Individual & Planned Giving Officer

Job Title: Individual and Planned Giving Officer
Reports To: Senior Development Officer
Classification: Exempt
Job Type: Full-Time
Location: NYC Hybrid

This is a hybrid position that includes working from our Times Square office at least three days per week.

Broadway Cares/Equity Fights AIDS is the philanthropic heart of Broadway, bringing together the theater community and its audiences to help people across the country receive lifesaving medications, healthcare, nutritious meals, counseling and emergency financial assistance.

Broadway Cares/Equity Fights AIDS seeks a dynamic, relationship-driven and experienced fundraiser to join our development team as individual & planned giving officer. In this role, you’ll manage a portfolio of donors and prospects, build authentic relationships and create meaningful pathways for people to deepen their connection to Broadway Cares’ work. You’ll also manage our planned giving program, the Colleen Dewhurst Legacy Society.

This position reports directly to the senior development officer and works closely with the director of development and the full individual giving team to strategize, implement and grow Broadway Cares’ individual and planned giving programs.

• Manage a portfolio of approximately 300 donors and prospects who give or have the capacity to give $1,000+ annually

• Ensure that donors and prospects in your portfolio deepen their connection to Broadway Cares’ overall mission, keeping them informed about Broadway Cares events and other volunteer and fundraising opportunities to increase their overall support and commitment

• Identify donors in your portfolio that have more potential to give and create a personalized engagement strategy

• Regularly connect with donors in person and via Zoom, phone and email to steward and solicit support

• Record notes and actions into Raiser’s Edge/NXT database, while ensuring accuracy of records and assisting with tracking success and challenges

• Work with the development analytics associate to oversee donor acknowledgements and listings for online and print publications

• Draft solicitation and acknowledgement letters, as well as occasional foundation grant proposals

• Lead growth and management of the Colleen Dewhurst Legacy Society, Broadway Cares’ planned giving program

• Design and implement a planned giving stewardship and recruitment strategy with the communications team

• Plan and execute stewardship events and ensure donor recognition

• Track realized planned gifts and maintain expertise in legislation and financial options affecting planned giving

• Work with the individual giving team to plan and execute donor stewardship events and oversee invitations to these events

• Participate with the full staff in facilitating Broadway Cares’ Red Buckets fundraising appeals on Broadway and Off-Broadway, which take place evenings and weekends for two six-week periods in the spring and fall

• Be available to participate in person at numerous evening and weekend events and meetings

The responsibilities listed above are not exhaustive and may evolve as the role develops. The individual in this position will also be expected to take on additional ad hoc tasks, responsibilities, and projects as assigned by the manager, adapting to the dynamic needs of the team and organization.

Supervisory Responsibilities: None

We know that great candidates may not fulfill every qualification below but will bring valuable lived experience, transferable skills or intuitive knowledge to the table. If that sounds like you, we encourage you to apply and use your cover letter to tell us why you believe you’re a strong fit for this position.

• Commitment to the mission of Broadway Cares/Equity Fights AIDS

• 3+ years of individual and/or planned giving fundraising experience

• Proven track record of soliciting and securing gifts of $1,000+

• Excellent written, verbal and interpersonal communication skills

• Demonstrated ability to successfully maintain and utilize database systems, knowledge of Raiser’s Edge a plus

• Proficiency in Google Drive…