Director of Planned Giving and Endowment

Position: Director of Planned Giving and Endowment

Reports to: Executive Director

Collaborates with: Executive Director, Development Committee, Marketing Committee, SNSC staff, donors, business leaders, community partners, and professional advisors

Hours: 40 hours per week, with flexible scheduling and occasional evening and weekend hours

Work Format: In-person

Salary Range: $65,000–$85,000

The Director of Planned Giving and Endowment leads a new, comprehensive development program that strengthens the Special Needs Support Center’s long-term financial sustainability. This position is responsible for completing SNSC’s $150,000 endowment match within 18 months, leading the sale of $150,000 in New Hampshire Community Development Finance Authority tax credits within two years, and establishing SNSC’s first formal planned giving program.

The Director cultivates major donors, legacy donors, businesses, and professional advisors; creates reliable development systems; and helps build a team-based approach to revenue generation so responsibility for SNSC’s sustainability is not concentrated in the Executive Director.

• DEVELOP and IMPLEMENT an 18-month campaign plan to secure the full $150,000 endowment match, resulting in at least $300,000 in new endowment principal.
• LEAD the campaign’s quiet and public phases, including prospect identification, cultivation, solicitation, pledge tracking, recognition, and stewardship.
• CULTIVATE relationships with major donors, current and former Board members, founders, families, community partners, and prospective legacy donors.
• CREATE and MAINTAIN campaign materials, including the case for support, donor one-pager, gift and pledge information, Board toolkit, presentations, frequently asked questions, recognition materials, and stewardship reports.
• COMMUNICATE how SNSC’s permanent fund protects programs, advocacy, and community inclusion for future generations.
• COLLABORATE with the Executive Director to advance SNSC’s long-term endowment goals.
• DEVELOP and LEAD the strategy to sell SNSC’s full $150,000 allocation of NH CDFA tax credits within the two-year award period.
• IDENTIFY, CULTIVATE, and SOLICIT eligible New Hampshire businesses and clearly explain the financial and community value of purchasing tax credits from SNSC.
• CREATE business-facing materials, presentations, prospect lists, outreach plans, and a reliable follow-up system.
• COORDINATE agreements, documentation, acknowledgments, reporting, and stewardship with SNSC staff and appropriate state and financial partners.
• DEVELOP tax-credit relationships into lasting corporate partnerships with SNSC when appropriate.

• DESIGN and LAUNCH SNSC’s first formal planned giving program, moving the organization from informal legacy conversations to an intentional and documented program.
• DEVELOP clear pathways for bequests, beneficiary designations, charitable distributions, gifts of securities, and other appropriate legacy and endowment gifts in coordination with qualified legal and financial professionals.
• CREATE donor education and cultivation materials, including a legacy giving guide, website content, gift-intention documentation, advisor materials, and donor communications.
• ESTABLISH a legacy recognition and stewardship program that respects donor preferences, privacy, and long-term relationships.
• BUILD relationships with estate-planning attorneys, financial advisors, accountants, and other professional advisors who can appropriately introduce charitable planning opportunities to clients.
• MAINTAIN accurate and confidential records of documented and prospective legacy commitments and ENSURE consistent long-term stewardship.

• MANAGE a defined portfolio of endowment, planned giving, and campaign prospects, with clear cultivation strategies and next steps for each relationship.
• PARTNER with the Executive Director, who will continue to lead grant development and maintain a separate caseload of major donors.
• PREPARE the Executive Director for donor conversations and INVOLVE them strategically in cultivation…