Director Planned Giving

Profile

Director, Planned Giving

Duties: Key strategist for the Development Team for strategy and messaging on Planned Giving. Responsible for managing a portfolio of 100-120 major and planned giving donors and prospects through all stages of the gift cycle bringing in $1.5M- $3M in annual operating support. Responsible for adding 50+ planned giving households per year and $5M+ to the pipeline. Collaborate with other members of the Principal and Major Gifts Teams to develop and implement strategies and actions to identify, cultivate, solicit, and provide stewardship to prospects of planned gifts. Partner with Leadership and Gift Officers with solicitation visits related to planned gifts, and prepare and present planned gift illustrations as needed. Collaborate with Stewardship Team on customized acknowledgement plans for Planned Giving donors. As the Department’s Planned Giving in-house resource, prepare and provide training and mentorship to all Gift Officers on Planned Giving. Manage and support the Gift Planning Committee and volunteer leadership for Planned Giving. Collaborates with Director, Campaign and leadership on strategy for Committee and Volunteers. Establish and launch a Planned Giving Council filled with Bay Area estate attorneys, financial/estate planners, etc. and oversees effective meetings throughout season. Develop a robust pipeline of planned gifts and a model for long-term, future cashflow analysis. Prepare and provide weekly/monthly analysis and progress reports to leadership and Gift Planning Committee. Monitor, track, and report on the status, progress, and receipt of planned gifts. Facilitate the processing of non-cash gifts to ensure appropriate and timely acknowledgement, recognition, and stewardship. Elevate all gifts for consideration that require review and approval to the Gift Acceptance Team and provide briefings on gifts and recommendations. Review gift agreements for planned and blended gifts, and update documents. Manages institutional relationship with SFS’s trust and charitable gift annuity administrator and with planned giving software administrator. In collaboration with the Stewardship and Development Communications Team, create and execute on annual Endowment Reporting for donors and monitor utilization reports of endowed funds. Develop and implement marketing strategies focusing on donor communications, donor events, publications, website, articles, and mailings to promote the planned giving program, including the preparation of presentations, proposals, brochures, correspondence, reports, and collateral supporting materials. Manages institutional relationship with any marketing consultants, and oversees development of Planned Giving program Newsletters, Emails, Brochures, Postcards etc. Follows up on inquiries in response to Planned Giving efforts from all prospecting channels. In collaboration with the Services and Operations Team, draft and edit acknowledgements, gift agreement letters, pledge payment documentation, PMS LOI and welcome materials, and ensure PG data integrity is maintained. In collaboration with the Data Team and Research Team, provide research and analyze data to support the solicitation strategies and fundraising goals. In collaboration with the Stewardship Team, create, implement, and ensure Stewardship for existing members of the Pierre Monteux Society is effective and engaging. Implement programmatic and personalized recognition activities and donor benefits. Evaluate and work to enhance the effectiveness of the recognition program. In collaboration with the Events Team, create and execute cultivation and stewardship events that deepen the relationship the SF Symphony has with its Planned Giving donors and prospects. Supervise and lead a high-performing and ambitious AD, Planned Giving and guide their job performance success and professional development. In collaboration with the Director, Campaign, assign and monitor Planned Giving projects for the Campaign and Planned Giving Associate. Develop and maintain professional skills and relationships with peers in planned giving and financial/gift planning fields. Remain current on topics and issues affecting the field of planned giving. Support accuracy in Planned Giving donor listings. Manage the relationship with planned giving consultants and vendors in collaboration with the Director, Campaign. Manage and reconcile the Planned Giving program’s expense budget and contributions reports. Represents the San Francisco Symphony on one or more of the Planned Giving Roundtables in the Bay Area. Along with other senior leaders attends board and committee meetings including Development, Gift Planning, etc. as needed.

Additional Information

Send resume, cover letter, and application.

Company info

The San Francisco Symphony.
201 Van Ness Avenue
San Francisco
California
United States 94102
Website : https://www.sfsymphony.org/