Director - Planned Giving
Director - Planned Giving
Posted on :
07-04-2025
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1 Vacancy
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Job Description
Who We Are:
At TPL were a team of outdoor advocates who believe in connecting everyone to the outdoors. As an ethos we believe access to the outdoors is a fundamental human need and essential to our health and wellbeing. Were committed to creating more places that bring us outsideparks trails playgrounds and public landsand making them available and welcoming to everyone everywhere regardless of ZIP code. We also understand that land has meaning; it tells the story of our history. Thats why through our Black History and Culture initiativewere working to preserve sites that more fully represent the Black American experience; and were an ally and partner to Tribal and Indigenous communities working in partnership to reconnect them with their ancestral lands.
One hundred million people including 28 million children dont have nearby access to a park within ten minutes of their home. Were determined to change this outdoor equity gapand as a result nine million people and counting now have access because of our work. We have miles to go and a plan to get there. Were inclusive changemakers who believe in connecting everyone to the outdoors. We inspire by paving the way forward and strengthening our connection to nature. Join us!
For over 50 years Trust for Public Land has been working tirelessly towards our vision that every individual should have closetohome access to the benefits of nature. In todays world our landforpeople solutions are even more relevant than ever. Quality parks and natural spaces are a fundamental requirement for sustaining healthy equitable communities that are resilient and prepared for change. Parks and public lands connect us to each other and to the outdoors. As we enter our fifth decade we have much to celebrate and even more promising work to pursue. We are a vibrant organization with a new CEO and a new strategic plan that builds on our success. Join us to become part of a growing and forwardthinking team focused on growing our philanthropic partnerships to ensure healthy livable communities for generations to come.
Patricia Watson Chief Advancement Officer
Position Summary:
The Director of Planned Giving (Director) is responsible for overseeing the daytoday management of the Planned Giving staff. Reporting to the Senior Director of Planned Giving the Director oversees the marketing and stewardship functions as well as serving as the Planned Giving liaison to Legal and Finance for estates that are in administration. The Director will also hold a portfolio of major gift prospects.
Essential Functions:
The Director of Planned Giving is expected to:
50 Working with the Planned Giving Team and partner with Relationship Managers across the organization the Director will prospect for new planned giving donors as well as cultivating soliciting and confirming new planned gifts using research discovery calls meetings and other standard prospecting techniques.
25 Foster collaboration within the Planned Giving Team to develop comprehensive marketing and stewardship strategies as well as providing leadership and guidance to the Marketing & Stewardship Manager.
25 Manage the estate administration process and liaison with TPLs Legal Finance and Gift Administration Departments as well as the outside financial firm TIAA Kaspick that administers our life income programs.
Qualifications:
Compensation
Trust for Public Land is a hybrid work environment. As a fulltime exempt employee the Director of Planned Giving will be eligible for Trust for Public Lands comprehensive benefits program which includes medical dental and vision insurance three weeks of vacation annually plus ten holidays and a 403(b)retirement plan currently with an up to 7 company match. We offer competitive salaries commensurate with experience; the range for this position is $130145K annually.
Trust for Public Lands active goal is to be an inclusive and equitable place to work and build community. As the organization actively works to eliminate racial and other disparities it welcomes candidates with diverse backgrounds and/or multicultural skillsets. We are open to the possibility that a great candidate for this job may not precisely meet all the above criteria; if you believe you are the right person for this job and can persuasively make that case we encourage you to apply.
At TPL were a team of outdoor advocates who believe in connecting everyone to the outdoors. As an ethos we believe access to the outdoors is a fundamental human need and essential to our health and wellbeing. Were committed to creating more places that bring us outsideparks trails playgrounds and public landsand making them available and welcoming to everyone everywhere regardless of ZIP code. We also understand that land has meaning; it tells the story of our history. Thats why through our Black History and Culture initiativewere working to preserve sites that more fully represent the Black American experience; and were an ally and partner to Tribal and Indigenous communities working in partnership to reconnect them with their ancestral lands.
One hundred million people including 28 million children dont have nearby access to a park within ten minutes of their home. Were determined to change this outdoor equity gapand as a result nine million people and counting now have access because of our work. We have miles to go and a plan to get there. Were inclusive changemakers who believe in connecting everyone to the outdoors. We inspire by paving the way forward and strengthening our connection to nature. Join us!
