Director for Planned Giving

The Director for Planned Giving is responsible for growing long-term planned giving revenue from individual donors through securing gifts from wills, trusts, beneficiary designations and other giving vehicles. This position manages a portfolio of planned giving prospects and donors. The Director is responsible for identifying strategic opportunities and developing and implementing initiatives to identify, cultivate, solicit, steward, and retain planned giving prospects to ensure a strong base of perpetual financial support for Carnegie Museums (CM). This position holds the primary responsibility for stewarding gifts of estates, trusts, and various other financial venues that reflect financial planning and deferred giving opportunities for CM. The Director for Planned Giving leads gift planning efforts within CM. Director for Planned Giving serves as a fundraising liaison to museum-based fundraising teams, oversees communications, prepares written materials, keeps digital and print marketing collateral current, manages the planned giving society (Cornice Society), and hosts special events.   QUALIFICATIONS: EDUCATION AND EXPERIENCE: Bachelor’s degree or equivalent combination of education and experience required. A minimum of 5 years of related experience in individual fundraising with strong emphasis on planned gift cultivation and solicitation, or related experience. Familiarity with the Pittsburgh funding community a plus. Master’s degree desirable.  KNOWLEDGE, SKILLS, AND ABILITIES:  Ability to collaborate effectively and develop positive relationships with a diverse group of colleagues, donors, prospects, and volunteers. Exceptional verbal and written communications skills; strict attention to detail; commitment to exemplary customer service; diplomacy and persuasive abilities in dealing with donors and colleagues alike. Must be creative and a self-starter with the ability to work both independently and as part of a team. Ability to prioritize tasks, manage multiple assignments at once, and work effectively under deadlines and the pressures of a fast-paced work environment. Proficiency with Microsoft Office and experience with CRM systems is required. Flexible schedule – early morning, late evening, and weekend hours on occasion. Demonstrated success in securing major gifts. Results-oriented team player with optimistic attitude who takes initiative as an independent worker. PHYSICAL REQUIREMENTS: Work is primarily sedentary in nature; no special demands are required.   ESSENTIAL FUNCTIONS AND ACCOUNTABILITIES: Responsible development of planned giving strategy and prospect development. Development and maintenance of marketing materials, plan and execution Ongoing stewardship of planned giving donors and Cornice Society members. Develop and maintain a portfolio of planned giving prospects and achieve individual targets for meetings, solicitations, and developing leads. Work closely and collaboratively with donor-facing team members to guide and inform on cultivating planned giving prospects and donor in their portfolios. Manage logistics related to working with donors and adheres to the department’s reporting and documentation processes. Prepare and enter contact reports from prospect interactions on a timely basis. Assume primary responsibility for providing technical support and options regarding planned and deferred gifts. Apply industry best practices, maintain an awareness of successful initiatives utilized at peer institutions, and actively make recommendations to grow and refine planned giving. Collaborate with team members and Museum leadership with blended and planned giving solicitations. Enhance donor gift planning by remaining current in all areas of gift possibilities available through the Museum and the current laws and regulations governing such gifts. Join and attend professional groups and educational sessions to keep abreast of current trend in planned giving and major gifts. Help CM meet fundraising goals by having a thorough understanding of current capital and programs fundraising priorities, needs for endowments, Annual Giving program, Giving Societies, and the advantages of membership in various gift recognition societies. Utilize CM’s CRM software to track and manage donor/prospect portfolio and monitor individual results toward fundraising goals; adhere to timely reporting of results to ensure accuracy of the fundraising pipeline and year-end projection forecasts. Enhance donor relations by representing Development and CM at functions and meetings as assigned and working with donors and potential donors, members, friends, families, and various constituencies of the Museums to strengthen their ties to Carnegie Museums. Prepare for professional and donor meetings by establishing and maintaining professional competency and currency in the field of development work through professional reading, developing professional contacts with colleagues, attending professional development courses or trainings, and maintaining appropriate professional memberships. Assure donor confidentiality as well as the confidentiality of the projects undertaken by Development and CM by conducting all personal contacts and communications with donors in a professional manner. Further the attainment of established goals for Development and CM by developing and maintaining cordial and professional working relationships with staff and volunteers. Attend Museum events and assist with planning and strategy as needed. Other duties as relevant to the responsibilities of the position or as assigned by supervisor or designee.   For full consideration as an applicant, you must provide a cover letter with your resume. The cover letter must describe the number of years of individual giving experience you have and if you have experience soliciting individuals for 5 and 6 figure gifts.    Expecting starting pay range, based on experience, $85,000-$105,000.

Salary : $85,000 - $105,000