Officer, Planned Giving

The Officer reports to the Senior Director, Planned Giving and is responsible for building a pipeline of planned giving prospects by identifying, qualifying, cultivating, personally soliciting, and stewarding a portfolio of 300+, prioritizing grateful patients and those age 65+.

This position is considered remote, 0-1 days onsite at 10 Brookline Place, Brookline, MA each week. DFCI guidelines state that employees must reside in New England:
Connecticut, Maine, Massachusetts, New Hampshire, Rhode Island, or Vermont.

Resume and cover letter required with application submission. If you wish to disclose your personal pronouns, please include them within your resume and cover letter submission.

Located in Boston and the surrounding communities, Dana‑Farber Cancer Institute is a leader in life‑changing breakthroughs in cancer research and patient care. We are united in our mission of conquering cancer, HIV/AIDS and related diseases. We strive to create an inclusive, diverse, and equitable environment where we provide compassionate and comprehensive care to patients of all backgrounds, and design programs to promote public health particularly among high‑risk and underserved populations.

We conduct groundbreaking research that advances treatment, we educate tomorrow's physician/researchers, and we work with amazing partners, including other Harvard Medical School‑affiliated hospitals.

• Partner with the Planned Giving (PG) team to achieve annual team revenue targets;
• Personally solicit 7-9 prospects per month to become members of the Dana‑Farber Society by including Dana‑Farber Cancer Institute/Jimmy Fund in their wills or trusts, beneficiary designations, or by establishing a charitable gift annuity;
• Recruit 70 Dana‑Farber Society members each year;
• Complete 90+ donor visits per year;
• Send 50+ planned giving proposals each year, including bequest, life income gift, IRA and outright gift proposals;
• Close $3M in planned gift expected value;
• Close 2+ charitable gift annuities annually;
• Act as first touch point for unassigned donors identified via PG inquiries;
• Triage and respond to planned giving inquiries and questions from donors and colleagues made via email, web and the PG 1-800 line;
• Serve as main planned giving contact for Jimmy Fund staff;
• Keep current with and be able to convey information about highlights and initiatives at Dana‑Farber and planned giving vehicles;
• Develop a working knowledge of the Clear View fundraising database and other management information and tracking systems used by the Division of Philanthropy to effectively update, track and manage progress toward personal solicitation goals, including donor visits and contacts;
• Utilize mail, phone, email for solicitation or cultivation as appropriate;
• Coordinate with Prospect Research team to provide donor profile information as needed;
• Generate and distribute call reports.

Other Activities as Needed:

• Participate as needed in Division of Philanthropy team efforts including solicitation strategy teams for key prospects and internal planning efforts. Other responsibilities as assigned.

High school diploma or equivalency required. Associate’s/Bachelor’s degree preferred. 2+ years relevant work experience required.

Strong oral and written communications skills. Demonstrated ability to meet fundraising goals and deadlines. Ability to handle multiple tasks in a fast-paced environment. Ability to work with a variety of constituencies, including donors, volunteers, and DFCI staff. Ability to work in a collegial manner with the Division of Philanthropy team in creating and implementing solicitation strategies. Strong knowledge of Microsoft Office applications and development databases.

Ability to work independently and be self‑motivated. Excellent problem solving and reasoning skills.

The hiring range is based on market pay structures, with individual salaries determined by factors such as business needs, market conditions, internal equity, and based on the candidate’s relevant experience, skills and qualifications.

For union positions, the pay range is determined by the…