Senior Director, Estates and Special Gifts

Planned Parenthood Federation of America (PPFA) and Planned Parenthood Action Fund (Action Fund) seek a strategic and results-driven Sr. Director, Estates & Special Gifts. This job reports to the National Director of Gift Planning in the Individual Giving department within Development. The Sr. Director, Estates & Special Gifts leads the team charged with three revenue streams: estates-in-probate, life income gifts, and special gifts, including endowments. The Sr. Director ensures these programs meet revenue targets, deliver excellent gift planning services to donors and estates, and fulfill regulatory and compliance requirements. Travel: 5% domestic travel.

Responsibilities

Drives revenue performance across estates-in-probate, life income gifts, and special giving; Propels the estates-in-probate team to resolve matured estates and trusts and increase the annual count of realized bequests; Partners with the National Director and Vice President to explore and assess innovative approaches; Champions a diverse and inclusive working environment and builds the team's capacity to sustain an equitable fundraising program; Applies subject matter expertise in tax law, charitable gift regulations, and administration of gift planning programs; Directs the life income gifts, endowment, and IRA special gifts programs, resolving unusual circumstances and escalating issues as needed; Steers the Federation's life income gifts program across all Planned Parenthood affiliates; Delivers timely and accurate contracts, tax forms, substantiation letters, and related documents to donors; Upholds compliance with internal deadlines and external requirements; Partners with the National Director on departmental planning, annual revenue goals, and expense budget; Collaborates with national and affiliate finance and development teams on life income gift reporting; Negotiates with vendors providing banking, accounting, legal, and software services; Leads search for and evaluation of estates-in-probate services; Works cross-divisionally to modernize reporting operations for Estates & Special Gifts; Strategizes with donors, family members, executors, attorneys, and financial institution staff as needed; Performs other duties as assigned

Requirements

BA/BS degree; 10+ years of development or equivalent client-facing experience, including a minimum of 3-5 years in Gift Planning; Direct experience closing complex life income gifts, including charitable gift annuities, trusts, pooled income funds, and real estate gifts; Strong grasp of tax laws, wills, and financial planning; Strong CRM software skills to track donor stages and goals; High proficiency in Google Suite, especially Docs and Sheets; Demonstrated experience using gift calculation software; Knowledge of diverse groups, working with a multicultural workforce, and sensitivity and appreciation to cultural differences; Interpersonal skills to successfully mentor junior staff, confidence presenting and training, and intellectual interest to advance gift planning knowledge

Nice to have

BA/BS degree with additional credentials like CAP, CFP, or JD; Experience using PG Calc products