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Senior Director of Planned Giving
The Boston Foundation
The Boston Foundation (TBF) is one of the nation’s most groundbreaking and impactful community foundations, committed to addressing regional disparities and fostering a better Boston.
Established in 1915 as the Permanent Charity Fund for Boston, TBF has evolved over the years, strategically working to dismantle systemic and structural inequities through collaboration with visionary partners and committed donors. With a mission to open pathways to opportunity and build equitable communities, The Foundation actively engages in civic leadership, data collection, research, program development, and advocacy to drive social change. The Boston Foundation, with a robust philanthropy staff, raised nearly $145 million in fiscal year 2023 and aims to achieve $25 million annually through its planned giving program in the coming years.
The Opportunity
The Senior Director of Planned Giving role is an exciting opportunity for a candidate who is donor-centric, thrives in a complex environment, and possesses excellent communication skills. The Senior Director will lead TBF’s comprehensive planned giving program, playing a crucial role in building the discretionary endowment and attracting new donors to support TBF’s mission.
The successful candidate will manage the strategic direction and day-to-day operations of the planned giving program, while pursuing strategic, data-informed avenues to contribute to the Foundation’s upcoming campaign. This role involves cultivating relationships with donors, high-net-worth individual prospects, and professional advisors, along with implementing a marketing strategy to increase awareness of planned giving opportunities.
Internal responsibilities include designing marketing and outreach strategies, tracking cultivation and solicitation efforts, staying informed about industry trends, and collaborating with various teams within the Foundation.
The ideal candidate should bring at least 10 years of successful fundraising experience, strong knowledge of tax and legal aspects of charitable giving, and expertise in planned giving and financial advising. The role requires exceptional organizational, communication, and interpersonal skills, along with a commitment to diversity and inclusion in the workplace.
