Director of Planned Giving

US-NY-New York
Job ID
2017-9803
# of Openings Remaining
1
Type
Full-Time Regular
Department
DEVPLG, Planned Giving

Overview

The Development department raises private funds from individuals, foundations, and corporations to support the Library’s general operations as well as specific projects; these funds supplement the public support the Library receives from the City, State, and federal government.  Planned Giving team is one part of this effort and works closely with Individual Giving and other teams in the department and with other Library constituents.

 

The Director of Planned Giving is a senior member of the Development team overseeing all aspects of a comprehensive planned giving program including identifying, cultivating, and tracking prospects; designing strategy and marketing for planned giving concepts; drafting planned giving proposals; soliciting and stewarding planned giving donors; working with and training other Development staff, curators, and volunteers; coordinating planned giving events; and working as an integral part of campaign staff.

Principal Responsibilities

  • Manage a robust portfolio of planned giving donors and prospects
  • Write and help execute planned giving marketing collateral for brochures, newsletters, and donor and member literature
  • Track completed planned gifts and steward planned giving donors as well as developing a portfolio of prospects and donors
  • Draft planned giving proposals
  • Devise and implement systems for cultivation, stewardship, and prospect and donor tracking on donor database

Decision-Making Responsibilities:

 

  • Review and negotiation of proposed planned gifts to ensure that they are consistent with the Library’s mission, gift policy, and funding needs and are not overly restrictive; in some cases, consultation with the General Counsel’s Office advisable (e.g., gifts that impose enduring obligation on Library)
  • Ensuring that marketing and other outreach is both timely and substantive; monitoring tax and legal environment and balancing these against the Library’s funding needs now and in the future
  • Balancing need to cultivate and steward donors and other responsibilities; handling “problem” donors effectively but politely

Managerial/ Supervisory Responsibilities

  • Staff of two: Manager and Development Associate
  • Manager oversees estate administration and takes a leading role in marketing production; also handles a portfolio of prospects and assists in stewardship
  • Development Associate manages legacy society and team’s daily and periodic activities

Minimum Qualifications

  • Bachelor’s degree
  • 10 or more years of experience in planned giving or 5 years at director level
  • Ability to interact with legal and financial professionals, donors, and other fundraising staff
  • Ability to establish necessary rapport with high-level donors and trustees
  • Ability to work well as part of a team
  • Excellent written and verbal communication skills
  • Strong analytical and computer skills

Preferred Qualifications

  • Graduate degree in relevant field (e.g., law) and/or professional certifications (e.g., CFRE)
  • Knowledge of Raiser’s Edge

Work Environment

Office Setting

Union / Non Union

Non Union

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