Legacy and Endowment Giving Manager

2 months ago

La Jolla, California, United States La Jolla Playhouse Full time

The Legacy and Endowment Giving Manager will manage La Jolla
Playhouse's Revelle Legacy Giving Society (Revelle Society) and
steward Revelle Society members. The primary focus of the position
is to implement a planned giving and endowment program that fosters
relationships with donors who are interested in leaving a legacy to
ensure the long-term financial success of the Playhouse. The Legacy
and Endowment Giving Manager will support the Individual Giving
team with gift planning, prospect research, portfolio management
and analytics. This position requires a combination of fundraising
expertise, relationship building skills and strategic planning
skills to cultivate and steward Revelle Society members. The Legacy
and Endowment Giving Manager will serve as the Playhouse's expert
in the planned giving community of wealth managers, tax advisors
and estate attorneys.

ABOUT THE REVELLE LEGACY GIVING SOCIETY

Revelle Society members are strong believers in La Jolla
Playhouse and its mission. They include La Jolla Playhouse in their
estate planning through bequests in wills and trusts, beneficiary
designations on retirement accounts and life insurance, and other
estate-planning vehicles. Planned gifts to La Jolla Playhouse
qualify for the Federal Estate Tax Charitable Deduction.

ESSENTIAL JOB DUTIES

Work closely with the Managing Director and Director of
Philanthropy to strategize and maintain a timeline for
solicitations for the Endowment Campaign in conjunction with annual
operating support.
Assist in planning and implementing activities to meet the
long-term goal of building the Playhouse's endowment through
planned gifts, as well as raising current support for operations,
special campaigns, and other initiatives.
Work with the Individual Giving Team to strategize blended gift
solicitations by developing cultivation, stewardship and planned
giving approaches on how to identify potential planned giving
donors and initiate conversations.
Establish, implement and create a Revelle Society Planned
Giving Annual Plan, including written proposals, illustrations,
gift agreements and Revelle Society testimonials and newsletter
content that integrates with the Marketing & Communications
Department's communications to subscribers and donors.
Administer planned giving gift acceptance policies.
Secure and formalize planned and endowment gifts with current
portfolio of Revelle Society donors.
Create a Legacy Advisory Committee which will serve as a
volunteer professional resource for the Philanthropy Department
which will promote philanthropy to La Jolla Playhouse through
planned giving, attendance at Revelle Society events, meetings and
engagement opportunities.
Manage and create planned giving marketing tools and collateral
including website content, brochures and materials, and
personalized planned giving overviews.
Create and manage annual benefits package for Revelle Society
members.
Work closely with the Special Events team to organize events
for Revelle Society members.
Ensure planned gift documentation is up to date in Tessitura
and donor files, and analyze proposed planned gifts to ensure they
are structured on a sound financial basis and comply with the
Playhouse policies and procedures.
Ensure compliance with relevant laws, regulations, and ethical
standards governing planned giving.
Maintain accurate records of planned gifts and provide regular
reports to management and stakeholders.
Identify prospective new Revelle Society members through
prospect research of Playhouse subscribers and donors.
Manage planned giving budgets and timelines, etc.
Attend Inner Circle Nights, Backstage Tours and other donor
events as needed.

REQUIRED KNOWLEDGE, SKILLS, AND ABILITIES
Alignment with the mission and values of La Jolla Playhouse and
a passion for the arts.
Outstanding interpersonal skills, including the ability to
effectively communicate with all levels of staff, volunteers, Board
of Trustees and interns.
High degree of integrity and discretion: able to exercise good
judgement in various situations requiring professionalism,
diplomacy and confidentiality.
Excellent verbal, public speaking and written communication
skills.
A positive attitude and spirit of teamwork.
Ability to assess situations and independently develop a plan
of action.
Ability to drive

EDUCATION AND EXPERIENCE
Certification in planned giving (e.g., Certified Specialist in
Planned Giving) is a plus.
Proven experience in planned giving, cultivating and closing
charitable gifts of five figures or higher and/or related field
within the nonprofit sector.
Strong knowledge of planned giving vehicles, tax laws, and
estate planning principles.
Bachelor's degree from four-year college or university and/or
3-5 years related experience and/or training.
Advanced knowledge of the entire MS Office software suite and
ability to learn Tessitura database and understand moves management
tracking.

WORKING CONDITIONS
Regular, predictable attendance required
Normal office working conditions: sitting at a desk and
computer terminal for long periods of time, typing and computer
work.
Available to work nights and weekends as required.
Able to sit or stand for long periods of time.
Able to pick up and move a minimum of 20 lbs.

TO APPLY: Submit a cover letter and resume via email.
Please include in the subject line - "Legacy and Endowment
Giving Manager"
La Jolla Playhouse is committed to diversity in all areas of our
work, on and off stage. We lead with our values and encourage
individuals with unique perspectives to apply. La Jolla Playhouse
is proud to be an Equal Opportunity Employer (EOE).

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