Director, National Estate and Planned Giving

Overview

POSITION TITLE: Director, National Estate and Planned Giving

REPORTS TO: Chief Legacy Officer

SUPERVISION EXERCISED: Planned Giving team – 5-6 staff

LOCATION: Anywhere ADL has a regional office

Grade/Class: Grade I, Exempt, PSA-Eligible

ABOUT THE ORGANIZATION:

ADL is the leading anti-hate organization in the world. Founded in 1913, its timeless mission is “to stop the defamation of the Jewish people and to secure justice and fair treatment to all.” Today, ADL continues to fight all forms of antisemitism and bias, using innovation and partnerships to drive impact. A global leader in combating antisemitism, countering extremism and battling bigotry wherever and whenever it happens, ADL works to protect democracy and ensure a just and inclusive society for all.

PRIMARY FUNCTION:

The Director, National Estate and Planned Giving collaborates on the strategic leadership, direction and management for ADL’s planned giving program and related campaigns with a focus on growing the program for ADL’s future sustainability. ADL’s Planned Giving program includes gifts through bequests, charitable gift annuities, trusts, retirement plans, and similar complex giving vehicles that require specialized financial planning. The Director leads a team of Planned Giving officers and support staff, and collaborates closely with colleagues in major gifts, marketing, and direct mail fundraising, as well as fundraising staff in each of our twenty-four regions across the U.S.

Responsibilities

Primary:

• Collaborate on the development and implementation of a strategic plan for ADL’s planned giving effort across the country in furtherance of ADL’s annual appeal and
• any special fundraising campaigns;
• Identify, qualify, and build a robust planned giving pipeline from existing donors and new leads, executing tailored cultivation, solicitation, and stewardship strategies that
• effectively communicate ADL's impact and inspire long-term support;
• Increase bequest commitments while diversifying and expanding revenue beyond
• bequests, including growth in Charitable Gift Annuities and other traditional and
• innovative planned giving vehicles;
• Personally manage a portfolio of top planned giving donors and prospects;
• Solicit planned gifts through marketing efforts, prospect identification and
• collaborative integrated asks with major gift officers, senior executives, and
• volunteer leadership;
• Work closely with the Development team supporting donor conversations for
• endowed gifts and leading the Planned Giving portion of any capital or special
• campaign;
• Provide reporting to the ADL Foundation Board and support internal leadership in
• executing their responsibilities toward the ADL Foundation Board and to ensure the proper and timely processing of estate documentation.
• Work across departments, including marketing, and regionally to create compelling
• cases for philanthropic investment and accompanying marketing materials.
• Provide stewardship for existing legacy and planned giving donors, collaborating with
• ADL’s Director of Philanthropic Engagement to ensure a holistic stewardship
• approach.
• Support, educate, and coach regional colleagues in their efforts to secure planned
• gifts and as a subject matter expert, keeping current serving as the planned giving resource across the organization.
• Experience managing a team, executing strategy and driving results.

This job description provides a general overview of the role and its key responsibilities. It is not an exhaustive list of all duties, and ADL reserves the right to assign additional tasks as needed.

Qualifications

Skills:

• Experience managing a team, executing strategy and driving results;
• Working knowledge of estate, gift, and income tax law with the ability to clearly articulate PG prospects, PG society members, and fundraising colleagues.
• A passion for continuous learning, teaching and coaching;
• Excellent communication skills including writing, editing, research, and presentation;
• Attention to detail, strong project management skills and ability to manage and meet simultaneous deadlines;
• Customer service orientation and a professional demeanor necessary;
• Technical competence required. Working familiarity and comfort in database systems, reporting, and analysis essential and comfort learning new technology;
• Strong interest in ADL’s mission.

Experience:

• The ideal candidate has a decade or more experience in development or similar sales-related profession, with significant demonstrable years in planned giving or a closely related field such as estate planning or fundraising with an emphasis on planned giving activities and a proven history of success in working cross departmentally to set strategy, execute plans, and achieve long-term and annual goals.

Education:

• Bachelor’s degree or equivalent professional experience required.
• Advanced degree preferred.

Work Environment:

• Some travel is required (10-15 percent).
• ADL is a hybrid environment; this role requires 3 days in the office.

Compensation:

• This position has a salary range of $170,000 to $180,000. This salary range is reflective of a position based in New York, New York. Please note that actual salaries are commensurate with experience and reflect the budget for a given position, and since ADL has a location-based compensation structure, there may be a different range for candidates in other locations. For an overview of our total rewards package, please visit https://www.adl.org/about/careers.

ADL values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of underrepresented ethnic groups, foreign-born residents, and veterans to apply. ADL is an equal opportunity employer. Recruitment, hiring, promotions and other terms, conditions and privileges of employment shall be maintained in a manner which does not discriminate on the basis of age, race, creed, religion, color, national origin, sex, sexual orientation, gender expression, marital status, physical or mental disability, veteran status, or military status, or in violation of any applicable Federal, state or local laws.

ADL will ensure that individuals with disabilities are provided reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. For individuals with disabilities who would like to request an accommodation to support the interview process, please contact Talent & Knowledge at talentacquisition@adl.org.

ADL will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Fair Credit Reporting Act, and all other applicable State, Local, and Federal laws.

The information in this job description indicates the general nature and level of work expected of employees in this classification. It is not designed to contain, or be interpreted as, a comprehensive inventory of all duties, responsibilities, qualifications, and objectives required of employees assigned to this job, nor is it to be interpreted as a contract for employment.