Strategic Philanthropy Director

4 weeks ago


Boston, Massachusetts, United States Boston Medical Center Full time

Job Summary:

Boston Medical Center seeks a highly skilled and experienced Director of Planned Giving to lead and oversee its planned giving program. The successful candidate will be responsible for creating planned giving strategies for individual donors at all levels, actively managing a portfolio of planned giving donors and prospects, and identifying, cultivating, and soliciting planned gifts.

Key Responsibilities:

  • Lead and oversee BMC's planned giving program, creating planned giving strategies for individual donors at all levels.
  • Actively manage a portfolio of about planned giving donors and prospects, with a proven track record in closing planned & blended gifts.
  • Identify, cultivate, and solicit planned gifts such as bequests, trusts, life-income gifts, real estate, and alternative assets.
  • Regularly meet and exceed set revenue goals and other key metrics.
  • Launch a planned giving (legacy) recognition society, with robust strategies for securing members and building their affinity to support BMC during and beyond their lifetimes.
  • Partner with other frontline gift officers on planned giving opportunities within their portfolios and collaborate with each individual fundraiser to develop appropriate goals and strategies for select prospects/donors.
  • Serve as a key consultant to other frontline gift officers in developing complex planned giving opportunities, advising donors on options, and sharing scenarios to encourage significant planned gifts.
  • Coordinate with Operations to ensure that planned gifts are appropriately booked and tracked in NXT.
  • Develop compelling educational materials to inspire donors on the financial benefits of planned gifts for BMC's constituents.
  • Regularly partner with the Annual Fund team on solicitations to include planned giving language in various appeals.
  • Collaborate with Finance and General Counsel when appropriate to execute on transactions associated with planned gifts.
  • Stay up to date on planned giving trends and latest tax implications for various planned gift opportunities.
  • Participate in annual program planning, budgeting, goal setting, progress reports, and evaluation.

Requirements:

  • Bachelor's Degree or equivalent combination of education and development work experience required.
  • At least 7 years relevant experience.
  • Demonstrated success with closing planned gifts, building/maintaining a planned giving program, and managing a portfolio.
  • Excellent writing and interpersonal communications skills.
  • Proven track record in working within complex programs managing multiple demands and balance evolving needs.
  • Proven ability to make decisions, work independently, and as a team player.
  • Ability to handle sensitive and confidential matters.


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