• Consult with development and executive staff of 12 regional affiliates to enrich regional staff’s knowledge of and enthusiasm for the solicitation of planned gifts in keeping with best practices.• Educate regional affiliate colleagues about matching program which results in a cash influx to the organization for new planned gifts made or revealed during the duration of the matching program.• Train development staff members and volunteer solicitors in on one-on-one settings, to affiliate boards and at the ACLU's national conference about strategies for soliciting, closing and stewarding planned gifts including incorporating planned giving into their major gifts fundraising efforts.• Manage a portfolio of planned giving prospects, from new prospects to those who are actively in a discussion about making a gift to the organization.• Solicit and close six- and seven-figure planned gifts for a nationwide organization with annual planned gift intentions of $40 million, including bequests, trusts, real estate and personal property through face-to-face meetings with individual donors.• Prepare proposals and other supporting technical materials for donors who have been solicited for or have otherwise expressed interest in a planned gift.• Develop and execute strategy for major gift solicitations of up to $250,000. • Coordinate efforts with major gifts staff to solicit planned gifts from major gift donors. • Collaborate with regional affiliate colleagues to identify planned giving prospects. • Oversee tasks by Gift Planning Coordinator in conjunction with three other Associate Directors of Gift Planning.

• Managed all aspects of the planned giving program for a 9th – 12th grade independent school, including oversight of gifts made through bequests, trusts, charitable gift annuities and other planned giving vehicles.• Devised and carried out cultivation plans for approximately 200 prospects including alumni, parents and friends of the school.• Solicited planned, major and annual fund gifts, including securing annual gifts up to $50,000. • Prepared direct marketing materials to educate planned giving constituency.• Responded to leads generated by direct marketing materials.

• Represented high-net worth individuals in all aspects of estate planning and asset transfer techniques.• Drafted documents including Wills, Trusts and Promissory Notes. • Prepared memorandum related to funding of testamentary Charitable Lead Trust with Family Limited Partnership interest.• Preparation of Federal Gift Tax returns.

• Drafted documents including Wills, Trusts, Prenuptial Agreements and Loan Agreements. • Oversaw all aspects of the administration of multi-million dollar estates including disclaimers, review of Estate and Inheritance Tax returns and reformation of Charitable Remainder Trust. • Advised tax-exempt organizations with regard to Federal Income Tax and state laws including formation, charitable solicitation registration, public support test and dissolution.• Represented Trustees in all aspects of trust administration including Orphans’ Court filings, GST Tax implications of possible division, and Qualified Domestic Trust regulations.