Connecticut College · 2 months ago
Director of Gift Planning
New London, CT
Full-time
Onsite
Lead/Staff, Director/Executive
$110K/yr - $125K/yr
5+ years expConnecticut College is seeking a highly organized and principled professional to manage all activities related to a comprehensive planned giving program. The Director of Gift Planning will serve as an internal adviser on planned gift commitments and manage a portfolio of 75-125 individual planned and leadership gift prospects.
Higher Education
No H1B
Responsibilities
Solicit and close planned gifts, maintaining a portfolio of 75 – 125 prospects, while continuously stewarding gift planning prospects through meetings and other engagement opportunities
Manage the entirety of Connecticut College’s planned giving program including program marketing, stewardship, the budget, and the Rosemary Park Society
Provide expertise on complicated gift cases, maintaining the highest levels of knowledge and expertise possible with regard to planned giving techniques, vehicles, tax laws, charitable giving procedures and professional ethics and practices
Lead trust and estate management at the College for all bequest interactions
Advise leadership gifts officers ways to integrate gift planning into the gift strategy for all donors
Create and implement a comprehensive planned giving marketing plan that is multichanneled – print, web, email, etc
Develop and implement long range strategic planning for growth of the planned giving program
Independently manage a portfolio of prospects capable of making planned and/or outright gifts; this portfolio of prospects for planned gifts will cover a wide geographic area
Secure 8-10 personal visits per month: conduct personal solicitations, write proposals and maintain alumni records and prospect data by providing up-to-date information on contacts, visits, moves, asks and other activities
Create gift proposals, PG Calc illustrations, inquiry packets, and acknowledgment letters, or supervise staff assisting with implementation
Provide strategy and direction for trustees, campaign lead volunteers, college leadership, and members of the Advancement team
Regularly make informative or training presentations to alumni groups, volunteer and board committees, staff, and others to educate the community and increase program participation
Guide Leadership Gifts team and other staff on the process for gift acceptance, and work closely with colleagues through the process to secure complex gifts such as real estate and trust gifts
Collaborate with finance staff, outside legal counsel and others, as appropriate, to ensure the highest standard of accountability and compliance with relevant tax laws and accepted accounting principles for gift recognition
Serve as liaison between the College and Northern Trust regarding life income gift processing and investment; Manage the internal administration of life income gifts and the bequest program; Maintain regular contact with third party advisors, including estate attorneys and financial planners to build relationships, promote awareness of Connecticut College
Manage administrative support for planned giving; providing specific job guidance, regular performance feedback, mentoring, formal performance assessment, and professional development to administrative support role(s)
Steward the College’s legacy society – Rosemary Park Society – and review the files of the members to ensure that the College has written confirmation of their gift intentions
Work with donor relations to implement effective donor stewardship for planned giving donors; including holding an annual society event
Manage any planned giving advisory or volunteer efforts
In conjunction with Advancement Communications and Donor Relations, coordinate the design and implementation of comprehensive planned giving marketing plan to encourage self identification of prospects and create broad awareness of gift planning opportunities among current donors and prospective donors
Manage the production of print and electronic collateral, web content, and social media messages
In collaboration with Alumni Relations and Annual Giving colleagues, market planned gift options to class volunteers, reunion classes, alumni boards, and other annual giving or alumni groups
Qualification
Required
Bachelors Degree and five years of a proven track record soliciting and closing planned gifts and/or leadership gifts from assigned prospects
Knowledge of planned giving vehicles, including charitable gift annuities and charitable trusts
Ability to gain the confidence of donors and to build relationships
Excellent oral and written communication skills, including the ability to explain complex principles in a manner easily understood by a potential donor
Knowledge of PGCalc or other planned giving software
Proficiency with standard office applications such as Word, Excel, PowerPoint, and experience in manipulating database information
Knowledge of planned giving best practices and of current tax law
Extensive travel required
Occasional night and weekend responsibilities
Preferred
J.D. or other advanced degree preferred
Benefits
Full Benefits
Company
Connecticut College
Connecticut College is a school in New London.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Ethan Sweeney
Conntrarian Club Co-Founder and President
George Gould
Co-Founder Entrepreneurship Club
Recent News
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