Director, Planned Giving

JOB DESCRIPTION

DIRECTOR, PLANNED GIVING SAN FRANCISCO SYMPHONY (SFSYMPHONY)

SAN FRANCISCO, CA

COOK SILVERMAN SEARCH

336 Bon Air Center, Suite 300

Greenbrae, CA 94904

www.cooksilverman.com

COOK SILVERMAN SEARCH IS A RETAINED EXECUTIVE SEARCH FIRM SERVING THE NONPROFIT COMMUNITY

ABOUT SAN FRANCISCO SYMPHONY ORCHESTRA (SFSYMPHONY)

The San Francisco Symphony is widely considered to be among the most artistically adventurous and innovative arts institutions in the U.S. Under the artistic direction of Michael Tilson Thomas since 1995, the Orchestra is a leading presence among American orchestras at home and around the world, celebrated for its artistic excellence, creative performance concepts, active touring, award-winning recordings, and standard- setting education programs. In December 2018, the San Francisco Symphony announced Esa-Pekka Salonen as its Music Director Designate along with a group of eight Collaborative Partners from a variety of cultural realms who collectively form a new artistic leadership model. Salonen will begin his appointment as the SFS’s 12th Music Director in September 2020, at which time Michael Tilson Thomas will become the Orchestra’s first Music Director Laureate, following his remarkable 25-year tenure as Music Director.

The San Francisco Symphony presents more than 220 concerts and presentations annually for an audience of nearly 450,000 in its home of Davies Symphony Hall and through its active national and international touring. A cornerstone of the organization’s mission, the San Francisco Symphony’s education programs are the most extensive offered by any American orchestra today, providing free comprehensive music education to every first- through fifth- grade student in the San Francisco public schools, and serving more than 75,000 children, students, educators, and families annually. The SFS has won such recording awards as France’s Grand Prix du Disque and Britain’s Gramophone Award, as well as 15 Grammy Awards. In 2004, the SFS launched the multimedia Keeping Score on PBS-TV and the web. In 2014, the SFS inaugurated SoundBox, a new experimental performance venue and music series located backstage at Davies Symphony Hall. SFS radio broadcasts, the first in the nation to feature symphonic music when they began in 1926, today carry the Orchestra’s concerts across the country.

For more information, please visit www.sfsymphony.org. POSITION OVERVIEW

The Director, Planned Giving (DPG) reports to the Director, Campaign and oversees and implements a best-in-

class Planned Giving program for the San Francisco Symphony. The DPG’s portfolio will contain 100-120 Major and Planned Giving donors and prospects and as a frontline fundraiser will be responsible for cultivation, solicitation, and stewardship for all gift types from this portfolio totaling $1.5M- $3M annually. The DPG is responsible for ensuring that the Development Team adds 50+ planned giving households per year and $5M+ to the pipeline.

REPORTING RELATIONSHIPS

The Director, Planned Giving currently reports directly to the Director, Campaign, although the position is slated to outlast the comprehensive campaign. The DPG will manage one direct report to be hired in future, and staffs the Planned Giving committee of the Board.

PRIMARY RESPONSIBILITIES

• Manage a portfolio of 100-120 major and planned giving donors and prospects through all stages of the gift cycle bringing in $1.5M- $3M in annual operating
• Add 50+ planned giving households per year and $5M+ to the
• Collaborate with other members of the Principal and Major Gifts Teams to develop and implement strategies and actions to identify, cultivate, solicit, and provide stewardship to prospects of planned gifts, including preparation and presentation of planned gift illustrations as
• Prepare and provide training and mentorship to all Gift Officers on Planned
• Manage and support the Gift Planning Committee and volunteer leadership for Planned
• Collaborate with Director, Campaign and leadership on strategy for Committee and
• Establish and launch a Planned Giving Council filled with Bay Area estate attorneys, financial/estate planners, and oversee effective meetings throughout season.
• Manage all aspects of planned giving administration including but not limited to:
  • Prepare and provide weekly/monthly analysis and progress reports to leadership and Gift Planning
  • Facilitate the processing of non-cash gifts to ensure appropriate and timing of acknowledgement, recognition, and
  • Review gift agreements for planned and blended gifts, and update
  • Manage and reconcile the Planned Giving program’s expense budget and contributions
  • Collaborate with Stewardship Team on customized acknowledgement plans for Planned Giving donors.
• Manage institutional relationship with SFS’s trust and charitable gift annuity administrator and with planned giving software
• In collaboration with the Stewardship and Development Communications Team, create and execute on annual Endowment Reporting for donors and monitor utilization reports of endowed
• In collaboration with the Development Communications Team: Develop and implement marketing strategies focusing on donor communications, donor events, publications, website, articles, and mailings to promote the planned giving program, including the preparation of presentations, proposals, brochures, correspondence, reports, and collateral supporting
• Manage institutional relationship with any marketing consultants, and oversee development of

Planned Giving program Newsletters, Emails, Brochures, Postcards etc.

• Follow up on inquiries in response to Planned Giving efforts from all prospecting
• In collaboration with the Services and Operations Team, draft and edit acknowledgements, gift agreement letters, pledge payment documentation, PMS LOI and welcome materials, and ensure PG data integrity is
• In collaboration with the Data Team and Research Team, provide research and analyze data to support the solicitation strategies and fundraising
• In collaboration with the Stewardship Team, create, implement, and ensure Stewardship for existing members of the Pierre Monteux Society is effective and
• In collaboration with the Events Team, create and execute cultivation and stewardship events that to advance relationships with planned giving donors and
• Supervise and lead a high-performing and ambitious Assistant Director, Planned Giving and guide their job performance success and professional
• In collaboration with the Director, Campaign, assign and monitor Planned Giving projects for the Campaign and Planned Giving
• Remain current on planned giving best practices, including, tax laws that impact charitable giving, personal assets and

• Manage the relationship with planned giving consultants and vendors in collaboration with
• the Director,
• Represents the San Francisco Symphony on one or more of the Planned Giving Roundtables in the Bay
• Attends board and committee meetings including Development, Gift Planning, as needed.
• Excellent verbal and written skills including the ability to articulate the case for
• Demonstrated management abilities for ambitious and goal-oriented
• Problem-solving, research and analytical
• Strong relationship-building skills, able to interface with external constituents, Staff, Conductors, Musicians, Guest Artists, and Board of
• Attend concerts and events, regularly on nights and
• Perform additional duties as required by the San Francisco