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THE BOSTON FOUNDATION BACKGROUNDER | 1
Director of Estate and Gift Planning
The Boston Foundation Boston, MA
http://www.tbf.org
Send Nominations or Cover Letter and Resume to:
Wendy Lazar
Search Director
617-262-1102
The Opportunity:
The Boston Foundation (the Foundation) is one of
the largest community foundations in the nation,
with net assets of some $1 billion. In 2015, the
Foundation and its donors made more than $135
million in grants to nonprofit organizations and
received gifts of nearly $123 million. In celebration
of its Centennial in 2015, The Boston Foundation
launched the Campaign for Boston to strengthen
the Permanent Fund for Boston, its endowment
fund focused on addressing the most pressing
needs of Greater Boston.
The Foundation is proud to be a partner in philanthropy, with more than 1,000 separate charitable funds
established by donors either for the general benefit of the community or for special purposes. The Boston
THE BOSTON FOUNDATION BACKGROUNDER | 2
Foundation also serves as a major civic leader, think tank, and advocacy organization, commissioning
research into the most critical issues of our time and helping to shape public policy designed to advance
opportunity for everyone in Greater Boston.
As Greater Boston’s community foundation, The
Boston Foundation devotes its resources to building
and sustaining a vital, prosperous city and region,
where justice and opportunity are extended to
everyone. In everything the Foundation does, it seeks
to broaden participation, foster collaboration, and
heal racial, ethnic, and community divisions.
As a primary steward of the region’s philanthropic
capital, the Foundation has the opportunity to attack the underlying causes of urban distress. Through its
grant-making, partnerships with donors, community leadership, and public-private collaborations, the
Foundation is taking on the most pressing challenges in education, health and wellness, job training, arts
and culture, housing, safety, economic security, and nonprofit effectiveness. In short, The Boston Foundation
is making investments in Boston’s future.
This is an ideal opportunity for a seasoned development officer to
direct the Foundation’s legacy and gift planning program, with a
focus on building the pipeline for the Permanent Fund for Boston.
The successful candidate will be polished, passionate, and
collaborative and possess exceptional interpersonal skills. S/He will
demonstrate a personal commitment to the mission of The Boston
Foundation and bring creativity and an entrepreneurial approach
to the legacy and gift planning program according to best
practices. The Director will possess in-depth technical
understanding of the full spectrum of planned giving vehicles and
will be equally accomplished in communicating effectively with a
range of audiences, including professional advisors. The Director
of Estate and Gift Planning will carry a prospect pool of high level
legacy donors. S/He will achieve ambitious goals around
increasing the number of legacy donors to the Foundation and
allowing donors to make transformative gifts through various
planned giving vehicles, helping to shape the future of the city
they love.
THE BOSTON FOUNDATION BACKGROUNDER | 3
Position Overview – Director of Estate and Gift Planning
Position Sum
The Director of Estate and Gift Planning is responsible for the management and implementation of a
comprehensive program for planned and legacy giving with a focus on growing legacy gifts and
commitments for the Foundation’s Permanent Fund for Boston. S/He will manage a coordinated pipeline of
planned giving prospects for Development and Donor Services, as well as developing a communications and
marketing plan for stewardship and cultivation of legacy donors. The Director will work both independently
and cooperatively with other development and donor services staff, Board members, volunteers, and
professional advisors to promote a variety of planned and legacy gifts.
Essential Functions:
Planned Giving:
Work collaboratively with the Senior Director of Leadership Giving, the Vice President and Chief
Philanthropy Officer, and other senior managers on the development and execution of a
comprehensive marketing and communications strategy for endowment fundraising.
Manage and track the cultivation and solicitation of planned giving prospects and donors as part
of achieving annual and long-range fundraising targets.
Provide ongoing stewardship, communication, and support for legacy society donors
as appropriate.
Provide principal in-house expertise on all aspects of tax, estate, and financial planning related to
charitable giving.
Work collaboratively with Donor Services on succession and estate planning matters for donor
advised funds.