For over 50 years Trust for Public Land has been working tirelessly towards our vision that every individual should have closetohome access to the benefits of nature. In todays world our landforpeople solutions are even more relevant than ever. Quality parks and natural spaces are a fundamental requirement for sustaining healthy equitable communities that are resilient and prepared for change. Parks and public lands connect us to each other and to the outdoors. As we enter our fifth decade we have much to celebrate and even more promising work to pursue. We are a vibrant organization with a new CEO and a new strategic plan that builds on our success. Join us to become part of a growing and forwardthinking team focused on growing our philanthropic partnerships to ensure healthy livable communities for generations to come.
Patricia Watson Chief Advancement Officer
Position Summary:
The Director of Planned Giving (Director) is responsible for overseeing the daytoday management of the Planned Giving staff. Reporting to the Senior Director of Planned Giving the Director oversees the marketing and stewardship functions as well as serving as the Planned Giving liaison to Legal and Finance for estates that are in administration. The Director will also hold a portfolio of major gift prospects.
Essential Functions:
The Director of Planned Giving is expected to:
- Manage the daytoday operations of a team of two (the Senior Planned Giving Advisor and the Marketing & Stewardship Manager)
- Oversee the Estate Administration process and provide support for complex matters that require a legal or technical background and experience. Ensures timely and compliant processing of all open estates acting as the liaison to Legal and Finance for matters of estate administration.
- Oversee the strategic direction and messaging of the Planned Giving Marketing Program and the Mary & Wallace Stegner Society.
- Manage a portfolio of 50 planned giving prospects at the major gifts level and serves as a liaison to Relationship Managers in Field Philanthropy.
50 Working with the Planned Giving Team and partner with Relationship Managers across the organization the Director will prospect for new planned giving donors as well as cultivating soliciting and confirming new planned gifts using research discovery calls meetings and other standard prospecting techniques.
25 Foster collaboration within the Planned Giving Team to develop comprehensive marketing and stewardship strategies as well as providing leadership and guidance to the Marketing & Stewardship Manager.
25 Manage the estate administration process and liaison with TPLs Legal Finance and Gift Administration Departments as well as the outside financial firm TIAA Kaspick that administers our life income programs.
Qualifications:
- Commitment to TPLs mission of connecting everyone to the outdoors
- Law degree or an equivalent of a minimum of 10 years experience in fundraising for a nonprofit organization; planned giving donor relations and stewardship experience preferred. Experience in law tax trusts & estates or wealth management also considered as equivalent experience.
- Experience managing professional staff
- Demonstrated track record of closing a variety of types of planned gifts
- Comprehensive knowledge of planned giving principals vehicles and best practices
- Excellent verbal and written communication skills with a donorcentric approach
- High level of attention to detail with a demonstrated track record of accuracy in work product
- Knowledge of PG Calc or Crescendo and experience presenting comparative gift illustrations and proposals to donors and their professional advisors
- Selfmotivation detail orientation follow through
- Willingness to travel
Compensation
Trust for Public Land is a hybrid work environment. As a fulltime exempt employee the Director of Planned Giving will be eligible for Trust for Public Lands comprehensive benefits program which includes medical dental and vision insurance three weeks of vacation annually plus ten holidays and a 403(b)retirement plan currently with an up to 7 company match. We offer competitive salaries commensurate with experience; the range for this position is $130145K annually.
Trust for Public Lands active goal is to be an inclusive and equitable place to work and build community. As the organization actively works to eliminate racial and other disparities it welcomes candidates with diverse backgrounds and/or multicultural skillsets. We are open to the possibility that a great candidate for this job may not precisely meet all the above criteria; if you believe you are the right person for this job and can persuasively make that case we encourage you to apply.
Required Experience:
Director
Employment Type
Remote
Company Industry
Key Skills
- Fundraising
- Management Experience
- Coaching
- Analysis Skills
- Strategic Planning
- Team Management
- Budgeting
- Leadership Experience
- Mentoring
- Public Speaking
- negotiation
- Supervising Experience
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