Deputy Director, Gift Planning Administration

Overview

Deputy Director, Gift Planning Administration — American Civil Liberties Union. This is a full-time role in the Development Department of the ACLU's National office in New York, NY. This is a hybrid role with in-office requirements of two days per week or eight days per month.

The ACLU seeks a candidate who will join a passionate community of donors and activists. The mission of the Development Department is to unlock the full potential of donors and the ACLU as partners in creating a more perfect union, by building long-term donor relationships, demonstrating impact, taking interest in donors, facilitating personal action, being accountable stewards of funds, and inviting donors to consider giving the ACLU their full support.

Reporting to the Senior Director of Nationwide Leadership and Planned Gifts, the Deputy Director of Gift Planning Administration is responsible for using knowledge of estate planning and administration to manage fiduciary, compliance, due diligence, and management responsibilities related to charitable life income gifts and bequests from trusts and estates.

• Lead a team currently consisting of a Manager and two Coordinators. Oversee the operations of the Gift Administration team, including monitoring the administration of trusts and estates in which the ACLU has an interest. Oversee due diligence, including examining fees, taxes and other costs in accountings and other financial reports.
• Oversee management of a charitable gift annuity fund, charitable remainder trusts, and pooled income fund, including regulatory compliance, oversight of outside administrator, and compliance with board-approved investment guidelines. Oversee operational issues such as deceased annuitants, quarterly payments by check and direct deposit.
• As needed on a case-by-case basis, apply knowledge of trusts and estates, critical thinking, and creative problem solving to protect the organization's financial interests by developing strategies to resolve estate disputes. Retain and manage oversight of outside counsel representing the ACLU in litigation.
• Serve as main point of contact to coordinate litigation with the ACLU's General Counsel's office and ACLU affiliates. Serve as a representative of the ACLU to outside parties.
• Fulfill fiduciary responsibilities of the ACLU Foundation for various charitable remainder trusts including oversight of outside administrator, trust investments, payments and communication with donors and beneficiaries.
• Manage data, reporting, and systems. Ensure that stakeholders have access to relevant information about received and projected revenue.
• Oversee administrative processes and workflows, including process improvement and streamlining.
• Liaise with Revenue Operations, Finance Department, General Counsel's office, ACLU affiliates, and other internal stakeholders.
• Undertake special projects within the Development Department, as needed.

• Be committed to advancing the mission of the ACLU.
• Center and embed the principles of equity, inclusion and belonging in their work by demonstrating commitment to diversity with an approach that respects and values multiple perspectives.
• Be committed to work collaboratively and respectfully toward resolving obstacles and conflicts.

• J.D. strongly preferred alongside significant experience leading trust and estate administration, mediation, and litigation.
• Ability to lead and supervise a team.
• Strong interpersonal skills including ability to positively influence and persuade, and to use listening, diplomacy, and tact to build relationships.
• Strong communication skills, including the ability to summarize complex issues, verbally and in writing, for attorneys and non-attorneys.
• Ability to apply sound judgement and to maintain donor confidentiality.
• Ability to focus on procedural details, facts and figures.
• Ability to exercise flexibility and patience.
• Interest in tax, financial and estate planning issues.
• Ability to negotiate complex, high profile or sensitive agreements preferred.
• Experience with evolving trends in charitable giving preferred.
• Familiarity with fundraising databases preferred.
• Experience working at complex national or international nonprofits preferred.

The ACLU is committed to equity, transparency, and clarity in pay. There is a set salary for this role based on geographic work location. The annual salary for this position is $188,816 (Level

D), reflecting a role based in New York, NY. Salaries may be subject to a regional pay adjustment if authorized to work outside the stated location. For details on our pay structure, please refer to the pay structure documentation (no link provided here).

For over 100 years, the ACLU has defended and preserved individual rights and liberties. We address issues such as ending mass incarceration, achieving equality for the LGBTQ+ community, privacy protections, and voting rights, among others. We value our people and support their…