Planned Giving Officer

Museum of Fine Arts•Boston, MA

2d•$68,000 - $78,000

About The Position

The Planned Giving Officer provides frontline and operational support for the planned giving program, reporting to the Director of Leadership and Planned Gifts and working closely with colleagues across Development and other Museum departments. The position serves as a key contact for donor inquiries, manages relationships with Sargent Society members and planned giving prospects, and oversees administrative, documentation, and communication processes that sustain the program. It also supports planned giving marketing, events, communications, and the administration of life-income and estate gifts. The role manages donor and prospect relationships through cultivation, solicitation, and stewardship; supports gift and blended-gift strategies; and prepares proposals and gift documentation. It coordinates Sargent Society administration and stewardship activities, maintains planned gift records, tracks activity and follow-up, and works with internal partners on gift processing, donor recognition, counting, crediting, and reporting. The position also helps review and improve planned giving policies and procedures and participates in donor and Museum events.

Requirements

Bachelor’s degree.
Strong organizational skills and attention to detail.
Excellent communication, writing, and presentation skills.
Professional demeanor, strong 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 both independently and as a team player.
High level of literacy with database systems and ability to extract data for management reporting.
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 at various stages of cultivation, solicitation, and stewardship.
Serve as an initial contact for planned giving inquiries and communicate with prospective donors, current donors, and their representatives about planned gift opportunities.
Develop and support planned gift and blended-gift strategies with Development colleagues and internal partners.
Help prepare proposals, gift documentation, and related materials to advance donor conversations and align donor interests with giving opportunities.
Steward Sargent Society members through ongoing communications, recognition, and relationship management.
Maintain relationships with donors and prospects who contact the planned giving program, including routing or advancing opportunities as appropriate.
Coordinate program administration, including mailings, event logistics, follow-up, and donor communications.
Maintain records and documentation for planned gifts, Sargent Society membership, donor recognition, and internal reporting.
Work with established Sargent Society members to document planned gifts and ensure appropriate counting, crediting, and recognition in donor lists and records.
Advance the planning and implementation of Sargent Society stewardship communications, direct marketing, events, and recognition activities.
Track planned giving activity and monitor follow-up items to support consistent communication and program continuity.
Review planned giving questions, counting issues, and procedures with the Director of Leadership and Planned Gifts and other colleagues as appropriate.
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.
Liaise between Development and other departments to advance planned giving work and respond to donor needs.
Partner with Development colleagues, including campaign operations and related 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.