Please note that all preliminary screening for this position will be carried out by Katherine Kaplan, Development Guild, DDI. Resumes and cover letters should be emailed to her directly at ...@developmentguild.com.
Reporting to the Director of Campaign and Individual Giving, the Senior Planned Giving Officer (SPGO) will work closely with senior-level development staff, volunteers, and other key stakeholders. The SPGO will plan and implement strategies for identification, cultivation, solicitation, closure, and stewardship of major planned giving prospects and lead the planned giving program. The SPGO will also carry a portfolio of donors and prospects and will be expected to meet ambitious goals.
+ Hold primary responsibility for gifts of estates, trusts, and various other financial instruments and prospects that reflect financial planning and deferred giving opportunities.
+ Serve as planned giving fundraising liaison for Pine Street Inn 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 PSI planned giving donors.
+ Support other staff members working with donors on deferred and planned gifts such as trusts, charitable annuities, life insurance, wills, and bequests.
+ Working with Development Operations, ensure that all systems and processes from gift documentation to reporting are accurate and tailored to align with the needs of the Advancement and Business Offices.
+ 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, and goal setting.
+ Manage planned giving prospects and donors; develop tracking systems and reports in collaboration with Development Operations.
+ Reactivate Pine Street Inn-s planned giving society, including marketing materials and events.
+ A deep commitment to Pine Street Inn and a keen understanding of PSI-s mission and goals, as well as the ability to articulate its goals
+ Strong organizational and time management skills with exceptional attention to detail.
+ 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.
+ Proven record of directing planned giving programs.
+ Demonstrated ability to handle multiple competing priorities and meet established personal and team goals.
+ Possess the highest level of integrity, donor confidentiality, and discretion with sensitive information, tasks, and relationships.
+ Experience with planned giving, giving societies, reporting tools, and best practices for tracking and stewarding planned gifts moves management.
+ Skills in proofreading and editing, along with an attention to detail and follow-through. Computer literacy, particularly in word processing, using Internet resources, and using donor and prospecting databases such as Raisers Edge or Salesforce (non-profit) is required.
+ An understanding of the current laws regarding taxability of donations, familiarity with deferred giving strategies, and knowledge of a diverse array of financial instruments are essential.
+ An understanding of the requirements for financial reporting of planned giving donations, and an ability to work collaboratively and strategically with Development Operations and the Finance Department to ensure proper allocation and reporting of all planned gifts.
+ Bachelor-s Degree
+ Minimum of 7 years- related experience in planned giving in a college, independent school, or other mission-driven nonprofit institution.
+ Proficiency in Raiser-s Edge and Microsoft Office.
+ Ability to sit for long periods of time
+ Ability to utilize a PC, phone, fax and copier
+ Ability to climb four flights of stairs
+ Ability to travel by car or public transportation in metropolitan Boston area for PSI site visits, special events, and other meetings or trainings as assigned
+ Ability to travel by car for donor visits
+ Some travel, weekend, holiday and after-hours work required
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* The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.