Director of Individual and Planned Giving
About The Position
The Director of Individual and Planned Giving is the museum’s lead major gifts fundraiser, responsible for securing philanthropic support from individual donors and advancing a culture of philanthropy across the organization. The role manages a portfolio of major donor and prospective donor relationships, with primary responsibility for raising annual operating support while partnering on capital, endowment, and planned giving initiatives. Working closely with the Chief Philanthropy Officer, CEO, Trustees, and senior leaders, the Director develops and executes strategies that deepen donor engagement, expand philanthropic investment, and position the museum for long-term sustainability and growth. The role also will develop and launch the museum’s planned giving program and help build the pipeline of future transformational donors. This hybrid position requires a minimum of two days per week onsite in Sausalito. The role also requires flexibility to work occasional evenings and weekends as needed.
Requirements
- Minimum of 7 years of progressively responsible fundraising experience with a demonstrated track record of securing major gifts.
- Experience managing donor portfolios and moving prospects through the full gift cycle.
- Knowledge of major gifts fundraising best practices; experience with capital, endowment, or planned giving is preferred.
- Excellent relationship building, communication, and presentation skills.
- Knowledge of, and connections, to the Bay Area business and philanthropic communities.
- Strong organizational skills and ability to manage multiple priorities simultaneously.
- Experience working with senior volunteers, board members, and executive leaders.
- Commitment to the mission, values, and culture of the museum.
Nice To Haves
- Experience with capital, endowment, or planned giving is preferred.
Responsibilities
- Develop and execute strategies to achieve annual individual giving revenue goals, with primary responsibility for securing annual operating support.
- Manage a portfolio of approximately 100 major donor and prospective donor relationships.
- Lead all aspects of the donor cycle, including identification, qualification, cultivation, solicitation, stewardship, and renewal.
- Partner with the Chief Philanthropy Officer, CEO, Trustees, and senior leaders to develop and execute donor engagement and solicitation strategies.
- Conduct regular donor visits and solicitations to strengthen relationships and increase philanthropic investment.
- Secure and steward leadership annual gifts in support of the museum’s mission and strategic priorities.
- Serve as a visible ambassador for the museum with donors, prospects, volunteers, and community leaders.
- Ensure exceptional donor stewardship through timely, thoughtful, and personalized engagement.
- Partner with the Chief Philanthropy Officer and CEO to develop and execute strategies for capital, endowment, and other transformational fundraising initiatives.
- Support prospect identification, cultivation, solicitation, and stewardship for major capital and endowment donors.
- Develop donor-facing fundraising materials, proposals, case statements, and presentations.
- Lead the research, design, launch, and ongoing implementation of the museum’s planned giving program.
- Build awareness and engagement around legacy giving opportunities while establishing systems, materials, and stewardship practices.
- Partner with the Chief Philanthropy Officer to strengthen the museum’s major gifts program, prospect pipeline, and donor engagement strategies.
- Conduct prospect research and analysis to identify new individual giving opportunities.
- Track and report on fundraising activity, pipeline development, donor engagement, and progress toward revenue goals.
- Stay informed about institutional priorities and funding opportunities to align donor interests with museum needs.
- Collaborate across the organization to advance a culture of philanthropy and donor-centered engagement.
- Perform other duties as assigned.
Benefits
- 100% employer-paid medical, dental, and vision for employee only premiums
- Life and long-term disability insurance
- Paid time off starting at 3 weeks, on an accrual basis.
- 10 days of sick leave (Five frontloaded, and the other five accrued throughout the year)
- Eight (8) paid holidays and three (3) floating holidays.
- Paid parental leave
- Discounts at museum café and store, and on museum programs
- All staff celebrations
- Reciprocal admission benefits at other museums
- Professional development training
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
