The Winsor School, one of the nation’s leading independent schools serves 470 academically promising and motivated girls in grades five through twelve. Located in the heart of Boston’s Longwood medical and academic area, the Winsor School will be embarking on its next major campaign and building a strong major gifts program. The Director of Planned and Major Giving will play a significant role in the strategic planning and coordination of Winsor’s upcoming campaign and robust planned and major gifts program. Reporting directly to the Chief Advancement Officer, she/he works closely with senior-level development volunteers, trustees and other key stakeholders. The director plans and implements strategies for identification, cultivation, solicitation, closure and stewardship of major prospects; leads the planned giving program; helps establish fundraising goals and objectives; serves as the lead planned giving officer; strengthens the relationships between Winsor and its constituencies.
Reports to: Chief Advancement Officer
Grow and manage a portfolio of 150-200 prospects capable of making five to seven-figure gifts.
Ensure that key prospects are actively managed with regular face-to-face meetings and outreach with prospects to communicate campaign goals and move prospects along the major gifts pipeline.
Prepare and present written and oral briefings, follow-up materials and contact reports on major gift prospects/donors as needed in a timely manner.
Write, edit, and proofread proposals, letters and other correspondence as necessary.
Work collaboratively with development staff to devise and recommend cultivation and solicitation strategies; serve as a resource for development staff and volunteers.
Collaborate on and lead the development and implementation of cultivation and stewardship for major gifts donors.
Represent the school at alumnae, parent and other constituent events.
Work strategically, as assigned, with the head of school, other senior administrators, faculty, staff and volunteer leaders to support fundraising priorities.
Acknowledge personally any gifts from assigned prospects.
Visit specified regions across the country to cultivate prospective donors, staff senior administrators at events, and coordinate logistics for strategic visits.
In collaboration with the CAO, she/he will provide critical support and staffing for the Board of Trustees, the Corporation, and the Advancement Committee.
Engage volunteers in a variety of roles, including identification, cultivation, solicitation, stewardship and events.
Meet quarterly benchmarks and goals based on activity with prospects/donors and annual fundraising goals.
The Director of Planned and Major Giving holds primary responsibility for gifts of estates, trusts, and various other financial venues that reflect financial planning and deferred giving opportunities. The director serves as fundraising liaison for Winsor and prepares written materials, including having primary responsibility for training and support for other staff members working with donors on deferred and planned gifts such as trusts, charitable annuities, life insurance, wills, and bequests.
Enhance operational efficiency in planned giving. Ensure that all systems and processes from gift documentation to systems reporting are accurate and tailored to align with the needs of the Advancement Office.
Oversee the Lamp of Learning Society, Winsor’s planned giving program, including events and stewardship.
Proactively identifies, cultivates, solicits, and stewards planned giving prospects and serves as the planned giving advisor for all Winsor planned giving donors.
Enhance donor gift planning and giving by remaining current in areas of gift possibilities available and the current laws and regulations governing such gifts.
Develop effective marketing collateral and education materials for prospective donors and members of the advancement team.
Lead strategic efforts for planned giving pipeline movement, gift proposals, policy development, goal setting.
Manage planned giving prospects and donors; develop tracking systems and reports.
Direct and oversee planned giving prospect research.
Manage the solicitation process and pipeline for the CAO and Head of School, specific to PG.
Provide team support on events and other department needs.
Other duties as assigned.
A deep commitment to an independent school education, a keen understanding of Winsor’s mission and goals and the ability to articulate its uniqueness and relevance.
Strong organizational and time management skills with exceptional attention to detail.
Excellent communication skills, both verbal and written, with a strong ability to influence and engage a wide range of donors and build long-term relationships.
A Bachelor’s degree required and Master’s or Juris Doctorate degree preferred.
Minimum of 10 years’ related experience in major gifts fundraising, campaigns, planned giving in a college, independent school or other mission-driven nonprofit institution.
Proven record of closing major gifts and directing planned giving programs.
Demonstrated ability to handle multiple competing priorities and meeting established personal and team goals.
Possesses the highest level of integrity, donor confidentiality and discretion with sensitive information, tasks, and relationships.
Experience with planned giving, giving societies, reporting tools and best practices for tracking and stewarding planned and major gifts moves management.
The position is paperwork-intensive and requires skills in proofreading and editing, attention to detail and follow-through. Computer literacy, particularly in word processing, using Internet resources, and using databases is required. Comfortable with online fundraising and social media.
An understanding of current laws regarding taxability of donations, familiarity with deferred giving strategies, and knowledge of a diverse array of financial instruments are essential.
Some travel, weekend, and after hours work required.
About The Winsor School
The Winsor School is an independent day school for academically promising and motivated girls in grades 5-12 located in Boston, Massachusetts.