Senior Director, Estates and Special Gifts
New York, NY$170k - $175kFull Time - Non-UnionPosted 1mo ago
About the role
Senior leadership role overseeing Estates & Special Gifts, including estates-in-probate, life income gifts, and special gifts/endowments, with a focus on revenue targets, donor service, compliance, and cross-functional collaboration within Planned Parenthood Federation of America and the Planned Parenthood Action Fund.
Responsibilities
- - Drives revenue performance across all three Gift Planning streams: estates-in-probate, life income gifts, and special giving
- - Propels the estates-in-probate team to resolve matured estates and trusts expediently, increasing realized bequests
- - Partners with the National Director and Vice President to explore and assess innovative approaches to the team’s work
- - Champions a diverse, inclusive working environment and builds team capacity for equitable fundraising
- - Applies subject matter expertise in tax law, charitable gifts regulations, and administering estates-in-probate, life income gifts, and special gifts programs
- - Directs life income gifts, endowment, and IRA special gifts programs, securing legal assistance as needed and escalating issues to the National Director
- - Steers the life income gifts program across all Planned Parenthood affiliates
- - Delivers timely contracts, tax forms, substantiation letters, and related documents; provides reporting to pooled income fund, charitable trust, and endowment participants
- - Upholds compliance with internal deadlines and external regulatory requirements
- - Partners with the National Director on departmental planning, revenue goals, and expense budget
- - Performs other duties as assigned
- - Collaborates with national and affiliate finance and development teams, delivering information, technical assistance, and training on life income gift reporting
- - Negotiates with vendors providing banking, accounting, legal, and software services
- - Leads search for and evaluation of estates-in-probate services to streamline and scale the program
- - Works cross-divisionally to modernize reporting operations for Estates & Special Gifts
- - Strategizes internally and externally with donors, executors, attorneys, and financial institution staff as needed
Qualifications
- - BA/BS degree required with additional credentials like CAP, CFP, or JD preferred
- - 10+ years of development or equivalent client-facing experience, including 3-5 years in Gift Planning
- - Direct experience closing complex life income gifts (charitable gift annuities, trusts, pooled income fund, real estate gifts)
- - Strong grasp of tax laws, wills, and financial planning
- - Strong CRM software skills and high proficiency in Google Suite (Docs and Sheets)
- - Demonstrated experience using gift calculation software (preferably PG Calc)
- - Knowledge of diverse groups and commitment to DEI in gift planning
- - Interpersonal skills to mentor junior staff and effectively present/train
Skills
Required:Gift PlanningTax Law & RegulationsCRM & ReportingCommunication & Leadership
Benefits
- Not specified in the description
Last updated Oct 23, 2026. Interested? Apply on the company site.
About Planned Parenthood
Planned Parenthood Federation of America is a nonprofit organization that provides sexual health care in the United States and globally.
sexual health carereproductive rightshealth centerssexual health
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