Talent Director overseeing culture, engagement, and employee relations at Phillip Jeffries. Leading efforts to foster a positive work environment and operational compliance in a hybrid setting.
CI
Hybrid Director – Planned Giving and Major Gifts
Posted last month
About the role
- Director of Planned Giving and Major Gifts at WHOI managing fundraising and donor engagement strategies. Collaborating with a team to enhance philanthropic support for the institution.
Responsibilities
- Lead the continued development, growth, and strategic direction of WHOI’s planned giving program
- Promote planned giving opportunities to increase participation and Fye Society membership; serve as internal expert on planned giving vehicles, donor motivations, and best practices
- Collaborate with frontline fundraisers to identify top prospects, using CRM data and ratings to convert annual donors to planned gift donors
- Work directly with donors to design charitable gift strategies that maximize benefits for both the donor and WHOI, including preparing calculations and illustrations using PG Calc and related tools
- Partner with the Director of Development, Annual and Planned Giving to create and execute an annual marketing plan for planned giving , including print collateral, email outreach, website content, and newsletters
- Staff, guide, and steward the Fye Society Steering Committee; ensure appropriate recognition and ongoing stewardship for Fye Society members
- Serve as WHOI’s primary liaison with all financial institutions and external managers supporting planned giving vehicles (currently State Street Global Advisors)
- Track realized planned gifts; maintain expertise on legal, tax, and financial considerations relevant to planned giving
- Maintain and update WHOI’s policies for receiving, documenting, and designating planned gifts
- Coordinate with WHOI’s Finance team and provide auditors with required information on split-interest gifts
- Grow and manage a portfolio of 100–125 prospects capable of making five- to seven-figure commitments, including both major gift and planned giving prospects
- Partner with WHOI scientists and engineers to provide mission-driven donor experiences such as tours, briefings, and customized proposal development
- Meet quarterly activity benchmarks and annual fundraising goals
- Identify , qualify, cultivate, solicit , and steward new prospects; develop tailored cultivation and solicitation strategies informed by donor history and capacity
- Maintain accurate and timely documentation of donor interactions using moves management systems and CRM reporting tools
- Serve as the primary point of contact for the Palm Beach Chapter and its steering committee; collaborate with the Assistant Director of Volunteer Management and Events team to plan small events and donor engagement activities
- Collaborate strategically with the Vice President for Advancement, Chief Development Officer, Senior Director of Advancement Operations & Stewardship, Development colleagues, and volunteer leaders to communicate fundraising priorities
- Deliver a high-quality donor experience through personalized correspondence, professional proposals, and timely acknowledgments
- Lead cultivation and stewardship strategies for planned and major gift donors in partnership with colleagues
- Represent WHOI at donor events and institutional functions
- Prepare and present written and verbal briefings, follow-up materials, and contact reports in a timely manner
Requirements
- Minimum 5+ years of experience in planned giving fundraising
- Demonstrated success securing six-figure or higher philanthropic commitments
- Strong understanding of WHOI’s mission and the ability to articulate its impact, uniqueness, and global relevance
- Ability to work independently and thrive in a dynamic, entrepreneurial environment
- Solution-oriented approach with strong diplomacy, communication, collaboration skills, discretion with confidential information, and a sense of humor
- Exceptional written and verbal communication skills; ability to inspire and engage donors and build long-term relationships
- Strong strategic thinking and insight across fundraising, donor strategy, and prospect management
- Proficiency with constituent management systems and Microsoft 365
- Understanding of best practices for campaign tracking and major gift fundraising
- Willingness to travel and work occasional evenings and weekends
- Bachelor’s and/or advanced degree in Nonprofit Management /Administration, Business Administration, Philanthropic Studies, Public Policy/Administration, or related field (preferred)
- Working knowledge of Raiser’s Edge/NXT and PG Calc (preferred)
- Experience working in complex research, academic, or scientific organizations (preferred)
- Familiarity with estate law, tax considerations, and investment vehicles relevant to charitable planning (preferred)
- Demonstrated success collaborating with volunteer committees or advisory groups (preferred)
- Experience with multichannel donor engagement strategies including planned giving marketing, digital outreach, and donor recognition programs (preferred)
Benefits
- Comprehensive benefits package
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