Planned Giving Officer - Boston (year-round, part-time)
The Trustees of Reservations
December 20, 2017
Part Time - Experienced
Summary of Position:
The Planned Giving Officer is responsible for the oversight of planned giving at the Trustees and growth in the number of bequests, annuities and membership of the Semper Virens Society. This is a part-time position providing content expertise and guidance to external staff managing prospect relationships.
Provide technical expertise for the planned giving efforts at the Trustees. Ensure that planned giving opportunities are fully integrated into the portfolio of giving options and is properly managed to the highest standard of the Trustees.
Provide support for the external fundraising staff, including the CDO and major gifts team by ensuring that this position is the subject matter expert on planned giving and understands all the current and new vehicles for giving to be conversant with donors and update colleagues.
Promote new giving options that allow for up front gifts and ensure Trustees is best positioned to respond to growing trends such as DAFs, CRTs and gift annuities.
Support the goals an upcoming Campaign by planning and designing a $20M Endowment Campaign with the goal of $15M in newly recorded planned gifts and $5M in realized planned gifts over a 5year period.
Steward and recruit members of the Semper Virens Society (SVS), the planned giving society of The Trustees. Increase numbers of SVS members from its existing number of 241 in FY17 to a goal of 300 by the close of FY19 and 500 in the next five years.
Manage the relationship with SSGA to improve client services and appropriate levels of Trustees branding and stewardship. Increase annuities under management from current level of $3.2 m
Work with Marketing to plan and develop a comprehensive promotion across all Trustees platforms to ensure that planned giving and SVS is visible, engaging and actively promoted.
Work closely with the Director of Governance to provide communication and update to the Chairs of SVS and Chairmen’s Council as well as Development Committee to ensure active support and engagement.
Ensure active stewardship of SVS to maintain relationships, inform and update on changes and vehicles, increase commitments and provide necessary pins or awards to create pride.
Move planned giving at The Trustees from reactive to a proactive program in rapid response to the aging population in the US but also engage next generation SVS earlier in life cycle.
Education and Experience
A bachelor’s degree and a minimum of 5+ years in a fast-paced Development Office
Previous measurable success a planned giving professional
Experienced in understanding the relationship of donors/volunteers to the organization
Proven leader with exceptional management and customer service skills
Demonstrated knowledge and expert understanding and experience in the planned giving sector
Articulate, with the ability to listen, write and speak effectively
Highly motivated self-starter who thrives in a fast-paced environment
Ability to communicate through multiple levels of an organization, and to work collaboratively with colleagues, members, donors and volunteers
Demonstrated ability to develop and implement an effective donor stewardship plan
Experience with Raiser’s Edge and Convio e-customer relationship management systems a plus.
Detail oriented with ability to plan and execute complex initiatives
Ability to establish priorities and meet deadlines
Commitment to the mission of The Trustees
Occasional travel across Massachusetts. Personal car and valid state license required.
Occasional evening and weekend work required for events and individual meetings.
The Trustees offers competitive compensation and the opportunity to be part of a dedicated team across the Commonwealth who love the outdoors, who love the distinctive charms of New England, and who believe in celebrating and protecting our special places, for everyone, forever.
We kindly request that you do not call to inquire about the status of your application. Those candidates chosen for interviews will be contacted.
In addition to being an Equal Opportunity Employer, the Trustees of Reservations aims to create a thriving, inclusive workplace that values each member of our team. We aspire to reflect and effectively serve the residents and communities of Massachusetts, who are at the core of our mission.
About The Organization:
The Trustees is an organization with a fascinating past and an exciting future. Our places are open to all and we thrive by involving as many people as possible in what we do. Founded in 1891, by a group of visionary volunteers, we preserve, for public use and enjoyment, properties of exceptional scenic, historic, and ecological value in Massachusetts and work to protect special places across the state. We have helped protect more than 50,000 acres, including 26,000+ acres on 116 reservations that are all open to the public. We are a nonprofit conservation organization funded and supported entirely by our visitors, supporters, volunteers, and more than 50,000 members.
The Trustees is an organization with a fascinating past and an exciting future. Our places are open to all and we thrive by involving as many people as possible in what we do. Founded in 1891, by a group of visionary volunteers, we preserve, for public use and enjoyment, properties of exceptional scenic, historic, and ecological value in Massachusetts and work to protect special places across the ...state. We have helped protect more than 50,000 acres, including 26,000+ acres on 116 reservations that are all open to the public. We are a nonprofit conservation organization funded and supported entirely by our visitors, supporters, volunteers, and more than 50,000 members.