Director of Planned Giving at Mystic Seaport Museum Inc – Mystic, Connecticut

Purpose of Position:

Mystic Seaport Museum seeks an experienced Director of Planned Giving to expand our planned giving program and secure the Museum's long-term financial sustainability. Manage a portfolio of 100-150 prospects to secure $3-5 million in documented planned gift commitments annually.

Reporting directly to the Vice President of Advancement, this position offers the opportunity to make a significant impact on one of America's leading maritime museums while working with donors who are passionate about preserving our nation's maritime heritage.

Essential Functions

Pipeline Development and Donor Management

Identify, qualify, and cultivate 100-150 planned giving prospects through research and strategic outreach

Develop comprehensive cultivation strategies moving prospects from identification to commitment

Collaborate with major gifts team to integrate planned giving into donor engagement

Maintain accurate records in donor database

Cultivation and Stewardship

Conduct personalized visits, calls, and correspondence to build long-term donor relationships

Design recognition programs that engage planned giving donors

Create customized gift proposals demonstrating impact and benefits

Marketing and Donor Education

Execute marketing strategy promoting planned giving opportunities

Develop educational materials (brochures, newsletters, website content, presentations)

Organize seminars and webinars on estate planning and charitable giving

Professional Collaboration

Build relationships with estate attorneys, financial advisors, and accountants

Serve as Museum expert on planned giving vehicles and tax implications

Stay current on tax law changes and planned giving best practices

Qualifications

Required

• Bachelor's degree
• 4-7 years in planned giving, major gifts fundraising, or related development work
• Proven track record securing planned gifts (bequests, estate gifts, charitable gift annuities, trusts)
• Strong understanding of planned giving vehicles and tax implications
• Excellent communication skills with ability to explain complex concepts
• Experience managing donor portfolios and achieving fundraising goals
• Proficiency with donor databases and Microsoft Office
• Valid driver's license and ability to travel

Preferred

• Background in law, financial planning, accounting, or related field
• Cultural institution or museum experience
• CFRE certification or willingness to pursue
• Interest in maritime history

Key Competencies

Strategic thinking, exceptional listening, donor-centered approach, strong organizational skills, ability to work independently and collaboratively, cultural sensitivity, passion for the Museum's mission

Success Metrics

Performance evaluated on annual documented planned gift commitments, pipeline growth and quality, cultivation effectiveness, and advancement of long-term fundraising goals.

Work Environment and Compensation

This position offers flexible work arrangements based on the needs of the role and the selected candidate, with expectations for regular on-site presence at the Museum in Mystic, Connecticut for team collaboration, donor meetings, and Museum events.

The Director of Planned Giving will join a dedicated advancement team committed to supporting the Museum's mission of inspiring an enduring connection to the American maritime experience.

Mystic Seaport Museum offers a competitive compensation package commensurate with experience, along with comprehensive benefits.

Mystic Seaport Museum is an equal opportunity employer committed to building a diverse and inclusive workplace. We encourage applications from candidates of all backgrounds and experiences.