Head of Strategy (Remote)

League of Women Voters of the US • Remote (Washington, District of Columbia, United States) • $0 / year • 1d ago

Description

ABOUT THE LEAGUE OF WOMEN VOTERS The League of Women Voters is a nonpartisan, grassroots organization dedicated to empowering voters and defending democracy. Founded in 1920, the League encourages informed and active participation in government, works to increase understanding of major public policy issues, and advocates for public policies that strengthen civic engagement and democratic institutions. The Manager, Planned Giving leads the League of Women Voters' planned giving and legacy philanthropy program, developing strategies that inspire long-term investments in the League's mission and strengthen sustainable philanthropic support for future generations. This position manages a portfolio of planned giving prospects and League Legacy Circle members, oversees donor-centered marketing and stewardship initiatives, and collaborates across Advancement, Finance, Communications, and Development Operations to ensure effective gift administration and donor engagement. This position serves as an internal subject matter expert on charitable gift planning and works to increase documented planned gift commitments while fostering meaningful relationships with supporters who wish to create a lasting impact through their philanthropy. Develop, implement, and evaluate a comprehensive planned giving strategy that increases documented legacy commitments and advances long-term revenue goals. Serve as the League's primary resource on planned giving opportunities, trends, best practices, and donor engagement strategies. Establish annual goals, performance metrics, and growth objectives for the planned giving program and regularly monitor progress toward those goals. Identify opportunities to strengthen and expand the League's legacy giving pipeline through donor qualification, cultivation, and stewardship initiatives. Maintain current knowledge of developments and trends in charitable gift planning, philanthropy, tax law considerations affecting charitable giving, and industry best practices. Develop and execute individualized cultivation, solicitation, and stewardship strategies designed to deepen donor engagement and secure documented planned gift commitments. Build meaningful relationships with supporters through virtual meetings, telephone outreach, written communications, event participation, and in-person visits as appropriate. Facilitate conversations regarding charitable bequests, beneficiary designations, retirement assets, life insurance policies, donor-advised fund succession planning, and other planned giving vehicles. Partner with Advancement colleagues and event staff to plan and execute virtual and in-person stewardship activities and donor engagement opportunities. Maintain accurate and confidential records regarding society membership and documented gift intentions. Develop and manage planned giving content for digital platforms, email communications, newsletters, direct mail, social media, and the organization's website. Create educational materials, donor stories, impact reports, and other resources that increase awareness of legacy giving opportunities. Manage relationships with external vendors, consultants, and planned giving marketing platforms to support program goals. Evaluate campaign performance and recommend strategies that increase donor engagement, inquiries, and documented commitments. Gift Administration and Operations Maintain accurate records of planned gift expectancies, documented commitments, realized gifts, and related donor communications. Initiate and develop relationships with Estate attorneys, financial advisors, and other key decision-makers to ensure timely gift administration. Coordinate with Finance, Development Operations, and Advancement colleagues to ensure proper recording, acknowledgment, and stewardship of planned gifts. Ensure donor information is handled with confidentiality, discretion, and adherence to organizational policies and applicable regulations. Data Management and Reporting Utilize CRM systems and reporting tools to track donor engagement, stewardship activities, planned gift commitments, and realized gifts. Analyze donor and program data to identify trends, opportunities, and areas for growth. Monitor key performance indicators and recommend improvements that strengthen program effectiveness and donor engagement. Collaborate closely with Advancement, Communications, Finance, Development Operations, and external partners to support integrated fundraising strategies. Bachelor's degree or an equivalent combination of education and relevant professional experience.

Demonstrated success building and managing donor relationships and stewardship programs. Knowledge of charitable gift planning vehicles, including bequests, beneficiary designations, retirement assets, life insurance gifts, and donor-advised fund succession planning. Experience with planned giving marketing platforms (Stelter, FreeWill, etc.), estate planning tools, and legacy giving campaigns. Experience working in a national nonprofit, civic engagement, advocacy, membership-based, or mission-driven organization. Strong project management and organizational skills with exceptional attention to detail. Experience working with CRM systems, donor databases, and fundraising reporting tools. Ability to handle confidential donor information with discretion and sound judgment. Commitment to the mission, values, and nonpartisan principles of the League of Women Voters. Relationship Building Project and Program Management Equity and Inclusion TRAVEL REQUIREMENTS Occasional domestic travel, up to approximately 20%, may be required for donor visits, League events, conferences, and stewardship activities. This position is primarily performed in a remote work environment and requires prolonged periods of computer work, participation in virtual meetings, and communication via telephone and email. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. COMMITMENT TO DIVERSITY, EQUITY AND INCLUSION The League of Women Voters of the United States is committed to a diverse and inclusive workplace based on equal opportunity. The League is committed to hiring staff who reflect this country's full range of racial, ethnic, cultural, sexual orientation, and socioeconomic identity, fostering a workplace where true diversity is valued and different perspectives are freely exchanged. We encourage women, minorities, and individuals from traditionally underrepresented communities to apply. The League of Women Voters of the United States is an equal opportunity employer committed to fostering a diverse, equitable, inclusive, and accessible workplace. We encourage applications from individuals of all backgrounds, experiences, and perspectives who share our commitment to strengthening democracy and civic participation. The League does not discriminate on the basis of race, color, religion, national origin, ancestry, disability, age, marital status, veteran status, genetic information, or any other protected status under applicable law. This job description will be reviewed periodically as duties and responsibilities change with business necessity.