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Officer, Planned Giving

Dana-Farber Cancer Institute
Massachusetts, United States
Salary Not specified
Closing date
Aug 19, 2022

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Position Type
Fundraising, Planned Giving
Employment Type
Full Time

Officer, Planned Giving
Dana-Farber Cancer Institute
Brookline, MA
Full Time

The Officer is responsible for building a pipeline of Planned Giving (PG) prospects by identifying, qualifying, cultivating, personally soliciting, and stewarding a portfolio of 350+, prioritizing grateful patients and those age 65+. This position is considered remote, up to 1 day in the office at 10 Brookline Place, Brookline, MA each week. DFCI guidelines state that employees must reside in Massachusetts, New Hampshire, or Rhode Island.


  • Partner with the PG team to achieve annual team revenue targets of $14M+ in new and realized commitments each year.
  • Personally solicit 7-9 prospects per month to become members of the Dana-Farber Society by including Dana-Farber Cancer Institute/Jimmy Fund in their wills or trusts, beneficiary designations, or by establishing a charitable gift annuity.
  • Recruit 50 Dana-Farber Society members each year.
  • Complete 95+ donor visits per year.
  • Send a minimum of 30 planned giving proposals each year, including bequest, life income gift, and IRA proposals.
  • Close $2M in planned gift expected value and $2M in new revenue.
  • Close 3+ charitable gift annuities annually.
  • Serve as main planned giving contact for Jimmy Fund staff.
  • Keep current with and be able to convey information about highlights and initiatives at Dana-Farber and planned giving vehicles.
  • Act as first touch point for all unassigned donors identified via PG inquiries from marketing and through daily donor reports by making outreach to thank donors, learn more about giving motivations, qualify them for the Dana-Farber Society, as well as cultivate for future visits.
  • Triage and respond to inquiries and questions from donors and colleagues made via email, web and the PG 1-800 information line regarding bequests, trusts, life income gifts, life insurance, IRA gifts and other planned gift vehicles.
  • Develop a working knowledge of the ClearView fundraising database and other management information and tracking systems used by the Division of Philanthropy to effectively update, track, and manage progress toward personal solicitation goals, including donor visits and contacts.
  • Utilize mail, phone, email, or volunteers for solicitation or cultivation as appropriate.
  • Coordinate with Prospect Research team to provide donor profile information as needed.
  • Generate and distribute call reports.
  • Participate as needed in Division of Philanthropy team efforts including solicitation strategy teams for key prospects and internal planning efforts. Ad-hoc projects. Other responsibilities as assigned. Responsible for assisting the entire department, including other business units, in reaching financial goals.
  • Reports to Director of Planned Giving.



  • Bachelor’s degree required plus 3-5 years of development/philanthropy experience.
  • Strong oral and written communications skills.
  • Demonstrated ability to meet fundraising goals and deadlines. Ability to handle multiple tasks in a fast-paced environment.
  • Ability to work with a variety of constituencies, including donors, volunteers, and DFCI staff.
  • Ability to work in a collegial manner with the Division of Philanthropy team in creating and implementing solicitation strategies.
  • Strong knowledge of Microsoft Office applications and development databases.
  • Ability to work independently and be self-motivated.
  • Excellent problem solving and reasoning skills. Willingness to travel in the New England area.
  • Willingness to travel in Massachusetts and New England area.


Resume and cover letter required with application submission.


To learn more and to apply, please visit:


About Dana-Farber Cancer Institute:
At Dana-Farber Cancer Institute, we work every day to create an innovative, caring, and inclusive environment where every patient, family, and staff member feels they belong.  As relentless as we are in our mission to reduce the burden of cancer for all, we are equally committed to diversifying our faculty and staff.  Cancer knows no boundaries and when it comes to hiring the most dedicated and diverse professionals, neither do we. If working in this kind of organization inspires you, we encourage you to apply.

Located in Boston and the surrounding communities, Dana-Farber Cancer Institute brings together world renowned clinicians, innovative researchers and dedicated professionals, allies in the common mission of conquering cancer, HIV/AIDS and related diseases. Combining extremely talented people with the best technologies in a genuinely positive environment, we provide compassionate and comprehensive care to patients of all ages; we conduct research that advances treatment; we educate tomorrow's physician/researchers; we reach out to underserved members of our community; and we work with amazing partners, including other Harvard Medical School-affiliated hospitals.

Dana-Farber Cancer Institute is an equal opportunity employer and affirms the right of every qualified applicant to receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, national origin, sexual orientation, genetic information, disability, age, ancestry, military service, protected veteran status, or other groups as protected by law.



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