What are the responsibilities and job description for the Director of Planned Giving position at Planet Professional?
***Local candidates only, this is on-site in Boston, MA***
Up to $160k depending on experience
Supervising Financial Planner & Budgeter
Must Haves:
- Bachelor’s Degree or equivalent combination of education and development work experience required.
- 7 years relevant experience
- Demonstrated success with closing planned gifts, building/maintaining a planned giving program, and a managing a portfolio
- Excellent writing and interpersonal communications skills
- Proven track record in working within complex programs managing multiple demands, and balance evolving needs.
- Proven ability to make decisions, work independently, and as a team player
- Ability to handle sensitive and confidential matters
Job Description:
- Lead and oversee planned giving program, creating planned giving strategies for individual donors at all levels—including board leaders, major donors, annual donors, online giving, executives, grateful patients, and employees.
- Actively manage a portfolio of about 80-100 planned giving donors and prospects; have demonstrated success in closing planned & blended gifts
- Identify, cultivate, and solicit planned gifts such as bequests, trusts, life-income gifts, real estate and alternative assets ranging from five to eight figures. Regularly meet, and when possible, exceed set revenue goals and other key metrics
- Launch a planned giving (legacy) recognition society, with robust strategies for securing members and building their affinity to support during and beyond their lifetimes.
- Partner with other frontline gift officers on planned giving opportunities within their portfolios and collaborate with each individual fundraiser to develop appropriate goals and strategies for select prospects/donors.
- Serve a key consult to other frontline gift officers in developing complex planned giving opportunities, advising donors on options, and sharing scenarios to encourage significant planned gifts; involving outside advisors as appropriate and to ensure ethical practices.
- Coordinate with Operations to ensure that planned gifts are appropriately booked (present value etc.) and tracked in system.
- Develop compelling educational materials—in partnership with Communications—to inspire donors on the financial benefits of planned gifts for constituents. Regularly partner with the Annual Fund team on solicitations to include planned giving language in various appeals
- Collaborate with Finance and General Counsel when appropriate to execute on transactions associated with planned gifts.
- Stay up to date on planned giving trends and latest tax implication for various planned gift opportunities
- Participate in annual program planning, budgeting, goal setting, progress reports and evaluation.
Salary : $160,000
