Director, National Estate and Gift Planning

Anti-Defamation League | New York, NY, United States

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Posted Date 5/12/2023

POSITION TITLE: Director, National Estate and Gift Planning

REPORTS TO: Senior Director, National Estate and Gift Planning


LOCATION: Anywhere ADL has an office

Grade/Class: Grade G, Exempt, PSA-Eligible




ADL is the leading anti-hate organization in the world. Founded in 1913, its timeless mission is “to stop the defamation of the Jewish people and to secure justice and fair treatment to all.” Today, ADL continues to fight all forms of antisemitism and bias, using innovation and partnerships to drive impact. A global leader in combating antisemitism, countering extremism and battling bigotry wherever and whenever it happens, ADL works to protect democracy and ensure a just and inclusive society for all. 




The Director of (National) Estate and Gift Planning is responsible for identifying, qualifying, cultivating and soliciting prospects to secure meaningful legacy gifts. This specialized content expert maximizes charitable contributions through a deep understanding and application of appropriate, donor-aligned planned giving vehicles. This position will expand the planned gift prospect base by leveraging qualified leads identified through marketing in partnership with national, divisional and regional development staff.  The Director will support strategic growth in the planned giving program in collaboration with the Senior Director and divisional/regional partners. You will be a trusted partner and resource for planned giving, both internally within ADL and externally to our donor/prospect constituency regarding planned gift strategies and all aspects of planned giving.



  • Proactively and strategically manage a prospect portfolio and advance prospects through the qualification, cultivation and solicitation process by creating a customized strategy for each prospect in the portfolio.
  • Apply expert technical knowledge of relevant tax, probate, trust, and financial/estate planning strategies to address individual donor needs and goals and prepare proposals and other supporting materials to enable creation and execution of planned
  • Collaborate with and provide in service training to division and regional development staff to enrich knowledge of and enthusiasm for the solicitation of planned gifts including incorporating planned giving into their major gift fundraising efforts.
  • Maintain a working knowledge of relevant tax, probate, trust, and financial/estate planning strategies and appropriately apply this knowledge to address individual donor needs and goals.
  • Provide guidance to internal and external stakeholders regarding legacy giving informed by best practices and current trends and applicable laws and regulations.
  • Adhere to best practices for moves management, maintaining accurate and up-to-date records of donor contacts and ongoing communication with current donors and prospects via database and hard file notations.
  • Meet portfolio goals including number of donor visits and meaningful, monthly personalized donor contacts.
  • Participate in fostering a culture of philanthropy by promoting planned giving throughout the organization.



  • Cultivate relationships with attorneys, trust officers, accountants, financial planners and other estate planning professionals regarding gift opportunities for clients. Provide material for their use, exchange up-to-date information on current best practices, request help in obtaining referrals and discuss donor interests.
  • Participate in special assignments or projects as representative of the National Estate and Gift Planning Department.



  • Expert technical knowledge of applicable laws, rules, regulations, policies and donor relations concepts, principles, procedures, and techniques.
  • Expert written and interpersonal communication skills, including political acumen, to establish and maintain good working relationships throughout the organization and with outside constituencies.
  • Ability to convey complicated concepts clearly and succinctly.
  • Excellent organizational skills, creative thinker and the ability to manage multiple
  • projects.
  • Must be self-motivated, ability to take initiative and make independent decisions as well as work as part of a team.
  • Experience working in a non-profit institution of comparable complexity and scale is preferred.
  • Technologically savvy with an understanding of modern business systems, practices and processes.
  • Comfort building relationships with and collaborating with colleagues remotely.
  • Commitment to ADL’s mission and values, and driven by personal values of transparency, collaboration and inclusion.



  • Ten years of relevant professional experience in planned giving or related development/fundraising area
  • Proven success soliciting donors, with an outstanding record in closing legacy gifts.
  • Strong knowledge and experience with simple bequests, annuities, beneficiary gifts and other complex gift planning vehicles.



  • Bachelor’s degree (preferred) or equivalent experience. 

Work Environment:

  • ADL COVID-19 Protocol (updated periodically): ADL is adhering to public health guidance regarding COVID-19. ADL will require that all employees are vaccinated with exceptions for medical and religious accommodations. ADL is requiring proof of vaccination. ADL is a hybrid environment; this role may require 3 days in the office.
  • Some travel is required (10-15%).


  • This position has a salary range of $80,000 to $120,000. This salary range is reflective of a position based in New York, New York. Please note that actual salaries are commensurate with experience and reflect the budget for a given position, and since ADL has a location-based compensation structure, there may be a different range for candidates in other locations. For an overview of our total rewards package, please visit


ADL values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of underrepresented ethnic groups, foreign-born residents, and veterans to apply. ADL is an equal opportunity employer. Recruitment,hiring, promotions and other terms, conditions and  privileges of employment shall be maintained in a manner which does not discriminate on the basis of age, race, creed, religion, color, national origin, sex, sexual orientation, gender expression, marital status, physical or mental disability, veteran status, or military status, or in violation of any applicable Federal, state or local laws.

ADL will ensure that individuals with disabilities are provided reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and  privileges of employment. For individuals with disabilities who would like to request an accommodation to support the interview process, please contact Talent & Knowledge at [email protected].

ADL will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Fair Credit Reporting Act, and all other applicable State, Local, and Federal laws.

The information in this job description indicates the general nature and level of work expected of employees in this classification. It is not designed to contain, or be interpreted as, a comprehensive inventory of all duties, responsibilities, qualifications, and objectives required of employees assigned to this job, nor is it to be interpreted as a contract for employment.

Salary80,000.00 - 120,000.00 Annual
Full Time
Organization Type
Global Nonprofit
Retirement Plans | Dental | FSA | Leave Early for Shabbat | Life Insurance | Medical Insurance | Paid Holidays | Paid Vacation | Parental Leave | Sick Days | Vision
Job Location
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