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About the Role
The Major Gifts and Planned Giving Officer plays a critical dual role in advancing A.C.T.’s contributed revenue strategy by leading efforts to cultivate, solicit, and steward individual and planned giving prospects. This role focuses on new donor acquisition, managing a prospect portfolio, and growing both annual and long-term philanthropic support.
Responsibilities
- Identify, qualify, and cultivate new major gift prospects through various data sources and networks.
- Develop and implement strategies to convert ticket purchasers and audience members into leadership supporters.
- Manage a portfolio of approximately 100–125 prospects and donors.
- Develop and implement individualized cultivation, solicitation, and stewardship strategies.
- Conduct meetings with prospects and donors for qualification, cultivation, solicitation, and stewardship.
- Prepare written proposals, gift agreements, briefing materials, and stewardship reports.
- Partner with leadership on major gift strategies.
- Identify and advance annual, leadership, and special campaign gift opportunities.
- Maintain accurate donor records, contact reports, and moves management plans in Tessitura.
- Participate in prospect strategy meetings and pipeline reviews.
- Manage and grow A.C.T.’s planned giving program, including marketing, donor education, and stewardship.
- Identify and cultivate planned giving prospects from existing donors, subscribers, and patrons.
- Conduct discovery conversations regarding bequests, beneficiary designations, and other planned gift vehicles.
- Collaborate with donors and their professional advisors.
- Develop marketing and stewardship strategies to increase planned gift commitments.
- Ensure compliance with legal and financial best practices.
- Maintain planned giving documentation and donor records.
Requirements
- 3-4 years of experience in nonprofit fundraising, preferably in theater, performing arts or cultural institutions.
- Demonstrated success cultivating, soliciting, and stewarding individual donors.
- Knowledge of planned giving principles and gift planning vehicles.
- Experience managing donor portfolios and meeting fundraising goals.
- Demonstrated commitment to protecting the confidentiality of donor and organizational information.
- Commitment to valuing diversity and contributing to an inclusive working and learning environment.
- Excellent written and verbal communication skills.
- Strong organizational skills and attention to detail.
- Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
- Ability to collaborate effectively with colleagues across departments and interact professionally with trustees, donors, and external partners.
- Demonstrated proficiency with Tessitura CRM or a comparable platform.
- Proficiency with Microsoft Office (Word, Excel, PowerPoint).
- Ability and willingness to work evening and weekend donor events (15+ events per season), including annual gala.
- Demonstrated skill in understanding of cultural differences.
- Ability to cultivate and develop inclusive and equitable working relationships.
- Strong work ethic.
- Team player with a “can-do” spirit.
- Interest in theater and/or the performing arts.
- Sense of humor and a collaborative, team-oriented mindset.
- Strategic, curious, collaborative, and mission-driven.
Skills
- Prospect research
- Donor cultivation
- Donor solicitation
- Donor stewardship
- Planned giving
- Portfolio management
- Fundraising strategy
- CRM (Tessitura or comparable)
- Microsoft Office Suite (Word, Excel, PowerPoint)
- Written communication
- Verbal communication
- Organizational skills
- Attention to detail
- Collaboration
- Interpersonal skills
Location
- 30 Grant Ave, San Francisco, CA 94108
Work Type
- Full-Time
Experience Level
- 3-4 years
Salary/Compensations
- $95,000–$110,000
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Paid vacation
- Paid sick leave
- Access to live theater performances
- Professional development opportunities
About the Company
- American Conservatory Theater is an essential gathering place that brings artists and communities together to inspire and provoke.
- A.C.T.’s mission is to engage the spirit of the San Francisco Bay Area, activate stories that resonate, promote a diversity of voices and points of view, and empower theater makers and audiences to celebrate liveness.
- A.C.T. values inclusion, transformational learning, participation, and rigorous fun.
- A.C.T. is a Tony Award–winning nonprofit theater serving almost 200,000 people in the San Francisco Bay Area annually through theater, training, and education and community programs.
Equal Opportunity
- All qualified applicants will receive consideration for employment without regard to race, color, ethnicity, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.