Director, Planned Giving

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.

ESSENTIAL FUNCTIONS:

• 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 pipeline.
• Provide oversight and management of a Planned Giving Officer and Development Associate.

MINIMUM REQUIREMENTS:

• Bachelor’s degree required, plus a minimum of six to seven years in the development field with at least 4 years in gift planning
• 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, fast-paced environment
• Demonstrated ability to handle multiple tasks fluidly
• Proven ability to make decisions, work independently and as a team player
• Ability to work well with both internal and external stakeholders
• Ability to handle delicate and confidential material

 

SALARY RANGE: 

Full-time Salary, 35 hours per week

Starting Salary: $105,000 - $130,000, commensurate with experience

 

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.