American Humane is seeking an experienced Director of
Planned Giving to help support American Humane major gifts programs
and fundraising initiatives. This position
will be fully remote. American Humane is
committed to fostering diversity, equity, and inclusion in the
workplace. As we seek to fill this position, we highly encourage
applicants from diverse backgrounds to apply.
For more than 100 years American Humane has been first in
promoting the welfare and safety of animals and strengthening the
bond between animals and people. We are first to serve,
wherever animals are in need of rescue, shelter, protection or
security. Through our innovative leadership initiatives – from our
“No Animals Were Harmed®” program in Hollywood to broad-based farm
and conservation animal welfare certifications, to rapid response
rescue and care across the country – American Humane sets the gold
standard as the most visionary and effective animal welfare
organization in the nation.
The Director, Planned Giving will manage the critical
operational components of our planned giving program. This
includes multi-channel marketing efforts, providing timely
responses and follow-up to planned giving inquiries, and ensuring
stewardship of Legacy Society donors. The Director, Planned
Giving will also lead efforts to secure more blended gifts and
manage the administration of realized estate gifts from donors who
have included American Humane in their will or other estate plans.
- Responsible for implementing short- and long-term planned
giving goals and strategies to build upon existing commitments and
expand the organization’s long term revenue pipeline to support our
- The Director, Planned Giving has primary responsibility for
training and supporting major gift staff working with donors on
blended gifts that may include trusts, charitable gift annuities,
beneficiary designations, and bequests.
- Develop a solid understanding of American Humane’s mission,
programming, and organizational priorities.
Marketing, Donor Relations &
- Create and manage multi-channel planned giving (PG) marketing
and communications strategies meeting agreed number of new planned
gift intentions and inquiries annually.
- Manage the information fulfillment, follow-up, qualification
and closing cycle on planned giving leads from all sources.
- Lead the development and implementation of special fundraising
campaigns, such as gift annuities, stock, IRA charitable rollover,
legacy challenge, and DAF/community foundation giving campaigns,
including development of online tools and resources and production
of education and promotional materials across multiple
- Plan and implement prospect/donor educational seminars
in-person and virtually, focused on planned giving for deepening
relationships and building a pipeline for cultivation.
- Empower gift officers to identify prospects, craft customized
asks, close blended gifts, steward, and retain planned giving
commitments within their portfolios. Offer basic education on
planned giving vehicles and support development of long-range donor
- Update donor details in our database ensuring any planned gift
inquiry or new gift intention is entered in a timely manner and
coded based on established procedures.
- Produce and analyze quarterly marketing program reports on
inquiries generated from various sources, leads closed, total donor
interactions and other established metrics.
- Identify and manage stewardship and engagement opportunities
for Legacy Society members, bringing visibility and recognition to
the group, while maintaining gift commitments.
Estate and CGA Administration
- Responsible for ongoing communication with law firms, trust
officers, and executors of open estates, to estimate distribution
timelines and gift amounts for revenue and pledge projections
against budgeted goals.
- Interpret wills, trusts, notices, petitions, pleadings, and
other correspondence to determine charity’s interest. Identify
areas of concern for legal team or outside counsel involvement as
- Review documents and coordinate with legal and finance
departments to obtain required approvals and signatures.
- Coordinate regulatory compliance and overall operations of gift
annuity program and partners, including gift annuity fund
administrators and internal finance and legal departments.
- Ensure smooth CGA proposal and gift contract issuance process
with donors, finance and legal teams, and external CGA
- Manage vendor relationships with CGA administrator, planned
giving website vendor, state regulation consultants, and
calculation software provider.
Essential experience, knowledge, skills and
- Bachelor’s degree required and 3+ years of relevant work
- Excellent interpersonal and relationship-building skills; must
possess strong verbal and written communication skills, excellent
judgment, discretion, and diplomacy.
- Experience working cooperatively and collaboratively as a
member of a team as well as independently with self-direction and
ability to meet timelines.
- Detail-oriented and highly organized; able to manage multiple
projects and prioritize appropriately while maintaining disciplined
adherence to program goals.
- An understanding of current laws regarding taxability of
donations and familiarity with deferred giving strategies is
- Must be knowledgeable of industry trends and best practices for
marketing and communicating with gift planning audiences.
- Proficient in Microsoft Office Suite, with particular emphasis
in Outlook, Teams, Word, Excel and PowerPoint.
- Understanding of additional software, including, but not
limited to, Raiser’s Edge or other CRM and PG Calc or
Physical demands and work
- Position may be remotely based, but may require occasional
trips to the Washington, DC or Palm Beach, FL office locations as
- Must be comfortable being around animals, in particular dogs,
in the office and at events.
- Minimal travel may be required for work events or donor-related
- While performing the duties of this position, the employee will
be regularly required to:
- Sit for extended periods;
- Look at and work off of a computer screen for extended
- Talk, hear and exchange information over the telephone,
computer and in person.
American Humane’s core values define our workplace, and
these values serve as the cornerstone for interactions in advancing
our mission and institutional goals. Employees are expected to
adhere to all organizational policies and to act as role models,
demonstrating American Humane’s core values:
Compassion – Being kind and
caring in our interactions with others.
Accountability - Holding ourselves to the
highest standards. Following through on commitments and owning our
actions, behavior, and decisions.
Respect for All – Being professional, listening
to others and honoring diversity in all its forms.
Loyalty to Mission – Staying focused on
our purpose and our mission – our nation’s most vulnerable depend
Sustainability - Contributing to being a great
place to work and achieving our shared mission and goals to make a
difference, now and in the future.
Honesty, Integrity, Trust – Demonstrating
transparency, as trusted stewards of donor resources, supporting
our leadership and one another.