Director of Planned Giving
Mystic Seaport Museum, Mystic, CT, United States
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. The Director will manage a portfolio of 100‑150 prospects to secure $3‑5 million in documented planned‑gift commitments annually.
Description 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 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 the major‑gifts team to integrate planned giving into donor engagement.
Maintain accurate records in the 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 the 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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Description 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 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 the major‑gifts team to integrate planned giving into donor engagement.
Maintain accurate records in the 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 the 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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