Senior Associate Director of Gift Planning

Company: The Partnership, Inc.
Location: Boston
Posted on: June 2, 2025

Job Description:

Senior Associate Director of Gift PlanningThe Sr. Associate Director of Gift Planning will be a key contributor to Northeastern University's gift planning team during an exciting time of growth. Working closely with a Director, Gift Planning and the OGP team, this position will actively build a portfolio of loyal donors and prospects with a goal of closing irrevocable and revocable planned gifts to maximize revenue to the university. Collaborating closely with all levels of development, the Sr. Associate Director of Gift Planning will employ planned gift strategies whenever possible to maximize the donors' potential and conduct joint visits with other development staff on a regular basis. As a member of the Office of Gift Planning, this position will leverage resources, knowledge and technical expertise specifically for the benefit of the university's fundraising efforts. Primary duties include: - Manage all aspects of the Donor Engagement Process (Identification, Cultivation, Solicitation and Stewardship) for a portfolio of 100-120 prospects with giving capacity of $100k-$500k - Act as the primary contact and collaborate with major gift officers at colleges within the Northeastern global campus network, assisting and advising with planned gift strategies so that maximum giving is achieved - Participate in gift planning training to other development staff - Serve as primary for responses resulting from specific gift planning marketing efforts with a focus on building pipeline discovery- Prepare planned giving illustrations and proposals.MINIMUM QUALIFICATIONSThe qualified candidate will have a bachelor's degree and at least five to seven (5-7) years of gift planning or fundraising experience, or comparable work experience gained within the legal or financial planning professions. Demonstrated, quantified success in securing planned gifts or visits is highly desirable. Team player, able to relate effectively with all levels of staff, alumni and volunteers. High level of self-confidence, creativity, enthusiasm, engagement, self-motivation and energy needed to achieve ambitious goals. Ability to work independently in achieving activity and revenue goals. Excellent oral and written communication and presentation skills. Ability to share core values and mission with prospects and donors. Willingness to travel as needed, including overnights and weekends, both within and outside the New England states.RESPONSIBILITIES & ACCOUNTABILITIES1) As an integral member of gift planning team, utilize all resources available to remain knowledgeable on current and pending legislative, tax and technical developments related to planned giving. Be familiar with all resources at hand in the Office of Gift Planning and use these resources to build a strong and effective gift planning program.2) Build pool of qualified, cultivated planned giving donors.Collaborate actively with development staff on joint visits to prospects where a planned gift could be employed.Evaluate and identify prospects where a planned gift strategy could increase overall level of giving, and suggest appropriate strategies for these prospects.Systematically initiate and conduct personal visits with loyal university donors to secure a bequest intention or suggest planned giving alternatives, as appropriate.Assist with other projects for the Office of Gift Planning and other colleges as requested.3) Utilize gift planning reporting systems and advancement data management systems (Salesforce) to identify leads, log activity, create call reports and progress reports, and maintain data integrity of prospect portfolio. Meet standard performance expectations (i.e. # of visits; joint visits; irrevocable gift and revocable gifts).Position TypeAdvancementAbout the OpportunityJOB SUMMARYThe Sr. Associate Director of Gift Planning will be a key contributor to Northeastern University's gift planning team during an exciting time of growth. Working closely with a Director, Gift Planning and the OGP team, this position will actively build a portfolio of loyal donors and prospects with a goal of closing irrevocable and revocable planned gifts to maximize revenue to the university. Collaborating closely with all levels of development, the Sr. Associate Director of Gift Planning will employ planned gift strategies whenever possible to maximize the donors' potential and conduct joint visits with other development staff on a regular basis. As a member of the Office of Gift Planning, this position will leverage resources, knowledge and technical expertise specifically for the benefit of the university's fundraising efforts. Primary duties include: - Manage all aspects of the Donor Engagement Process (Identification, Cultivation, Solicitation and Stewardship) for a portfolio of 100-120 prospects with giving capacity of $100k-$500k - Act as the primary contact and collaborate with major gift officers at colleges within the Northeastern global campus network, assisting and advising with planned gift strategies so that maximum giving is achieved - Participate in gift planning training to other development staff - Serve as primary for responses resulting from specific gift planning marketing efforts with a focus on building pipeline discovery- Prepare planned giving illustrations and proposals.MINIMUM QUALIFICATIONSThe qualified candidate will have a bachelor's degree and at least five to seven (5-7) years of gift planning or fundraising experience, or comparable work experience gained within the legal or financial planning professions. Demonstrated, quantified success in securing planned gifts or visits is highly desirable. Team player, able to relate effectively with all levels of staff, alumni and volunteers. High level of self-confidence, creativity, enthusiasm, engagement, self-motivation and energy needed to achieve ambitious goals. Ability to work independently in achieving activity and revenue goals. Excellent oral and written communication and presentation skills. Ability to share core values and mission with prospects and donors. Willingness to travel as needed, including overnights and weekends, both within and outside the New England states.RESPONSIBILITIES & ACCOUNTABILITIES1) As an integral member of gift planning team, utilize all resources available to remain knowledgeable on current and pending legislative, tax and technical developments related to planned giving. Be familiar with all resources at hand in the Office of Gift Planning and use these resources to build a strong and effective gift planning program.2) Build pool of qualified, cultivated planned giving donors.Collaborate actively with development staff on joint visits to prospects where a planned gift could be employed.Evaluate and identify prospects where a planned gift strategy could increase overall level of giving, and suggest appropriate strategies for these prospects.Systematically initiate and conduct personal visits with loyal university donors to secure a bequest intention or suggest planned giving alternatives, as appropriate.Assist with other projects for the Office of Gift Planning and other colleges as requested.3) Utilize gift planning reporting systems and advancement data management systems (Salesforce) to identify leads, log activity, create call reports and progress reports, and maintain data integrity of prospect portfolio. Meet standard performance expectations (i.e. # of visits; joint visits; irrevocable gift and revocable gifts).Position TypeAdvancementAdditional InformationNortheastern University considers factors such as candidate work experience, education and skills when extending an offer.Northeastern has a comprehensive benefits package for benefit eligible employees. This includes medical, vision, dental, paid time off, tuition assistance, wellness & life, retirement- as well as commuting & transportation. Visit https://hr.northeastern.edu/benefits/ for more information.All qualified applicants are encouraged to apply and will receive consideration for employment without regard to race, religion, color, national origin, age, sex, sexual orientation, disability status, or any other characteristic protected by applicable law.Compensation Grade/Pay Type:112SExpected Hiring Range:$97,548.00 - $141,443.25With the pay range(s) shown above, the starting salary will depend on several factors, which may include your education, experience, location, knowledge and expertise, and skills as well as a pay comparison to similarly-situated employees already in the role. Salary ranges are reviewed regularly and are subject to change.
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Keywords: The Partnership, Inc., Brookline , Senior Associate Director of Gift Planning, Executive , Boston, Massachusetts