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$112k–$161k/yr
Full-time
bachelor degree, professional certificate
Posted 26d ago
~40 hrs/week
Responsibilities
Leads the donor-facing Gift Planning program by supervising Gift Planning Officers and managing the inquiry pipeline. Responsible for executing strategies to increase documented planned gift intentions and maintaining a personal portfolio of donors.
Requirements
Requires a bachelor's degree and at least 8 years of success in planned giving, including staff supervision. Must possess expertise in legal and financial requirements of planned gifts and proficiency in gift calculation software.
Full job description
Company Description
Founded in 1961, WWF works to help people and nature thrive. As a global conservation organization, WWF operates in more than 100 countries, partnering with communities, companies, and governments to protect wildlife, conserve vital habitats, and advance sustainable solutions. Grounded in science and driven by collaboration, WWF works to help nature by conserving biodiversity, supporting resilient communities, and addressing climate change. Nearly 1 million people in the United States and more than 5 million globally are WWF members.
Job Description
Major Function
Under the direction of the Senior Director of Gift Planning, the Manager, Gift Planning acts as the department's deputy, leading the donor-facing part of the Gift Planning program. This includes guiding follow-up strategies for all donor inquiries and ensuring effective cultivation, qualification, and closing planned gifts. This role supervises Gift Planning Officers (GPOs) in securing bequests, life income arrangements, and other current and deferred gift commitments. The manager also oversees the Gift Planning Development Coordinator to ensure timely entry and management of all marketing leads, accurate data tracking, and smooth execution of administrative operations. In addition to team leadership responsibilities, the manager maintains a personal portfolio of donor inquiries and oversees pipeline management and reporting processes.
Duties and Responsibilities
Strategic Leadership & Pipeline Management
Lead and manage the activities of Gift Planning Officers to ensure prompt follow-up on all new leads and effective progression through cultivation, qualification, and closing stages.
Review, refine, and improve processes and procedures for donor cultivation and gift tracking.
Refine and implement measurable goals for outreach calls and donor contacts as part of comprehensive pipeline management.
Monitor and evaluate team performance based on progress toward established goals and key performance indicators.
Create and implement work processes that increase efficiency and effectiveness through strategic use of tools, data, and analysis.
Manage inquiry pipeline reporting and ensure accurate forecasting of planned gift activity.
Program Development & Strategy
Partner with the Senior Director of Gift Planning to develop and execute annual and long-term gift planning goals.
Focus on increasing the number of documented planned gift intentions.
Ensure meaningful and personalized stewardship of Legacy Circle members within GPO portfolios.
Refine outreach strategies to engage and qualify gift planning prospects.
Team Leadership & Collaboration
Manage, mentor, and motivate Gift Planning Officers to achieve individual and team goals.
Foster strong collaboration with Annual Giving and Regional Philanthropy Officers to support integrated fundraising strategies.
Provide mentoring, coaching, and cross-training opportunities across regional teams to build capacity and strengthen performance.
Portfolio Management & Stewardship
Maintain a balanced personal portfolio of donor inquiries and existing donors.
Provide appropriate stewardship and engagement to donors while fulfilling broader program management responsibilities.
Administrative & Operational Oversight
Supervise the Gift Planning Development Coordinator to ensure:
Timely entry and assignment of all marketing leads.
Effective coverage of phone and email inquiries.
Accurate tracking of GPO travel and expense reporting.
Management of departmental data systems and administrative projects assigned.
Qualifications
Key Competencies
Partnership Engagement - Builds and sustains collaborative relationships across teams and stakeholders to align strategies, strengthen donor engagement and commitment, improve department effectiveness, and achieve shared fundraising and organizational goals.
Interpersonal Communications & Collaboration - Communicates effectively with both donors and colleagues, prioritizing creating and developing relationships to further organizational goals. Uses those relationships to collaborate across teams to strengthen relationships, support integrated fundraising strategies, and drive accountability, teamwork, and shared success.
Coaching/Management Performance--Demonstrates the ability to guide, develop, motivate, and hold others accountable to achieve individual and organizational goals. Creates an environment that supports performance, growth, collaboration, and continuous improvement.
