Planned Giving Officer
- Location
- Boston-MFA, Boston, MA, US
- Workplace
- On-site
- Employment
- Full-time
- Compensation
- $68k – $78k
About this role
Reporting to the Director of Leadership and Planned Gifts and working closely with other staff members, the Planned Giving Officer provides frontline and operational support for the planned giving program by serving as an important point of contact for donor inquiries, stewarding members of the Sargent Society, and overseeing the administrative, documentation, and communication processes that sustain the program. This position works closely with colleagues across Development and other Museum departments and plays a critical role in advancing the marketing of the planned giving program, managing related events and communications, and administering life-income and estate gifts.
Essential Functions:
Frontline Fundraising and Donor Management
- Manage a portfolio of Sargent Society members and planned giving prospects in various stages of cultivation, solicitation, and stewardship.
- Serve as an initial point of contact for planned giving inquiries and communicate with prospective donors, current donors, and their representatives regarding planned gift opportunities.
- Develop and support strategies for planned gifts and blended gifts in collaboration with Development colleagues and other internal partners.
- Help prepare proposals, gift documentation, and related materials to move donor conversations forward and align donor interest with available giving opportunities.
- Steward members of the Sargent Society through ongoing communications, recognition, and relationship management that encourage continued engagement with the Museum.
- Maintain relationships with donors and prospects who contact the planned giving program, including those who may not yet be formally assigned, and help route or advance opportunities as appropriate.
Sargent Society and Program Administration
- Coordinate administrative processes that support the planned giving program, including mailings, event logistics, follow-up activities, and related donor communications.
- Maintain records and documentation related to planned gifts, Sargent Society membership, donor recognition, and internal reporting needs.
- Work with established Sargent Society members whose planned gift details have not yet been documented to ensure their gifts receive proper counting, crediting, and recognition in donor lists and related records.
- Advance the planning and implementation of Sargent Society stewardship communications, direct marketing, events, and recognition activities.
- Track planned giving activity and monitor follow-up items to support consistent communication and program continuity.
Policy, Process, and Coordination
- Review planned giving questions, counting issues, and procedural matters with the Director of Leadership and Planned Gifts and other colleagues, as appropriate.
- Help identify, clarify, and improve planned giving policies, procedures, and practices as questions arise.
- Work closely with Finance and other Museum departments as needed to support gift processing, documentation, donor communications, and related follow-up.
- Serve as liaison between Development and other departments, as necessary, to advance planned giving work and respond to donor needs.
- Partner with colleagues across Development, including campaign operations and related teams, on gift counting, donor crediting, and proposal development.
- Participate in donor events and other Museum activities that support cultivation, stewardship, and planned giving outreach.
Minimum Requirements:
- Bachelor’s degree
- 3+ years of development fundraising experience as well as a general knowledge of non-profit fundraising preferred
- Strong organizational skills and attention to detail
- Excellent communicator, with strong writing and presentation skills
- Demonstrated professional demeanor and interpersonal skills, and a collaborative style
- Ability to handle sensitive and confidential information
- Ability to multi-task, prioritize assignments, and work in a fast-paced environment
- Proven ability to work both independently and as a team player
- High level of literacy with database systems, knowledge of planned giving software a plus
- Solid working knowledge of PC-based Microsoft Word, Excel, and PowerPoint; high level of comfort with database systems and an ability to extract data for the purpose of management reporting
- An interest in working in the arts or cultural sector preferred
SALARY RANGE:
Full-time Salary, 35 hours per week
Starting Salary: $68,000 - $78,000
This position is affiliated with the UAW union.
The MFA is an equal opportunity employer. The community and audience we serve is diverse, and we wish to foster that diversity in our workplace. Toward that end, the MFA does not discriminate against individuals in hiring, employment or promotion on the basis of race, religion, color, sex/gender, gender identity and gender expression, age, marital status, national origin, sexual orientation, citizenship, handicap or disability, veteran or military status, political belief, pregnancy, genetic information or any other characteristic protected by law.
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