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Assistant Director, Planned Giving

Company: Planned Giving Council of the Mid-South
Location: Brookline
Posted on: November 14, 2022

Job Description:

Assistant Director, Planned Giving Dana-Farber Cancer Institute Brookline, MA Full Time The Assistant Director oversees all aspects of the Planned Giving marketing and stewardship programs and manages all legacy society stewardship. Responsible for assisting the entire Division with reaching financial goals. This position is considered remote, up to 1 day in the office at 10 Brookline Place, Brookline, MA each week. DFCI guidelines state that employees must reside in Massachusetts, New Hampshire, and Rhode Island. Responsibilities : The Assistant Director is responsible for the strategic, healthy growth of the Dana-Farber Society (DFS) through the following responsibilities: Marketing (50% of Time)

  • In partnership with Assistant Vice President, Planned Giving, create, manage, implement, and analyze Planned Giving's marketing plan and budget to increase DFS membership from various Dana-Farber Cancer Institute/Jimmy Fund constituencies.
  • Provide content and marketing strategies for multi-channel planned giving education, cultivation, solicitation, and stewardship campaigns which include Dana-Farber's Planned Giving Newsletter, Impact, Honor Roll, Planned Giving (PG) website (in partnership with Stelter and PG Calc), and all collateral and appeal pieces.
  • Point person for external marketing vendors and Philanthropy Communications in developing and designing PG collaterals, mailings/appeals and integrating e-appeals and social media to the overall marketing approach.
  • Point person for Donor Relations and Philanthropy Communications in branding and promotion of the Dana-Farber Society (DFS) and determining the collaterals (invitations, take-away items, etc.) for the DFS Dinner and other stewardship/cultivation events.
  • Project manager and liaison for Planned Giving survey project between internal service units (Philanthropy Communications, Information Services, Digital Marketing) and vendor; manage overall strategy, content, mailing list, follow-up, and timeline.
  • Determine and implement marketing strategies with Jimmy Fund event participants and donors.
  • Provide the AVP with overview of marketing costs (critical component of PG budget) and performance outcomes from various marketing pieces; provide the AVP with budget and strategy recommendations based on ROI.
  • Partner with the AVP and PG team on strategic marketing segmentation of prospective PG donor in key constituencies (Principal & Major Gifts, Annual Giving, Palm Beach, Jimmy Fund Golf, Boston Marathon Jimmy Fund Walk, etc.) to advance business objectives.
  • Point person for working with Information Services and Prospect Research to determine mailing lists and market segmentation.
  • Point person for developing strategic use of website and digital marketing for PG marketing.
  • Point person for the Division in purchasing and managing Planned Giving advertising and mailing lists.
  • Collaborate with Director, Planned Giving on donor and fundraiser education sessions and internal marketing/messaging with trustees and colleagues in Division. Management and Analysis of Stewardship Events and Programs (40% of time)
    • Develop and implement annual stewardship plan for DFS members.
    • Track and analyze effectiveness of stewardship activities in engaging DFS members; enhance offerings as needed.
    • With Donor Relations, serve as PG lead for the annual DFS dinner and other events; oversee the event budget.
    • Collaborate on other Division events to promote and increase DFS visibility and membership.
    • Write DFS outreach/correspondence to members and other audiences throughout the year. Donor and Prospect Work (10% of Time)
      • Oversight and outreach to DFS Stewardship pool (approximately 500 households that do not require active individualized prospect management.) Monitor and reassign if qualifying gift or news events warrants more active prospect management. Other
        • Assist with planning and execution of PG presentations and educational sessions in New England as needed.
        • Assist with the training of PG Assistants as appropriate.
        • Reports to the Assistant Vice President of Planned Giving. Shared supervisory responsibility of Assistant and temps. Qualifications:
          • Bachelor's degree or equivalent plus 5-7 years of experience in Philanthropy.
          • Knowledge of Planned Giving vehicles, IRS regulations, and estate planning and investment strategies.
          • Demonstrated success in marketing and donor relations; strong organizational skills and detail management; excellent oral presentation and written communication skills; and the ability to work with a variety of constituencies and Institute staff.
          • Ability to handle sensitive and confidential information.
          • Ability to work closely with marketing experts, legal professionals and with complicated instruments.
          • This position will evaluate current programs and create and execute approved plans to expand and diversify the donors and participants for the events assigned to broaden our donor base and create even more inclusive events. Experience with diverse donors is a plus. Resume and cover letter required with application submission. To learn more and to apply, please visit: About Dana-Farber Cancer Institute: Embody Dana-Farber's Core Values: Impact; Excellence; Compassion & Respect; and Discovery every day. Add value to the Dana-Farber community by seeking opportunities to collaborate across the Institute. Foster an ethical, positive, results-oriented culture founded on open communication. Dana-Farber is pursuing an ambitious, multi-year fundraising effort to change the future of cancer research and care: The Dana-Farber Campaign. This $2 billion campaign is the largest in the Institute's history and one of the largest ever in the U.S. focused solely on cancer. Philanthropy raised through The Dana-Farber Campaign will accelerate the Institute's strategic priorities by supporting revolutionary science, extraordinary care, exceptional expertise, and essential opportunities-helping us prevent, treat, and Defy Cancer. Dana-Farber Cancer Institute is an equal opportunity employer and affirms the right of every qualified applicant to receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, national origin, sexual orientation, genetic information, disability, age, ancestry, military service, protected veteran status, or other groups as protected by law.

Keywords: Planned Giving Council of the Mid-South, Brookline , Assistant Director, Planned Giving, Executive , Brookline, Massachusetts

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