Director of Individual and Planned Giving
Company: American Academy of Arts & Sciences
Location: Cambridge
Posted on: May 21, 2023
Job Description:
Director of Individual and Planned Giving $125K- $140K, plus a
full benefits package including time off, medical, dental, and
vision insurance, a 403(b) plan, parental leave, and more.
Reporting to the Chief Advancement Officer, the Director of
Individual and Planned Giving plays a significant role in
increasing revenue to the Academy through major and planned gifts.
The Director will bear primary responsibility for managing a
recently-created planned giving program within an established
development department. This includes defining and actively working
toward meeting program goals and objectives, with a focus on
building the Academy's planned giving society, the Minerva Society.
The Director will identify and cultivate a portfolio of major and
planned gift prospects, and will help to develop strategies for
presidential advancement work.The Director of Individual and
Planned Giving upholds and advances the mission and values of the
American Academy. The Academy is committed to promoting diversity
and inclusion and looks to all its staff members to foster and
promote its values.This position is a hybrid role and will be based
at the Academy's headquarters in Cambridge, Massachusetts. At the
Academy, we approach hybrid work with a focus on "purpose over
presence," with a blend of remote and in-person work, depending on
the needs of the role and current projects. Occasional travel,
nights and weekends are required. Responsibilities:
- Work with CAO to set annual goals, objectives, operating plan,
and budget for major and planned giving.
- Identify, cultivate and solicit major and planned giving
prospects.
- Prepare Academy president and other volunteers for success in
development-focused relationships.
- Serve as a trusted resource to donors regarding multiple
planned giving vehicles.
- Working with back-end partners, manage planned giving products
and estate settlement issues; act as a resource and liaison with
the Academy's COO and legal counsel where rights are in
question.
- Manage highly confidential financial disclosures and ensure
discretion for all prospects and donors.
- Working with the Communications team, design effective
marketing materials and web content for the Minerva Society.
- Working with Membership Engagement team, leverage Academy
events for effective cultivation and stewardship of prospects and
donors.
- Serve as a strategic resource for Academy colleagues, the CAO
and the President. Provide technical expertise, trainings on
planned giving vehicles, talking points and proposals to generate
more legacy giving;
- Strategically use Academy databases including Salesforce and
Donor Search.
- This position will benefit from the assistance of the
department's development associate; assist with education and
mentorship of that role. Qualifications:
- Bachelor's degree, 8 years of experience in philanthropy.
- Planned Giving experience a must, legal and/or financial
experience preferred.
- Proven ability to generate gifts up to $1,000,000+, and deep
knowledge of planned giving vehicles, IRS regulations, estate
planning and investment strategies.
- Demonstrated success in donor relations;
- Strong organizational skills and detail management;
- Excellent oral presentation and written communication
skills;
- Ability to work with a variety of constituencies and Academy
staff.
- Ability to handle sensitive and confidential information.
- Ability to work closely with legal professionals and with
complicated instruments. Commitment to Diversity The American
Academy is committed to the diversity of its staff and membership.
As a scholarly organization and research center, the Academy
recognizes that diversity of thought, class, experience, sex,
gender, race, physical or mental ability, age, religion, national
origin, and sexual orientation is a value to uphold and is central
to the mission and work of the organization. A more pluralistic
staff embracing diversity of thought, approach and life experience
fosters a more nuanced understanding of contemporary issues facing
the nation and the world. Working together in a climate of respect
and openness models the civil discourse that is fundamental to the
work of the Academy. Reasonable Accommodations If you require
reasonable accommodation in completing this application,
interviewing, or otherwise participating in the employee selection
process, please direct your inquiries to Susan Chudd, Director of
HR & Organizational Development, 617-576-5092, schudd@amacad.org
About the Academy: The American Academy of Arts and Sciences is one
of the world's oldest and most prestigious scholarly organizations,
founded during the American Revolution by John Adams, James
Bowdoin, John Hancock and other leaders who contributed prominently
to the establishment of the new nation. The Academy membership
encompasses over 5,600 members and reflects the full range of
disciplines and professions: math and physical sciences, biological
sciences, the social sciences, humanities and the arts, journalism,
business and philanthropic leaders, educational, scientific, and
cultural administrators as well as public affairs and public
policy. In its third century, the Academy continues to mobilize the
intellectual resources needed to anticipate, examine, and confront
the critical challenges facing our society. Recent projects have
focused on such challenges to America as the changing nature and
needs of higher education, accelerating action regarding climate
change, the global nuclear future, strengthening US democracy, and
economic inequality.
Keywords: American Academy of Arts & Sciences, Cambridge , Director of Individual and Planned Giving, Executive , Cambridge, Massachusetts
Didn't find what you're looking for? Search again!
Loading more jobs...