Palm Beach Opera is looking for an enthusiastic, creative, and organized Individual and Planned Giving professional to join our team. This position is major component of the company’s Institutional Advancement team, and plays an integral role in the company’s overall goals with respect to donor engagement and contributed revenue goals, as well as the long-term sustainability of the company.
The position is responsible for overseeing and working with the Individual Giving Manager in securing and growing the company’s STAR CIRCLE and BENEFACTOR SOCIETY individual donor programs, as well as assisting the Managing Director with the growth of the company’s CO-PRODUCER SOCIETY. The position is also solely responsible for managing the company’s Legacy Society, and all planned giving initiatives, promotional materials, cultivation, stewardship, and success.
Structured for continued future growth within the company, this position works closely with, and directly reports to the Managing Director. This position supervises the functions of the Individual Giving Manager, the Special Events & Grants Manager, and the Guild & Patron Relations Liaison, and oversees the fundraising duties of the Marketing & Development Associate.
Create, implement, and manage, in collaboration with the Managing Director and assisted by the Individual Giving Manager, all annual fundraising strategies for individual, foundation, and corporate supporters up to $10,000; including stewardship, cultivation, and solicitation, as well as overseeing recognition and benefit deliverables and fulfillment.
Assist Managing Director with determining prospects for the Co-Producer Society, and assist both Managing and General Director in their cultivation and stewardship of $10,000+ gifts.
Identify constituents for Prospecting and Moves Management initiatives for all donors and patrons. Manage the use of wealth screening processes, in combination with data mining of current patrons/donors, to facilitate these initiatives.
Steward and continually engage existing planned giving participants in company’s Legacy Society.
Research, identify, cultivate, engage, and steward planned giving prospects.
Create collateral for audience engagement purposes specific to fundraising interests, both individual and planned giving, in collaboration with the Managing Director, Marketing & Audience Services Team.
Oversee creation and implementation of special events, with emphasis on donor cultivation and stewardship, through the company’s Special Events and Grants Manager.
Prepare planned giving reports, and analyze segment financials with the Managing Director.
Participate in speaking engagements and planned giving seminars.
Participate in continuing education to maintain current knowledge of planned giving best practices.
Oversee production of bi-annual newsletters, donor centric e-blasts, and all department collateral.
Assist in training and managing departmental volunteers and interns when possible, and appropriate.
This job description is not intended and should not be construed to be an exhaustive list of all responsibilities, skills, efforts, or working conditions associated with the job.
Personality: An enthusiastic storyteller with the ability to listen, interact, and connect with existing and potential patrons and donors. Dynamic, approachable person, with ability to match donors philanthropic desires and needs with company supporting opportunities. Ability to lead, work in a team setting, and work independently, and have desire for excellence in research and analysis, goal-setting, communication, and project management.
Education and Knowledge: Bachelor’s degree, or equivalent experience, required, with advanced degrees a plus. Outstanding verbal and written communication skills a must. Minimum 5-7 years professional experience, and proven record of success, in non-profit fundraising in the areas of individual, corporate, foundation, and planned giving a must, with event facilitation and experience desired. Supervisory and management experience a must. Understanding of, and experience with, prospect research required, and work with non-profit boards, familiarity with IRS and legal regulations and record keeping concerning non-profit donations a must, with experience writing grants desired. Knowledge of estate planning, including wills, trusts, and estate and gift tax laws a must. Experience in finance, sales, and marketing a plus. Knowledge of opera and/or the performing arts a plus.
Software Experience: Must have a high level of computer proficiency in standard business software including Microsoft Office applications (Outlook, Word, Power Point, and Excel). Experience working with CRMs (Spektrix a plus) and planned giving software required, with experience with donor engagement management programs a plus.
Work Samples: Candidates must submit relevant work samples including (but not limited to) annual fund appeals, planned giving documents, corporate sponsorship agreements, submitted grant applications, etc. Applicant will be required to provide proof of fundraising results.
Physical Requirements: Reliable transportation required. Flexible schedule that will require working some nights and weekends during season (available to attend rehearsals, performances, special events, etc.)
The Director of Individual & Planned Giving is a full-time exempt position, with a competitive salary range commensurate with experience. Please forward your cover letter, résumé, salary requirements, and work samples in pdf format to: email@example.com
Palm Beach Opera is an Equal Opportunity Employer and does not discriminate based on race, color, national origin, religion, ancestry, sex, age, familial status, marital status, sexual orientation, gender identity and expression, disability or genetic information.
Palm Beach Opera is dedicated to producing live opera at an international standard of excellence and to enriching the life of the communities it serves with a diverse offering of educational programs. Founded in 1961, the fully professional Palm Beach Opera presents main stage performances at the Kravis Center for the Performing Arts in West Palm Beach and is a proud member of the Cultural Council of Palm Beach County.
Americans for the Arts serves, advances, and leads the network of organizations and individuals who cultivate, promote, sustain, and support the arts in America. Founded in 1960, Americans for the Arts is the nation's leading nonprofit organization for advancing the arts and arts education.