Position Summary
Join our Development team at McCarter as the Director of Leadership and Planned Giving. In this critical role, you will lead the design and execution of strategic initiatives aimed at fostering a culture of philanthropy and maximizing donor engagement with a strong focus on acquiring new members and donors, retaining current supporters, and advancing their level of giving with particular attention to gifts at the Director’s Circle ($5,000+) level and above.
You will work closely with our Director of Development and team to identify, cultivate, and steward major donors, while also developing innovative strategies to increase planned and estate gifts. With your knowledge in fundraising practices, you will play a key role in achieving our organization’s fundraising goals and advancing our mission. If you are a collaborative leader with a passion for making a difference, we invite you to apply for this opportunity.
Essential Functions & Duties
- Maintain an active donor portfolio of approximately 125-150 individuals primarily at the $5,000 Grand Patron level and above, with the goal of growing this portfolio.
- Cultivate, solicit, and close gifts to achieve the overall budgetary goal in this giving category.
- Build individual and community relationships to expand the current base of support.
- Utilize Tessitura and other donor management software/technology platforms to track donor interactions, analyze fundraising data, and generate reports to inform strategic decision-making.
- Conduct prospect research and analysis to identify new major donors and planned giving prospects, leveraging internal and external data sources to inform cultivation and solicitation strategies.
- Participate in the planning and execution of multi-year and special project campaign cultivation, solicitation and stewardship.
- Oversee the preparation of written materials including solicitation and stewardship materials for leadership giving circle members.
- Design and implement a cohesive and comprehensive planned giving program.
- Cultivate, solicit and document planned and estate gifts that support established organizational goals, programs and endowment.
- Serve as a primary liaison with professional advisors, including attorneys, financial planners, and estate planning professionals, to facilitate planned giving conversations and transactions.
- In consultation with the Director of Development and Executive Director, identify prospects for membership in the Board of Trustees.
- Assist in providing staff support and guidance to Board committees, including the Nominating Committee and Development Committee.
- Attend all Development training sessions required by the director of development and institutionally required professional development opportunities.
- Ensure compliance with all relevant laws, regulations, and ethical standards governing philanthropic fundraising and gift acceptance, including adherence to the Association of Fundraising Professionals (AFP) Code of Ethics.
- Stay informed about current trends and best practices in major gifts fundraising and planned giving through professional development activities, networking opportunities, and ongoing education.
- Adhere to safe working practices while embodying McCarter safety and code of conduct policies
- Participate in the work to make McCarter an anti-racist theater. Actively seek ways to improve our work practices to make the Development department more equitable and inclusive, while upholding and exhibiting our stated values of “justice and joy, beauty and belonging.”