Gift Planning Manager
Company: Monterey Bay Aquarium
Posted on: September 23, 2022
At the Monterey Bay Aquarium, we are passionate about creating
an inclusive workplace that celebrates and values diversity. We
firmly believe that having a team of diverse backgrounds and
voices, working together, increases our capacity to serve our
visitors and fulfill our mission. We welcome people from all walks
of life into our team and strongly encourage people of color,
LGBTQ+ individuals, veterans, and people with disabilities to
Under limited supervision, manage and grow our gift planning
program consistent with best practices, Aquarium guidelines and
regulatory requirements. Plan and implement donor relations and
marketing strategies, together with stewardship of the Betty White
Ocean Legacy Circle and Endowment Society donors and prospects.
Perform other duties as required.
Develop annual strategies for cultivation, solicitations, and
stewardship of Betty White Ocean Legacy Circle donors, in
collaboration with GP team.
Create annual calendar for communication and marketing with GP team
and then ensure the timely execution of all activities of calendar
throughout the year, ensuring ongoing coordination with schedules
of membership and annual fund.
Engage in personal communication with prospects and donors to grow
BWOLC, especially rolling 200 targets in personal portfolio.
Design and produce seminars, receptions, meetings and events
specific to GP division, in collaboration with events and
Partner with Donor Relations Officers when appropriate to jointly
call on donors for annual and special gifts and PG commitments.
Recommend creative ideas and produce collateral for Gift Planning,
in collaboration with the Marketing department.
With outside vendors, oversee additions and revisions to PG's
exclusive web pages.
Develop special appeals for endowment, in collaboration with VP
Gift Planning and others.
Execute monthly, quarterly and annual progress reports for BWOLC,
endowment giving and bequest activity, in collaboration with Gift
Read, analyze and take requisite action on planned gift tax forms,
probate proceedings, estate documents and gift processing for
bequests and endowments, in collaboration with Finance team and GP
Liaison to specialized software, maintaining contract as well as
preparing sample gift illustrations for donors.
Maintain technical expertise in planned gifts and estate planning,
including maintenance of Aquarium's Gift Acceptance Policy and
Procedures consistent with best practices and regulatory
Preferred Knowledge, Skills & Abilities (KSAs):
Four-year degree or equivalent combination of education, training
Five years experience in a fundraising role with legacy giving
Experience in creating donor communications, including marketing
materials, letters and reports
Ability to examine financial and legal documents
High level of initiative, excellent organization skills and
attention to detail
Excellent customer service and written/oral communication
Experience working with software such as Tessitura or Raiser's Edge
and PG Calc
Excellent computer skills including Word, Excel
Ability to work within, and maintain Monterey Bay Aquarium's Core
Annual Compensation Range Minimum:
$69,800.00 USD annually. Starting rate will vary based on previous
experience and relevant skills/knowledge set.EducationPreferred:
High SchoolPreferred: AssociatesPreferred:
Keywords: Monterey Bay Aquarium, Fremont , Gift Planning Manager, Executive , Fremont, California
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