Endowment & Planned Giving Director

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Published 24 days ago


The Endowment and Planned Giving Director is a key senior position on the Development team and works in collaboration with Development colleagues and across departments to grow contributed revenue while building and maintaining strong relationships with donors, patrons, and community members alike. This experienced professional will drive the strategic growth and operational effectiveness of planned and endowment giving on an annual basis and will be key to achieving success in two long-term campaigns intended to build Seattle Rep’s financial capacity and position in the community.

At Seattle Rep, Endowment and Planned Giving are closely intertwined. Currently, Planned Gifts without any specific donor designation are placed into a Board-directed reserve fund for use as needed to support the theater’s general operations. With the creation of this position, we seek to grow Planned Giving overall, and particularly through increased awareness of the additional lasting, long-term philanthropic impact that donors can have by directing their support (whether current or future) toward Seattle Rep’s Endowment, which is separately held and managed by the Seattle Rep Theater Foundation.

The Endowment and Planned Giving Director will create and oversee these programs, as well as manage a portfolio of donors. They will be expected to take initiative, execute core responsibilities collaboratively, and work well within a complex organization. They must model professionalism, demonstrate flexibility, navigate multiple projects amidst shifting priorities, and remain composed under pressure.

Typical duties include: 

Build and execute strategy to grow Planned Giving program and direct support of Endowment 

·      Provide vision and leadership for the Ovation Circle, Seattle Rep’s Planned Giving program, including initiatives to grow membership, increase future gift notifications, and increase realized gifts annually

·      In collaboration with Director of Development, create tactical plan to grow direct Endowment support as part of Act I of the Campaign for Seattle Rep

·      Work in tandem with Director of Development, Associate Director of Development, Individual Giving Director, and Gift Officers to identify and capitalize on new opportunities to increase lifetime value of donors

·      Implement moves management to advance prospects towards solicitation and to continually replenish the pipeline of prospects

·      Participate in meetings of the Seattle Rep Theater Foundation board, Gift Acceptance Committee, and/or Campaign Committee meetings as needed

Build and Manage Systems/Structure to support Planned and Endowment Giving

·      Manage all aspects of Planned Giving administration, including but not limited to:

•      Prepare and provide regular reporting, including analysis of results

•      Ensure accurate processing and documentation of all gifts and intentions

•      Manage and reconcile the Planned Giving program’s expense budget and contribution reports

·      In collaboration with Associate Director of Development and Individual Giving Director, create and oversee execution of overall communications strategy for Planned Giving and Endowment support (including but not limited to marketing and promotion, cultivation, solicitation, stewardship, recognition, events, and reporting) to past donors, prospects, and Ovation Circle members in alignment with overall Development communications strategy and plans

·      In collaboration with members of the Development team, ensure the timely and appropriate delivery and completion of acknowledgments, gift agreement letters, pledge payment documentation, and other materials

·      In collaboration with the Finance Director, Director of Development, and Associate Director of Development, create and execute on annual Endowment reporting for donors and monitor utilization reports of endowed funds

·      In collaboration with the Individual Giving Director and Donor Stewardship Manager, create and execute cultivation and stewardship events that advance relationships with planned giving donors and prospects

Build and manage productive, sustainable relationships with donors

·      Personally, manage a portfolio of 100-120 donors at various stages of cultivation and stewardship, supporting annual, Endowment, and Planned gifts

·      Develop and manage relationships with donors by representing Seattle Rep at on- and off-site events

·      Partner with the Director of Development, Managing and Artistic Directors, and other colleagues to leverage relationships, energy, and the skills/expertise of trustees and volunteers in meeting goals

·      Ensure that the health of donor relationships remains a priority amongst revenue growth goals

Serve as Planned Giving resource for Development team and organization

·      Remain current on planned giving best practices, including, tax laws that impact charitable giving, personal assets, and estates, and share with team as appropriate

·      Prepare and provide training and mentorship to Gift Officers on planned giving

·      Manage the relationship with planned giving consultants and vendors in collaboration with the Director of Development and Director of Finance

·      Represent the Seattle Rep at planned giving roundtables and other events

Serve as an essential contributor to Seattle Rep’s culture and success

·      Add constructively to the collaborative and collegial health of the organization

·      Foster a collaborative, creative environment and apply innovative approaches

·      Add actively and constructively to the EDI (equity, diversity & inclusion) work of the organization, including attending all-staff training sessions

·      Engage with and strive to embody Seattle Rep’s mission, vision, and values in all aspects of work

·      Establish solid and cohesive working relationships throughout the organization, engaging staff at all levels in fundraising efforts, and promoting interdepartmental communication and cooperation

·      Act as a strong collaborator, so that the talents and skills of Development staff are maximized and that the group works collectively for the common good

·      Help create a culture of philanthropy among staff, Board members, and donors

Minimum qualifications

·      Five to seven years of development experience, with proficiency in Planned Giving programs

·      Demonstrated success soliciting and securing Endowment support

·      Demonstrated understanding of advanced gift planning vehicles and an ability to communicate opportunities for asset-based planning

·      Familiarity with the philanthropic landscape, as well as local and regional arts donors

·      Exceptional written and oral communication skills with the ability to engage a wide range of audiences in person and through proposals, letters, and other written materials

·      A proven record of achieving aggressive fundraising goals, as an individual and as part of a team

·      Well organized and able to prioritize multiple tasks within dynamic environment

·      Thorough knowledge of Windows-based computer software, Microsoft Office, and relationship-management database systems

·      A demonstrated ability to work both independently and collaboratively as a member of a team and with peers, staff and management

·      An ability to work evenings and weekends with advance notice, and/or flexible hours to meet the demands of a deadline-driven position

·      Diplomacy, discretion, and sense of humor

·      Commitment to or knowledge of racial equity and social justice

Desired qualifications

·      Experience working in a theater, arts, or other not-for-profit organization

·      Seven to ten years or more of experience in Planned Giving

·      Experience working with Tessitura database system


The Endowment and Planned Giving Director is a key senior position on the Development team and works in collaboration with Development colleagues and across departments to grow contributed revenue while building…

Details at a Glance

  • Time Commitment
    Full Time Schedule
  • Application Deadline
    April 11, 2021
  • Professional Level


$59,912 - $75,158


100% employee medical, dental & vision

100% employee medical, dental & vision


Temporarily Remote
Work must be performed in or near Seattle, WA
Associated Location
155 Mercer St, Seattle, WA 98109

How to Apply


1.     Visit Seattle Rep online and submit a resume detailing related experience and education.

2.     Attach a cover letter that outlines how your related experience and education qualifies you for the position.

3.     Include a grant application writing sample. 


1.     Visit Seattle Rep online and submit a resume detailing related experience and education.

2.     Attach a cover letter that outlines how your related experience and…

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