Participate in an outreach program to foster close relations with attorneys, financial planners,
accountants, and other professional advisors to obtain referrals for planned and legacy gifts to the
Foundation.
Work closely with the Foundation’s Vice President and Chief Philanthropy Officer and the
President and CEO on the Permanent Fund for Boston legacy planning work.
Work closely with the Foundation’s Chief Financial Officer and Chief Investment Officer to oversee
proper management of the Foundation’s planned giving program.
Facilitate all non-Foundation managed legacy and estate gifts to the Foundation through the
probate and administrative process.
Maintain ongoing consultation with outside legal counsel as needed.
Promote charitable giving through print and electronic communications to capitalize on special
giving opportunities as they arise.
THE BOSTON FOUNDATION BACKGROUNDER | 4
Special Initiatives:
Provide a major gift function in identifying, cultivating, and soliciting donors for the Permanent Fund
for Boston and related projects resulting in planned gifts to the Foundation’s discretionary funds.
Revise and update marketing materials and online content to maintain the visibility of the
Foundation’s planned giving resources in the Greater Boston community.
Coordinate and oversee external meetings and presentations and events as appropriate.
Help build and oversee volunteer advisory committees as needed.
Oversee all tracking and reporting toward reaching legacy gift goals.
Collaborate with other development staff on special fundraising projects.
Assist with and attend prospect/donor cultivation and recognition events.
Required Education, Skills, and Experience:
Bachelor’s degree combined with continuing professional development in the area of fundraising,
gift planning, and nonprofit management. JD or other advanced degree preferred.
Minimum of seven years of successful fundraising for planned gifts or related work experience, with
an expert knowledge of the tax and legal aspects of charitable giving.
Major gifts experience preferred.
Strong computer skills, including Microsoft Office products, PG Calc or other gift planning software,
prospect tracking systems, and Internet marketing.
Experience working with volunteer committees.
Comfort and experience with event planning and meeting facilitation.
Excellent organizational, project management, interpersonal, planning, and communication skills,
including public speaking.
Ability to manage multiple projects, working both independently and as a team member.
Highly motivated and goal oriented.
Ability to work under the pressure of tight deadlines, with flexibility to respond quickly to gift
opportunities.
Strong orientation toward creative marketing and customer service.
Participative work style and ability to interact well with a diverse range of people.
This job description is intended to be general and will evolve over time. The description is subject to
periodic updating. At management’s discretion, the employee may be assigned different or additional duties
from time to time.
THE BOSTON FOUNDATION BACKGROUNDER | 5
Development Overview
As the “go-to” place for high impact giving, The
Boston Foundation works with hundreds of area
philanthropists to help them meet their own
philanthropic goals. The Foundation acts as a
partner in philanthropy and a charitable asset
manager through which donors can conduct
their giving.
The Boston Foundation’s work with donors and
other funders includes:
Donor Advised Funds, which were
introduced in the 1980s and have become a popular and fulfilling way for philanthropists who want a
return on their investment. Aided by donor services staff, the Foundation supports its donors so that
they can achieve their goals;
Bequests and outright gifts to the Permanent Fund for Boston, Greater Boston’s endowment, which
supports all of the Foundation’s competitive, discretionary grant making;
Contributions to the Civic Leadership Fund, which fuels the research, forums, and public policy
work the Foundation engages in;
Opportunities to partner and co-invest with the Foundation on priorities of common interest; and
Access to a full service philanthropic consultancy in The Philanthropic Initiative, which supports
donors, foundations, and corporations locally, nationally, and globally to achieve lasting change.
Going forward, the Foundation plans to engage with its donors even more on the work it does through the
Permanent Fund for Boston grant making.
The Permanent Fund for
Boston:
At the heart of everything The Boston
Foundation has done over the last century –
every grant it has made, every innovation it has
supported, every cause it has championed – is its
endowment, the Permanent Fund for Boston.
Established through bequests left by hundreds of
visionary and forward-thinking Bostonians since
THE BOSTON FOUNDATION BACKGROUNDER | 6
1917, this essential fund fuels all of the Foundation’s work and provides the resources that have sparked
positive change and enabled new ideas.
