The BSO invites applications for a highly collaborative and innovative Director of Philanthropic Planning, responsible for developing, implementing and managing a comprehensive gift planning program to include prospect identification, cultivation, solicitation and stewardship of a broad range of charitable gifts including bequests, trusts, life insurance, life income gifts, IRA designations and occasional gifts of complex assets. As part of this effort, the Director will maintain a personal portfolio of 100+ planned gift prospects and donors, and oversee a prospect base of approximately 8,000 individuals. The Director is responsible for training of staff and volunteer leadership as well as overall marketing of the program to the designated broad donor community including both the Meyerhoff and Strathmore constituencies. The Director will develop and implement a program that will fully integrate with the mission and goals of the Development program including the $65M comprehensive Second Century campaign, with goals of building on a culture of tax-wise gift planning, increasing planned giving revenue, and growing the membership in the Legato Circle. In these efforts, the Director will work collaboratively with members of the BSO staff, board members, Endowment Trust members, and musicians. S/he will build on the exciting momentum of the past five years of 100 new estate gifts, continuing and expanding the systems, teams, and structures for tax-wise gift planning, assisting in driving an ongoing institution-wide conversation about vision, strategy and goals for charitable gift planning at the BSO. KEY RESPONSIBILITIES INCLUDE: Leadership and Vision: The Director serves in an important leadership role within the Development team, reporting directly to the Vice President of Development. S/he has overall responsibility for building on and expanding the comprehensive and integrated gift planning program, collaborating with the campaign team, senior philanthropic advisor, director of major gifts, and members of the annual fund team. Strategy: With deep knowledge of effective planned gift fundraising strategies, including significant personal experience raising planned gifts and a track record of management and program building, the BSO seeks a creative, energetic, and dynamic leader with the ability to attract, cultivate, solicit and close gifts. S/he will be familiar with PG Calc software and broad charitable gift strategies, and perhaps most importantly possess strong communication skills to engage and build trust among the various BSO constituency groups.
Estate Gifts: The Director will monitor and participate in the administration of probate and trust estates to ensure that the BSO receives all funds intended by donors and will be responsible for coordinating with external counsel when necessary; regularly reviews pending probate and trust estates to determine certainty and amount of pending estate gifts, and advises the VP of Development, VP of Finance and the Campaign team of those that should be considered for booking. Management, Strategy, and Planning: The Director will drive the implementation of a full range of gift planning and endowment marketing initiatives to secure gift planning prospects; oversees the Legato Circle donor recognition program to steward and further cultivate existing donors; drives all planned gift marketing and stewardship including direct mail, events, and personal visits and other contacts to provide donors continuing close personal involvement with the BSO.
Donor Engagement: The gift planning prospect portfolio represents over 8,000 potential prospects. The Director will oversee a top prospect portfolio of 100 prospects, and will manage all solicitation and cultivation of planned gifts including matrix goals of at least 10 meetings and/or significant donor prospect contacts per month to ensure reaching financial goals; $5M in new proposals submitted to prospects annually, with $2M-$3M in new commitments. Key Qualifications: The successful candidate will be a strategic, creative individual who is visionary about the Baltimore Symphony’s fundraising potential of the demographics of its various constituency groups. The Director will have a proven track record in a planned or major giving program and demonstrated success with planned giving fundraising, preferably with experience building a program. S/he will possess outstanding interpersonal competencies, the ability to effectively engage volunteer leadership, and a deep commitment to instilling practices and a culture within the major gifts team that reflects the BSO’s commitment to excellence. Individuals with experience in all non-profit sectors and organization types are encouraged to apply. Leadership Competencies and Personal Traits
• A minimum of five years of professional fundraising experience, including at least three years of direct experience in closing planned gifts.
• Expertise in estate planning and trust and estate administration and a minimum of six years of experience with tax, legal and financial requirements and benefits of charitable estate planning.
• Ability to clearly and diplomatically communicate with donors, staff, and volunteers especially about complex gift planning and estate issues.
• Ability to interact on a professional level with donors’ legal and financial advisors.
• Proven success with writing and developing letters, proposals, and other communication promoting gift planning, including interviewing donors and drafting profiles thrice annually in the program Overture, short pieces in the Governing Members Insider, and the Baltimore Symphony Associates newsletter Newsnotes.
• A metrics-driven, entrepreneurial mindset that informs strategy and work.
• The engagement and education of the BSO’s Planned Giving Advisory Council, a dynamic group of 20 estate attorneys, CPA’s, wealth managers, insurance specialists, and other allied professionals who serve as ambassadors for the BSO’s gift planning program.
• A bachelor’s degree with additional professional/business experience or degrees.
• Exceptional verbal and written communication skills, organizational and analytical skills, and project management skills.
• Ability to maintain a high level of diplomacy and to work independently as well as part of a team. A love and knowledge of classical music is enormously helpful but not a requirement.
• Flexibility on scheduling for evening and weekend events.
• Familiarity with planned giving PG Calc software and technologies.
• Proficiency in Excel, Microsoft Office and donor records software. The BSO’s program is Tessitura used by a broad range of arts organizations.
ABOUT THE BALTIMORE SYMPHONY ORCHESTRA
The Grammy Award-winning Baltimore Symphony Orchestra (BSO) is internationally recognized as having achieved a preeminent place among the world's most important orchestras. Acclaimed for its enduring pursuit of artistic excellence, the BSO has attracted a devoted national and international following while maintaining deep bonds throughout Maryland with innovative education and community outreach initiatives.
The BSO made musical history in September 2007, when Maestra Marin Alsop led her inaugural concerts as the Orchestra’s 12th music director, making her the first woman to head a major American orchestra. With her highly praised artistic vision, her dynamic musicianship and her commitment to accessibility in classical music, Maestra Alsop’s leadership has ushered in a new era for the BSO and its audiences.
In addition to the Joseph Meyerhoff Symphony Hall, where the orchestra has performed for 30 years, the BSO is a founding partner and the resident orchestra at the state-of-the-art Music Center at Strathmore, just outside of Washington, D.C. The opening of Strathmore in February 2005 made the BSO the nation’s only major orchestra with year-round venues in two metropolitan areas.
The BSO has celebrated its centennial throughout 2016, and Maestra Marin Alsop has committed her visionary leadership through the 2020-21 season. The Campaign for the Second Century is part of a three-pronged strategy to ensure the long-term artistic and financial health of this great Orchestra - advancing the strategic direction embraced under Maestra Alsop’s early tenure, and providing the foundation for lasting success in our next hundred years.
HOW TO APPLY:
Submit a cover letter and resume to: Sarah Miner, Executive Assistant to the Vice President of Development SMiner@BSOmusic.org
No calls or fax please.
The BSO provides excellent benefits of value to all full-time employees including:
• Health insurance - three options to choose from; all at low cost to the employee
• Dental, Life, and Long-Term Disability Insurance, paid entirely by the BSO
• Generous paid time off, including annual, personal, and sick leave
• Two 403(b) plan options
• Health Savings Account & Flexible Spending Accounts, including Medical and Dependent Care
• Employee Assistance Program
• Free and / or discounted tickets to BSO concerts
The Baltimore Symphony Orchestra is an Equal Opportunity Employer.