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Senior Development Officer for Planned Giving and Stewardship

2 months ago

Massachusetts, United States Clark Art Institute Full time

tendersglobal.net

Position Summary
The Senior Development Officer for Planned Giving and Stewardship
is a key member of the Institutional Advancement Department and
reports to the Associate Director of Advancement. This position is
charged with establishing and maintaining a robust planned giving
program as well as managing a comprehensive stewardship program. It
is a front-facing role, interacting with colleagues across the
museum as well as with Clark Trustees and major donors to ensure
clear communication, effective engagement, and a strong fundraising
operation. In addition, this position will play an important role
throughout the Clark’s $100 million+ campaign.  

Major Duties and Responsibilities (Essential
Functions)

  • In consultation with Clark leadership and general counsel,
    develops planned giving strategy (through bequests, retirement
    plans, trusts, and other pertinent vehicles) and program for
    stewarding donors who have made planned gifts to the Clark, known
    as the Legacy Society;
  • Creates and maintains active network with donors, financial
    advisors, trusts and estate lawyers, and other related
    professionals for the Clark’s planned giving program;
  • Updates and handles compelling marketing tools for the planned
    giving program—on the website, mailings, newsletters, and through
    events; 
  • In coordination with Advancement colleagues, researches,
    identifies, cultivates, and solicits donors to secure planned
    gifts; 
  • Manages portfolio of 25-50 planned giving donors through
    regular communications, meetings, and active Legacy Society
    program; 
  • Oversees Legacy Society program, which includes bespoke events
    and integration into the Clark’s overall stewardship
    strategy; 
  • As part of managing comprehensive stewardship program for the
    Institutional Advancement Department: 
    • evaluate and maintain recognition levels (tribute gifts, named
      spaces, endowed funds); 
    • draft annual reports for individual donor-related funds and
      gifts (working with Finance and related departments that those
      funds support); 
    • develop ideas for and participate in Clark Society, membership,
      and other special events; 
    • lead VIP tours of the museum as needed; 
    • organize and oversee patron travel, including one domestic trip
      and one international trip annually (identify location, build
      itinerary, handle logistics, track budget etc.); 
    • update donor lists annually (in galleries, in publications, and
      online);
  • As new gifts are received, work closely with Advancement
    leadership and appropriate Advancement colleagues to proactively
    initiate stewardship and recognition (press releases, celebratory
    events, etc. as appropriate);
  • Routinely review and update plans for donors in portfolio
    (including Clark Trustees and major donors); 
  • Drive the resolution of complex donor relations issues in
    collaboration with Advancement colleagues and Clark
    staff; 
  • Participate in maintaining an accurate comprehensive filing and
    tracking system on all activities in database (Raiser’s
    Edge); 
  • Remain current with creative engagement trends in the museum
    and nonprofit field and consider multiple ways of connecting with
    donors about the impact of their philanthropy; 
  • Other duties as assigned.

Minimum Starting Salary: $73,000/yr.

Minimum Qualifications
Education, Training, and Skills

  • Bachelor’s degree required.
  • Excellent communicator in verbal, written, and presentation
    forms. 
  • Demonstrated success in fundraising.
  • Knowledge of planned giving vehicles, donor advised funds,
    basic estate and financial planning for individuals, including tax
    implications of charitable giving, and current trends in
    philanthropy.
  • Track record as a creative and innovative thinker, as well as a
    resourceful problem solver
  • Must be able to treat confidential information with
    discretion.
  • Effective computer skills with knowledge of Microsoft Office,
    Raiser’s Edge and/or other CRMs.
  • Ability to interact positively with a wide range of
    constituencies in person, via Zoom/Teams, telephone, on email and
    in writing.
  • Demonstrated ability to manage multiple priorities, follow
    through on projects, and to be proactive and
    solution-oriented.
  • High level of integrity and demonstrated judgment.
  • Ability to work independently and as well as part of a small,
    highly efficient team in a fast-paced and challenging
    atmosphere.

Work Experience

  • Minimum of 5-7 years relevant experience. 

Physical Demands and Work Environment
The physical demands and work environment characteristics described
here are representative of those that must be met by an employee to
successfully perform the essential functions of this position.
 Reasonable accommodations may be made to enable individuals
with disabilities to perform the essential functions.

Physical Demands: This position requires sitting at a
desk/workstation and using a computer for prolonged periods of
time. 
Work Environment: Work will be performed in an office
environment and museum spaces. The noise level in the work
environment is usually low to moderate. Some overnight travel may
be necessary.

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