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Senior Director of Development
3 months ago
Job Title: Senior Director of Development, Gift Planning
FLSA Status: Exempt
Reports to: Vice President of Philanthropic Partnerships
GBFB is being represented by ByalaSearch LLC in the search for this role. To learn more about the position or to apply, please go to: www.byalasearch.com
GBFB Overview
Through the compassion and commitment of our supporters, staff, partners and volunteers, The Greater Boston Food Bank (GBFB) takes a bold, innovative and multi-pronged approach to achieve our mission to end hunger here. GBFB is the largest hunger-relief organization in New England and among the largest food banks in the country. We are committed to increasing our food distribution to provide three meals a day to every person in need in Eastern Massachusetts while supporting healthy lives and healthy communities. Our progress toward this goal is documented by town on our interactive map.
The Greater Boston Food Bank is a member of Feeding America, the nation’s largest hunger-relief organization. Through compassion and action, together we can create a hunger free Eastern Massachusetts. GBFB Team Members will support the Mission to End Hunger Here. They will live our Team Member Values of Team Member Wellbeing, Teamwork, Diversity Equity and Inclusion, Respect, Trust and Our Eastern Massachusetts Community.
GBFB Core Competencies
GBFB Core Competencies summarize the capabilities that are important across all jobs and that we believe collectively contribute to GBFB’s overall success. We believe they support our mission and our values. At the same time, the expected behaviors as they relate to Core Competencies may vary according to the specific job duties, requirements, and level within the organization. Core Competences are usually interpersonal and strategic and are at the heart of how we do our work.
The GBFB Competency Framework focuses on six Core Competencies:
- Contributes to a High-Performing Team
- Builds a Shared Commitment
- Empowers Others
- Drives Continual Improvement
- Communicates Collaboratively
- Displays Authenticity and Transparency
Affirmative Action/EEO statement
GBFB provides equal employment opportunities to all Team Members and applicants for employment without regard to race, creed, color, religion, national origin, citizenship status, gender, sexual orientation, marital status, age, disability, handicap, genetic information, protected veteran status or any other characteristic protected by applicable federal, state, and local laws. This applies to all terms and conditions of employment, including but not limited to hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, benefits, and training.
No Team Member or applicant will be subjected to harassment, intimidation, threats, coercion or discrimination because they have engaged in or may engage in any of the following: (1) filing a complaint of employment discrimination; (2) assisting or participating in an investigation, compliance review, hearing, or any other activity related to the administration of any federal, state or local law requiring equal opportunity; (3) opposing any act or practice made unlawful by any federal, state or local law requiring equal opportunity; or (4) exercising any other right protected by any federal, state or local law requiring equal opportunity.
Mandatory COVID-19 Vaccination Policy
Company policy requires that all employees be fully vaccinated against COVID-19, and all new hires must be fully vaccinated by the time they start employment. The Company will make reasonable accommodations in accordance with applicable law for qualified individuals to enable them to perform the essential functions of the job, unless doing so would create an undue hardship for the Company.
Other duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
GBFB is considered an essential response organization in times of disaster. As such, Team Members are expected to report to GBFB locations as required, after securing the safety of their families, and may be asked to perform duties that are critical (but outside of their regularly assigned duties) in times of disaster.
Position Summary
Reporting to the Vice President of Philanthropic Partnerships, the Senior Director of Development, Gift Planning has two primary responsibilities:
- Manage a portfolio of approximately 75 prospective individual major donors ($10,000+ annually)
- Develop and implement a comprehensive program to grow and steward individual donors who make gifts through bequests, life income funds, donor advised funds, family foundation, or other assets (including, but not limited to real estate, privately held securities, intellectual property, collections, or other tangible property)
The ideal candidate will be an experienced fundraiser with a proven track record of success in major gifts and gift planning. This position participates in the management, administration, marketing and strategic direction of gift planning.
Devises personalized engagement plans to identify, cultivate, solicit, and steward a portfolio of approximately 75 high-potential prospective individual major donors.
Completes complex gift arrangements, working with donors and their professional advisors. May facilitate, consult on and close gifts of non-liquid and alternative assets, oversee GBFB’s relationship with an estate and settlement to facilitate realized bequests in a timely and efficient manner; help develop and manage a life income fund program; and organize and conduct internal training on charitable planning tools that will assist fundraisers, volunteers and the Executive Leadership Team.
