Director of Planned Giving
About our School
Milton Academy is an independent college preparatory K–12 school, boarding and day in grades 9–12, located south of Boston.
Milton Academy cultivates in our students a passion for learning and a respect for others. Milton students grow by developing their own identities, learning from and listening to the lived experiences of others, and living and working among peers whose differences they accept with respect and care.
In our ongoing work to create the anti-oppression environment at Milton—free from bias, injustice, and bigotry—that our values demand, we encourage each other to explore our own histories and identities, be open to learning from others, seek to understand the world around us with a critical lens, and strive to practice ways of interacting with one another that ensure all students and adults feel safe, supported, and able to express all aspects of their identities without judgment or hate.
In our dynamic community, we honor that Milton students challenge each other to build a foundation upon which to leave Milton and partner with their future communities to help create a more just world and in those spaces that are dissonant to our values, to have the courage to speak up and live by our motto, “Dare to be true.”
Summary of Position:
The Development and Alumni Relations Office seeks an experienced, strategic, pro-active, results-oriented development professional to serve as Director of Planned Giving who will work closely with the Chief Advancement Officer, Director of Development, Leadership/Annual Gift Officers, the Head of School, high-level volunteers including trustees, and other members of the development team. Some weekends and evening flexibility required.
Essential Functions and Responsibilities:
- Develop and execute proactive strategies to drive the success of the planned giving program, including identifying and cultivating potential donors, fostering relationships with key stakeholders, and securing planned gifts.
- Take ownership of the planned giving program, working autonomously to develop innovative approaches, initiatives, and proposals that engage donors and increase planned gifts.
- Demonstrate a proactive mindset by continuously researching and staying informed about trends, best practices, and emerging opportunities in the planned giving field, and applying this knowledge to enhance the program’s effectiveness.
- Manage the identification, cultivation, solicitation, and stewardship of a portfolio of approximately 150 planned giving/leadership gift prospects; prioritize 1:1 contact (in person, when possible) with prospects; meet robust visit and solicitation metrics; maintain complete and timely records of contacts with prospects and volunteers; some travel required.
- Provide leadership and facilitate relationships between planned giving prospects and the Head of School, faculty, and key volunteer leaders.
- Other responsibilities and duties, as requisite.
Qualified candidates will possess a BA with a required eight years of development experience; including significant and successful planned gift fundraising with a proven track record of high-level solicitations. Management experience in a senior-level capacity with a complex non-for-profit organization. Expert knowledge of PGCalc is also required. The ability to move around the Milton Academy campus, work at a computer for up to 8 hours each day and lift medium sized packages is expected.
All interested internal candidates must complete an application for promotion or transfer and forward to your supervisor as soon as possible.
Milton Academy welcomes candidates who would add to the intellectual, racial, cultural, and gender diversity of the school community. Milton Academy is an Equal Opportunity Employer. It does not discriminate on the basis of race, color, national or ethnic origin or ancestry, age, veteran status, religion, creed, sex, sexual orientation, gender, gender identity or expression, genetic information, marital status, disability, or any other characteristic protected by law. Diversity, equity, inclusion, and justice are fundamental elements of Milton’s mission. We welcome applications from candidates of all backgrounds.
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