Planned Giving Officer

SAN FRANCISCO BALLET ASSOCIATION•San Francisco, CA

2h•$97,500 - $115,000

About The Position

The Planned Giving Officer plays a vital role in fostering a culture of philanthropy at San Francisco Ballet by inspiring donors to make lasting contributions through planned gifts. With a deep commitment to donor stewardship and collaboration, the Planned Giving Officer designs and leads strategies that position planned giving as a core component of San Francisco Ballet’s fundraising efforts and Comprehensive Campaign. This position oversees the Jocelyn Vollmar Legacy Circle—building meaningful, authentic relationships with current supporters—and is responsible for expanding the planned giving program by identifying, cultivating, and soliciting individuals who are interested in supporting the Ballet through bequests, trusts, annuities, retirement plans, and other deferred giving instruments. Through values-driven conversations, the Planned Giving Officer helps donors align their interests and philanthropic goals with areas of support at San Francisco Ballet, securing gifts that safeguard the financial sustainability and vitality of the organization and the ability to activate its bold artistic vision.

Requirements

Minimum of four (4) years fundraising experience in individual or legacy giving, or similar equivalent experience
Familiarity with CRM software (i.e., Tessitura, Raiser’s Edge, Blackbaud, Salesforce preferred)
Proven track record of securing five- and six-figure major and planned gifts, meeting annual fundraising targets, and building strong, authentic relationships with donors, colleagues, and key stakeholders
Demonstrated knowledge of planned giving vehicles, estate planning, and charitable giving laws
Exceptional communication abilities, meticulous attention to detail and follow-through, and strong organizational and project management skills
Ability to maintain strict confidentiality and exercise sound judgment when managing sensitive data

Nice To Haves

Love of performing arts desired; knowledge of the Bay Area philanthropy landscape a plus

Responsibilities

Managing San Francisco Ballet’s planned giving program by developing and implementing strategies that align with the organization’s overarching fundraising goals and priorities and lead to the sustainable growth of the Ballet’s endowment
Planning and implementing ongoing planned giving engagement and stewardship touchpoints, including in-person and telephone outreach, as well as electronic and print communications, to strengthen donor relationships and deepen engagement
Cultivating, soliciting, and stewarding a portfolio of planned giving donors and prospects through personal visits, regular correspondence, and engagement events
Collaborating closely with frontline fundraisers on planned giving strategy; identifying opportunities for joint meetings and solicitations; and partnering with staff and the Board of Trustees to integrate planned giving into Campaign strategy, including engaging Trustees, frontline fundraisers, and leadership in solicitations
Meeting regularly with planned giving prospects to discuss legacy giving opportunities
Developing and providing customized proposals with tailored giving options that align with donor interests and capacity; facilitating pledge and gift documentation
Creating marketing materials to promote planned giving, including newsletters, program book ads, digital and print appeals, and Campaign collateral
Educating donors and prospects on planned giving options, key funding priorities, and philanthropic investment opportunities, with a strategic focus on attracting new legacy donors and deepening support from existing contributors
Managing the Jocelyn Vollmar Legacy Circle, including member communications, benefits, and recognition opportunities; manages the planned giving inbox and phone line
Maintaining accurate Legacy Circle donor lists
Overseeing Legacy Circle stewardship and cultivation events—including the annual Legacy Luncheon—in partnership with the Events team
Working with legal, financial, and estate planning professionals to ensure gifts are properly structured, documented, and compliant with all relevant regulations and ethical standards
Tracking and managing donor relationships, gift intentions, and documentation in the Tessitura database, ensuring accurate recordkeeping
Providing regular pipeline reports, projections, metrics, and data analysis, in partnership with the Director of Development Operations
Keeps up to date on new developments and best practices in estate planning and charitable giving laws