Germantown Friends School is seeking a results-oriented and donor-centered individual to serve as Planned Giving Officer. This is an opportunity to be part of a dynamic Advancement office during the preparation for a transformational campaign focused on innovation in teaching and learning. The successful individual is creative and systematic in their approach to working with their portfolio, and can engage and inspire prospective donors and volunteers. The Advancement team works strategically and collaboratively with School leadership, colleagues across campus, and volunteers to raise funds for programmatic, endowment, and capital priorities.
Identify, qualify, cultivate and solicit a portfolio of approximately 200 prospects and current donors.
Develop, implement and drive cultivation and solicitation strategies to help advance and close outright and planned gifts to the school.
Move potential donors in an appropriate and timely fashion toward solicitation and closure, making face to face solicitations and involving additional staff and volunteers when needed.
Support solicitation activities of the Head of School, Chief Advancement Officer, School Committee (trustee) leadership, and colleagues, specifically advising on planned giving strategies.
Manage prospect tracking and correspondence in order to monitor progress toward assigned goals.
Ensure that database is up to date with all actions, contact reports and proposals statuses so that progress towards goals can be tracked and shared.
Meet metrics as assigned, including goals for meetings
Collaborate with colleagues to ensure that annual operating gifts, outright gifts and planned gifts are part of a holistic philanthropic approach with donors.
Work with colleagues to ensure that planned giving strategies are an active part of reunion planning.
Manage planned giving marketing program and relationship with external planned giving consultants.
Develop planned giving prospect pipeline through responses to marketing program outreach; respond to requests for planned giving illustrations and information.
Coordinate stewardship activities with planned gift donors, including membership in the Open Door Society.
Participate in Plus Delta Partners training focused on the Discipline of Frontline Fundraising.
A minimum of five years of progressive Planned Giving, Development or related experience.
A proven track record of success in initiating contact with prospective donors/clients as well as participating in individual cultivation and solicitation for fundraising campaigns.
Desire to master the intricacies of planned giving required. Knowledge of various planned giving vehicles and tax implications desirable but not required
The ability to articulate the priorities and programs of Germantown Friends School, and identify and understand the philanthropic interests of donors.
An understanding of and appreciation for independent school education and the mission and values of Germantown Friends School.
Ability to travel locally, regionally and nationally.
A bachelor’s degree from an accredited institution is required.
Proficiency in Windows, Raiser’s Edge (or a comparable relational database) and Excel is preferred.
Germantown Friends School is an equal opportunity employer committed to diversity in its student body, faculty and staff. The school does not discriminate on the basis of race, color, sex, sexual orientation, gender identity, religion, creed, national or ethnic origin, citizenship status, age, disability, veteran status or any other legally protected class status. People demonstrating a commitment to diversity and multiculturalism in education are especially encouraged to apply.
About Germantown Friends School
Germantown Friends School is a Quaker, independent, co-educational day school, serving early childhood through 12th grade. Located in northwest Philadelphia, the school is home to a vibrant intellectual community, located in a historic neighborhood, serving a diverse school community, with a robust educational program that is grounded in Quaker principles. For more information about the school, visit www.germantownfriends.org