Founded in 1923, ACLU SoCal is dedicated to defending and advancing civil liberties and civil rights. ACLU SoCal works in the courts, legislatures and communities to defend the principle that every individual's rights must be protected equally under the law, regardless of race, religion, gender, sexual orientation, age, disability or national origin. ACLU SoCal has offices in Los Angeles, Orange County, Inland Empire, and Kern County.
The American Civil Liberties Union of Southern California (ACLU SoCal) seeks an Associate Director of Gift Planning. ACLU SoCal has a high achieving track record of securing support through planned gifts from its 130,000 members. The purpose of this position is to ensure that ACLU SoCal is establishing, strengthening, and retaining strong, long-term partnerships with planned gift donors, primary through the management of a portfolio of high-level prospects, and leading the advancement of the Gift Planning program.
Donor interest in planned gifts has surged at the ACLU, and we are poised for unprecedented growth. We are seeking a seasoned gift planning professional to lead this effort. This key member of ACLU SoCal's philanthropy team will report directly to the Chief Development Officer and will focus on a portfolio of prospects with the potential to make significant, six- and seven-figure plus planned gifts, as well as managing a stewardship portfolio of top DeSilver Legacy Society members. Activities will include face-to-face donor visits, cultivation programming and other avenues in cooperation with the resources of the national ACLU's Gift Planning department. Gift administration, and most marketing, inquiry fulfillment, and management of estates in probate, are centralized at the ACLU national office.
FACE-TO-FACE SOLICITATION & STEWARDSHIP (75%)
- Make use of provided modeling and wealth screening to prospect for longtime, loyal donors with high bequest likelihood and the capacity to make seven-figure plus planned gifts;
- Maintain an active solicitation portfolio, and advance prospects through the cultivation and solicitation process; Create individual goals and a comprehensive plan for each person in the portfolio; Solicit outright and blended gifts as the opportunity arises;
- Maintain a select stewardship portfolio of top donors, and personally manage key relationships;
- Track portfolio activity and progress. Meet portfolio goals including number of donor visits and meaningful, monthly personalized donor contacts;
- Maintain a working knowledge of relevant tax, probate, trust, and financial/estate planning strategies and appropriately apply this knowledge to address individual donor needs and goals;
- Provide advice for individual giving fundraisers on donor strategies for planned gifts;
- Participate in fostering a culture of philanthropy by promoting planned giving throughout the organization, including training and coaching staff or volunteer solicitors when applicable.
PROGRAM MANAGEMENT (15%)
- Monitor the pipeline of estates in probate; Assist with estates and trusts that present complications;
- Support the annual budgeting process with planned giving revenue projections; support annual operating goals planning process;
- Provide analytical support and strategic guidance on the direction of planned giving program.
CULTIVATION & MARKETING (5%)
- Lead affiliate participation in special gift planning opportunities, such as legacy matching challenges;
- Design and produce stewardship/engagement events for DeSilver Legacy Society members;
- Create and update collateral materials that are consistent with national ACLU's style guide and planned giving program.
- Maintain a strong knowledge of local and national ACLU work, priorities and historical highlights to discuss with donors and prospects;
- Participate in professional organizations and maintain visibility in the local planned giving community;
- Assist with, support and participate in fundraising events and stewardship activities with Philanthropy team colleagues, as needed;
- Undertake special projects, as requested, at the direction of the Chief Development Officer;
- Other duties as assigned.
The ACLU SoCal anticipates hiring an individual with Estate and Trust or related planned giving experience or attorneys with 10 or more years of experience with a demonstrated commitment to civil and human rights, racial justice, and strong advocacy and litigation skills.
- Minimum bachelor's degree in a related field, or equivalent experience. J.D. or CPA designation preferred, but not required.
- Minimum four years of experience in fundraising, portfolio management and solicitation.
- Proven track record cultivating and soliciting qualified planned gift prospects and closing planned gifts of $100,000 or more. Strong knowledge and experience with charitable bequests and other gift planning vehicles.
- Demonstrated experience with tax, financial and estate planning issues.
- Strong interpersonal skills and the ability to work in high-pressure situations while demonstrating tact and diplomacy.
- Excellent verbal and written communication skills; including expertise in public speaking.
- Excellent organizational skills and the ability to manage multiple projects. Superior attention to detail and strong follow-through. Creative thinker with the ability to see projects through to completion and meet tight deadlines.
- Must be self-motivated, possess initiative and the ability to work independently as well as part of a team.
- Computer proficiency, including an understanding of donor database management systems. Experience using Planned Giving Manager software preferred.
- Experience working in a non-profit institution of comparable complexity and scale is preferred, as is experience working with volunteers and board leadership.
- Frequent travel is required.
- Commitment to the mission of the ACLU.
The salary range for this position is $90,000 - $100,000. Benefits include medical, vision, and dental insurance for staff members and their eligible dependents; life and long-term disability insurance; 401(k) plan with employer match; ample vacation and sick leave with thirteen paid holidays.
Please submit a resume, cover letter, a writing sample, and three references to email@example.com (NO Phone Calls PLEASE) with the subject title "Associate Director of Planned Giving" or mail to:
HR Department — Associate Director of Planned Giving
ACLU of Southern California
1313 W. 8th Street
Los Angeles, CA 90017
(No phone calls, please.)
ACLU of Southern California is committed to developing a culture of diversity, equity, respect, and inclusion and to strive to maintain a workforce that reflects the communities that we serve. The ACLU SoCal is an equal opportunity employer that does not unlawfully discriminate on the basis of any status or condition protected by applicable law. We encourage all qualified individuals to apply and value people of all races, genders (including gender identity or expression), sexual orientations, disabilities, citizenships, ages, religions, and national origins and who have different marital statuses, family caregiving responsibilities, lived experiences with the criminal justice systems, and genetic information. ACLU SoCal does not tolerate discrimination or harassment on the basis of any of these characteristics.
The ACLU SoCal is committed to providing reasonable accommodation to individuals with disabilities. If you are a qualified individual with a disability and need assistance applying online, please e-mail firstname.lastname@example.org. If you are selected for an interview, you will receive additional information regarding how to request an accommodation for the interview process.