Senior Director, Estates and Special Gifts

About the role

The Sr. Director, Estates & Special Gifts leads the team charged with three revenue streams: estates-in-probate, life income gifts, and special gifts, including endowments. The Sr. Director ensures these programs meet revenue targets, deliver excellent gift planning services to donors and estates, and fulfill regulatory and compliance requirements. This position reports to the National Director of Gift Planning in the Individual Giving department within Development.

Responsibilities

• Drives revenue performance across all three Gift Planning streams: estates-in-probate, life income gifts, and special giving
• Propels the estates-in-probate team to resolve matured estates and trusts as expediently as possible, advancing PPFA and the Action Fund’s interests, and increasing the annual count of realized bequests
• Partners with the National Director and Vice President to explore and assess innovative approaches to the team’s work
• Champions a diverse and inclusive working environment and builds the team’s capacity to sustain an equitable fundraising program
• Applies subject matter expertise in tax law, charitable gifts regulations, and all aspects of administering estates-in-probate, life income gifts, and special gifts programs
• Directs the life income gifts, endowment, and IRA special gifts programs, resolving unusual circumstances, securing legal assistance internally or externally as appropriate, and escalating issues to the National Director 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, and equips pooled income fund, charitable trust, and endowment participants with reporting they need to continue investing in Planned Parenthood programs
• Upholds compliance across internal deadlines (national and affiliate auditors and finance teams) and external requirements (state regulators, government agencies)
• Partners with the National Director on departmental planning, annual revenue goals, and expense