Senior Philanthropy Officer - Planned Giving

Featured

Oct 6

Anticipated Start Date: January 2027

Description

The Senior Planned Giving Officer has the opportunity to build a program as they will be the first person in the role. Pipeline is strong already with 1500+ households expressing interest. Strong and loyal annual support speaks to mission enthusiasm and commitment to longevity - a strong prospect pool for planned gifts. This role will need to plan and execute a marketing strategy to reach the prospects at scale. This position is a part of the Philanthropy team and reports directly to the Chief Advancement Officer. We offer a hybrid schedule with flexible in-office days.

Responsibilities

Develop, implement, and evaluate, a comprehensive planned giving strategy that supports annual fundraising and legacy circle membership goals.
Manage a portfolio of planned giving prospects and donors through disciplined identification, qualification, cultivation, solicitation, and stewardship.
Prepare donor-centered gift proposals and illustrations in collaboration with legal, financial, and tax advisors as appropriate.
Promote planned giving vehicles, including bequests, charitable remainder trusts, charitable lead trusts, charitable gift annuities, donor-advised fund successor recommendations, retirement plan beneficiary designations, life insurance gifts, and gifts of appreciated assets.
Lead stewardship and recognition efforts for legacy donors, including a legacy society or similar donor recognition program.
Partner with major gift officers, advancement services, communications, finance, and leadership to integrate planned giving into broader fundraising strategies.
Develop marketing, educational, and cultivation materials for donors, prospects, volunteers, and professional advisors.
Build and maintain relationships with attorneys, accountants, wealth advisors, trust officers, and estate planning professionals to encourage referrals and deepen community awareness.
Ensure accurate documentation, tracking, reporting, and administration of planned gift commitments, expectancies, estate distributions, and donor intentions.
Maintain current knowledge of charitable giving trends, tax considerations, estate planning practices, and ethical standards related to planned giving.
Represent the organization at donor meetings, events, professional gatherings, and community programs.

Requirements

Bachelor’s degree required; advanced degree or professional certification such as CFRE, CAP, or CSPG preferred.
Minimum of four to six years of progressively responsible fundraising experience, including direct planned giving roles, major gifts, principal gifts, or campaign fundraising.
Demonstrated success cultivating, soliciting, and closing significant philanthropic commitments and securing pledged and funded planned gifts.
Working knowledge of planned giving vehicles, estate planning concepts, charitable tax considerations, and donor-centered gift planning practices.
Experience and knowledge of fundraising marketing strategies and tactics.
Experience using donor databases, moves management systems, and reporting tools to manage portfolios and track progress.
Excellent written, verbal, presentation, and interpersonal communication skills.
High degree of discretion, integrity, and professionalism in handling confidential donor and financial information.
Ability to work collaboratively with donors, professional advisors, volunteers, board members, and internal colleagues.
Commitment to the organization’s mission, values, and culture of philanthropy.

Salary Range and Employee Benefits

The complete salary range for this full-time, exempt position is $120,000 to $160,000; the hiring range for a new employee to our organization will be $120,000 - $140,000.

How to Apply for this Job

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About the Organization

Classical KING FM 98.1 is the primary institution for classical music in Seattle, Bellevue, and Greater Puget Sound region and serves as the catalyst for the vitality of the entire regional arts community. KING FM strives each day to make classical music and the arts easily accessible by developing new diverse audiences for classical music.

Today, Classical KING FM is recognized as a regional treasure and an experienced, authoritative source of high-quality classical music and arts programming. With over 250,000 weekly listeners, the Classical KING FM audience is as varied as their musical selections. Nearly 20 percent of their listeners are under 35 and thousands of them are under the age of 11. They have 8,300 weekly listeners who identify as disabled and over 40,000 who are people of color. With a budget of $4.2 million, staff of 23, and more than 16,000 members, Classical KING FM is helping to pave the way for a bright future and bring the richness of classical music to diverse audiences in the rapidly growing Puget Sound Region.

As of February 2020, KING FM is located in a new 4,000 square-foot office space on the second floor of the Seattle Opera Administration Building on the Seattle Center Campus near the Space Needle. Before relocating to this new space, KING FM completed an ambitious capital campaign, raising $6.8 million for critical facility needs and allowing this organization a strong foundation for continued philanthropic donor support.

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