Position Summary: The Director of Planned Giving is responsible for planning and implementing a full-featured planned giving program that builds The Haverford School’s endowment through estate-related and planned gifts, including bequests, qualified retirement plan designations, life-income gifts, gifts of real estate and other special assets, gifts of business interests, and other gifts of appreciated assets. Effective execution of duties will require close collaboration with all members of the Palmer House staff, and cooperation with senior school leadership and key volunteers. Extensive travel and evening and weekend activities are expected.
Essential Duties and Responsibilities
Identify, cultivate and solicit planned giving prospects;
Travel regularly and make a minimum of 100 face-to-face visits a year with qualified planned giving and campaign prospects;
Conduct a multi-platform marketing program with results tracking and reporting;
Manage and enhance the planned giving recognition and stewardship program, including the Heritage Society;
Work closely with the Director of Alumni and 50th Reunion Committee as well as other Reunion Committees as needed;
Collaborate with colleagues to solicit blended gifts as appropriate;
Provide gift illustrations, proposals, and gift valuations as needed using PGCalc software;
Develop and implement targeted marketing strategies, including the 5% Club and The Quarter Century Club;
Oversee the Charitable Gift Annuity Program;
Mentor staff and provide training in gift planning as required;
Actively participate in campaign planning and execution;
Participate in development office activities, as needed;
Recruit and manage planned giving volunteers as needed;
Solicit capital and annual fund prospects as required;
Participate in professional associations and on-going training as needed;
Document, quantify and track all planned giving commitments in a “PG Pipeline Report”;
Perform other duties as assigned.
A bachelor’s degree required; an advanced degree or relevant certifications preferred;
At least five years of successful experience in the field of institutional advancement;
Demonstrated mastery of fundraising techniques and skills in all aspects of development, including strategic cultivation and solicitation of major gifts, annual fund solicitation, planned giving and special events;
Demonstrated expertise in marketing and closing planned gifts;
Exceptional interpersonal skills;
Ability to work effectively with a wide variety of constituencies, both inside and outside the School;
Strong organizational skills and the ability to manage multiple projects and priorities;
Effective communication skills, both verbal and written;
Experience with using metrics to establish goals and measure results;
Appreciation of single-sex independent school education;
Technical skills, including Microsoft Word, PowerPoint, Excel, Gmail, and geo-mapping software.
Physical Requirements and Work Environment:
Occasionally lift up to 30 pounds;
Generally works in standard office conditions and climate;
Able to travel extensively, including by automobile, train and airline;
May work in varied extreme outside weather conditions during special activities and fundraising events;
Works in an environment dealing with a wide variety of challenges, deadlines and a varied and diverse array of contacts;
May work at a desk and computer for extended periods of time.
About The Haverford School
THE HAVERFORD SCHOOL IS A VIBRANT, PRIVATE DAY SCHOOL FOR PRE-KINDERGARTEN-12 BOYS. OUR CAMPUS IS LOCATED IN THE HEART OF PHILADELPHIA'S HISTORIC MAIN LINE. AT THE HAVERFORD SCHOOL, BOYS ARE TALENTED SCHOLARS, ARTISTS, AND ATHLETES – AND SO MUCH MORE. OUR EXTRAORDINARY EDUCATORS CHALLENGE AND INSPIRE EVERY STUDENT, WHILE OUR BEST-FOR-BOYS PROGRAMS AND FACILITIES EMPOWER STUDENTS TO REACH THEIR FULL POTENTIAL.