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Manager, Planned Giving

John F. Kennedy Center for the Performing Arts
District of Columbia, United States
Salary Not specified
Posted Date
Sep 22, 2022

The Kennedy Center’s Planned Giving office is a dynamic team that is entering a period of exciting team growth and strategic development. The Manager of Planned Giving is an integral member of the Individual Giving Team responsible for operationalizing this productive team through strong project management and communication. The Manager will develop and refine systems and processes for trust and estate bequests and help the Planned Giving team operate in a productive and organized environment. In addition, this role serves as a critical liaison with the legal and financial teams at the Kennedy Center as well as external parties related to planned gifts.

This position reports to the Director, Planned Giving and oversees the work of two Assistant Managers.

Duties and Responsibilities

Project and operations management: working in collaboration with the Director of Planned Giving, the Manager oversees the workflow of all gifts as well as significant projects and campaigns in the Planned Giving & Endowment office.

  • Works directly with development officers to project manage steps and timelines for processing and reporting of endowment, trust and estate gifts
  • Refines process steps and maps the workflow to ensure efficiency and best practices are being utilized across the team
  • Collaborates across Kennedy Center legal and finance departments to facilitate gifts and serves as Kennedy Center representative to executors and legal representatives in progressing bequests and estate gifts, as appropriate
  • Partners with Special Events and Marcomm teams on written and digital communications: proposals, marketing materials, newsletters, etc.
  • Oversees the accurate record-keeping of commitments, forecasting and pipeline development, and budgets by working with the Planned Giving team and collaborating with other development departments

Portfolio development and donor engagement: cultivates and stewards a portfolio of donors and oversees a variety of activities to meet measurable goals.

  • Partners with intelligence and analytics teams to research and identify planned giving prospects
  • Collaborates with campaign and events teams to support department and institution-wide initiatives
  • Maintains strong relationships with existing donors and Legacy Society members through regular contact, via phone, in-person meetings, pre-performance gatherings, or cultivation events
  • Provides knowledge and support for cultivation and solicitation via briefings, proposal writing, marketing materials, or annual reports

Management and professional development: effectively manage the work and performance of two assistant managers, with direction and input from the Director to prioritize team members’ projects and priorities.

  • Provides coaching through regular feedback and performance management, aligns priorities to meet measureable goals, and appropriately delegates tasks to ensure a high-performing team that regularly meets or exceeds objectives
  • Manages and develops team’s best practices in all areas of planned giving fundraising, including written and verbal communications, prospect research, proposals, meetings, events, and donor engagement
  • Participates in continuing education opportunities to stay abreast of current methods and industry best practices
  • Regularly provides coaching and information sessions across the development department to share knowledge

Other duties as assigned.

Key Qualifications

  • Bachelor’s degree required.
  • Minimum of five years of development or development operations experience.
  • Demonstrated experience in planned giving and/or endowment is required.
  • Experience at a large organization or cultural or educational institution is preferred.
  • Track record of building, growing, and maintaining donor relationships.
  • Some experience managing others, setting goals, prioritizing work, delegation, and team-building.
  • Experience with Tessitura or a similar CRM database
  • Experience with a project management program, such as Asana
  • Careful attention to detail and awareness of standard accounting and legal procedures.

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