Overview: The Director of Planned Giving is responsible for the effective planning, organization, direction, marketing and coordination of a comprehensive planned giving program for St. Stephen's Episcopal School. This work includes maintaining and enhancing current planned giving communications while sustaining old and creating new relationships with alumni and other planned giving prospects. The Director of Planned Giving is an active, collaborative member of the Advancement team. Because many of our donors and donor prospects overlap in the Annual Fund, major gifts and planned giving arenas, clear and frequent communication among Advancement team members is critical. Important aspects of this job include a close attention to detail and tenacity in following through on plans.
The Director of Planned Giving reports to the Director of Advancement Operations for day-to-day responsibilities, planning and performance metrics.
All candidates should submit a letter of interest and a resume by EOB on Thursday, November 30, 2017, to email@example.com. Please include Director of Planned Giving in the subject line of the email.
Develop and maintain an assigned portfolio of planned giving prospects and donors. Frequent additions to this portfolio are important.
Continue outreach efforts to planned giving prospects, including alumni, trustees, endowment board members, faculty, staff, current and former parents, and grandparents.
Continue and enhance the school’s planned giving marketing program, using Crescendo planned giving software and materials.
When appropriate, encourage growth of the school’s endowment through planned gifts.
Develop and implement a new planned giving communication plan.
Collaborate with Communications Director to plan and execute electronic and hard copy planned giving materials.
Write articles for the school’s electronic newsletter, web site, social media outlets to publicize planned giving gifts and news.
Maintain planned giving, Legacy Council membership and endowment pages on St. Stephen's website.
Collaborate with Director of Advancement Data to record all Legacy Council members in database and on school website. At all times, maintain accurate and up-to-date list of Legacy Council members on the school’s website.
Implement and maintain an annual stewardship program for planned giving donors (Legacy Council members) and prospects.
Maintain active collaboration with all members of the Advancement team.
In collaboration with the Alumni Relations and Giving Coordinator, continue to develop programming around the Pioneer Spartans affinity group (those alumni whose classes have graduated 50 + years ago.)
Maintain current levels of communication efforts with alumni, including:
Respond daily to communication from alumni and other constituents via email, phone and/or letter.
Collaborate with Director of Communications and Alumni Relations and Giving Coordinator on alumni profiles for the school magazine.
Encourage giving to the Annual Fund.
Maintain Raiser’s Edge action notes at least weekly to include all prospect and donor contacts. These actions will be monitored monthly.
Plan and execute planned giving and endowment special events.
Collaborate with Alumni Relations and Giving Coordinator to plan and implement Reunion, with special attention given to Pioneer Spartans and planned giving prospects.
Assist the school Chaplain with the Memorial Garden: coordination, contracts and maintenance.
Ability to move comfortably in social settings and to forge strong personal relationships with a wide range of constituents.
Experience in and comfortable requesting planned gifts through donors’ estate planning.
Experience in and comfortable asking donors for major and planned gifts.
Strong communicator with proven ability to develop long-term relationships with a variety of people.
Ability to work well in a team setting: approachable, good sense of humor.