As a member of the Academy’s Advancement Department, the Director of Planned Giving will develop, implement and manage a strategic Planned Giving program for Music Academy of the West to achieve or exceed annual planned giving targets for the Academy’s legacy society (“The Encore Society”), and work with a team including the CEO, Chief Advancement Officer, and Board in raising cash and planned gifts to support a focused endowment growth initiative.
The successful candidate will cherish relationship building, thrive in an environment where fundraising is encouraged, appreciated and collaborative with leadership, be able to balance multiple priorities, and be focused on strategies that deliver planned giving commitments and endowment revenue.
Chief Advancement Officer
Key Working Relationships:
President & CEO
Chief Advancement Officer
Director Individual Giving
Planned Giving Advisory Committee
Board of Directors
ESSENTIAL DUTIES AND RESPONSIBILITIES
Develop, implement, and oversee a comprehensive planned giving plan to meet or exceed annual targets to increase members’ commitments in the Encore Society. This plan will include revenue and expense budgets, a calendar of activities, timelines, reports which measure progress to goal. Strategies will include in-person visits, direct mail, events and digital content.
Supervise the identification and qualification of new donor prospects.
Collaborate with the Chief Advancement Officer, Director of Individual Giving, the Planned Giving Advisory Committee and the Board to manage cultivation strategies, solicitation schedules, and recognition benefits for all planned giving donors.
Personally solicit planned gifts through in-person visits.
Manage key information for planned gift donors and prospects in Raiser’s Edge, including proposal records, prospect actions, profiles, gift agreements, and gift detail.
Plan, execute, and evaluate planned giving events and experience-based opportunities to cultivate and steward planned giving prospects and donors.
Cultivate relationships with attorneys, trust officers, accountants, financial planners and other estate planning professionals regarding gift opportunities for clients, to remain current on best practices, and develop a network of resources from which to request help in obtaining referrals.
5 to 10 years of experience working in the planned giving field
Knowledge of estate planning, including wills, trusts and estate and gift tax laws
Proven record of cultivating prospects, making in-person asks and securing large gifts for planned giving and endowments
Excellent interpersonal skills, including demonstrated ability to compel, cultivate, and solicit high net worth individuals and their advisors
Excellent writing and public speaking skills
Strong analytical skills to research and identify potential donors
Knowledge of legal record keeping requirements for fundraising and documenting donations
Strong strategic thinking and vision setting skills, coupled with ability to work independently to bring that vision to fruition
Interest in the performing arts and/or cultural institutions a plus
Bachelor’s degree or equivalent combination of education and experience
Proven track record of meeting assigned goals
Excels in collaborative, entrepreneurial, fast-paced, action and results-oriented team environment
Knowledge of Raiser’s Edge or other donor software is an advantage
Must be able to work during the summer, some evenings and weekends
Experience working with volunteers
To apply, please email your cover letter, résumé, and LinkedIn profile link to Lori Davis at firstname.lastname@example.org “Director of Planned Giving” in the email’s subject line.
Additional Salary Information: Competitive
About Music Academy of the West
The Music Academy of the West is among the nation’s preeminent summer schools and festivals for gifted young classically trained musicians. At its ocean-side campus in Santa Barbara, the Academy provides these musicians with the opportunity for advanced study and performance under the guidance of internationally renowned faculty artists, guest conductors, and soloists. Admission to the Academy is strictly merit based, and fellows receive full scholarships (tuition, room, and board). The Music Academy of the West cultivates discerning, appreciative, and adventurous audiences, presenting more than 200 public events annually. For more information, visit musicacademy.org.
The 2018 Summer School and Festival will take place from June 18 to August 12 at the Academy’s scenic Miraflores campus and in venues throughout Santa Barbara.