Arts/Culture/Humanities, Development - General, Planned Giving
4 Year Degree
Title: Director, Endowment and Planned Giving
Reports to: Chief Development Officer
Interacts regularly with: Executive Director /CEO; Chief Financial Officer/ Trustees
Status: Full-time, Exempt
The Director of Endowment and Planned Giving is responsible for strategic planning and implementation of all aspects of the Houston Symphonys planned giving and endowment gift program including a three-year $40MM cash endowment campaign.
Develop and implement strategies and actions to identify, cultivate, solicit, and provide stewardship to major donors and prospects of deferred and endowment gifts.
Strategically manage a portfolio of assigned donors and prospects. Guide and take part in the cultivation and solicitation of Houston Symphony prospects and donors as appropriate.
Participate as a member of the major gifts team, contributing to the development of an overall strategic plan to cultivate and solicit individuals and families.
Develop and implement marketing strategies, focusing on donor communications, donor events, publications, articles, and mailings that promote the planned giving program of the Houston Symphony, this includes the preparation of presentations, proposals, brochures, correspondence, reports, and supporting materials.
Facilitate the involvement of volunteers, board members, senior staff, and/or development officers as appropriate.
Monitor and report on the status, progress, and receipt of planned and endowment gifts.
Facilitate the processing of non-cash gifts to insure appropriate and timely acknowledgement, recognition, and stewardship.
Implement programmatic and personalized recognition activities and donor benefits. Evaluate and work to enhance the effectiveness of the recognition program.
Provide staff support to the Legacy Society Committee, Endowment Campaign Committee, and the Houston Symphony Endowment board.
Analyze data and provide research and to support the solicitation strategies and fundraising goals.
Manage the programs expense budget and contributions reports.
Monitor unitization reports of endowed funds.
Oversee pledge fulfillment process for endowed and planned gifts.
Oversee the acknowledgement process for endowed and planned gifts.
Review and ensure accuracy of program-related donor listings in the Symphony Magazine, on the website, and in other publications and media.
Be knowledgeable of Houston Symphony's schedule, programs, and long-range plans.
Develop and maintain professional skills and relationships with peers in planned giving and financial/gift planning fields.
Manage a campaign coordinator to support endowment and planned giving activities.
Remain current on topics and issues affecting the field of planned giving.
Assist with staffing of events as assigned.
Other duties as assigned
The successful candidate is a polished professional with a minimum of five years experience in planned giving and major gift fundraising.
Must have track record of creating successful campaign plans with seven-figure gifts achieved.
Must be a strategic thinker capable of identifying and creating the most advantageous estate and financial planning strategies applicable to the specific needs and desires of individual donors.
Must be able to assist and collaborate with donor advisors in the structuring and implementation of planned giving strategies.
Bachelors degree from an accredited college or university; advanced degree/certification is a plus.
Ability to work well in a team-oriented environment as well as independently with little supervision.
Knowledge of fundraising principles.
Ability to operate with purpose and accuracy in a fast-paced, entrepreneurial, creative and deadline-driven environment.
Experience with Tessitura or other fundraising database platform (i.e. Raisers Edge, Millennium) preferred; Microsoft Word, Excel, and PowerPoint required.
Excellent interpersonal, communication, writing, and organizational skills, as well as attention to detail, accuracy and flexibility.
Must have a strong customer service approach to donor management.
Proven success in face to face solicitation, managing a large donor portfolio and in providing superior service to donors.
Skills in identifying and soliciting new gifts from potential donors and increased gifts from current donors.
Ability to maintain confidentiality.
Ability to work effectively with volunteer leadership and other staff.
Ability to work some evenings and weekends throughout concert season.
Ability to organize and prioritize work.
Internal Number: 0025
About Houston Symphony
Founded in 1913, the Houston Symphony is one of America’s oldest performing arts organizations with a distinguished musical history. The Houston Symphony performs over 170 concerts for more than 350,000 people every year, featuring an innovative and broad spectrum of classical, popular, education and community-based symphonic programming.The Houston Symphony is an equal opportunity employer and does not discriminate against otherwise qualified applicants on the basis of race, color, creed, religion, ancestry, age, sex, marital status, national origin, disability or handicap, veteran status, or any other protected class.