Manager, Planned Giving
DEPARTMENT: Institutional Advancement
REPORTS TO: Director, Institutional Giving
DATE: August 2023
The Manager, Planned Giving, will be managing The Trust, the 9/11 Memorial & Museum’s planned giving program. This program was established in 2019, and in the years ahead, the institution seeks to grow this dedicated donor base, steward existing donors, and implement meaningful recognition opportunities. In partnership with the Director of Institutional Giving, the Manager will work on the expansion of the program, including identification, and stewardship of individual prospects, regular digital and print marketing, and tracking all gifts.
ROLE AND RESPONSIBILITIES
- Manage day-to-day operations of The Trust including stewardship touch points, including personal relationships with donors and prospects, via visits, phone calls, and email, etc.
- Execute a planned giving marketing strategy to generate new leads and gifts, including direct mail, e-mail, and digital marketing.
- Ensure accurate gift acknowledgement, recognition, and other deliverables, including an annual donor event.
- Oversee and track receipt, and execution of individual documentation of all forms of planned instruments including bequests, annuities, trusts, life insurance, stocks/shares, etc.
- Maintain a thorough understanding of Museum priorities, programming, and long-term goals.
- Bachelor’s Degree required.
- Minimum 3-5 years of fundraising experience, preferably in planned giving and at a cultural institution or relevant non-profit organization.
- A plus if you have experience with or knowledge of estate planning (such as including wills, trusts, and estate and gift laws).
- Proven and demonstrated relationship-building and solicitation skills.
- Ability to persuasively communicate and articulate the mission of the 9/11 Memorial & Museum to internal and external audiences, including via pitch presentations and VIP tours.
- Must be able to work closely and collaboratively with other members of the Institutional Advancement team and integrate efforts with solicitation around a diverse range of fundraising programs, events, and donors.
- Team player who exhibits sound judgment in communication style and overall approach with staff and external stakeholders.
- Excellent written and oral communication skills.
- Strong computer skills – proficiency in full Microsoft Office suite application required and experience with Raiser’s Edge preferred.
REQUIRED SUPPORT FOR ORGANIZATIONAL EVENTS
- Participate in the annual 5K fundraiser and 9/11 commemoration, as assigned.
- Assist with other special projects and events in support of 9/11 Memorial & Museum, as assigned.
This position is hybrid, with flexibility to work from home, based in New York, NY.
HOW TO APPLY
- Include position you are seeking in the email subject field.
- State the location where job posting was seen.
- Send resume and cover letter to email@example.com
The National September 11 Memorial and Museum (9/11 Memorial & Museum) is an equal opportunity employer. Applicants who meet the qualification requirements of the role will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
The National September 11 Memorial & Museum (9/11 Memorial & Museum) is committed to an organizational culture that supports and reinforces our values regarding diversity, equity, inclusion, and accessibility (DEIA). We seek to build a collaborative, open, and equitable space where staff want to be, knowing that their contributions, professional expertise, and distinct voices are valued and respected. We encourage and celebrate an inclusive environment where candor and participation, when it comes to sharing ideas and collaborative problem-solving, are welcomed regardless of one’s role at the Museum or background.
Reasonable accommodations may be made to qualified candidates, during the interview process, to enable individuals with disabilities an opportunity to interview.