Planned Giving Manager

2 months ago

san diego, United States The San Diego Museum of Art Full time

Department:         Development and Membership

Reports to:            Director of Development and Membership

Classification:        Full-Time, Exempt


The San Diego Museum of Art houses some of the world’s finest art. We are located in the heart of Balboa Park, and hold an internationally renowned collection of more than 32,000 works. The Museum features major exhibitions of art from around the world, as well as an extensive year-round schedule supporting cultural and educational programs for children and adults. Our Mission is, “To inspire, educate, and cultivate curiosity through great works of art.”


Position Summary

The Planned Giving Manager will manage the Museum’s Sorolla Legacy 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 Museum. The Planned 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 Sorolla Society members. The Planned Giving Manager will serve as the Museum’s expert in the planned giving community of wealth managers, tax advisors and estate attorneys.

The San Diego Museum of Art’s Sorolla Legacy Society recognizes those individuals whose thoughtful generosity and foresight have provided the Museum with support through a planned gift. These gifts ensure that the Museum can continue to offer world class exhibitions and educational programs for years to come.

Duties & Responsibilities

  • Collaborate with the Executive Director & CEO and Director of Development and Membership 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 Museum’s endowment through planned gifts, as well as raising current support for the capital campaign, operations and other initiatives.
  • Collaborate with other members of the Development 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.
  • Manage the Sorolla Society Planned Giving Annual Plan and create written proposals, gift agreements, Sorolla Society testimonials and marketing content.
  • Administer planned giving gift acceptance policies.
  • Secure and formalize planned and endowment gifts with current portfolio of Sorolla Society donors.
  • 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 Sorolla Society members.
  • Work closely with the Special Events team to organize events for Sorolla Society members.
  • Ensure planned gift documentation is up to date in Altru and donor files, and analyze proposed planned gifts to ensure they are structured on a sound financial basis and comply with Museum 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 Sorolla Society members through prospect research of Museum subscribers and donors.
  • Manage planned giving budgets and timelines, etc.
  • Attend donor events as needed.
  • Other duties as assigned.

Qualifications

  • 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 and/or 5+ years related experience and/or training.
  • Advanced knowledge of the entire MS Office software suite and ability to learn Altru database and understand moves management tracking.
  • Outstanding interpersonal skills, including the ability to effectively communicate with all levels of staff, volunteers and Board of Trustees.
  • 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.

Physical Demands

  • 80% time spent sitting at the computer.
  • Some carrying and lifting up to 25 pounds.
  • Some traveling by car.
  • Daily walking required to the Museum, which includes stairs.
  • Occasional walking between two Museums sites within the park.

Work Environment

  • Office space shared.
  • Noise level ranges from quiet to moderately noisy.


If interested, please submit cover letter and resume: resumes@sdmart.org, or mail to: The San Diego Museum of Art, Attention: Human Resources, P.O. Box 122107, San Diego, CA 92112.

The San Diego Museum of Art is committed to providing equal employment opportunity and will comply with all applicable federal, state, and local equal opportunity employment laws. The Museum prohibits discrimination against staff members or applicants on the basis of sex, race, religion, color, national origin, disability, protected medical condition, marital status, age, sexual orientation, gender, gender identity, gender expression, ancestry, military or veteran status, genetic information or any other characteristic protected by federal, state, or local law.

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