Director, Planned Giving & Legacy Stewardship

Westminster School; Simsbury (CT); On-site; USD 100,000 - 120,000; Full time

Benefits offered by this job

Health care coverage

Retirement plan

Paid time off

Job summary

Westminster School seeks a thoughtful, experienced Director of Gift Planning to lead and grow the school’s robust planned giving program. Reporting to the Director of Advancement, the Director of Gift Planning will be responsible for identifying, cultivating, soliciting, documenting and stewarding planned gifts that support Westminster’s long-term financial sustainability.

This frontline fundraising role will collaborate with annual giving, major gifts, stewardship and communications, overseeing

Qualifications

• Bachelor’s degree in relevant field is required.
• Minimum of 5 to 7 years of advancement, planned giving, major gifts, estate planning, financial services, or related experience preferred.
• Strong writing, presentation and interpersonal skills.
• Ability to explain complex giving concepts in clear, donor-centered language.
• High degree of discretion, judgment, and confidentiality.

Responsibilities

• Lead and manage Westminster’s planned giving program, including annual goals, donor strategy, marketing, stewardship and reporting.
• Develop a clear annual plan to increase planned gift commitments and grow Thring Society membership.
• Build and manage a portfolio of approximately 150 planned giving prospects and donors.
• Partner with senior leadership to integrate planned giving into broader fundraising strategy.
• Support blended gift conversations that combine annual, capital, endowment and planned gift opportunities.
• Prepare proposals, gift illustrations, letters of intent and other materials related to planned gifts.
• Maintain accurate documentation of planned gift intentions, estimated values, and donor preferences.
• Lead strategy for Thring Society stewardship and Seventh Form programming for senior alumni.

Skills

Relationship builder

Clear communicator

Strategic fundraiser

Discretion and confidentiality

Travel willingness

Education

Bachelor’s degree in relevant field

Tools

Raiser’s Edge NXT

Job description

Westminster School seeks a thoughtful, experienced Director of Gift Planning to lead and grow the school’s robust planned giving program. Reporting to the Director of Advancement, the Director of Gift Planning will be responsible for identifying, cultivating, soliciting, documenting and stewarding planned gifts that support Westminster’s long-term financial sustainability.

This frontline fundraising role will collaborate with annual giving, major gifts, stewardship and communications, overseeing