Senior Director of Planned Giving

White House Historical Association; Washington (District of Columbia); On-site; USD 145,000 - 165,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

PTO

403(B)

Job summary

The White House Historical Association seeks a Senior Director of Planned Giving to lead the strategic expansion of legacy gifts, manage a portfolio of prospects, and collaborate with the development team to grow the endowment and advance the mission in Washington, DC.

You will steward the Legacy Society and National Council, cultivate major gifts, and oversee the administration of bequests, trusts, and gift annuities while using Salesforce to track progress and reporting.

Qualifications

• Bachelor’s degree required.
• 7–10 years of experience in planned giving, major gifts, or related fundraising roles with a proven success in closing traditional and complex planned gifts, including bequests, gift annuities, remainder trusts, and gifts of real estate.

Responsibilities

• Develop and execute a comprehensive planned giving strategy to significantly increase the number and size of planned gifts.
• Identify, market, cultivate, solicit, and steward donors and prospects with the capacity to make planned gifts.
• Manage a portfolio of planned giving prospects, maintain records and oversee bequests, trusts, and other vehicles.

Skills

Strategic planning

Interpersonal communication

Independent work

Team collaboration

Education

Bachelor’s degree

Tools

Salesforce

Job description

As the Senior Director of Planned Giving, you will play a pivotal role in not only securing gifts but also in creating a community of committed supporters who are deeply invested in the mission and future of the Association. This position offers a unique opportunity to make a lasting impact through legacy philanthropy and to be a part of an organization dedicated to preserving American history and civics education. This role involves cultivating relationships with donors, managing a portfolio of prospects, and working collaboratively with the development team to meet fundraising goals.

A significant aspect of this role involves managing and growing the Legacy Society and National Council. The Legacy Society is an exclusive group of donors who have committed to the Association through estate planning, including bequests, charitable gift annuities, and charitable remainder trusts. The National Council comprises distinguished individuals who contribute their time, influence, and resources to support and elevate our mission. They play a critical role in forming new donor relationships and providing essential unrestricted financial support, ensuring the ongoing success of major initiatives.

KEY RESPONSIBILITIES

• Strategic Planning and Implementation
• Develop and execute a comprehensive planned giving strategy aimed at significantly increasing the number and size of planned gifts.
• Create and manage annual and long-term plans for planned giving, aligning with the Association’s overall fundraising goals and the need for an expanded endowment.
• Integrate planned giving strategies into broader fundraising efforts in collaboration with the development team, the Board of Directors, and other stakeholders.

Donor Cultivation and Stewardship

• Identify, market, cultivate, solicit, and steward donors and prospects with the capacity to make planned gifts.
• Build and maintain strong relationships with donors, providing exceptional service and engagement opportunities.
• Conduct donor meetings, presentations, and events to educate, market, and engage prospects about planned giving options.

Program Management

• Manage a portfolio of planned giving prospects, maintaining accurate records and tracking progress using the Association’s donor management system, Salesforce.
• Develop marketing materials, proposals, and other communications to promote planned giving opportunities.
• Oversee the administration of planned gifts, including bequests, charitable gift annuities, trusts, and other vehicles.

QUALIFICATIONS

Education and Experience:

• Bachelor’s degree required.
• 7 – 10 years of experience in planned giving, major gifts, or related fundraising roles with a proven success in closing traditional and complex planned gifts, including bequests, gift annuities, remainder trusts, and gifts of real estate.

Skills and Abilities

• Demonstrated success in developing comprehensive strategic plans for planned giving.
• Excellent interpersonal and communication skills, both written and verbal.
• Ability to work independently and as part of a team, managing multiple projects and deadlines.
• Proficiency in using donor management software (Salesforce) and other relevant tools.
• Strong understanding of development and fundraising processes within nonprofit organizations.

Personal Attributes

• Passion for the mission of The White House Historical Association and a deep appreciation for American history, civic education, and culture.
• Entrepreneurial mindset and self-starter attitude, capable of driving initiatives with minimal supervision.
• Ability to multi-task and meet deadlines; be a team player; work collaboratively.

ORGANIZATION CULTURE

The White House Historical Association fosters a culture that blends professionalism with exceptional opportunities. The team participates in high profile events, including those at The White House, reflecting their commitment to excellence and influence at the highest levels. The workplace atmosphere values integrity, dedication, and the ability to thrive in prominent settings.

COMPENSATION AND BENEFITS

Commensurate with experience. The salary range for this position will be $145,000 - $165,000 annually. In addition, the Association offers a benefits package including comprehensive medical, dental, & vision insurance, PTO, 403(B), metro benefits, and much more.