Director of Planned Giving Job at Pearl Street Collective (Wellesley)

Senior Associate Director, Gift Planning

Northeastern University is looking for a strategic, collaborative, and experienc...

Location

United States , Boston

Salary:

Not provided

Pearl Street Collective

Expiration Date

Until further notice

Requirements

Professional experience in gift planning or related fields such as estate planning, trust and estate management, and charitable giving tax law
Excellent analytical skills to resolve complex gift situations that require the innovative application of technical knowledge
Superior organizational and interpersonal skills, sensitivity and discretion, and adherence to the highest ethical standards
A highly collaborative approach, authentic relationship-building skills, and the empathy necessary to relate to multiple constituencies

Job Responsibility

Ensure the present and future network of support for the University expands by focusing on increasing revocable and irrevocable deferred gift revenue and helping the Office of Gift Planning meet University campaign and other strategic fundraising goals
Collaborate with major gift counterparts in developing donor strategy and presenting planned gift options to prospects
Respond to planned giving inquiries and prepare qualified gift proposals
Provide training and education in gift planning and its impact and importance to advancement colleagues and volunteers
Build and manage a portfolio of alumni, parents, and friends, with a focus on bequests, life-income gifts, complex gift transactions, and outright major and principal gifts as appropriate
Collaborate closely with all levels of development to employ planned gift strategies that maximize the donors' potential and conduct joint visits with development colleagues
Utilize analytics and other information to initiate planned giving prospect review and strategy development
Stay knowledgeable on current and pending legislative tax and technical developments related to planned giving

Senior Associate Director, Gift Planning

Northeastern University is looking for a strategic, collaborative, and experienc...

Location

United States , Boston

Salary:

Not provided

Pearl Street Collective

Expiration Date

Until further notice

Requirements

Professional experience in gift planning or related fields such as estate planning, trust and estate management, and charitable giving tax law
Excellent analytical skills to resolve complex gift situations that require the innovative application of technical knowledge
Superior organizational and interpersonal skills
Sensitivity and discretion
Adherence to the highest ethical standards
Highly collaborative approach
Authentic relationship-building skills
Empathy necessary to relate to multiple constituencies

Job Responsibility

Ensure the present and future network of support for the University expands by focusing on increasing revocable and irrevocable deferred gift revenue
Help the Office of Gift Planning meet University campaign and other strategic fundraising goals
Collaborate with major gift counterparts in developing donor strategy and presenting planned gift options to prospects
Respond to planned giving inquiries and prepare qualified gift proposals
Provide training and education in gift planning and its impact and importance to advancement colleagues and volunteers
Build and manage a portfolio of alumni, parents, and friends, with a focus on bequests, life-income gifts, complex gift transactions, and outright major and principal gifts as appropriate
Collaborate closely with all levels of development to employ planned gift strategies that maximize the donors' potential and conduct joint visits with development colleagues
Utilize analytics and other information to initiate planned giving prospect review and strategy development
Stay knowledgeable on current and pending legislative tax and technical developments related to planned giving

Senior Director of Gift Planning

Northeastern University invites a forward-thinking development leader to serve a...

Location

United States , Boston

Salary:

Not provided

Pearl Street Collective

Expiration Date

Until further notice

Requirements

Experience in complex gifts (planned giving, major/principal gifts, estate planning, or related discipline)
Technical aptitude and desire to continue growing expertise
Excellent judgment
Collaborative leadership
Ability to build trust with donors and colleagues
Strong communicator
Analytical mindset
Ability to navigate complexity with creativity
Steward donors with empathy

Job Responsibility

Develop a broad strategic plan for an integrated, proactive gift planning program
Maximize fundraising potential from prospects and provide stewardship to donors
Execute the plan, monitor its success, and assess necessary course corrections
Oversee and manage the current gift planning portfolio (Charitable Remainder Trusts, Charitable Gift Annuities, Bequests and Life Estates)
Act as main point of contact with outside, third party administrators
Identify, cultivate, solicit and steward prospects as part of University Advancement strategy and campaign
Work in collaboration with Northeastern’s colleges, centers, and central advancement team to cultivate planned giving support
Adhere to the university’s compliance and internal control guidelines