Director, Planned Giving
Dana-Farber Cancer Institute
Brookline, MA 
Full time (4-5 days remote/week)

The Director is a senior member of a Planned Giving team of eleven responsible for achieving annual revenue targets of $19.5M+ in new and realized commitments each year. The Director will work with the Assistant Vice President of Planned Giving to set annual goals, objectives, operating plan, and budget. The majority of the Director’s time will be spent managing a portfolio of Planned Giving prospects and trustees rated $100k+ and assigned to Pediatric Research and Care Programs, Nursing, Patient Assistance, Psychosocial Oncology and Palliative Care, Survivorship, Zakim, Faculty & Staff, Volunteers, Friends of DFCI interest groups (current disease center portfolio may be subject to change). The Director is responsible for closing $3M+ in realized commitments, $3.5M in planned gift intentions annually, and for assisting the entire Division with reaching financial goals.

DFCI guidelines state that employees must reside in Massachusetts, New Hampshire, or Rhode Island.

Requirements:

• Partner with Planned Giving team to achieve annual revenue targets of $19.5M+ in new and realized commitments each year.
• Work with Assistant Vice President of Planned Giving to set annual goals, objectives, operating plan, and budget.
• Solicit and respond to inquiries from donors and colleagues regarding life income gifts, bequests, trusts, IRA gifts, real-estate and gifts of non-cash assets.
• Recruit 18+ Dana-Farber Society members each year.
• Send a minimum of 12 bequest proposals, 16 life income proposals, and 30 IRA proposals each year.
• Manage highly confidential financial disclosures and ensure discretion for all Planned Giving prospects and donors.
• Assist the Assistant Vice President of Planned Giving and the two other Directors of Planned Giving to drive the agenda for Prospect Meetings to ensure monthly and quarterly revenue and activity goals are met.
• Work with key constituencies to generate more revenue and Planned Giving leads from Trustees, Friends of Dana-Farber, volunteers, faculty & staff, and patient families.
• Serve as a strategic resource for other frontline fundraisers in the Division of Philanthropy. Collaborate with Annual Giving, Jimmy Fund, and Principal & Major Gifts colleagues to identify planned giving prospects, provide technical expertise, trainings on planned giving vehicles, talking points and proposals to generate more legacy giving.
• Enhance planned giving training program for frontline fundraisers and financial planning seminars for donors.
• Manage Assistant; assist with education and mentorship of entire team.
• Qualify inquiries from marketing, referrals from colleagues, daily report of recent donors, and others assigned as Planned Giving prospects.
• Help steward and cultivate Dana-Farber Society donors, as well as donors having established endowed funds.
• Consult with Office of General Counsel and outside counsel when appropriate for complex estate and gift issues.
• Possess the ability to evaluate and close complex gift arrangements, utilizing outside counsel as needed.
• Manage highly confidential financial disclosures and ensure discretion for all Planned Giving prospects and donors.
• Reports to the Assistant Vice President of Planned Giving. Shared supervision of one Assistant.

Qualifications:

• Bachelor’s degree 8-10 years of experience in Philanthropy; Planned Giving experience a must, legal and financial experience preferred.
• The ability to generate gifts in the range of $10,000 to $1,000,000+ and knowledge of the planned giving vehicles, IRS regulations, estate planning and investment strategies.
• Demonstrated success in 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 legal professionals and with complicated instruments.

To learn more and to apply, please visit: https://careers.dana-farber.org/director_planning_giving5

About Dana-Farber Cancer Institute:
At Dana-Farber Cancer Institute, we work every day to create an innovative, caring, and inclusive environment where every patient, family, and staff member feels they belong.  As relentless as we are in our mission to reduce the burden of cancer for all, we are equally committed to diversifying our faculty and staff.  Cancer knows no boundaries and when it comes to hiring the most dedicated and diverse professionals, neither do we. If working in this kind of organization inspires you, we encourage you to apply. Resume and cover letter required with application submission.

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.