Kennedy Center: Manager, Planned Giving

(Added 03/02/2020)

The Individual Giving team seeks a motivated and creative fundraiser ready to expand and focus the Center’s planned giving program. The Manager of Planned Giving maintains a portfolio of prospective and active planned giving donors and is integral to the larger Kennedy Center community. This position reports to the Director of Individual Campaigns and Planned Giving and must also work collaboratively with other development management and staff, as well as with external vendors.

The incumbent manages his/her time, resources, and work load to maximize productivity and financial results; exercises discretion; evaluates complex internal and external relationships; and regularly takes initiative to advance campaign objectives and goals. In addition to meeting annual fundraising goals, the Manager is also a member of the Development Department’s Management team, and shares a responsibility for Department-wide efforts such as the four-year Development strategic plan and cross-team “pillar” initiatives. This position oversees a team of two, including one Assistant Manager and one Assistant.

Duties and Responsibilities:

Front-line Fundraising (50%):

  • Personally identifying and cultivating planned giving prospects and stewarding a portfolio of current legacy and planned gift donors.
  • Discussing gift planning vehicles, creating illustrations, and drafting contracts to maximize current, deferred, and blended gifts for prospective and current legacy donors.
  • Resolving agreements and contributions of current, deferred, or blended gifts, such as bequests, beneficiary designations, life income gifts, charitable gift annuities, retirement plans, etc., in coordination with relevant internal offices and external estate executors/administrators.
  • Building ongoing relationships with the portfolio of current donors, identifying opportunities for growth.
  • Provide support and direction to other front line fundraisers in the department, including NSO and WNO to secure their own planned giving prospects.
  • Coordinating donor portfolio management and overall planned giving strategy with additional Kennedy Center, NSO, and WNO development staff.

Planning and implementation of Planned Giving activities throughout the institution (35%):

  • Implementing a marketing plan to promote planned giving opportunities to prospective donors through all communication mediums.
  • Overseeing accurate record-keeping of commitments, prospects, progress of strategic plans, and revenue (realized and deferred) and expense budgets.
  • Managing general prospect research, acquisition, and stewardship of legacy donors, in coordination with Annual Giving and Major Gifts staff.
  • Assisting with training Kennedy Center, NSO, and WNO development staff regarding charitable giving guidelines, deferred giving and estate planning best-practices, and planned giving protocol.
  • Managing relationships with external financial bodies, attorneys, financial advisors, etc. to maintain and regularly assess the strength and potential of the planned giving campaign.

Oversight and management (15%)

  • Providing oversight, guidance, supervision, and appropriate delegation of tasks for one Assistant Manager and one Assistant and relevant staff across the office.
  • Providing departmental oversight, strategic guidance, management, related to all 50th Anniversary fundraising activities.

Other responsibilities:

  • Maintains current knowledge of the funding industry, specifically current tax laws, statutes, gift planning materials, and trends in philanthropy via all available means.
  • Serves on the Management team of the Development Department and participates in a departmental pillar in a leadership role.
  • Responds to the needs and requests of Kennedy Center management and staff in a professional and expedient manner.
  • Adheres to all employer policies and procedures.
  • Other duties as assigned.

Education/Experience:

  • Bachelor’s degree required. An advanced degree or training in a related field is preferred.
  • Minimum of five years’ development or related experience required, with specific experience in planned giving.
  • Proven success working in a matrixed environment and collaborating with colleagues to close complex and creative gifts.
  • Demonstrated knowledge of and training in deferred giving instruments, estate planning principles, and planned giving trends.
  • Experience managing a highly competent team.
  • Experience with Tessitura and PG Calc is preferred.
  • Participation in an industry association (such as AFP or CGP) is appreciated.

Minimum Skills and/or Knowledge Required:

  • Superior and professional organizational, prioritization, written and verbal communication, and interpersonal skills as well as computer literacy.
  • Careful attention to detail and knowledge of standard accounting procedures.
  • A clear understanding of the Kennedy Center mission, the performing arts, and a nuanced understanding of the ways to maximize fundraising potential within a large and complex institution.
  • Ability to foresee development needs, generate work for this position and for others supportive of this position, anticipate the needs of superiors, and multitask efficiently.
  • Ability to deftly manage many relationships and personality types - both internal among staff members, and external among constituents.
  • Ability and confidence to work without close supervision.
Physical Demands:

While performing the duties of this job, the employee is regularly required to communicate in person and on the telephone. The employee is frequently required to use hands to finger, handle, or feel in order to operate computer keyboard, office equipment, and other essential tasks. The employee is frequently required to sit, stand, walk, bend, stoop, crouch, and reach with hands and arms. This position infrequently lifts, carries, or otherwise moves and positions objects weighing up to 25 pounds.

Work Environment:

The noise level in the work environment is minimal, however attendance at major fundraising events and performances is required. In those conditions, the noise level is very loud.

Travel up to 30% may be required.

To Apply:

For consideration, please apply at: https://www.kennedy-center.org/careers/.