Director of Planned Giving Job at Pearl Street Collective (Wellesley)

Senior Associate Director, Gift Planning

Northeastern University is looking for a strategic, collaborative, and experienc...

Location

United States , Boston

Salary:

Not provided

Pearl Street Collective

Expiration Date

Until further notice

Requirements

Professional experience in gift planning or related fields such as estate planning, trust and estate management, and charitable giving tax law
Excellent analytical skills to resolve complex gift situations that require the innovative application of technical knowledge
Superior organizational and interpersonal skills
Sensitivity and discretion
Adherence to the highest ethical standards
Highly collaborative approach
Authentic relationship-building skills
Empathy necessary to relate to multiple constituencies

Job Responsibility

Ensure the present and future network of support for the University expands by focusing on increasing revocable and irrevocable deferred gift revenue
Help the Office of Gift Planning meet University campaign and other strategic fundraising goals
Collaborate with major gift counterparts in developing donor strategy and presenting planned gift options to prospects
Respond to planned giving inquiries and prepare qualified gift proposals
Provide training and education in gift planning and its impact and importance to advancement colleagues and volunteers
Build and manage a portfolio of alumni, parents, and friends, with a focus on bequests, life-income gifts, complex gift transactions, and outright major and principal gifts as appropriate
Collaborate closely with all levels of development to employ planned gift strategies that maximize the donors' potential and conduct joint visits with development colleagues
Utilize analytics and other information to initiate planned giving prospect review and strategy development
Stay knowledgeable on current and pending legislative tax and technical developments related to planned giving

Senior Associate Director, Gift Planning

Northeastern University is looking for a strategic, collaborative, and experienc...

Location

United States , Boston

Salary:

Not provided

Pearl Street Collective

Expiration Date

Until further notice

Requirements

Professional experience in gift planning or related fields such as estate planning, trust and estate management, and charitable giving tax law
Excellent analytical skills to resolve complex gift situations that require the innovative application of technical knowledge
Superior organizational and interpersonal skills, sensitivity and discretion, and adherence to the highest ethical standards
A highly collaborative approach, authentic relationship-building skills, and the empathy necessary to relate to multiple constituencies

Job Responsibility

Ensure the present and future network of support for the University expands by focusing on increasing revocable and irrevocable deferred gift revenue and helping the Office of Gift Planning meet University campaign and other strategic fundraising goals
Collaborate with major gift counterparts in developing donor strategy and presenting planned gift options to prospects
Respond to planned giving inquiries and prepare qualified gift proposals
Provide training and education in gift planning and its impact and importance to advancement colleagues and volunteers
Build and manage a portfolio of alumni, parents, and friends, with a focus on bequests, life-income gifts, complex gift transactions, and outright major and principal gifts as appropriate
Collaborate closely with all levels of development to employ planned gift strategies that maximize the donors' potential and conduct joint visits with development colleagues
Utilize analytics and other information to initiate planned giving prospect review and strategy development
Stay knowledgeable on current and pending legislative tax and technical developments related to planned giving

Senior Director of Gift Planning

Northeastern University invites a forward-thinking development leader to serve a...

Location

United States , Boston

Salary:

Not provided

Pearl Street Collective

Expiration Date

Until further notice

Requirements

Experience in complex gifts (planned giving, major/principal gifts, estate planning, or related discipline)
Technical aptitude and desire to continue growing expertise
Excellent judgment
Collaborative leadership
Ability to build trust with donors and colleagues
Strong communicator
Analytical mindset
Ability to navigate complexity with creativity
Steward donors with empathy

Job Responsibility

Develop a broad strategic plan for an integrated, proactive gift planning program
Maximize fundraising potential from prospects and provide stewardship to donors
Execute the plan, monitor its success, and assess necessary course corrections
Oversee and manage the current gift planning portfolio (Charitable Remainder Trusts, Charitable Gift Annuities, Bequests and Life Estates)
Act as main point of contact with outside, third party administrators
Identify, cultivate, solicit and steward prospects as part of University Advancement strategy and campaign
Work in collaboration with Northeastern’s colleges, centers, and central advancement team to cultivate planned giving support
Adhere to the university’s compliance and internal control guidelines

Senior Director of Gift Planning

Northeastern University invites a forward-thinking development leader to serve a...

