Planned Giving Manager-Engagement

Posted Date: January 17, 2019
Location: Saint Paul, Minnesota
Reporting to the Director of Planned Giving, the Planned Giving Manager proactively manages a planned giving portfolio as well as managing the marketing efforts of a comprehensive and mature planned giving program.

The Manager is responsible for developing and implementing effective planned giving strategies for donors and prospects in a specific geographic region in order to successfully negotiate and close outright, blended and planned gifts funded primarily through bequests and other planned giving vehicles.

Utilizing a team approach, s/he will serve as a technical planned giving advisor and partner to the philanthropy staff, state and program leadership and project managers when working with prospects and their professional advisors in order to generate planned gifts that achieve the donor’s philanthropic objectives as well as securing the future financial success of the organization. 

This position can be based in either (St. Paul, MN, or Denver, CO)
 
Essential Functions:

Portfolio:
  • Identifies, cultivates, solicits and stewards planned gifts from a portfolio of current and prospective legacy donors with a primary focus on bequest and life income donors located in the Midwest and Southwest
  • Accomplishes this work with a donor centered and collaborative approach geared towards strengthening and maintaining positive relationship between individuals and The Trust for Public Land as a whole
  • Manages a portfolio of approximately 150 individuals in the defined geographic region and is responsible for securing, planning, and engaging in 50-75 face to face visits annually
  • Independently responds to donor and TPL staff inquiries with appropriate information on planned giving tailored to an individual’s specific needs
  • Creates compelling, well written correspondence and donor proposals and utilizes relevant software to generate gift illustrations and contracts
  • Discusses assets proficiently and listens for opportunities for gifts of assets
  • Utilizes software and systems to track key metrics, prioritize activities and analyze portfolio status
  • Develops and maintains positive relationships with Trust for Public Land donors and staff at all levels.
  • Keeps abreast of changes and emerging issues in planned giving.
Marketing

In collaboration with the Director of Planned Giving, the Marketing Department, and outside vendors, the Manager
  • Manages and implements the overall planned giving marketing strategy
  • Develops and executes a national multi-channel program including print and online newsletter articles, advertisements, solicitations, presentations and brochures
  • Updates content on the planned giving website and on Canopy, the TPL intranet
  • Defines metrics and tracks results of marketing efforts, recommending and implementing course corrections as necessary
  • Serves as the primary point person for responses to marketing and facilitates the inclusion of other TPL staff for appropriate and timely follow up.
 
Qualifications:
  • Commitment to the mission of The Trust for Public Land
  • Minimum of 3 years’ experience in fundraising required with 1-3 years’ experience in planned giving preferred, or transferrable experience working directly with clients in financial services, estate planning or related field
  • Demonstrated knowledge of planned giving vehicles and basic estate and financial planning, including the tax implications of charitable giving. Ability to apply this knowledge to address individual donor needs and goals
  • Ability to market conservation effectively and with enthusiasm to a varied constituent base
  • Demonstrated ability to work independently and as part of a team
  • Ability to perform successfully and thrive within a geographically remote reporting structure
  • Exceptional planning, organization, time management, analytical, and multi-tasking skills
  • Excellent writing, communication, and presentation skills.
  • Capacity to work easily and effectively with a wide range of people; adept at building relationships.
  • Proficient in Word, Excel, PowerPoint, and with one or more CRM tracking systems
  • Willingness and ability to travel as needed
  • Valid driver’s license with clean driving record required