Director, Planned Giving

Posted by
Smile Train
New York, NY
Published 20 days ago

Smile Train is changing the world one smile at a time. We’re always on the hunt for curious, passionate, and innovative thinkers to join our team, to help us do what we do better. If that’s you, please read on.


Smile Train is an international nonprofit headquartered in New York. Our mission is to transform the life of every person impacted by cleft lip and palate. We train and support doctors and medical professionals to provide free life-changing comprehensive cleft treatment to our beneficiaries. Our sustainable model has allowed us to reach 1.5 million children in 90+ countries to date and we’re just getting started. We are truly changing the world one smile at a time.


We are looking for a Director, Planned Giving to join to our team. This is an exciting opportunity for a seasoned planned giving professional to help donors realize their philanthropic goals and legacy.


The Director, Planned Giving is responsible for managing a diverse portfolio of planned giving donors and prospects and will be a key player in building Smile Train’s comprehensive Planned Giving program at an exciting time of growth. The Director will provide technical and fundraising expertise in cultivating, soliciting and closing outright gifts, bequests, charitable remainder trusts, charitable gift annuities, pooled income funds, charitable lead trusts, gifts of real estate and gifts of other complex assets. S/he/they will serve as a primary resource to other frontline staff in advancing planned gifts and serve as a primary contact to advisors and family members. S/he/they will also take the lead in building upon existing stand-alone stewardship activities, including the Smiles for Life Society and oversee the creation and management of a structured short-term and long-term stewardship plan designed to drive growth.

Reporting to the Vice President the Director will work in close partnership with development team as well as our stewardship officer.


The ideal candidate will have a proven record of working with donors and managing a robust portfolio. Experience working with leadership gifts is a plus. S/he/they will be highly professional, detail oriented and have a basic knowledge of tax laws and charitable estate planning options. Planned Giving and legal expertise is highly desirable. S/he will be a collegial team player with proven ability to motivate, engage, and work collaboratively at all levels.

Role and Responsibilities

Portfolio (80%)

  • Proactively manage a portfolio of 150+ prospects capable of making deferred and outright gifts.
  • Effectively develop and execute strategies, goals and objectives for the identification, qualification, cultivation, solicitation and stewardship of planned giving donors and prospects in collaboration with annual giving, major and principal gifts teams consistent with moves management principles. 
  • Set and meet individual performance targets for donor meetings, proposals solicited and closed, and cross-departmental collaborations.
  • Independently prepare gift proposals in response to donor inquiries by phone, email and in-person meetings.
  • Act as a resource to frontline staff for questions regarding planned gifts, including providing technical, financial, estate and tax information. 
  • Proactively collaborate with the Office of General Counsel and outside legal counsel on complex gift situations.
  • Build and nurture effective, positive working relationships with colleagues, senior management, and volunteer leadership when possible. 
  • Arrange meetings between donors, prospects and members of the Smile Train administrative leadership as appropriate.
  • Manage all aspects of Planned Giving Marketing strategy.
  • Serve as the Planned Giving liaison for all development team members.
  • Work closely with Donor Relations team to identify and implement stewardship strategies.
  • Work closely with Community Team to engage donors and prospects. Events may include small dinners and larger dinners or receptions, or larger events as warranted.
  • Develop an understanding of the breadth of Smile Train’s vision.

Other (20%)

  • Oversee the planning and execution of new cultivation opportunities in close collaboration with other members of the development team.
  • Offer input into Planned Giving marketing and recognition society initiatives.
  • Participate in short-term and long-term planning to support growth of the program and department.
  • Work periodically on special projects to benefit the department as requested.
  • Possess a commitment to professional development through attendance at seminars, PGGNY workshops, independent reading and professional affiliations and networking to stay current on financial, tax and estate matters that affect planned giving.
  • Effectively apply working knowledge of planned giving in everyday interactions with donors and colleagues.


Our ideal candidate has/is:

  • A Bachelor’s degree and a minimum of 5-7 years in a planned giving environment and a proven record of identifying, cultivating, soliciting, closing and stewarding gifts. Working knowledge of tax laws and charitable estate planning.
  • Ability to stay informed on best practices and emerging trends in planned giving.
  • Ability to perform complex tasks and projects, establish priorities, resolve issues and function independently.
  • Excellent writing, interpersonal and organization skills and superb attention to detail.
  • Excellent computer skills (MS Office, PGCalc and other development databases a plus).
  • Strong commitment to quality work and customer service.
  • Ability to multi-task and work within a fast-paced environment.
  • Strong analytical and project management skills.
  • Strong proposal writing and presentation skills.
  • A strategic thinker with a strong work ethic who can manage multiple projects effectively, evaluate problems and display sound, confidential judgment.
  • An even disposition and the ability to work effectively and politely with people from all types of backgrounds and experiences in all types of situations.
  • Highly professional and able to listen carefully as well as to influence and persuade others.
  • Familiarity with the goals and objectives of the organization.
  • Honest, trustworthy, and abide by strict confidentiality guidelines.
  • Entrepreneurial, collaborative, conscientious, and results oriented.
  • Motivated to learn and display flexibility in a changing environment.
  • Ability to work as part of a team and independently as circumstances dictate.
  • Knowledge of Sales Force a plus.

Application information

Smile Train is an equal opportunity employer, committed to inclusive hiring and dedicated to diversity in our work and staff. We strongly encourage candidates from all groups and communities to apply.

To apply, please complete the application through the link below. Include a copy of your resume and a cover letter that describes why you believe you would be a good fit for Smile Train and this role. 

Applications will be reviewed on a rolling basis, but we encourage interested applicants to apply as soon as possible. 

Smile Train is changing the world one smile at a time. We’re always on the hunt for curious, passionate, and innovative thinkers to join our team, to help us do what we do better. If that’s you, please read on.


Smile Train is an international nonprofit…

Details at a Glance

  • Time Commitment
    Full Time Schedule
  • Education
    4-Year Degree Required


Temporarily Remote
Work must be performed in or near New York, NY
Associated Location
New York, NY, USA

How to Apply

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