Location

United States , Boston

Salary:

Not provided

Pearl Street Collective

Expiration Date

Until further notice

Requirements

Accomplished fundraiser or professional with experience in complex gifts
Experience in planned giving, major/principal gifts, estate planning, or a related discipline
Technical aptitude and a desire to continue growing this expertise
Excellent judgment
Collaborative leadership
Ability to build trust with donors and colleagues
Strong communicator with an analytical mindset
Ability to navigate complexity with creativity
Ability to steward donors with empathy

Job Responsibility

Develop a broad strategic plan for an integrated, proactive gift planning program
Maximize fundraising potential from prospects and provide stewardship to donors
Execute the plan including monitoring its success and assessing necessary course corrections
Oversee and manage the current gift planning portfolio (Charitable Remainder Trusts, Charitable Gift Annuities, Bequests and Life Estates)
Act as main point of contact with outside, third party administrators
Identify, cultivate, solicit and steward prospects as a part of the overall University Advancement strategy and as an integral part of a campaign
Work in collaboration with Northeastern’s colleges, centers, and the central advancement team to cultivate planned giving support
Adhere to the university’s compliance and internal control guidelines

New

Assistant Store Manager

As the second person in charge of the store, together with the director, you are...

Location

United States , Los Angeles

Salary:

80000.00 - 105000.00 USD / Year

Inditex

Expiration Date

Until further notice

Requirements

Support store director in managing all sections to achieve sales targets
Monitor product display in all sections
Ensure product analysis is carried out in all sections
Perform commercial analysis to execute actions that improve sales
Maintain continuous communication and feedback with central and country sales teams
Monitor communication flow of all departments
Support director in management of warehouse stock and merchandise flows
Support director in executing organization and planning of people and processes
Ensure teams work to company standards achieving appropriate productivity
Supervise operation of store devices and ensure technological part works well

Job Responsibility

PRODUCT: Supports the director in managing all sections to achieve sales targets
Monitor product display in all sections
Ensure that in all sections product analysis is carried out (shortcomings, competition and trends) to carry out the different actions and thus achieve better results
Commercial analysis to execute actions that improve sales (Retail, Business Map, product reports, Teams communications)
Continuous communication and feedback is given to both the central and the country sales team
Monitor the communication flow of all departments
PROCESS: Support the director in the management of warehouse stock and merchandise flows, taking into account the criteria of the Commercial Manager
Support the director by executing the organization and planning of people and processes
Ensure that teams work to company standards achieving appropriate productivity
Supervise the operation of the store devices and ensure that the technological part works well and provides a good shopping experience

What we offer

25% discount to buy the latest trends in any of our brands
Variety benefit package with a wide range of discounts
Internal promotion programs
E-learning and training programs
Social projects to get involved and contribute to a better society

Fulltime

Benefactors’ Circle Officer

Reporting to and working closely with the Director of Annual Giving, the Benefac...

Location

United States , Boston

Salary:

55000.00 - 65000.00 USD / Year

Boston Ballet

Expiration Date

Until further notice

Requirements

Bachelor’s degree or equivalent work experience
3+ years of professional experience, with a preference for nonprofit/development work and experience closing gifts at the $2,500+ level
Strong relationship building and interpersonal skills
Work style that exemplifies collaboration, solution seeking, and ambition
Demonstrated discretion, tact, and good judgment
Excellent written and verbal communication skills
Self-starter, able to manage multiple projects simultaneously
Excellent data management skills and strong attention to detail necessary
Results-oriented and committed to meeting benchmarks and goals with a high degree of initiative to motivate high-level donors and volunteers
Ability to work some evenings and weekends, in particular during the production season

Job Responsibility

Directly solicit and manage donors giving between $2,500 and $25,000 annually
Build and maintain valued donor relationships with members of the Ballet’s Giving Circles, with a particular focus on members of the Benefactors’ Circle, providing customer service and stewardship at the highest level
Drive the quarterly solicitation of Benefactors’ Circle donors, including drafting communications and all tracking, focusing on acquisitions and upgrade appeals to strategically grow the programs
Collaborate with Major Gifts colleagues on the renewal of assigned Benefactors and Visionaries, crafting personalized appeals and dedicated proposals in line with each donor’s philanthropic goals
Provide high-level support for the stewardship and solicitation of the Visionaries’ Circle ($25,000+), including programming, benefit delivery, and communications
Qualify potential Benefactors prospects through in-person visits, events, and phone calls to ensure a robust pipeline for Annual Giving
Support Boston Ballet’s Planned Giving strategy, pipeline growth, and appeals
Collaborate with senior Development team members and Marketing colleagues to increase the visibility of programs, design compelling direct marketing campaigns, e-communications, and mailings
Lead Benefactor events as key program representative, including welcoming donors and all aspects of execution
Manage the E. Virginia Williams VIP Lounge at the Citizens Opera House, and host donors in the space, with the directive to use the space effectively as a location to liaise with donors while Boston Ballet is in the theater

What we offer

BCBS HMO health insurance plan with zero deductible
BCBS dental insurance with employer providing 100% annual premium for individual coverage
Flexible Spending Accounts (FSAs) – health and dependent care
Employer-paid life and disability plans
Immediate access to 403(b) retirement savings plan featuring both pre-tax and Roth options
Ability to purchase MBTA passes on a pre-tax, payroll deduction basis up to IRS monthly limit
Paid time off – holidays, vacation, personal, and sick days
Free adult dance classes
Complimentary tickets to select Boston Ballet performances (based on availability)
Hybrid work

Fulltime

Director of Development

The Director of Development will report to the President & CEO and oversee all a...