Serves as an educational and consultative resource aiding fundraisers, the Executive Leadership Team, and volunteers in executing planned giving techniques and strategies, as appropriate. Maintains knowledge of relevant tax law and estate consequences of complex gift vehicles and how they can be used to advance GBFB’s fundraising efforts.
Collaborate with fundraisers to identify and develop marketing strategies for potential gift planning donors.
Position Essential Duties
- Develop and manage a portfolio of approximately 75+ prospective major donors ($10,000+ annually). Maintain a rigorous schedule of meaningful contacts (at least 75 visits and/or video conferences annually) creating moves management plans related to them that include strategies of engagement and solicitation.
- Manage ongoing cultivation and stewardship of donors and track all constituent data and activities in Salesforce.
- Forge relationships and collaborate with other members of the Advancement team to identify and engage potential major donors through creative gift arrangements.
- Work with donors and their professional advisors to facilitate, consult on and close creative and complex gifts of non-liquid and alternative assets, oversee GBFB’s relationship with an estate and settlement to facilitate realized bequests in a timely and efficient manner
- In partnership with the Executive Vice President, Advancement, help develop and manage a life income fund program.
- Identify and develop marketing strategies for gift planning with vendor and internal partners including direct marketing, newsletters, public awareness campaigns, and strategic partnerships.
- Identify emerging financial and estate planning trends with special emphasis on incorporating in solicitation of potential major gift donors.
- Uses understanding of technical aspects of planned gift vehicles and the relevant tax and estate consequences of these vehicles and how they can be used to enhance GBFB’s fundraising efforts.
- In partnership with the Director of Donor Relations, develop and maintain a high-quality stewardship process for bequest and life income fund donors, including through a legacy donor recognition society.
- Organize and conduct internal training on charitable planning tools that will assist fundraisers, volunteers and the Executive Leadership Team. Serve as an educational and consultative resource aiding frontline fundraisers, leadership and volunteers in executing planned giving techniques and strategies for prospective major donors, as appropriate.
- Perform related duties as requested.
Mandatory Education and Experience:
- Bachelor’s degree in relevant field required. Advanced degree in relevant field, (business administration, tax or law) or rigorous professional designation (Certified Financial Planner ™(CFP), CPA, securities license) and/or designation as Chartered Advisor in Philanthropy ® preferred.
- Minimum of seven years’ experience in fundraising or working with high-net-worth individuals through a family office, private banking, financial services, financial planning or related professions.
- Program strategy development and execution experience. Individual and team success in securing and maintaining 6+ figure accounts and/or philanthropy.
- Demonstrated ability in prospect identification, relationship building, strategizing and solicitation of charitable planned gifts or similar estate planning experience.
- Must possess an understanding of best practices and reporting as defined by the National Association of Charitable Gift Planners (CGP) .
- Demonstrated knowledge in estate planning techniques, tax law and the general body of statutory, regulatory, and case law regarding planned gifts. Ability to work collaboratively with GBFB and external accounting, finance and legal counsel.
- Familiarity with Planned Giving platforms such as Pentera, Stetler, FreeWill, or others.
- Proven ability to manage complex organizational relationships and work effectively with executive leadership.
- Excellent verbal and written communication and presentation skills. Demonstrated ability to write and present persuasively.
- Strong organizational skills.
- Demonstrated effectiveness in outreach to volunteers and other fundraising partners.
- Experience in developing and marketing charitable gift arrangements and working with marketing vendors preferred.
- Proficiency in Microsoft Office Suite (Word, PowerPoint, Excel, Outlook). Salesforce and/or Raiser’s Edge database experience a must.
- Ability to work within the constructs of a remote environment, and to supervise and motivate staff members who work remotely.
- Ability and willingness to travel within Massachusetts.
- Appreciation of, commitment to, and the ability to effectively communicate the mission of GBFB.
- Demonstrates the required digital competencies that result in the effective usage of the full range of digital technologies at GBFB.
Physical Demands:
- Ability to sit up to 3 hours at a time.
- Ability to work within in an open air/cubicle environment.
Work Environment:
- The job is performed indoors in a traditional office setting
GBFB is being represented by ByalaSearch LLC in the search for this role. To learn more about the position or to apply, please go to: www.byalasearch.com
