Director, Planned Giving

• Support and counsel the front-line fundraising team to integrate planned giving strategies into broader development and stewardship efforts.
• Serve as the subject matter expert on charitable estate and financial planning within OPB and facilitate philanthropic plans with donors and their advisors on complex charitable giving.
• Oversight of gift agreement templates and drafts in consultation with OPB’s Legal and Finance teams.
• Steward and manage relationships with a prioritized pool of approximately 25 donors with principal-level complex gift agreements.
• Engage and collaborate with other planned giving practitioners through professional groups and networking.

• Background or exposure to estate, tax, or financial disciplines (e.g., through a J.D., CPA, CFP, or related experience)
• At least five years successful fundraising experience in planned giving or related fields with evidence of increasing responsibility.
• Excellent communication and interpersonal skills, a highly effective collaborator.
• Organized, motivated, proactive and goal driven.
• Attention to accuracy and completeness of work.
• Demonstrated experience in developing effective strategies to lead and grow planned giving programs, as well as managing and coaching planned giving staff.

Demonstrates expertise in planned giving strategies and charitable estate planning, with a strong focus on donor relationship management and collaboration with legal and financial teams. Proven ability to develop and implement effective fundraising strategies while leading and coaching planned giving staff.

• Planned Giving Experience
• Charitable Estate Planning
• Fundraising Strategy Development
• Donor Relationship Management
• Collaboration with Legal and Finance Teams

• Fundraising
• Planned Giving
• Charitable Estate Planning
• Financial Planning
• Gift Agreement Drafting

• Excellent Communication
• Interpersonal Skills
• Organizational Skills
• Motivated
• Proactive

• J.D.
• CPA
• CFP

• Philanthropy
• Development
• Stewardship
• Donor Engagement
• Planned Giving Programs