Assistant Director, Planned Giving

Assistant Director, Planned Giving Assistant Director, Planned Giving Apply locations Boston time type Full time posted on Posted 4 Days Ago job requisition id JR346 Summary/Objective Job Description ABOUT THE BSO The Boston Symphony Orchestra engages millions of people each year in the remarkable diversity and wonder of orchestral music and maintains homes at its iconic venues, Boston's Symphony Hall and Tanglewood in Western Massachusetts. From the Boston Pops Fireworks Spectacular on the Charles River Esplanade to free community concerts throughout Greater Boston, an annual BSO Youth and Family series at Symphony Hall, humanities programs at the Tanglewood Learning Institute, and tour performances in concert halls around the world, the BSO remains committed to innovation, creativity, artistry, cultural relevance, education, civic engagement, and making orchestral music accessible to audiences of all ages, backgrounds, and levels of familiarity. At home, abroad, and through recordings, television, and radio broadcasts, a deep and inclusive commissioning legacy, and a history of cultivating emerging artists, the BSO reinforces its status as one of the world's most accomplished and versatile ensembles, attracting world-renowned guest artists, composers, and conductors. On the eve of its 150th anniversary, the BSO is ready for change, and to open the next chapter in its history. The development department will be essential to fueling and supporting this transformation. ABOUT THE ROLE The primary focus of the position is to implement a planned giving program that fosters relationships with donors who are interested in leaving a legacy to ensure the long-term financial success of the Boston Symphony. Established in 1982 and named for Pulitzer Prize-winning composer and noted musician Walter Piston, who endowed the BSO's Principal Flute Chair with a bequest, the Walter Piston Society recognizes and honors those who have provided for the future of the Boston Symphony Orchestra, Boston Pops, or Tanglewood through one of a variety of irrevocable deferred gifts, or by including the BSO in their long-term plans. The Assistant Director, Planned Giving will support the Individual Giving team with gift planning, prospect research, portfolio management and analytics. This position requires a combination of planned giving expertise, relationship building skills and strategic planning skills to engage and steward Walter Piston Society members. The Assistant Director, Planned Giving will join an organization that has an extraordinarily loyal, committed, and generous donor base. Planned Giving plays a central part of the development strategy and offers incredible opportunities for growth at a key moment of wealth transfer. We welcome entrepreneurial candidates who are excited in building a best-in-class program and participating in creating a foothold for the BSO's next century. RESPONSIBILITIES Manage a portfolio of 250-300 planned gift donors and respond to all planned giving inquiries from prospects. Lead estate administration processes for realized planned gifts and serve as the BSO's contact for wealth managers, tax advisors and estate attorneys acting on behalf of their clients. Collaborate with other members of the Individual Giving team to strategize planned giving and blended gift solicitations by developing cultivation, stewardship and planned giving approaches on how to identify prospects and initiate conversations. Collaborate with the Donor Relations and Events team to execute stewardship strategies for the Walter Piston Society. Create and manage annual benefits package for Walter Piston Society members. Identify prospective new Walter Piston Society members through prospect research of BSO subscribers, ticket buyers and donors. Create and implement a comprehensive planned giving marketing plan across all three brands and various communication channels. Collaborate with the Development Operations team to ensure planned gift documentation is up to date in CRM and donor files. Maintain accurate records of planned gifts and provide regular reports to management and stakeholders. Evaluate proposed planned gifts to ensure they comply with BSO policies and procedures. Remain up to date on giving strategies and best practices as well as changing tax law and regulations that impact the field. Attend donor events and concerts as needed. Other duties as assigned. Required Education and Experience QUALIFICATIONS BA/BS or equivalent 5 years' work experience including 2 years' experience in Planned Giving. Experience with direct donor contact. Skilled in MS Word and Excel, demonstrated facility in working with fundraising databases. Experience with Tessitura a plus. Strong data analytics skills. Excellent written and oral communication skills. Proven customer service and relationship-building skills demonstrating discretion and independent judgment. Detail-oriented to ensure accuracy and high integrity. Ability to organize, prioritize, plan and meet competing deadlines in a timely manner. Must be flexible, team oriented, and collaborative. Interest in and/or background in the performing arts preferred. JOB REQUIREMENTS Ability to work occasional evenings and weekends in support of concerts and engagement and stewardship events as needed. Must be able and willing to make occasional trips to Tanglewood, the summer home of the BSO in Western Massachusetts. BOSTON SYMPHONY ORCHESTRA'S COMMITMENT TO EQUITY, DIVERSITY, AND INCLUSION Over the past three years, the Boston Symphony Orchestra has been actively engaged in deepening its equity, diversity, and inclusion focus and the culmination of this engagement will be articulated in an external-facing statement in tandem with the incorporation of these principals into the BSO's strategic planning process. The BSO's commitment to equity, diversity, and inclusion is evolving from an organic process of creating spaces for diverse artistic expression, to a deliberate approach that seeks to dismantle the barriers to accessing world-class music, and to normalizing artistic expressions within broad historical, economic, social, and cultural contexts. The BSO is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law. #J-18808-Ljbffr

Created: 2025-03-01