Director of Planned Giving
Mystic Seaport Museum, Inc., Hartford, CT, United States
Description
Purpose of 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.
Essential Functions 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
Requirements Qualifications Required
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
Preferred
Background in law, financial planning, accounting, or related field
Cultural institution or museum experience
CFRE certification or willingness to pursue
Interest in maritime history
Key Competencies Strategic thinking, exceptional listening, donor-centered approach, strong organizational skills, ability to work independently and collaboratively, cultural sensitivity, passion for the Museum's mission
Success Metrics Performance evaluated on annual documented planned gift commitments, pipeline growth and quality, cultivation effectiveness, and advancement of long-term fundraising goals.
Work Environment and Compensation This position offers flexible work arrangements based on the needs of the role and the selected candidate, with expectations for regular on-site presence at the Museum in Mystic, Connecticut for team collaboration, donor meetings, and Museum events.
The Director of Planned Giving will join a dedicated advancement team committed to supporting the Museum's mission of inspiring an enduring connection to the American maritime experience.
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.
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Purpose of 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.
Essential Functions 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
Requirements Qualifications Required
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
Preferred
Background in law, financial planning, accounting, or related field
Cultural institution or museum experience
CFRE certification or willingness to pursue
Interest in maritime history
Key Competencies Strategic thinking, exceptional listening, donor-centered approach, strong organizational skills, ability to work independently and collaboratively, cultural sensitivity, passion for the Museum's mission
Success Metrics Performance evaluated on annual documented planned gift commitments, pipeline growth and quality, cultivation effectiveness, and advancement of long-term fundraising goals.
Work Environment and Compensation This position offers flexible work arrangements based on the needs of the role and the selected candidate, with expectations for regular on-site presence at the Museum in Mystic, Connecticut for team collaboration, donor meetings, and Museum events.
The Director of Planned Giving will join a dedicated advancement team committed to supporting the Museum's mission of inspiring an enduring connection to the American maritime experience.
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.
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