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Campaign and Planned Giving Associate

Job Profile & Description

General Purpose: The Baltimore Symphony Orchestra (BSO) is seeking an energetic, detail-oriented Campaign and Planned Giving Associate to support the BSO’s Resounding Campaign—a comprehensive, multi-year $65,000,000 Campaign that is presently 74% towards its founding goals. The successful candidate will play an integral role in supporting and expanding the daily fundraising operations of this multi-year campaign through prospect management, research and stewardship; campaign communications and reporting; and event coordination. Recognizing the public stage of the Campaign and its associated inclusion of legacy giving as well as growing importance of Planned Giving for the organization, this position will also support associated planned giving events, communication and tracking, in turn strengthening internal systems and processes across the BSO’s Development department.

Summary of Essential Functions:

  • Assisting the Campaign Director in the preparation of Campaign correspondence.
  • Organizing Campaign, Legato Circle and Planned Giving Advisory Council events and meetings.
  • Coordinating Campaign and Planned Giving collateral (online and in print).
  • Maintaining an active Campaign calendar and tracking a moves management pipeline.
  • Using existing in-house research tools to produce confidential prospect profiles as requested by senior Development staff and Campaign leadership.
  • Managing prospect movement and information in Tessitura, the BSO’s database.
  • Verifying and analyzing the results of wealth screenings to advise Campaign leadership and Development Officers on gift capacity.
  • Respecting our patron’s privacy by upholding and updating standards for the responsible use of confidential data.

Essential Duties and Responsibilities:

Campaign Support (35%)

  • Assisting the Campaign Director in the preparation and careful review of Campaign acknowledgement letters, pledge letters, proposals, presentations and gift agreements, alerting the Finance Department to any restrictions on use of funds.
  • Scheduling Campaign meetings and solicitations.
  • Coordinating Campaign pledge reminders/invoicing and entering of new pledges into Tessitura with the Annual Fund office.
  • Editing Campaign proposals and presentations as needed.
  • Uploading Campaign proposals, grants and gift agreements into Tessitura.

Planned Giving Support (25%)

  • Coordinating and supporting the annual calendar of meetings and events for the Planned Giving Advisory Council.
  • Coordinating planned giving marketing and communications, in print and online.
  • Providing administrative support including gift tracking and data entry in Tessitura.

Stewardship/Donor Relations (25%)

  • Coordinating Campaign and Planned Giving cultivation and stewardship events, including an annual calendar for the Legato Circle.
  • Creating and updating the Stewardship calendar to add annual reporting deadlines for Campaign, endowed and legacy donors and uploading deadlines and Stewardship reports into Tessitura.
  • Working with the Membership/Annual Fund office to review and update Campaign and legacy donor crediting in Overture and in all BSO publications, signage and website.
  • Working with the Campaign Director and Director of Planned Giving on story ideas, collecting content, coordinating design and creating the mailing list for the BSO’s Campaign Newsletter, Overture Magazine as well as Campaign and Planned Giving websites.

Prospect Research/Moves Management (15%)

  • Coordinating and tracking Campaign volunteer assignments.
  • Updating the Campaign biweekly internal briefing document.
  • Sending biweekly action memos to Campaign leadership and Development staff.
  • Adding and updating Campaign plans and solicitor/worker assignments for all prospects in Tessitura.
  • Producing confidential research profiles and briefing documents for BSO and Campaign Leadership and the Music Director as requested.

Knowledge, Skills, and Abilities

  • Excellent verbal and written communication skills.
  • Impeccable attention to detail.
  • Ability to work collaboratively and courteously with colleagues throughout the BSO.
  • Ability to be flexible and take initiative, as well as to work independently.
  • Demonstrated success in developing and maintaining productive and lasting relationships with a wide range of constituents and volunteers.
  • Strong project management and problem-solving skills and demonstrated ability to work in a fast-paced and demanding environment.
  • Ability to handle sensitive and confidential information appropriately and with discretion.
  • Proficiency with Microsoft Office Suite applications: Word, Excel, Access, PowerPoint, and Outlook.
  • Proficiency with development databases such as Tessitura, Raiser’s Edge and BSR/Advance
  • Familiarity with Adobe Creative Suite.
  • Knowledge of ethics statements by the Association of Professional Researchers for Advancement (APRA), the Council for Advancement and Support of Education (CASE), the Association of Fundraising Professionals (AFP), the Association of Donor Relations Professionals (ADRP) and other related professional associations.

Minimum Qualifications:

  • Bachelor’s degree and 1-2 years of experience in stewardship/donor relations, prospect research/management, institutional giving/corporate and foundation relations and/or major gifts/capital campaigns.
  • Must display a high level of maturity, professionalism, and personal integrity and the ability to work well with constituents from various backgrounds including but not limited to; board members, Campaign leadership, donors, colleagues, and senior management at the BSO.

Preferred Qualifications:

  • Previous experience in the arts and cultural field; experience with performing arts organization is preferred
  • Appreciation and/or interest in classical music
  • Familiarity with major arts and cultural organizations and funders in the
    Greater Baltimore/Washington DC Metro area

Reporting to this Position: N/A

Conditions of Employment:

  • Successful reference check
  • Ability to work evenings and/or weekends as necessary

Physical demands and work environment: The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Physical Demands: While performing the duties of job, the employee is occasionally required to stand, walk; sit; use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; balance; stoop; talk or hear. The employee must occasionally lift up to 15 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus (may be adjusted depending on position).
  • Work environment: While performing the duties of the job, the employee is exposed to weather conditions prevalent at the time. The noise level in the work environment is usually minimal.

Compensation and Benefits
The BSO offers a competitive salary and provides excellent benefits to all full-time employees including:

  • Health insurance - two to choose from; all at low cost to the employee
  • Dental, Life, and Long-Term Disability Insurance, paid 100% by the BSO
  • Generous paid time off, including annual, personal, and sick leave
  • Two 403(b) plan options
  • Health Savings Account and Flexible Spending Accounts, including Medical and Dependent Care
  • Employee Assistance Program
  • Free and/or discounted tickets to BSO concerts

How to Apply:
Interested candidates should submit a resume, cover letter and three writing samples to:
Angel Terol, Campaign Director
[email protected]

Please put the title of the job position in the subject line of your email. No calls or fax please.

The Baltimore Symphony Orchestra is an Equal Opportunity Employer.

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, 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.

Resounding: The Campaign for the BSO’s 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.

Employer Name:
Baltimore Symphony Orchestra
Job Title:
Campaign and Planned Giving Associate
Employer Website:
Employer Contact Information:
[email protected]
Job Submission Requirements:
Interested candidates should submit a resume, cover letter and three writing samples to: Angel Terol, Campaign Director [email protected] Please put the title of the job position in the subject line of your email. No calls or fax please.

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