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World Wildlife Fund (WWF) in Washington, DC hybrid is preferred, seeks a Manager, Gift Planning to lead the donor-facing Gift Planning program, supervise Gift Planning Officers, and manage pipeline forecasting. Under the Senior Director, you will guide cultivation, qualification, and closing of planned gifts, develop strategies, ensure data accuracy, and coordinate with cross-functional teams.
A bachelor's degree with 8+ years of planned giving experience and relevant credentials is preferred;
Founded in 1961, WWF works to help people and nature thrive. As a global conservation organization, WWF operates in more than 100 countries, partnering with communities, companies, and governments to protect wildlife, conserve vital habitats, and advance sustainable solutions. Grounded in science and driven by collaboration, WWF works to help nature by conserving biodiversity, supporting resilient communities, and addressing climate change. Nearly 1 million people in the United States and more than 5 million globally are WWF members.
Major Function
World Wildlife Fund (WWF), one of the world’s leading conservation organizations, seeks aManager, Gift Planning Under the direction of the Senior Director of Gift Planning. The Manager, Gift Planning acts as the department's deputy, leading the donor-facing part of the Gift Planning program. This includes guiding follow-up strategies for all donor inquiries and ensuring effective cultivation, qualification, and closing planned gifts. This role supervises Gift Planning Officers (GPOs) in securing bequests, life income arrangements, and other current and deferred gift commitments.Themanageralso oversees the Gift Planning Development Coordinator to ensuretimelyentry and management of all marketing leads,accuratedata tracking, and smooth execution of administrative operations. In addition to team leadership responsibilities, themanagermaintainsa personal portfolio of donor inquiries and oversees pipeline management and reporting processes.
Duties and Responsibilities
Strategic Leadership & Pipeline Management
Lead and manage the activities of Gift Planning Officers to ensure prompt follow-up on all new leads and effective progression through cultivation, qualification, and closing stages.
Review, refine, and improve processes and procedures for donor cultivation and gift tracking.
Refineand implement measurable goals for outreach calls and donor contacts as part of comprehensive pipeline management.
Monitor and evaluate team performance based on progress toward established goals and key performance indicators.
Create and implement work processes that increase efficiency and effectiveness through strategic use of tools, data, and analysis.
Manage inquiry pipeline reporting and ensureaccurateforecasting of planned gift activity.
Partner with the Senior Director of Gift Planning to develop and execute annual and long-term gift planning goals.
Focus on increasing the number of documented planned gift intentions.
Ensure meaningful and personalized stewardship of Legacy Circle members within GPO portfolios.
Refineoutreach strategies to engage andqualifygift planning prospects.
Manage, mentor, and motivate Gift Planning Officers to achieve individual and team goals.
Foster strong collaboration with Annual Giving andRegional PhilanthropyOfficers to support integrated fundraising strategies.
Provide mentoring, coaching, and cross-training opportunities across regional teams to build capacity and strengthen performance.
Maintain a balanced personal portfolio of donor inquiries and existing donors.
Provideappropriate stewardshipand engagement to donors while fulfilling broader program management responsibilities.
Administrative & Operational Oversight
Supervise the Gift Planning Development Coordinator to ensure:
Timely entry and assignment of all marketing leads.
Effective coverage of phone and email inquiries.
Accurate tracking of GPO travel and expense reporting.
Management of departmental data systems and administrativeprojectsassigned.
Skills and Experience
A bachelor's degree or equivalent experience isrequired, with a minimum of 8 years ofdemonstratedsuccess in planned giving, including staff supervision required
Demonstrated successrequiredin implementation of strategies and systems tosubstantially increaseefficiencyin a gift planning program; effective collaboration externally with allied professionals and internally with peers, and broader staff; working knowledge of technical, legal, and financial requirements associated with planned giving.
Demonstrated effective collaboration skills with external allied professionals and internally with peers, and broader staff; working knowledge of technical, legal, and financial requirements associated with planned giving.
Relevant professional credential or plannedgivingcertification preferred (e.g.CPA, JD, CFP, CAP, CGPA, CFRE.)
Demonstrated expertisein working with donors, volunteers, and allied professionals is required.
Expertiseworking with donors, volunteers, and allied professionals.
Able to conceptualize and implement qualification and solicitation strategies and pipeline management systems involving high volume of inquiries.
Knowledge of direct mail, marketing, and legal and technical aspects of planned giving.
Excellent management,supervision, and organizational skills, as well as oral and written communication skills, are required.
Proficiencyin Microsoft Word suite to include; Outlook, Word, Excel and PowerPoint.
Experience with planned gift calculation software (PG Calc, Crescendo, for example)required.
Committed to building and strengthening a culture of inclusion within and across teams.
World Wildlife Fund (WWF) promotes equal employment opportunities for all qualified individuals regardless of age, race, color, sex, religion, national origin, disability, veteran status, or any other characteristic protected under applicable law.
Location: Washington, DC hybrid is preferred. We will consider candidates that are interested in working in the Chicago, Illinois or San Francisco, California offices. Must work in office minimum two days per week for all locations.
Due to the high volume of applications we are not able to respond to inquiries via phone
Please note: Strong preference for position to be based out of our Washington, DC office. If necessary, will basing position out of either our Chicago, IL or San Francisco, CA office.
Please note: Applicants must be legally authorized to work in the U.S. This position is not eligible for employment visa sponsorship. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.
Relocation is not provided for this position.
World Wildlife Fund (WWF) promotes equal employment opportunities for all qualified individuals regardless of age, race, color, sex, religion, national origin, disability, veteran status, or any other characteristic protected under applicable law.