Director of Planned Giving

Mystic, CT - USA

Yearly Salary: USD 80000 - 90000

Posted on: 18 hours ago

Vacancies: 1 Vacancy

Job Summary

Full-time

Description

Purpose of Position:

Mystic Seaport Museum seeks an experienced Director of Planned Giving to expand our planned giving program and secure the Museums long-term financial sustainability. Manage a portfolio of 100-150 prospects to secure $3-5 million in documented planned gift commitments annually.

Reporting directly to the Vice President of Advancement this position offers the opportunity to make a significant impact on one of Americas leading maritime museums while working with donors who are passionate about preserving our nations maritime heritage.

Essential Functions

Pipeline Development and Donor Management

Identify qualify and cultivate 100-150 planned giving prospects through research and strategic outreach

Develop comprehensive cultivation strategies moving prospects from identification to commitment

Collaborate with major gifts team to integrate planned giving into donor engagement

Maintain accurate records in donor database

Cultivation and Stewardship

Conduct personalized visits calls and correspondence to build long-term donor relationships

Design recognition programs that engage planned giving donors

Create customized gift proposals demonstrating impact and benefits

Marketing and Donor Education

Execute marketing strategy promoting planned giving opportunities

Develop educational materials (brochures newsletters website content presentations)

Organize seminars and webinars on estate planning and charitable giving

Professional Collaboration

Build relationships with estate attorneys financial advisors and accountants

Serve as Museum expert on planned giving vehicles and tax implications

Stay current on tax law changes and planned giving best practices

Requirements

Qualifications

Required

Bachelors degree
4-7 years in planned giving major gifts fundraising or related development work
Proven track record securing planned gifts (bequests estate gifts charitable gift annuities trusts)
Strong understanding of planned giving vehicles and tax implications
Excellent communication skills with ability to explain complex concepts
Experience managing donor portfolios and achieving fundraising goals
Proficiency with donor databases and Microsoft Office
Valid drivers license and ability to travel

Preferred

Background in law financial planning accounting or related field
Cultural institution or museum experience
CFRE certification or willingness to pursue
Interest in maritime history

Key Competencies

Strategic thinking exceptional listening donor-centered approach strong organizational skills ability to work independently and collaboratively cultural sensitivity passion for the Museums mission

Success Metrics

Performance evaluated on annual documented planned gift commitments pipeline growth and quality cultivation effectiveness and advancement of long-term fundraising goals.

Work Environment and Compensation

This position offers flexible work arrangements based on the needs of the role and the selected candidate with expectations for regular on-site presence at the Museum in Mystic Connecticut for team collaboration donor meetings and Museum events.

The Director of Planned Giving will join a dedicated advancement team committed to supporting the Museums mission of inspiring an enduring connection to the American maritime experience.

Mystic Seaport Museum offers a competitive compensation package commensurate with experience along with comprehensive benefits.

Mystic Seaport Museum is an equal opportunity employer committed to building a diverse and inclusive workplace. We encourage applications from candidates of all backgrounds and experiences.

Salary Description

$80000 - $90000 per year

Required Experience:

Director

Full-timeDescriptionPurpose of Position:Mystic Seaport Museum seeks an experienced Director of Planned Giving to expand our planned giving program and secure the Museums long-term financial sustainability. Manage a portfolio of 100-150 prospects to secure $3-5 million in documented planned gift comm...