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About the Role

The Sr. Director, Estates & Special Gifts leads the team responsible for estates-in-probate, life income gifts, and special gifts, including endowments. This role ensures these programs meet revenue targets, provide excellent gift planning services, and comply with all regulatory requirements.

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 expediently.
Partners with leadership to explore and assess innovative approaches.
Champions a diverse and inclusive working environment and builds team capacity for an equitable fundraising program.
Applies subject matter expertise in tax law, charitable gifts regulations, and administration of estates, life income gifts, and special gifts programs.
Directs 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, delivering expert services and economies of scale across all Planned Parenthood affiliates.
Delivers timely and accurate contracts, tax forms, substantiation letters, and related documents to donors.
Equips pooled income fund, charitable trust, and endowment participants with necessary reporting.
Upholds compliance across internal deadlines and external requirements.
Partners with the National Director on departmental planning, annual revenue goals, and expense budget.
Performs other duties as assigned.

Requirements

BA/BS degree required.
10+ years of development or equivalent client-facing experience.
Minimum of 3-5 years in Gift Planning.
Direct experience closing complex life income gifts, including charitable gift annuities, trusts, pooled income fund, and real estate gifts.
Strong grasp of tax laws, wills, and financial planning.
Demonstrated experience using gift calculation software, preferably PG Calc products.
Knowledge of diverse groups, working with a multicultural workforce, and sensitivity to cultural differences.
Contributes to building a diverse, equitable, and inclusive gift planning program.
Interpersonal skills to successfully mentor junior staff.
Confidence presenting and training.
Intellectual interest to advance gift planning knowledge.

Skills

CAP, CFP, or JD preferred.
Strong CRM software skills to track donor stages and goals.
High proficiency in Google Suite, especially Docs and Sheets.

Location

Remote

Work Type

Full-time
Travel: 5% domestic travel

Experience Level

Sr. Director
10+ years of development or equivalent client-facing experience
3-5 years in Gift Planning

Education Level

BA/BS degree required
CAP, CFP, or JD preferred

Salary/Compensations

$170,000 - $175,000 a year

Benefits

In This Together cultural ethos reflects commitment to building a workplace culture that fosters belonging, promotes learning throughout the employee lifecycle, and recognizes individual contributions to our mission.

About the Company

Planned Parenthood is the nation’s leading provider and advocate of high-quality, affordable sexual and reproductive health care for all people, as well as the nation’s largest provider of sex education.
Planned Parenthood organizations serve all people with care and compassion, with respect, and without judgment, striving to create equitable access to health care.
Through health centers, programs in schools and communities, and online resources, Planned Parenthood is a trusted source of reliable education and information that allows people to make informed health decisions.
Planned Parenthood Federation of America (PPFA) is a 501(c)(3) charitable organization that supports the independently incorporated Planned Parenthood affiliates, which operate non-profit health centers across the U.S.
PPFA also works to educate the public on and advocate for issues of sexual and reproductive health.
Formed as the advocacy arm of Planned Parenthood Federation of America, Planned Parenthood Action Fund is a separate non-profit membership organization tax-exempt under section 501(c)(4).
The Action Fund engages in educational, advocacy, and limited electoral activity, including grassroots organizing, legislative advocacy, and voter education in furtherance of the Planned Parenthood mission.

Equal Opportunity

Planned Parenthood Federation of America participates in the E-Verify program.
Planned Parenthood Federation of America is an equal employment opportunity employer and is committed to maintaining a non-discriminatory work environment, and does not discriminate against any employee or applicant for employment on the basis of race, color, religion, sex, national origin, age, disability, veteran status, marital status, sexual orientation, gender identity, or any other characteristic protected by applicable law.
Planned Parenthood Federation of America is committed to creating a dynamic work environment that values diversity and inclusion, respect and integrity, customer focus, and innovation.