Regional Director, Development, Gift Planning

Planned Parenthood is the nation’s leading provider and advocate of high-quality, affordable sexual and reproductive health care for all people, as well as the nation’s largest provider of sex education. With more than 600 health centers across the country, Planned Parenthood organizations serve all patients with care and compassion, with respect, and without judgment, striving to create equitable access to health care. Through health centers, programs in schools and communities, and online resources, Planned Parenthood is a trusted source of reliable education and information that allows people to make informed health decisions. We do all this because we care passionately about helping people lead healthier lives.
Planned Parenthood Federation of America (PPFA) is a 501(c)(3) charitable organization that supports the independently incorporated Planned Parenthood affiliates operating health centers across the U.S. Planned Parenthood Action Fund is an independent, nonpartisan, not-for-profit membership organization formed as the advocacy and political arm of Planned Parenthood Federation of America. The Action Fund engages in educational, advocacy, and electoral activity, including grassroots organizing, legislative advocacy, and voter education.
Planned Parenthood Federation of America (PPFA) and Planned Parenthood Action Fund (PPAF) seek a Regional Director of Gift Planning. This position reports to the Director & Gift Planning Advisor on the Gift Planning team in the Development division of PPFA. The Gift Planning team expands philanthropic revenue for Planned Parenthood by working with donors and their advisors on bequest intents, estate planning, life income gifts (including charitable gift annuities, charitable trusts, and a pooled income fund) as well as special ways of giving (including beneficiary designations, IRA giving, and endowments).  
Purpose:  The role of the Regional Director is to tailor one-to-one work with donors for soliciting and securing new gift commitments for Planned Parenthood Federation of America, the Action Fund, and the Collaborative Fundraising Program.  This individual will establish and maintain relationships with a portfolio of assigned donors at different stages of the Estate Planning Cycle by adapting protocols and applying knowledge, resulting in both immediate and future revenue commitments.  The Regional Director also implements customized individual donor engagement to ensure that commitments for ultimate gifts are continually reaffirmed and retained for the life of the donor. 
Delivery: ● Solicit and confirm new bequest intent and special gift commitments for Planned Parenthood by engaging with donors in a timely manner in personal meetings, by telephone, and in writing.● Adapt and customize materials to inspire action and answer donor questions and concerns.● Partner with internal colleagues, advisors, and financial institutions as needed to complete gift arrangements.● Apply a systematic focus to portfolio assessment and demonstrate discernment on specific strategy toward heightened commitments for day-to-day donor work and donor travel preparations.● Reassess donor ratings and ensure that individually personalized stewardship is optimally focused to retain commitments and minimize the risk of unfulfilled final gifts.● Plan and arrange visits with donors and prospects throughout the region to solicit new and increased gifts and to reconfirm commitments.● Using PPFA resources wisely, devise a travel schedule so that assigned donors are offered a visit within every two-and-a-half-year cycle and prospects for conversion and solicitation are emphasized.● Submit complete and timely visit reports, thank you notes, and expense reports.● Arrange affiliate visits and coordinate visits of shared gift planning donors in conjunction with donor travel. ● Advise local staff on developing their gift planning programs.● Partner with both national and local staff on cultivation, solicitation, and stewardship strategies.  ● Work to meet individual metrics and shared departmental goals, measured by inquiry-to-gift conversion, active gifts-in-play, donor visits, and stewardship steps.● Represent Planned Parenthood ethically while considering each donor situation.  ● Commit to professional development by building technical expertise through reading, research, education, and professional certifications focused on gift planning.● Build knowledge on a range of topics (including internal policies, investments, federal tax changes, etc.), thereby strengthening the ability to work with donors and their advisors.
Engagement:● Engage do