Planned Giving Officer

Museum of Fine Arts•Boston, MA

About The Position

Reporting to the Director of Leadership and Planned Gifts and working closely with other staff members, the Planned Giving Officer provides frontline and operational support for the planned giving program. The role serves as an important point of contact for donor inquiries, stewards members of the Sargent Society, and oversees the administrative, documentation, and communication processes that sustain the program. The Officer works with colleagues across Development and other Museum departments and supports planned giving marketing, related events and communications, and the administration of life-income and estate gifts.

Requirements

Bachelor’s degree.
Strong organizational skills and attention to detail.
Excellent communication skills, including strong writing and presentation skills.
Professional demeanor, interpersonal skills, and a collaborative style.
Ability to handle sensitive and confidential information.
Ability to multitask, prioritize assignments, and work in a fast-paced environment.
Ability to work independently and as part of a team.
High literacy with database systems and ability to extract data for management reporting.
Solid working knowledge of PC-based Microsoft Word, Excel, and PowerPoint.

Nice To Haves

Three or more years of development fundraising experience and general knowledge of nonprofit fundraising are preferred.
Knowledge of planned giving software is a plus.
Interest in working in the arts or cultural sector is preferred.

Responsibilities

Manage a portfolio of Sargent Society members and planned giving prospects through cultivation, solicitation, and stewardship.
Respond to planned giving inquiries and communicate with prospective and current donors and their representatives about planned gift opportunities.
Develop and support planned and blended gift strategies with Development colleagues and internal partners.
Prepare proposals, gift documentation, and related materials to support donor discussions and align donor interests with available giving opportunities.
Steward Sargent Society members through communications, recognition, and relationship management.
Maintain relationships with donors and prospects who contact the program, including those not formally assigned, and route or advance opportunities as appropriate.
Coordinate planned giving program administration, including mailings, event logistics, follow-up, and donor communications.
Maintain planned gift, Sargent Society membership, donor recognition, and internal reporting records and documentation.
Work with established Sargent Society members whose planned gift details are undocumented to ensure appropriate counting, crediting, and recognition.
Advance Sargent Society stewardship communications, direct marketing, events, and recognition activities.
Track planned giving activity and follow-up items to support consistent communication and program continuity.
Review planned giving questions, gift-counting issues, and procedural matters with the Director of Leadership and Planned Gifts and other colleagues.
Help identify, clarify, and improve planned giving policies, procedures, and practices.
Coordinate with Finance and other Museum departments on gift processing, documentation, donor communications, and follow-up.
Serve as a liaison between Development and other departments to advance planned giving work and respond to donor needs.
Partner with Development colleagues, including campaign operations teams, on gift counting, donor crediting, and proposal development.
Participate in donor events and other Museum activities that support cultivation, stewardship, and planned giving outreach.