Senior Development Officer for Planned Giving and Stewardship

Position Summary
The Senior Development Officer for Planned Giving and Stewardship
is a key member of the Institutional Advancement Department and
reports to the Associate Director of Advancement. This position is
charged with establishing and maintaining a robust planned giving
program as well as managing a comprehensive stewardship program. It
is a front-facing role, interacting with colleagues across the
museum as well as with Clark Trustees and major donors to ensure
clear communication, effective engagement, and a strong fundraising
operation. In addition, this position will play an important role
throughout the Clark’s $100 million+ campaign.  

Major Duties and Responsibilities (Essential
Functions)

• In consultation with Clark leadership and general counsel,
  develops planned giving strategy (through bequests, retirement
  plans, trusts, and other pertinent vehicles) and program for
  stewarding donors who have made planned gifts to the Clark, known
  as the Legacy Society;
• Creates and maintains active network with donors, financial
  advisors, trusts and estate lawyers, and other related
  professionals for the Clark’s planned giving program;
• Updates and handles compelling marketing tools for the planned
  giving program—on the website, mailings, newsletters, and through
  events;
• In coordination with Advancement colleagues, researches,
  identifies, cultivates, and solicits donors to secure planned
  gifts;
• Manages portfolio of 25-50 planned giving donors through
  regular communications, meetings, and active Legacy Society
  program;
• Oversees Legacy Society program, which includes bespoke events
  and integration into the Clark’s overall stewardship
  strategy;
• As part of managing comprehensive stewardship program for the
  Institutional Advancement Department:
  • evaluate and maintain recognition levels (tribute gifts, named
    spaces, endowed funds);
  • draft annual reports for individual donor-related funds and
    gifts (working with Finance and related departments that those
    funds support);
  • develop ideas for and participate in Clark Society, membership,
    and other special events;
  • lead VIP tours of the museum as needed;
  • organize and oversee patron travel, including one domestic trip
    and one international trip annually (identify location, build
    itinerary, handle logistics, track budget etc.);
  • update donor lists annually (in galleries, in publications, and
    online);
• As new gifts are received, work closely with Advancement
  leadership and appropriate Advancement colleagues to proactively
  initiate stewardship and recognition (press releases, celebratory
  events, etc. as appropriate);
• Routinely review and update plans for donors in portfolio
  (including Clark Trustees and major donors);
• Drive the resolution of complex donor relations issues in
  collaboration with Advancement colleagues and Clark
  staff;
• Participate in maintaining an accurate comprehensive filing and
  tracking system on all activities in database (Raiser’s
  Edge);
• Remain current with creative engagement trends in the museum
  and nonprofit field and consider multiple ways of connecting with
  donors about the impact of their philanthropy;
• Other duties as assigned.

Minimum Starting Salary: $73,000/yr.

Minimum Qualifications
Education, Training, and Skills

• Bachelor’s degree required.
• Excellent communicator in verbal, written, and presentation
  forms.
• Demonstrated success in fundraising.
• Knowledge of planned giving vehicles, donor advised funds,
  basic estate and financial planning for individuals, including tax
  implications of charitable giving, and current trends in
  philanthropy.
• Track record as a creative and innovative thinker, as well as a
  resourceful problem solver
• Must be able to treat confidential information with
  discretion.
• Effective computer skills with knowledge of Microsoft Office,
  Raiser’s Edge and/or other CRMs.
• Ability to interact positively with a wide range of
  constituencies in person, via Zoom/Teams, telephone, on email and
  in writing.
• Demonstrated ability to manage multiple priorities, follow
  through on projects, and to be proactive and
  solution-oriented.
• High level of integrity and demonstrated judgment.
• Ability to work independently and as well as part of a small,
  highly efficient team in a fast-paced and challenging
  atmosphere.

Work Experience

• Minimum of 5-7 years relevant experience.

Physical Demands and Work Environment
The physical demands and work environment characteristics described
here are representative of those that must be met by an employee to
successfully perform the essential functions of this position.
 Reasonable accommodations may be made to enable individuals
with disabilities to perform the essential functions.

Physical Demands: This position requires sitting at a
desk/workstation and using a computer for prolonged periods of
time. 
Work Environment: Work will be performed in an office
environment and museum spaces. The noise level in the work
environment is usually low to moderate. Some overnight travel may
be necessary.