Deputy Director, Gift Planning Administration

ABOUT THE JOB

The ACLU seeks a full-time position of Deputy Director of Gift Planning Administration in the Development Department of the ACLU’s National office in New York, NY. This is a hybrid role that has in-office requirements of two (2) days per week or eight (8) days per month.

The ACLU’s passionate community of donors and activists is stronger than ever. The mission of the ACLU’s Development Department is to unlock the full potential of donors and the ACLU as partners in the creation of a more perfect union. We pursue our mission by building long-term donor relationships and organizational partnerships, by demonstrating impact in response to threats, by taking interest in our donors and facilitating personal action, by being accountable stewards of their funds, and by asking donors to consider giving the ACLU their full support.

WHAT YOU'LL DO

Reporting to the Senior Director of Nationwide Leadership and Planned Gifts, the Deputy Director of Gift Planning Administration is responsible for using their knowledge of estate planning and administration, as well as the administration of life income gifts, to manage the organization’s fiduciary, compliance, due diligence and management responsibilities with regard to charitable life income gifts and bequests received from trusts and estates.

YOUR DAY TO DAY

• Lead a team currently consisting of a Manager and two Coordinators. Oversee the operations of the Gift Administration team, which includes monitoring the administration of trusts and estates in which the ACLU has an interest. Oversee due diligence, including examining fees, taxes and other costs that appear in accountings and other financial reports.
• Oversee management of a charitable gift annuity fund, charitable remainder trusts, and pooled income fund, including regulatory compliance, oversight of outside administrator, and compliance with board-approved investment guidelines. Oversee operational issues such as deceased annuitants, quarterly payments by check and direct deposit.
• As needed on a case-by-case basis, apply knowledge of trusts and estates, critical thinking, and creative problem solving to protect the organization’s financial interests by developing strategies to resolve estate disputes. Retain and manage oversight of outside counsel representing the ACLU in litigation.
• Serve as main point of contact to coordinate litigation with ACLU’s General Counsel’s office and ACLU affiliates. Serve as a representative of the ACLU to outside parties.
• Fulfill fiduciary responsibilities of ACLU Foundation for various charitable remainder trusts including oversight of outside administrator, trust investments, payments and communication with donors and beneficiaries.
• Manage data, reporting, and systems. Ensure that stakeholders have access to relevant information about received and projected revenue.
• Oversee administrative processes and workflows, including process improvement and streamlining.
• Liaise with Revenue Operations, Finance Department, General Counsel’s office, ACLU affiliates, and other internal stakeholders.
• Undertake special projects within the Development Department, as needed

FUTURE ACLU'ERS WILL

• Be committed to advancing the mission of the ACLU
• Center and embed the principles of equity, inclusion and belonging in their work by demonstrating commitment to diversity with an approach that respects and values multiple perspectives
• Be committed to work collaboratively and respectfully toward resolving obstacles and conflicts

WHAT YOU'LL BRING

• J.D. strongly preferred alongside significant experience leading trust and estate administration, mediation, and litigation
• Ability to lead and supervise a team
• Strong interpersonal skills including ability to positively influence and persuade, and to use listening, diplomacy, and tact to build relationships
• Strong communication skills, including the ability to summarize complex issues, verbally and in writing, for attorneys and non-attorneys
• Ability to apply sound judgement and to maintain donor confidentiality
• Ability to focus on procedural details, facts and figures
• Ability to exercise flexibility and patience
• Interest in tax, financial and estate planning issues
• Ability to negotiate complex, high profile or sensitive agreements preferred
• Experience with evolving trends in charitable giving preferred
• Familiarity with fundraising databases preferred
• Experience working at complex national or international nonprofits preferred

COMPENSATION

WHY THE ACLU

For over 100 years, the ACLU has worked to defend and preserve the individual rights and liberties guaranteed by the Constitution and laws of the United States. Whether it’s ending mass incarceration, achieving full equality for the LGBTQ+ community, establishing new privacy protections for our digital age, or preserving the right to vote or the right to have an abortion, the ACLU takes up the toughest civil liberties cases and issues to defend all people.

We know that great people make a great organization. We value our people and know that what we offer is essential not just their work, but to their overall well-being.

At the ACLU, we offer a broad range of benefits, which include:

• Time away to focus on the things that matter with a generous paid time-off policy
• Focus on your well-being with comprehensive healthcare benefits (including medical, dental and vision coverage, parental leave, gender affirming care & fertility treatment)
• Plan for your retirement with 401k plan and employer match
• We support employee growth and development through annual professional development funds, internal professional development programs and workshops

OUR COMMITMENT TO ACCESSIBILITY, EQUITY, DIVERSITY & INCLUSION

Accessibility, equity, diversity and inclusion are core values of the ACLU and central to our work to advance liberty, equality, and justice for all. For us diversity, equity, accessibility, and inclusion are not just check-the-box activities, but a chance for us to make long-term meaningful change. We are a community committed to learning and growth, humility and grace, transparency and accountability. We believe in a collective responsibility to create a culture of belonging for all people within our organization – one that respects and embraces difference; treats everyone equitably; and empowers our colleagues to do the best work possible. We are as committed to anti-oppression, anti-ableism, and anti-racism internally as we are externally. Because whether we’re in the courts or in the office, we believe ‘We the People’ means all of us.

With this commitment in mind, we strongly encourage applications from all qualified individuals without regard to race, color, religion, gender, sexual orientation, gender identity or expression, age, national origin, marital status, citizenship, disability, veteran status and record of arrest or conviction, or any other characteristic protected by applicable law.

The ACLU is committed to providing reasonable accommodation to individuals with disabilities. If you are a qualified individual with a disability and need assistance applying online, please email benefits.hrdept@aclu.org. If you are selected for an interview, you will receive additional information regarding how to request an accommodation for the interview process.