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
- 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,
- 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
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
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
- 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
- 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.
- Bachelor’s degree required.
- Minimum of five years of development or development operations
- Demonstrated experience in planned giving and/or endowment is
- Experience at a large organization or cultural or educational
institution is preferred.
- Track record of building, growing, and maintaining donor
- 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
- Careful attention to detail and awareness of standard
accounting and legal procedures.