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The Museum of Flight
Seattle, Washington, United States
2 days ago

Description

The Planned Giving Officer contributes to the success of The Museum of Flight by growing and managing the Planned Giving Program and our Eagle Heritage Society. Working both independently and as an essential member of the Museum Development (Giving) team, this person sets and executes the overall strategies and plans for the Planned Giving Program to ensure endowment goals and the long-range financial sustainability of our organization.



Requirements

Essential Functions:

  1. Manage annual and long-term goals and strategies for the Museum’s Planned Giving Program. Manage portfolio of Eagle Heritage Society (EHS) members and other donors who have indicated that the Museum is included in their estate plans.
  2. Lead Museum efforts to secure new and newly-revealed planned gift intentions including bequests, the establishment of charitable gift annuities (CGAs), charitable remainder trusts, charitable lead trusts and other complex non-cash gifts and deferred giving vehicles.
  3. Lead the discovery and identification process for new potential planned giving donors by utilizing constituent data to research and reveal most likely planned giving donors. Prepare and execute required documentation for planned giving processes. 
  4. Supervise all planned giving related inquiries, including documentation of future giving, estate fulfillment, establishment of trusts and annuities; gift illustrations; endowment agreements; beneficiary notifications, etc.
  5. Oversee and expand Planned Giving communication and marketing calendar aimed at identifying and recognizing planned giving constituents. Communications include, though are not limited to the Museum’s Aloft magazine, the Legacy of Flight print and e-newsletters, and electronic/print surveys.
  6. Ensure and maintain stewardship and recognition components of overall prospect strategy; maintain and update accurate records for recognition and implementing appropriate benefits and stewardship activities for existing and potential EHS members.
  7. Work closely with the Museum President/CEO and VP of Development in the ongoing prioritization of planned giving donor cultivation and outreach. Provide regular analysis and reports to Museum leadership and stakeholders. 
  8. Collaborate with the Development team to set donor strategy for cultivation and stewardship events, leading key actions before, during, and after, to fully leverage events.
  9. Actively engage with the Museum’s Board of Trustees, Executive Staff, and other key volunteers to empower them as important planned giving donor strategists and advocates.
  10. Provide planned giving training and resources to donors and fellow development colleagues.
  11. Perform other duties as assigned.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. 

Knowledge and Skills:

  • Ability to successfully manage 75 – 100 unique and active donor relationships while serving as a trusted advisor to guide individuals through the gift decision-making process
  • Proven success in donor-centered fundraising and keen understanding of the sensitivity and timing of planned giving conversations with donors
  • Understanding of planned giving philosophy and strategy
  • Knowledge of planned giving vehicles and agreements, planned giving marketing, wealth management, nonprofit endowments, gift illustrations, legacy society recognition, financial planning, and estate tax and charitable gift laws
  • Outstanding organizational and communication abilities including exceptional oral, written, and listening skills
  • Proven ability and ease interacting in both large and small groups; as well as among diverse populations
  • Proven ability to excel independently as well as contribute to a high performing team
  • Proven ability to maintain confidentiality and absolute discretion in donor matters
  • Ability to work in a fast-paced environment and maintain poise under pressure
  • Knowledge and understanding of Microsoft Office Suite (Outlook, Excel, PowerPoint, and Word) and a proficiency in donor database products. Experience with Raiser's Edge software, preferred

Experience:

Five (5) plus years of experience developing and managing relationship with a portfolio of individuals who can be potential planned gift donors. Three (3) plus years of experience working with donors on deferred gifts. 

Two (2) plus years supervising staff or volunteers is preferred

Education:  

Bachelor’s degree in a related field. Commensurate experience in non-profit development or planned giving may be considered in lieu of degree.

License & Certification: 

None

Working Conditions:

This position’s regular workweek is Monday through Friday between the hours of 8am to 5pm, with the ability to work a flexible schedule based on Museum need. Some travel, primarily local, with rare out-of-the-area and overnight travel to be expected. Reliable transportation and professional attire are required.

Physical Requirements:

  • This position includes working offsite properties (such as donors’ offices and homes). Some onsite attendance is essential to perform the duties of this position
  • This position works in an office environment with sedentary periods and repetitive wrist and arm movement
  • Occasional lifting of items up to 40 pounds with assistance
  • The ability to focus, bend, carry, reach to the side, front and overhead, push, pull, walk, stand, twist and squat are occasional requirements in a normal office setting

The Museum of Flight is an equal opportunity employer, dedicated to a policy of non-discrimination in employment on any basis including race, color, age, sex, religion, national origin, disability, veteran’s status, sexual orientation, or gender identity/expression.

At time of job offer candidate must be able to pass a criminal background check. Employees of The Museum of Flight must be vaccinated against COVID-19 or obtain an approved medical or religious exemption. Offers of employment are contingent upon proof that you are fully vaccinated or qualify for an exemption. 

This organization participates in E-Verify.

Job Information

  • Job ID: 60064784
  • Location:
    Seattle, Washington, United States
  • Position Title: Planned Giving Officer
  • Company Name: The Museum of Flight
  • Mission / Industry: Non-Profit / Charity
  • Job Function: Planned Giving
  • Job Type: Full-Time
  • Job Duration: Indefinite
  • Min Education: BA/BS/Undergraduate
  • Min Experience: 3-5 Years
  • Required Travel: 0-10%

Please refer to the company's website or job descriptions to learn more about them.

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