Location

United States , Rockport

Salary:

130000.00 - 145000.00 USD / Year

Arts Consulting Group

Expiration Date

Until further notice

Requirements

A seasoned development professional with a passion and commitment to the mission and core values of Rockport Music
Proven success and expertise in all areas of fundraising, including Annual Fund, Corporate, Foundation, and Government Giving, Major Gifts, Events, Planned Giving, and Capital Campaigns
Five to seven years of senior leadership experience and proven success in fundraising across giving categories
Experience inspiring, leading, and mentoring a team of fundraisers
Technical proficiency with donor management and identification
Excellent written and verbal communication skills
Proficiency with or willingness to learn Tessitura

Job Responsibility

Develop, coordinate, and implement a comprehensive annual fundraising plan
Create individualized strategies for identifying, engaging, cultivating, and stewarding new, current, and lapsed institutional and individual stakeholders
Grow significant contributed revenue opportunities through cultivating and maintaining strong partnerships
Contribute to Rockport Music’s strategic planning efforts
Guide, cultivate, and increase the donor and membership base
Maintain knowledge of best practices in nonprofit governance, state and federal laws and regulations, and significant trends in philanthropy
Advance a culture of philanthropy within the Board
Serve as the liaison to the Development Committee
Ensure efficient and timely development and distribution of agendas and reports
Advise board members on best practices in community ambassadorship and donor cultivation

What we offer

Paid time off and holidays
Subsidized health, dental, and vision insurances
Life insurance
401(k) matching up to 3%
Massachusetts Paid Family Medical Leave
Employees may also elect a Flexible Spending Account, short- and long-term disability, critical illness, hospital indemnity, and legal insurances

Fulltime

Deputy Director of Development

Reporting to the Chief Philanthropy Officer, the Deputy Director of Development ...

Location

United States , San Francisco

Salary:

168809.00 - 193485.00 USD / Year

Arts Consulting Group

Expiration Date

Until further notice

Requirements

A minimum of seven to 10 years of proven organizational, supervisory, and fundraising leadership experience is essential
Relative experience outside the nonprofit environment working with high-net worth individuals will be considered
A successful record of conceptualizing and executing fundraising plans across donor categories (individual giving, foundation and government support) is required
Proven success in cultivating, stewarding, and soliciting prospects at the $100,000+ level is required
Ability to successfully manage a team in a sophisticated, fast paced, and complex fundraising environment is essential
Strong organizational skills, ability to manage multiple tasks and priorities, and meet deadlines in a high-volume, fast-paced environment is needed
The ability to lead and mentor an experienced team is essential
Excellent communication skills, both written and verbal, especially regarding the Symphony and its mission, vision, and values are essential
Ability to professionally and diplomatically communicate and interact with a wide variety of internal and external stakeholders
Proficiency in Microsoft Office and donor database software is needed

Job Responsibility

Develop and lead strategy for annual giving, special fundraising initiatives, new philanthropy initiatives, and lead a team of gift officers
Serve as a key strategic thought partner and leader for Chief Philanthropy Officer, Chief Executive Officer, Board of Governors, and volunteer leadership
Participate as a member of the Development Leadership Team
Manage a donor portfolio of 45–50 households through all stages of identification, qualification, cultivation, solicitation, and stewardship totaling $3 million to $5 million annually
Collaborate and provide fundraising counsel to senior leadership to identify cultivate and recruit prospective board members
Collaborate and provide fundraising counsel to the Board of Governors
Attend and present at Board and committee meetings
Create strategies with the Advancement Committee that build meaningful paths for the Bay Area’s diverse community to engage in supporting the Symphony
Advise board members on best practices in community ambassadorship and donor cultivation
Provide leadership and guidance for gift officers to maximize productivity, increase contribution levels, and establish performance metrics

What we offer

Generous health and welfare benefits

Fulltime

Director of Planned Giving

Pearl Street Collective

Location:
United States , Wellesley

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 01, 2026

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