and life situations best through segmentation of the National Trust’s membership • Develop collateral materials and maintain an inventory of stories and themes used to assure and proportionally align marketing efforts with likely response from audiences. • Prepare philanthropic planning proposals, documents, closing, asset transfers and their ongoing administration, often in collaboration with colleagues in Legal and Finance. • Work with Membership to implement and execute strategies for moving prospective philanthropic planning donors to higher levels of support—in regular, more thoughtful, and longer term giving patterns and levels. • Manage prospective donor pipeline and develop accurate forecasts of planned giving results • Provide follow-up to prospective donor inquiries in writing, by phone and email, and through personal visits. Maintain an active travel schedule as needed. • Prepare, or assist in the preparation of, needed reports, routine and one-time, including: o Provide Finance and Accounting with all needed documentation to assure compliance with audit requirements and to ensure proper gift valuations. o Maintain information about and regularly report on gifts generated through philanthropic planning, by type and by structure, including expectancies of bequests and trusts, valuation of gift annuities, non-cash gifts (real estate, artwork and collectibles, intangible assets such as patents, trademarks, copyrights and other intellectual property), hedge fund interests, venture capital funds, closely held stock/business interests, cash and marketable securities and the known or anticipated maturities of all gifts generated through philanthropic planning from which the Trust will benefit. Interface as needed to produce timely and accurate information with the asset management company, insurance companies, trustees of trusts owned and managed outside the Trust but for which the Trust is a beneficiary, for contributions receivable according to audit requirements to ensure proper valuation of gifts and year-end value. Monitor performance of charitable annuities with asset management company. o Provide monthly reports to Finance of gift revenue for all gifts generated through philanthropic planning—received and committed. o Monitor the department’s budget and report expenses accordingly.
• Help position Planned Giving as a core program of the philanthropy division and increase its visibility to effectively engage with a larger, broader and more culturally diverse audience. • Continually enhance skills related to use of rapidly changing technology and communications best practices. • Provide training and encouragement to the Trust’s constituencies, such as staff, the professional advisor network, prospective donors, and others interested in philanthropic planning. • Other duties as assigned.
QUALIFICATIONS • Minimum of 8 years overall experience, including substantive development experience or comparable combination of development and related, specialized experience (estate law, wealth management, etc). • Track record of helping to secure gifts with an established philanthropic planning program, • Experience marketing and managing logistics of running related programs.. Strong familiarity with the full range of planned giving instruments. Demonstrated competency with planned giving software. • Experience with budgeting, coordinating the work of professionals and helping lead teams to generate high quality results. • Experience managing large, cross-functional projects and teams, preferably within a national level non-profit setting. • Advanced analytical skills, problem solving (issue identification and prioritization) skills, communication and presentation skills are essential for this role. • Advanced project-management and client-management skills. Ability to achieve results with general supervision. • Experience successfully managing key internal and external stakeholders and relationships. • Proven ability to collaborate across divisions to implement processes and achieve results. Track record of building and maintaining productive relationships with multiple stakeholders. • Ability to prioritize, multi-task efficiently and respond to a high volume of ongoing requests in a timely fashion. • Proven ability to continually develop skills and products (marketing and educational) related to the use of rapidly changing legal, technological and communications changes and best practices. • Effective presentation skills. Excellent verbal and written communication skills. • Entrepreneurial spirit and skill set essential. • Ability to adapt and be flexible in a dynamic work environment • Demonstrated success in marketing to and engaging culturally diverse audiences and partners. • Ability to travel. • Bachelor’s degree (or equivalent years of experience) required. JD or equivalent experience desired.
HOW TO APPLY
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The National Trust is a private, nonprofit membership organization dedicated to protecting our nation’s irreplaceable heritage. With more than a quarter million members nationwide, it provides leadership, education and advocacy to save America’s diverse historic places and revitalize communities. It has six regional offices and 23 historic sites and works with thousands of local community groups i...n all 50 states. The National Trust offers excellent benefits, including over 3 weeks vacation per year, pension and investment plans and an affordable, flexible health care package. Located in the heart of one of DC’s most historic NW neighborhoods, our Washington Office is just 2 blocks from the Dupont Circle metro station.