Officer, Planned Giving
Dana-Farber Cancer Institute
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
- 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
- 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
- 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
- Strong knowledge of Microsoft Office applications and
- Ability to work independently and be self-motivated.
- Excellent problem solving and reasoning skills.
- Willingness to travel in Massachusetts and New England
Resume and cover letter required with application
To learn more and to apply, please
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
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.