Major Gifts and Planned Giving Officer

Act Sf; San Francisco (CA); Hybrid; USD 95,000 - 105,000; Full time

Job summary

American Conservatory Theater (A.C.T.) in San Francisco is seeking a Major Gifts and Planned Giving Officer to lead donor cultivation, solicitation, and stewardship. The role focuses on building an active prospect pipeline, managing a portfolio of 100–125 donors, and advancing both annual and planned gifts in support of A.C.T.’s mission.

The MG&PGO reports to the Director of Individual Giving and collaborates with leadership, staff, and volunteers to expand leadership giving and ensure

Qualifications

• 3–4 years of nonprofit fundraising experience.
• Proven success cultivating, soliciting, and stewarding individual donors.
• Knowledge of planned giving principles and gift planning vehicles.
• Experience managing donor portfolios and meeting fundraising goals.
• Commitment to protecting donor confidentiality and to Equity, Diversity and Inclusion.

Responsibilities

• Identify, qualify, and cultivate new major gift prospects.
• Develop and implement individualized cultivation, solicitation, and stewardship strategies.
• Manage an active portfolio of approximately 100–125 prospects and donors.
• Prepare proposals, gift agreements, briefing materials, and stewardship reports.
• Partner with senior leadership on major gift strategies.
• Oversee the Planned Giving Program (40% of role) and cultivation efforts.
• Maintain donor records and moves management in Tessitura.
• Participate in prospect strategy meetings and pipeline reviews.

Skills

Donor stewardship

Planned giving

Portfolio management

Tessitura CRM

Microsoft Office

Communication skills

Tools

Tessitura CRM

Microsoft Office

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Major Gifts and Planned Giving Officer

Full Time San Francisco, CA, US

7 days ago Requisition ID: 1040

REPORTS TO: Director of Individual Giving

SUPERVISES: None

STATUS: Full-Time, Exempt

SALARY RANGE:$95,000–$105,000

LOCATION: 30 Grant Ave, San Francisco, CA 94108

ABOUT A.C.T.

American Conservatory Theater is an essential gathering place that brings artists and communities together to inspire and provoke. A.C.T.’s mission is to engage the spirit of the San Francisco Bay Area, activate stories that resonate, promote a diversity of voices and points of view, and empower theater makers and audiences to celebrate liveness. A.C.T. values inclusion, transformational learning, participation, and rigorous fun. A.C.T. is a Tony Award–winning nonprofit theater serving almost 200,000 people in the San Francisco Bay Area annually through theater, training, and education and community programs.

POSITION PURPOSE:

The Major Gifts and Planned Giving Officer (MG&PO) plays a critical dual role in advancing A.C.T.’s contributed revenue strategy by leading efforts to cultivate, solicit, steward, and solicit individual and planned giving prospects in support of A.C.T.’s mission.

Reporting to the Director of Individual Giving, the MG&PGO will focus heavily on new donor acquisition by managing a portfolio of prospects, developing individualized cultivation and solicitation strategies, and helping grow both annual and long-term philanthropic support. They will play a critical role in expanding A.C.T.’s pipeline of leadership donors by identifying, qualifying, and engaging new major gift prospects from among single ticket buyers, subscribers, annual donors, volunteers’ networks, and the broader community.

The MG&PGO will serve as a key member of the Development team, partnering closely with leadership, staff across departments, and volunteers to deepen donor engagement, secure major and planned gifts, and advance A.C.T.’s fundraising goals.

RESPONSIBILITIES:
Please note that this list is not exhaustive, but rather a representation of job duties.

• Working closely with the Prospect Research Manager, identify, qualify, and cultivate new major gift prospects through ticket purchaser and subscriber data, donor analytics, event participation, volunteer referrals, and community networks.
• Develop and implement strategies to convert single-ticket purchasers and loyal audience members into leadership-level supporters.
• Manage an active portfolio of approximately 100–125 prospects and donors.
• Develop and implement individualized cultivation, solicitation, and stewardship strategies.
• Conduct qualification, cultivation, solicitation, and stewardship meetings with prospects and donors.
• Prepare written proposals, gift agreements, briefing materials, and stewardship reports.
• Partner with the Director of Individual Giving, Director of Development, Executive Director, Artistic Director, and trustees on major gift strategies.
• Identify and advance annual, leadership, and special campaign gift opportunities.
• Maintain accurate donor records, contact reports, and moves management plans in Tessitura.
• Participate in prospect strategy meetings and pipeline reviews.

Planned Giving Program (40%)

• Manage and grow A.C.T.’s planned giving program, the Prospero Society, including marketing, donor education, and stewardship.
• Identify and cultivate planned giving prospects from existing donors, subscribers, and long-time patrons.
• Conduct discovery conversations with donors regarding bequests, beneficiary designations, and other planned gift vehicles.
• Collaborate with donors and their professional advisors as appropriate.
• Develop marketing and stewardship strategies to increase planned gift commitments.
• Ensure compliance with legal and financial best practices.
• Maintain planned giving documentation and donor records.

QUALIFICATIONS & QUALITIES:

Required/Minimum Qualifications:

• 3-4 years of experience in nonprofit fundraising, preferably in theater, performing arts or cultural institutions.
• Demonstrated success cultivating, soliciting, and stewarding individual donors.
• Knowledge of planned giving principles and gift planning vehicles.
• Experience managing donor portfolios and meeting fundraising goals.
• Demonstrated commitment to protecting the confidentiality of donor and organizational information.
• Commitment to valuing diversity and contributing to an inclusive working and learning environment in alignment with A.C.T.’s mission, values and commitment to Equity, Diversity, and Inclusion
• Excellent written and verbal communication skills.
• Strong organizational skills and attention to detail.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Ability to collaborate effectively with colleagues across departments and interact professionally with trustees, donors, and external partners.
• Demonstrated proficiency with Tessitura CRM or a comparable platform.
• Proficiency with Microsoft Office (Word, Excel, PowerPoint)
• Ability and willingness to work evening and weekend donor events (15+ events per season), including annual gala.

Personal Characteristics:

• Demonstrated skill in understanding of cultural differences.
• Ability to cultivate and develop inclusive and equitable working relationships with A.C.T. colleagues and stakeholders.
• Strong work ethic
• Team player with a “can-do” spirit
• Interest in theater and/or the performing arts
• Sense of humor and a collaborative, team-oriented mindset.

The successful candidate is strategic, curious, collaborative, and mission-driven, with a passion for supporting the philanthropic community that sustains A.C.T.’s artistic work.

WORK ENVIRONMENT & BENEFITS:

A.C.T. offers a comprehensive benefits package, including medical, dental, and vision insurance; paid vacation and sick leave; and access to live theater performances and professional development opportunities.

Diversity makes us stronger. A.C.T. is committed to diversity in its programming and creating an inclusive work culture and environment. All qualified applicants will receive consideration for employment without regard to race, color, ethnicity, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law. If you’d like to learn more about A.C.T.’s values, mission, and EDI initiatives, please visit act-sf.org .