Boston, Massachusetts

Senior Director of Planned Giving, The Boston Foundation

The Organization – The Boston Foundation

About The Boston Foundation

Founded in 1915, TBF actively collaborates with communities, donors, and partners to address systemic inequities in the Greater Boston area. The Foundation is committed to civic leadership, engagement, and fostering economic justice.

Position Overview

Senior Director of Planned Giving

The Boston Foundation

Boston, Massachusetts

Lindauer is proud to partner with The Boston Foundation in its search for a Senior Director of Planned Giving.

The Boston Foundation (TBF), one of the nation’s foremost community foundations, is seeking a Senior Director of Planned Giving. This role will play a pivotal part in TBF’s upcoming campaign, focusing on managing the strategic direction and day-to-day operations of the Foundation’s comprehensive planned and legacy giving program.

Candidates should bring at least 10 years of fundraising experience working with high-net-worth individuals, preferably in a planned giving program, coupled with continuing professional development in fundraising and financial advising. A strong understanding of tax and legal considerations is required, and previous major gifts and management experience is preferred.

Candidates should also bring strong organizational and project management skills with impeccable attention to detail, as well as excellent written and verbal communication skills.

Successful candidates will:

• Articulate the Foundation’s mission and initiatives, promoting civic leadership in

advancing equity.

• Identify, cultivate, and solicit planned gifts for TBF’s discretionary endowment from

various sources, including donor-advised fund holders, donor partners, and professional


• Collaborate with Professional Advisor Relations staff to enhance planned giving referrals and build relationships with trust and estate attorneys.

• Manage a donor portfolio, providing ongoing stewardship and support for planned giving donors.

• Design and oversee marketing and outreach strategies to reach and engage planned gift groups.

How To Apply

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