Director of Planned Giving

Mystic Seaport Museum • Stonington, CT

14d • 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
• Strategic thinking, exceptional listening, donor-centered approach, strong organizational skills, ability to work independently and collaboratively, cultural sensitivity, passion for the Museum's mission

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

• 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
• 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
• 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
• 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

Benefits

• Mystic Seaport Museum offers a competitive compensation package commensurate with experience, along with comprehensive benefits.
• Mystic Seaport Museum is an equal opportunity employer committed to building a diverse and inclusive workplace. We encourage applications from candidates of all backgrounds and experiences.

What This Job Offers

• Job Type: Full-time
• Career Level: Director