Each year, The Boston Foundation distributes
more than $16 million in grants and other support
from the Permanent Fund for Boston. These
discretionary grant-making dollars are largely
awarded through a competitive process that is
open to all nonprofits serving the Foundation’s
catchment area and is stewarded by the
Foundation’s Program Department Staff. All
grants are approved by the Foundation’s Board of
Directors.
The list of iconic institutions that have received seed funding from the Foundation over the years is
extensive. (See the full list of the more than 100 times the Foundation was “There at the Beginning.”) In
addition, the Foundation offered early funds for most of the city’s neighborhood health centers and
community development corporations. It also played a major role in the cleanup of Boston Harbor, helping
to transform it from one of the filthiest bodies of water in the world to one of the cleanest urban harbors in
America.
No one knows what the challenges of the next century will be, but we do know that The Boston Foundation
will be there — adapting to the times and leading the way. And all of its work will be underwritten by the
Permanent Fund for Boston.
During the Foundation’s Centennial year, in 2015, it launched a special Campaign for Boston to strengthen
the Permanent Fund for Boston for today and for the future so that it will always provide the resources to
meet the most pressing contemporary needs of the city and region. To date, the campaign has raised nearly
$200 million in outright gifts and bequest intentions. The Campaign for Boston seeks major bequests from
individuals and families who want to leave a permanent legacy to the city they love.
Client Overview
The Boston Foundation is one of the oldest and largest community foundations in the nation. Its donors
meet their own philanthropic goals, while adding to the Foundation’s overall strength. It also plays a major
civic leadership role for our region through publishing fresh research, convening people to discuss our
region’s challenges, and creating powerful agendas for change.
THE BOSTON FOUNDATION BACKGROUNDER | 7
In 2012, the Boston Foundation and The Philanthropic Initiative (TPI) merged, with TPI operating as a distinct
unit of the Boston Foundation to design and implement customized philanthropic strategies for families,
foundations and corporations both here and around the globe. TPI pioneered the field of strategic
philanthropic advising over 20 years ago and remains a national leader today. Through its consulting
services and its work to advance the broader field of strategic philanthropy, TPI has influenced billions of
dollars of giving worldwide. TPI’s Center for Global Philanthropy promotes international giving from the U.S.
and local philanthropy around the world.
In 2015, The Boston Foundation celebrated its 100th
anniversary as the primary philanthropy for Greater
Boston – from the earliest days of responding to human
need, to seeding innovation through grants for fresh
ideas, to helping change the very systems that affect the
lives of everyone in the city and its region.
Building on its impact to date, the Foundation created
Thriving People, Vibrant Places: A Five-Year Progress
Report as part of a reflection process launched in 2015,
in conjunction with the Foundation’s centennial anniversary. With a continuing commitment to major issues
facing Boston and expressed community needs, this strategic framework identifies the priorities that will
shape The Boston Foundation’s direction going forward.
Read Vision 2020, The Boston Foundation’s five-year strategic vision.
Leadership:
Paul S. Grogan
President and CEO
Paul S. Grogan is President and CEO of The Boston Foundation. Under Mr.
Grogan’s leadership the Foundation has become a highly influential civic
convener, has boosted fundraising, launched high-impact initiatives in key areas
like education, health and wellness, and youth violence prevention, and merged
with The Philanthropic Initiative, a philanthropic advisory service.
Mr. Grogan joined The Boston Foundation from Harvard University, where he
THE BOSTON FOUNDATION BACKGROUNDER | 8
served as Vice President for Government, Community, and Public Affairs and spearheaded unprecedented
University commitments to the community. While at Harvard, Mr. Grogan also created a national
organization, “CEOs for Cities,” a global learning community dedicated to making cities successful.
From 1986 through 1998, he was President and CEO of the Local Initiatives Support Corporation (LISC), the
nation’s largest community development intermediary. During his term, LISC raised and invested more than
$3 billion of private capital across America and contributed to a string of policy successes, including the Low
Income Housing Tax Credit, the HOME program, the strengthening of the Community Reinvestment Act,
and the creation of the New Markets Tax Credit.
