The Senior Manager, Planned Giving reports directly to the Director, Major Gifts & Grants. In this newly established role, the senior manager will build on the current baseline structures and systems in place for the 9/11 Memorial & Museum Trust, the organization’s newly launched planned giving program. A core focus is growing the planned giving program in alignment with 9/11 Memorial & Museum’s efforts to continue to develop a diversified and sustainable funding model. The senior manager, in consultation with the director, will be charged with further developing the vision, strategy, and execution of the planned giving program. This includes developing, disseminating, and executing additional related policies across the organization; creating marketing/stewardship materials and experiences; and working with multiple stakeholders inside and outside of the institution to execute the program.
She/He will directly solicit planned giving prospects. The incumbent will also manage a full range of donor cultivation duties/portfolio management, including working with other frontline fundraisers to develop planned giving as a critical component of a long-term fundraising plan. She/He requires a strong spirit and collaborative skill set, as it involves working as a part of a team to diversify funding resources and engage in long-term financial planning, including the development of strategies tied to the 20th anniversary commemoration of 9/11.