Time Management/Organization & Attention To Detail --Effectively plans, prioritizes, and organizes work to meet deadlines while maintaining accuracy, completeness, and standards. Demonstrates careful attention to detail, follows established procedures, and manages multiple responsibilities efficiently.
Strategic Execution and Implementation--Demonstrates the ability to align actions with organizational goals, prioritize effectively, mobilize resources, overcome obstacles, and deliver results through well-planned and timely execution.
Skills and Experience
A bachelor's degree or equivalent experience is required, with a minimum of 8 years of demonstrated success in planned giving, including staff supervision required
Demonstrated success required in implementation of strategies and systems to substantially increase efficiency in a gift planning program; effective collaboration externally with allied professionals and internally with peers, and broader staff; working knowledge of technical, legal, and financial requirements associated with planned giving.
Demonstrated effective collaboration skills with external allied professionals and internally with peers, and broader staff; working knowledge of technical, legal, and financial requirements associated with planned giving.
Relevant professional credential or planned giving certification preferred (e.g. CPA, JD, CFP, CAP, CGPA, CFRE.)
Demonstrated expertise in working with donors, volunteers, and allied professionals is required.
Expertise working with donors, volunteers, and allied professionals.
Able to conceptualize and implement qualification and solicitation strategies and pipeline management systems involving high volume of inquiries.
Knowledge of direct mail, marketing, and legal and technical aspects of planned giving.
Excellent management, supervision, and organizational skills, as well as oral and written communication skills, are required.
Proficiency in Microsoft Word suite to include; Outlook, Word, Excel and PowerPoint.
Experience with planned gift calculation software (PG Calc, Crescendo, for example) required.
Committed to building and strengthening a culture of inclusion within and across teams.
Identifies and aligns with WWF’s core values:
COURAGE – We demonstrate courage through our actions, we work for change where it’s needed, and we inspire people and institutions to tackle the greatest threats to nature and the future of the planet, which is our home.
INTEGRITY – We live the principles we call on others to meet. We act with integrity, accountability and transparency, and we rely on facts and science to guide us and to ensure that we learn and evolve.
RESPECT – We honor the voices and knowledge of people and communities that we serve, and we work to secure their rights to a sustainable future.
COLLABORATION – We deliver impact at the scale of the challenges we face through the power of collective action and innovation.
Additional Information
Location: Washington, DC hybrid is preferred. We will consider candidates that are interested in working in the Chicago, Illinois or San Francisco, California offices. Must work in office minimum two days per week for all locations.
Due to the high volume of applications we are not able to respond to inquiries via phone
Please note: Strong preference for position to be based out of our Washington, DC office. If necessary, will basing position out of either our Chicago, IL or San Francisco, CA office.
Please note: Applicants must be legally authorized to work in the U.S. This position is not eligible for employment visa sponsorship. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.
Relocation is not provided for this position.
World Wildlife Fund (WWF) promotes equal employment opportunities for all qualified individuals regardless of age, race, color, sex, religion, national origin, disability, veteran status, or any other characteristic protected under applicable law.
Paid Relocation: None
Compensation: USD 112200 - USD 161200 - yearly
Related keywords
Planned GivingBequestsLife Income ArrangementsDeferred GiftsLegacy CircleDonor QualificationPipeline ReportingCPAJDCFPCAPCGPACFREPG CalcCrescendoConservation
Nature gives us so much. It’s time to give back. Nature Needs Us Now. WWF-US
Industry
Non-profit Organizations
Company size
1,001-5,000 employees
Headquarters
Washington, DC
LinkedIn followers
464,157
Total funding
$100K
Our planet faces many big conservation challenges. No one person or organization can tackle these challenges alone, but together we can. WWF-US.
For more than 50 years, WWF has been protecting the future of nature.
The world’s leading conservation organization, WWF works in 100 countries and is supported by over 1 million members in the United States and six million globally. WWF’s unique way of working combines global reach with a foundation in science, and involves action and partnership at every level from local to global to ensure the delivery of innovative solutions that meet the needs of both people and nature.
Offices: 1250 24th St NW, Washington, DC 20037, US
Protecting natural areas and wild populations of plants and animalsincluding endangered speciesPromoting more efficient use of resources and energy & the maximum reduction of pollutionand Promoting sustainable approaches to the use of renewable resourcesCommunitiesNon ProfitWildlife Conservation
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