Associate Director, Trusts and Estates

Planned Parenthood is the nation’s leading provider and advocate of high-quality, affordable sexual and reproductive health care for all people, as well as the nation’s largest provider of sex education. With health centers across the country, Planned Parenthood organizations serve all patients with care and compassion, with respect, and without judgment, striving to create equitable access to health care. Through health centers, programs in schools and communities, and online resources, Planned Parenthood is a trusted source of reliable education and information that allows people to make informed health decisions.

We do all this because we care passionately about helping people lead healthier lives.

Planned Parenthood Federation of America (PPFA) is a 501(c)(3) charitable organization that supports the independently incorporated Planned Parenthood affiliates operating health centers across the U.S. Planned Parenthood Action Fund is an independent, nonpartisan, not-for-profit membership organization formed as the advocacy and political arm of Planned Parenthood Federation of America. PPFA also works to educate the public on and advocate for issues of sexual and reproductive health.

Formed as the advocacy and political arm of Planned Parenthood Federation of America, Planned Parenthood Action Fund is a separate non-profit membership organization tax-exempt under section 501(c)(4). The Action Fund engages in educational, advocacy, and limited electoral activity, including grassroots organizing, legislative advocacy, and voter education in furtherance of the Planned Parenthood mission.

Planned Parenthood Federation of America (PPFA) and Planned Parenthood Action Fund seek an Associate Director-Trusts & Estates. This position reports to the Senior Director-Gifts & Systems for Gift Planning in the Development Division of PPFA. The Gifts & Systems Team for Gift Planning provides fundraising expertise and execution in the areas of realized bequests, trust and estate administration, life income gifts, and special gifts, resulting in excess of $35 million in annual revenue, critical to achieving the organization’s mission through charitable support.

• The purpose of the Associate Director-Trusts & Estates is to advance the capacity of the team for the growing and successful estates-in-probate program.
• The Associate Director develops and implements strategies for a diverse portfolio of estates in-probate and irrevocable trusts in an assigned region to increase the number of realized bequests each year, ensure that the full amount of bequests are received within reasonable time periods, and ensure that donor intent is fulfilled.
• This staff member adapts established protocols, using experience to tailor to each assigned estate, the majority of which are in process for 18 months to several years.
• While working externally, the Associate Director meets internal expectations for matters ranging from revising revenue forecasting to identifying issues due to assets, delays, and other complications.

• Independently builds relationships with trustees, executors, and attorneys to ensure the realization of estate plans for Planned Parenthood.
• Represents Planned Parenthood to family members of decedents, expressing condolences, explaining policies related to use of gifts, and presenting priorities when trustees or family members have discretionary powers.
• Engages with peers at other charitable organizations to create needed strategies to bring estate distributions to completion for PP and co-beneficiaries.
• Assesses estate accountings, financial statements, and gift and pledge recording in collaboration with Finance and Audit staff.
• Recommends to Gift Planning management and the Office of the General Counsel when an estate might require outside counsel for litigation, disputes, or settlements.
• Advises affiliates, including those in the Collaborative Fundraising Program, on estate administration matters. Provides training to national and affiliate staff.

• Executes estate administration in a timely manner on a large number of residual, specific, and discretionary estates by working with trustees, executors,…