Director, Legacy Giving

Houston Grand Opera; Houston (TX); On-site; USD 110,000 - 170,000; Full time

Benefits offered by this job

Health benefits

Generous paid time off

403b retirement plan with employer

Flexible work schedule

Professional development fund

Parking near Theater District; Metro

Free tickets to mainstage and events

Job summary

Houston Grand Opera is seeking a Director of Legacy Giving to plan and implement all aspects of the legacy giving program. You will secure the future of HGO through planned, deferred, estate and endowment gifts, collaborating with the Philanthropy Team to integrate legacy giving into donor solicitations and annual fund objectives.

Ideal candidates have at least five years of frontline fundraising experience with a focus on legacy giving, excellent relationship-building and data-driven decision

Qualifications

• Bachelor's degree required; advanced degree preferred.
• Minimum five years of frontline fundraising experience; legacy giving preferred.
• Strong interpersonal skills for leadership and high-level volunteers.
• Experience in data-driven decision making.
• Proficiency with donor management software (CRM) such as Tessitura, Raiser's Edge, Salesforce.

Responsibilities

• Develop and implement strategies for identification, cultivation, solicitation, and stewardship of legacy gifts.
• Design annual marketing plan to grow the Laureate Society.
• Manage a lifetime stewardship portfolio of donors with planned or endowment gifts.
• Solicit legacy and Laureate Society prospects for annual fund support; align with priorities.
• Serve as internal resource on gift planning vehicles and ensure policy compliance.
• Collaborate with Philanthropy to identify and solicit prospects for planned and endowment giving.
• Report progress to internal team and external board members; prepare annual reports.
• Maintain donor records in Tessitura; ensure data integrity and forecasting.
• Assist with staffing donor events as assigned.

Job description

Job Highlights

The Director of Legacy Giving plans and implements all aspects of Houston Grand Opera’s legacy giving program. The Director is a key staff member of the HGO Philanthropy Team and works with our donors and audience members to secure the future of Houston Grand Opera through planned, deferred, estate and endowment gifts. This role also collaborates with Philanthropy colleagues to ensure that Legacy Giving is integrated into donor solicitations. Additionally, the Director is responsible for continued annual fundraising from existing Legacy donors to ensure the continued success of HGO.

About The Houston Grand Opera

The mission of HGO is to enrich our diverse community through the art of opera. We do so by creating, curating, exploring, and producing outstanding experiences centered around the human voice. HGO has received a Tony Award, three Grammy Awards, and three Emmy Awards – we are the only opera company in the world to win all three honors. Our strategic focus is two-fold: creating profoundly enriching experiences for our diverse audiences and clearly defining and positively promoting the HGO brand. We believeevery team member enriches our organization by exposing a broad range of ways to understand and engage our community and discover, design, and deliver enriching experiences.

Compensation And Benefits

We offer robust benefits to full-time employees, including:

• Comprehensive and affordable health benefits.
• Generous paid time off.
• 403b retirement plan with employer match.
• Flexible work schedule.
• Professional development fund and opportunities.
• Discounted parking in the Theater District garage and nearby lots, pluseasy access to Metro transportation.
• Free tickets to our mainstage and community productions and events.

Key Responsibilities

• Develop and implement strategies and tactics for the identification, cultivation, solicitation, and stewardship of planned, deferred, estate and endowment gifts.
• Design and implement a comprehensive, annualized marketing plan to increase the number of members of our premier “HGO Laureate Society.”
• Manage a lifetime stewardship portfolio of donors whose documented gifts are planned, deferred, or estate.
• Solicit planned giving prospects and current Laureate Society members for annual fund support, serving as a key connector between legacy donors and HGO's ongoing philanthropic priorities to maximize both immediate and long-term impact.
• Serve as an internal resource on gift planning vehicles including charitable remainder trusts, charitable gift annuities, donor-advised funds, qualified charitable distributions (QCDs), and bequests.
• Facilitate gift arrangements and ensure compliance with organizational gift acceptance policies, in collaboration with donors' legal and financial advisors,
• Collaborate with the HGO Philanthropy team to identify, cultivate, and solicit prospects for planned and endowment giving.
• Participate as the HGO liaison to the Laureate Society: develop and distribute reports on acquisition progress to internal team and external board members; participate in development and distribution of annual reports to external HGO Endowment fund holders.
• Ensure that records for Legacy Giving donors and prospects are accurate and up to date with all donor interactions, proposals, and gift activity in Tessitura, ensuring data integrity and supporting accurate reporting and financial forecasting.
• Assist with staffing of events, as assigned.

Qualifications

Bachelor's degree required, with advanced degree or certification preferred. A minimum of five years of front-line fundraising experience required, with an emphasis on legacy giving preferred. Strong knowledge and understanding of current philanthropy trends, with a clear desire to constantly learn and improve skills. Exceptional interpersonal skills that support meaningful relationships with organizational leadership, staff, and high-level volunteers. Experience in, and commitment to, data driven decision making. Proven ability to work with a high level of independence, maintain confidentiality, prioritize assignments, and manage time effectively. Proficiency in donor management software and CRM systems (e.g., Tessitura, Raiser's Edge, Salesforce) for donor tracking, reporting, and analysis

Special Characteristics

We seek a resourceful, proactive, self-starter who can independently solve problems and prioritize key tasks in a fast-paced environment. Successful candidates will be natural motivators, who encourage and empower others to meet ambitious goals. Must be highly organized with strong attention to detail. High level of personal and professional ethics. Ability to work flexible hours (including evenings and weekends) and willingness to travel to attend donor events, performances, and meetings as needed. Knowledge of opera is a plus, and a passion for the performing arts is essential.

Physical Demands

The physical demands described here are representative of those we consider important for an employee to successfully perform essential functions of this job: extended periods of sitting and performing tasks such as typing and using a computer mouse, with strong visual and auditory focus, occasional lifting (not exceeding 20 pounds), reaching for items, effective communication skills, and fine motor abilities, being mobile within the office for activities like attending performances, events, and meetings. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Equal Opportunity

Houston Grand Opera is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at HGO are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by federal, state, or local laws or regulations. HGO will not tolerate discrimination or harassment based on any of these characteristics. HGO encourages applicants of all ages.