Reporting to the Director of Development and
working closely with other staff members, the Director of Planned
Giving serves as a senior development staff member and will oversee
a comprehensive program of planned giving, focused on the
identification, solicitation and stewardship of individual
prospects with capacity and interest in establishing an estate gift
or other planned giving vehicle to the Museum.
- Develop and lead business plan to ensure continued average
cash-in of $4M annually from Planned Giving.
- Cultivate, solicit and steward a personal portfolio of 50 – 100
key donors and prospects for planned gifts.
- Ensure stewardship of the bequest society, 350+ Sargent Society
member households, to retain and encourage additional outright and
planned gifts; manage 2 annual stewardship events.
- Plan and execute a Planned Giving marketing strategy to
generate leads and new gifts, including direct mail, e-mail and
digital marketing, website, and educational seminars.
- Respond to and track all planned giving inquiries; identify and
qualify new prospects for $100k+ planned gifts working
independently and with colleagues.
- Ensure timely and accurate receipt of bequest gift; build
relationships with attorneys, advisors, and family members to
support additional and next generation giving.
- Educate and serve as internal resource for frontline
fundraisers and senior and programmatic staff on planned gifts and
gifts of non-cash assets; partner on gift conversations; stay
abreast of tax law changes and communicate opportunities.
- In partnership with Finance Office, manage life income gift
administration and track planned giving expected revenue
- Provide oversight and management of a Planned Giving Officer
and Development Associate.
- Bachelor’s degree required, plus a minimum of six to seven
years in the development field with at least 4 years in gift
- A proven track record in the successful solicitation of estate
gifts and life income gifts
- Excellent written, analytical and research skills
- Excellent interpersonal communication skills
- Proven track record of working successfully within a complex,
- Demonstrated ability to handle multiple tasks fluidly
- Proven ability to make decisions, work independently and as a
- Ability to work well with both internal and external
- Ability to handle delicate and confidential material
Full-time Salary, 35 hours per week
Starting Salary: $105,000 - $130,000, commensurate with
The MFA is an equal opportunity employer. The community
and audience we serve is diverse, and we wish to foster that
diversity in our workplace. Toward that end, the MFA does not
discriminate against individuals in hiring, employment or promotion
on the basis of race, religion, color, sex/gender, gender identity
and gender expression, age, marital status, national origin, sexual
orientation, citizenship, handicap or disability, veteran or
military status, political belief, pregnancy, genetic information
or any other characteristic protected by law.