GENERAL STATEMENT OF RESPONSIBILITIES & DUTIES:

You will participate in every aspect of a comprehensive Gift Planning program, including identifying, cultivating and tracking prospects; marketing gift planning concepts to museum supporters; drafting gift planning proposals; soliciting and stewarding gift planning donors; coordinating gift planning events; handling estate administration of financial bequests; and working as an integral part of the larger department. You will liaise with Counsel's Office and Finance as needed, notably on estate administration and restricted funds.

PRIMARY RESPONSIBILITIES & DUTIES:

• Manage estate administration process in consultation with Counsel's Office and Finance as needed.

• Develop and execute planned giving marketing materials for brochures, newsletters, and direct appeals and oversee production and distribution of the same.

• Track existing bequest intentions and life income gifts and steward existing donors through The Met William Society.

• Develop and cultivate a portfolio of prospects.

• Draft planned giving proposals, notably for life income gifts.

• Manage state filings related to life income gifts and work with outside administrator on management of existing life income gift pools.

• Manage planned gifts and planned giving donors and prospects on the donor database.

• Manage particular donor relationships that require special, ongoing reporting and coordination.

• Other duties as assigned.

EDUCATION & EXPERIENCE:

• Bachelor's Degree or equivalent experience.

• 5 years in Development required; at least three years of experience in Planned Giving.

• Experience interacting with legal and financial professionals, donors, and other fundraising staff.

• Demonstrated experience establishing rapport with high-level donors and trustees.

• Thorough knowledge of specific deferred giving vehicles and tax implications of outright and deferred gifts.

• Previous experience with PG Calc and some knowledge of donor data.

COMPENSATION:

• Pay Range: $115,000 - $130,000 / Annually

The advertised pay scale reflects the good faith minimum and maximum salary range for this role. The advertised pay scale is not a promise of a particular wage for any specific employee. The specific compensation offered to a candidate may be dependent on a variety of factors including, but not limited to, the candidate's experience, education, special licensing or qualifications, and other factors.

Visa Sponsorship

Visa sponsorship is not available for this position.

Location Requirements

At time of employment, employees are expected to be located within commuting distance of the Museum. "Commuting distance" means that they are located in one of following states: New York, New Jersey, Connecticut, or Pennsylvania (the "Tri-state and PA" areas), and be able to commute to and from the Museum in a single day.

Benefits Offerings

The Museum provides competitive compensation, and generous benefits and perks for all eligible employees. Note: Benefits Offering may differ based on Employee Status.

• Medical, dental, vision and life insurance
• 403(b) basic retirement plan and optional matching retirement plan with an outstanding employer match
• Considerable paid time off, including annual leave, sick leave, and 13 Museum holidays
• Long-term disability coverage
• Flexible Spending Accounts & Health Savings Account (pre-tax income for eligible health care expenses)
• Commuter benefits (pre-tax income for parking or mass transit expenses)
• Free financial-planning services
• Financial assistance for relevant coursework, seminars, and training programs
• 25% discount for staff in Museum shops
• A subsidized staff cafeteria
• Access to the Museums Council pass, which grants free admission to various museums and cultural institutions

We recognize that it is highly unlikely that someone meets 100% of the desired attributes for a role. If much of this job description describes you, then please apply for this role.