Director Of Planned And Major Giving

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Director of Planned and Major Giving
The candidate will work closely with senior-level development volunteers, trustees, and other key stakeholders. Plan and implement strategies for identification, cultivation, solicitation, closure, and stewardship of major prospects; lead the planned giving program; help establish fundraising goals and objectives; serve as the lead planned giving officer ; and strengthen the relationships between firm and its constituencies. Hold primary responsibility for gifts of estates, trusts, and various other financial venues that reflect financial planning and deferred giving opportunities. Serve as planned giving fundraising liaison for firm and prepare written materials about the intricacies of financial, legal, and tax-related aspects of charitable gift planning in order to engage donors. Proactively identify, cultivate, solicit, and steward planned giving prospects and serve as the planned giving advisor for all firm planned giving donors. Train and support other staff members working with donors on deferred and planned gifts such as trusts, charitable annuities, life insurance, wills, and bequests. Enhance operational efficiency in planned giving for the firm program. Ensure that all systems and processes from gift documentation to systems reporting are accurate and tailored to align with the needs of the Advancement and Business Offices. Oversee the Lamp of Learning Society, firm's planned giving program, including member events and stewardship. Enhance donor gift planning and giving by remaining current in areas of gift possibilities available and the current laws and regulations governing such gifts. Lead strategic efforts for planned giving pipeline movement, gift proposals, policy development, goal setting. Manage planned giving prospects and donors; develop tracking systems and reports. Direct and oversee planned giving prospect research. Manage the solicitation process and pipeline for the CAO and Head of School, specific to planned giving. Ensure that key prospects are actively managed with regular face-to-face meetings and outreach with prospects to communicate campaign goals and move prospects along the major gifts pipeline. Prepare and present written and oral briefings, follow-up materials, and contact reports on major gift prospects/donors as needed in a timely manner. Write, edit, and proofread proposals, letters and other correspondence as necessary. Work collaboratively with development staff to devise and recommend cultivation and solicitation strategies; serve as a resource for development staff and volunteers. Collaborate on and lead the development and implementation of cultivation and stewardship for major gifts donors. Represent the school at alumnae, parent, and other constituent events. Work strategically, as assigned, with the Head of School, other senior administrators, faculty, staff, and volunteer leaders to support fundraising priorities. Acknowledge personally any gifts from assigned prospects. Visit specified regions across the country to cultivate prospective donors, staff senior administrators at events, and coordinate logistics for strategic visits. Engage volunteers in a variety of roles, including identification, cultivation, solicitation, stewardship, and events. Must have a deep commitment to an independent school education, a keen understanding of firm's mission and goals, and the ability to articulate its uniqueness and relevance. Should have excellent communication skills, both verbal and written, with a strong ability to influence and engage a wide range of donors and build long-term relationships. Must have 10+ years' related experience in major gifts fundraising, campaigns, planned giving in a college, independent school, or other mission-driven nonprofit institution. A Bachelor's degree required. Master's or Juris Doctorate degree preferred. Some travel and weekend and after-hours work required.

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