Director of Planned Giving

Mystic Seaport Museum•Mystic, CT

12d•$80,000 - $90,000•Onsite

About The Position

Mystic Seaport Museum seeks an experienced Director of Planned Giving to expand our planned giving program and secure the Museum's long-term financial sustainability. Manage a portfolio of 100-150 prospects to secure $3-5 million in documented planned gift commitments annually. Reporting directly to the Vice President of Advancement, this position offers the opportunity to make a significant impact on one of America's leading maritime museums while working with donors who are passionate about preserving our nation's maritime heritage.

Requirements

Bachelor's degree
4-7 years in planned giving, major gifts fundraising, or related development work
Proven track record securing planned gifts (bequests, estate gifts, charitable gift annuities, trusts)
Strong understanding of planned giving vehicles and tax implications
Excellent communication skills with ability to explain complex concepts
Experience managing donor portfolios and achieving fundraising goals
Proficiency with donor databases and Microsoft Office
Valid driver's license and ability to travel

Nice To Haves

Background in law, financial planning, accounting, or related field
Cultural institution or museum experience
CFRE certification or willingness to pursue
Interest in maritime history

Responsibilities

Pipeline Development and Donor Management Identify, qualify, and cultivate 100-150 planned giving prospects through research and strategic outreach
Develop comprehensive cultivation strategies moving prospects from identification to commitment
Collaborate with major gifts team to integrate planned giving into donor engagement
Maintain accurate records in donor database
Cultivation and Stewardship Conduct personalized visits, calls, and correspondence to build long-term donor relationships
Design recognition programs that engage planned giving donors
Create customized gift proposals demonstrating impact and benefits
Marketing and Donor Education Execute marketing strategy promoting planned giving opportunities
Develop educational materials (brochures, newsletters, website content, presentations)
Organize seminars and webinars on estate planning and charitable giving
Professional Collaboration Build relationships with estate attorneys, financial advisors, and accountants
Serve as Museum expert on planned giving vehicles and tax implications
Stay current on tax law changes and planned giving best practices