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Planned Giving Officer

How You Will Contribute

The Planned Giving Officer implements and oversees the various aspects of a well-established, comprehensive Planned Giving program, including the identification, cultivation, solicitation, and stewardship of planned gifts and the strategic marketing of gift planning vehicles, and is responsible for advancing relationships and securing gifts from a pool of planned giving and major gift prospects.

Specifically, you will:

Working with the Deputy Director of Development, and in collaboration with departmental colleagues, the Planned Giving Officer will:

  • Plan and develop solicitation strategies for a qualified pool of planned giving prospects¾identified through capacity and inclination ratings and screenings, and individuals who respond to planned giving marketing materials—as well as a pool of assigned major gift prospects.
  • Manage a well-established, multi-faceted marketing program to promote the variety of ways to contribute to the Museum (bequests, life income gifts, charitable lead trusts, retirement plans, works of art, etc.), that includes targeted letters and other direct mail pieces, newsletters, planned giving brochures, the Museum’s website, educational seminars, and other materials and programs as identified.
  • Meet assigned metrics, including goals for meetings, proposals submitted, gifts secured, identification visits, and bequest commitments.
  • Oversee and promote The Fiske Kimball Society, the Museum’s planned giving recognition group, stewarding members and motivating potential planned giving donors to join.
  • Responsible for supervising the Development Assistant, Planned Giving and Gifts of Works of Art, for the major portion of their role devoted to Planned Giving and in providing administrative support to the Officer’s ongoing work, as follows:
    • Coordinating all aspects of planned gift administration, including the disbursement of quarterly payments and 1099-R tax preparation for charitable gift annuitants, and other applicable gift administration tasks.
    • Monitoring the receipt of bequest distributions from matured estates by maintaining regular contact with estate representatives.
    • Supporting day-to-day activities of the Planned Giving Program and the work of the Planned Giving Officer.
  • Proficiency in use of planned giving software, including ability to provide up-to-date life income calculations to donors and Development colleagues.
  • Maintain working knowledge of life-income gift vehicles and applicable tax law and IRS rulings, including current trends in taxation and philanthropy.
  • Provide Planned Giving training for Development colleagues.
  • Participate in Museum and Development events.
  • Develop relationships with area estate and financial planning attorneys and professionals through membership and participation in groups such as the Partnership for Philanthropic Planning of Greater Philadelphia, the Philadelphia Estate Planning Council, and The American Council on Gift Annuities.
  • Serve as Development liaison with curatorial or program department(s) of the Museum.
  • Other duties as assigned.

Your diverse background includes:

  • At least five years of increasingly responsible experience in planned giving and/or major gifts with a proven record of success and an ability to close gifts.
  • Bachelor's degree, preferably a Master’s degree, in the liberal arts, business, management, public relations, communications, marketing, or related field.
  • Working knowledge of the components of a comprehensive planned giving program.
  • Exceptional interpersonal and written communication skills.
  • Proven organizational and presentation skills.
  • Sensitivity to and appreciation for the mission of the Museum.
  • Ability to work collaboratively and effectively within a high quality Development team.
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