Mr. Grogan’s passion for cities began in Boston where he served Mayors Kevin H. White and Raymond L.
Flynn. He headed Boston’s neighborhood revitalization efforts in the early 1980s, pioneering a series of
public/private ventures, including the Boston Housing Partnership, and the Boston Compact, which have
been widely emulated by other cities.
Mr. Grogan graduated with honors in American History from Williams College, earned a Masters degree in
Administration from the Harvard Graduate School of Education, and was awarded a Bicentennial Medal from
Williams College for his leadership in inner-city revitalization efforts. Mr. Grogan is a founder and director of
The Community Development Trust, a director of New Profit Inc., and a trustee of Brandeis University. He
previously served on the Boards of Williams College, FSG Social Impact Advisors, and the John S. and James
L. Knight Foundation. He is the co-author, with Tony Proscio, of the book, Comeback Cities.
Kate Guedj
Vice President and Chief Philanthropy Officer
Kate Guedj joined the Foundation as Director of Philanthropic Services in 2000. In
2005 she was made Vice President for Philanthropic and Donor Services, in 2013,
her role was expanded to Vice President for Development and Donor Services and,
in 2015, it was expanded again to Vice President and Chief Philanthropy Officer. In
this capacity, she oversees the Foundation's development efforts and works with the
Foundation’s donors to help them achieve their charitable and philanthropic goals.
In addition, she provides management oversight to The Philanthropic Initiative.
Before coming to the Foundation, Ms. Guedj was a senior executive with the Massachusetts Bar Association,
overseeing their programs and services. She has also served as Director of the Massachusetts Bar
Foundation, and its grant-making program providing legal services to the poor. She began her career at the
Council on Foundations in Washington D.C. as a researcher, and eventually became Membership Director.
THE BOSTON FOUNDATION BACKGROUNDER | 9
Ms. Guedj is on the governing boards of the Bruce J. Anderson Foundation, the Deshpande Foundation, Zoo
New England, and AFP Massachusetts. She holds a B.A. with honors in the division of the humanities from
Swarthmore College.
Pamela B. Hurd
Senior Director of Leadership Giving
Pam Hurd joined the Foundation in 2013 to strengthen the foundations’
fundraising program and to develop its capacity to engage major donors through a
relationship-based approach. With the Boston Foundation’s Centennial
approaching in 2015, Ms. Hurd developed the framework for launching the
Campaign for Boston to secure legacy commitments to the Permanent Fund for
Boston which successfully raised close to $200 million in commitments including 14
outright gifts of $1 million each. Ms. Hurd also oversees the Civic Leadership Fund
for annual giving and provides strategic vision for major gifts through special program initiatives.
Prior to The Boston Foundation, Ms. Hurd was Director of Development for Facing History and Ourselves.
For 16 years, Ms. Hurd held various senior leadership positions helping to grow the organization into the
international organization it is today. Ms. Hurd’s expertise in board governance, principal gift fundraising,
and donor relations is combined with her passion for civic engagement, community building and social
justice.
Benefits:
The Boston Foundation offers a competitive benefits package to its benefits-eligible employees. The
benefits, programs, and services offered are a sizable amount of an employee’s overall compensation and
important factors in encouraging a healthy work-life balance. A summary of benefits is available upon
request.
Background Checks:
Prior to submitting your resume for this position, please read it over for accuracy. LLLS does verify academic
credentials for its candidates, and our clients frequently conduct background checks prior to finalizing an
offer.
THE BOSTON FOUNDATION BACKGROUNDER | 10
or send nominations or cover letter and resume to
All inquiries will be held in confidence.
Setting the Standard in Development Search
LOIS L. LINDAUER SEARCHES, LLC
420 Boylston Street, Suite 604, Boston, MA 02116
617.262.1102
www.LLLSearches.com
To learn more, call
Wendy Lazar, Search Director
at 617-262-1102
THE BOSTON FOUNDATION BACKGROUNDER | 11
Organization Chart
