Director of Legacy Giving

The Director of Legacy Giving oversees the implementation of a strategic comprehensive approach for legacy giving which includes, but is not limited to, identifying, qualifying, cultivating, soliciting, recognizing and stewarding donors, and marketing legacy giving opportunities.

Typical Duties and Responsibilities:

Collaborate with Director, Development Managers, Senior Management and Board of Trustees to grow the legacy giving program which increases revenue to support the strategic direction of the Museums.

1. Implement a strategic approach to legacy giving including strategies for cultivating, soliciting, recognizing and stewarding donors.
2. Possess knowledge of legacy giving vehicles and basic estate and financial planning, including tax implications. Apply this knowledge to facilitate prompt and accurate solutions to individual donor needs and goals. Keep abreast of changes and emerging issues in Legacy Giving.
3. Conduct solicitations/stewardship meetings, respond to inquiries, and motivate prospective donors to commit to a legacy gift.
4. Work with donors on various aspects of legacy giving including charitable remainder trusts, charitable gift annuities, and gifts of unusual or complicated assets.
5. Liaise with curators and registrars to facilitate complex promised gifts and bequests of art to ensure best practice in gift documentation and donor stewardship.
6. Develop and oversee a comprehensive tracking system for all legacy gift donors and prospects and supervise its use in solicitation of gifts to closure.
7. Develop, design and implement a legacy giving marketing plan to grow the legacy giving program. Maintain and update the legacy giving website and printed collateral as needed.
8. Design and conduct direct mail and advertising campaigns to target legacy gifts.
9. Develop guidelines and processes that address acceptance, management and disposition of legacy gifts.
10. Plan and execute cultivation and donor recognition events, such as the Annual Legacy Tea.
11. Prepare regular reports on progress, budget, receipts, and expenditures related to the legacy giving program and the management of fund development activities.

EDUCATION: Bachelor's degree from an accredited university

WORK EXPERIENCE: At least five years of fund raising experience, preferably with legacy giving solicitation. Proven fundraising results in a combination of these areas: major gift and legacy giving.

SKILLS & ABILITIES:

• Individual must be a highly motivated, well-organized professional with a progressive record of achievement and level of responsibility in fund raising.
• Must have proven record in prospecting, donor cultivation and gift solicitation experience resulting in successful gift solicitations.
• General knowledge of the law, with specific emphasis on charitable aspects of tax, estate planning and probate law.
• Ability to establish and maintain confidential communication with lawyers and financial advisors, verbally and in writing.
• High level of tact and diplomacy is required to work well with donors, trustees, volunteers, and staff at all levels.
• Understanding of ethical standards and fundraising principles.
• Ability to establish and maintain positive working relationships with others, both internally and externally, to achieve Museums' goals.
• Ability to communicate effectively and in a clear, thorough and timely manner using appropriate and effective communication tools and techniques.
• Ability to foster teamwork, work cooperatively with others to set goals, resolve problems and make decisions that enhance organizational effectiveness.
• Ability to set priorities, develop a work schedule, monitor progress towards goals, create and implement action plans, and evaluate the process and results.
• Proficiency in Word, Excel, and PowerPoint. Must have knowledge of fundraising (preferably Salesforce) software.
• Knowledge of Bay Area audience and philanthropic community is desirable.
• Interest in art and art history preferred.
• Ability to work nights and weekends as needed for events or deadlines.

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This position is full-time, 40 hours a week. The benefits package includes medical, dental, vision and 401(k), and paid time off. 

Application Deadline: Open until filled 

If you require an alternative method of completing this application please contact humanresources@famsf.org.

All new COFAM employees are required to be vaccinated against COVID-19 as a condition of employment. Please contact humanresources@famsf.org with any questions.

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COFAM is the Corporation of Fine Arts Museums and is the privately funded non-profit corporation which supports the Fine Arts Museums of San Francisco, a department of the City and County of San Francisco.

COFAM is proud to be an equal opportunity employer and is committed to a policy of nondiscrimination in all phases of employment in accordance with all federal, state, and local laws. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Comprising the de Young Museum in Golden Gate Park and the Legion of Honor in Lincoln Park, we are the largest public arts institution in the City of San Francisco and one of the largest art museums in the United States. The de Young, designed by Herzog & de Meuron and located in Golden Gate Park, showcases American art from the 17th through the 21st centuries, international contemporary art, textiles and costumes, and art from the Americas, the Pacific, and Africa. The Legion of Honor displays a collection of over 4,000 years of ancient and European art including Auguste Rodin's The Thinker and houses the Achenbach Foundation for Graphic Arts in a Beaux-Arts style building overlooking Lincoln Park and the Golden Gate Bridge.

The benefits package includes medical, dental, vision and 401(k), and paid time off. 

Resume and cover letter