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Assistant Manager, Planned Giving
Description of Position
The Boston Symphony Orchestra is seeking an individual who will be responsible for the administration, monitoring and tracking of all active and deferred planned gifts and is a key contributor to the success of the planned giving program. Reporting to the Director of Principal and Planned Giving, the Assistant Manager, Planned Giving will be an integral member of a three person planned giving team (including the Senior Major and Planned Gift Officer). Responsibilities include: Document, process, track and administer all planned including gift annuities, pooled income fund, charitable remainder trusts, life insurance, charitable lead trusts, bequests and other estate gifts, and other deferred giving arrangements. Track current and historical progress of planned giving program as well as inventory of all planned gifts that include a provision for the BSO. Will require interacting with BSO staff members as well as donors, family members, attorneys, advisors, representatives of financial institutions and others. With Director and Senior Major and Planned Gift Officer, manage the BSO’s planned giving recognition group, the Walter Piston Society, including stewardship of donors, developing individual and group recognition opportunities and managing and tracking Society membership. Prepare planned giving calculations and proposals for major gift officers, other staff members and volunteers using PG Calc software. Assist Director with the management of the Planned Giving Committee. Assist Director and Senior Major and Planned Gift Officer with implementation of a comprehensive marketing plan for deferred giving. Prepare reports, update records and extract information from Tessitura (the BSO database of record). Manage planned giving budget/expense reporting for planned giving team. Provide limited administrative support to the Director and Senior Major and Planned Gift Officer. Other projects/responsibilities as needed. Qualifications: Bachelor’s degree. Interest and/or background in the arts. Collaborative team player who interacts successfully with colleagues on organizational goals. Ability to prioritize work, organizational skills, attention to detail, strong donor service orientation, and capacity to handle multiple projects simultaneously under deadlines. Excellent social, interpersonal and relationship-building skills. Excellent verbal/written communication and presentation skills. Knowledge of prospect management systems or proven ability to work within electronic environment and learn new database systems and software. Some knowledge of planned giving concepts and/or development experience desirable. Please send resumes and cover letters to: jobs@bso.org
No agencies will be accepted. Thank you.
The Boston Symphony Orchestra is an Equal Employment Opportunity Employer |
