College of the Holy Cross · 19 hours ago
Associate Director of Gift Planning
Worcester, MA
Full-time
Onsite
Mid, Senior Level, Lead/Staff
$74K/yr - $84K/yr
4+ years expThe College of the Holy Cross is focused on creating a world-class workforce dedicated to fostering a culture of professionalism and mutual respect. They are seeking an Associate Director of Gift Planning to cultivate relationships with alumni and donors, manage a portfolio of gift planning prospects, and promote planned giving options. The role involves collaboration with various stakeholders to enhance the planned giving program and meet fundraising goals.
CommunitiesEducationFinance
Responsibilities
Manage a portfolio of 125 prospects in addition to working with new leads from gift officers, marketing responses and phone inquiries
Collaborate with staff and volunteers to identify new prospects, and cultivate, solicit, and steward alumni, parents, friends, and widows
Responsibilities include solicitation of Annual Fund, Major and Planned Gifts as well as growing membership in the 1843 Legacy Society
Prioritize assigned portfolio prospects, meet or exceed outreach goals and conduct 100 visits annually, either in person or virtually
Research, strategize, call, and set up appointments to visit, qualify, cultivate, solicit, close, and steward prospects
Plan outreach, record communications and make travel arrangements, independently
Coordinate events to promote the 1843 Legacy Society, which may include programs on campus, in selected markets or virtual programs
Actively steward membership on an ongoing basis
Respond to marketing leads and inquiries for information on specific planned giving vehicles: prepare CGA illustrations and customized proposals
Customize statements of understanding for donor commitments and/or other appropriate documents outlining details of gifts to be made; complete timely visit activity reports, apprise appropriate colleagues of outcomes of meetings, and plan next steps; complete acknowledgment notes/letters and or other communications for visits, gifts, pledges and other relevant events
Participation in evening and weekend events locally and nationally
Work with the Director of Gift Planning to establish a short and long-range marketing plan for successful solicitation of planned gifts
Collaborate with College Marketing & Communications and Advancement Colleagues to support engagement and stewardship of planned giving donors
Responsible for increasing solicitations of charitable gift annuities and coordinating with appropriate faculty and staff in-kind gifts
Support fundraising work of staff, as well as reunion and campaign volunteers by conducting training and education on various planned giving opportunities
The ADOGP serves as the team lead of charitable gift annuities and in-kind gifts
Prepares CGA illustrations using PG Calc and processes required paperwork for life income and in-kind gifts
Analyze data and prepare reports to inform program development
Qualification
Required
Bachelor's Degree plus three years or more of major gifts/gift planning fundraising
Demonstrated track record in soliciting and closing 5-6 figure gifts
A basic appreciation of asset based giving and the long term nature of gift planning
Ability to work well with a diverse range of constituents including but not limited to potential and existing donors, financial and legal advisers, trustees and other volunteers, and College senior staff and faculty
Excellent oral and written communication skills
Persistence and follow through
Demonstrated tact and diplomacy in difficult or sensitive situations
Ability to handle and keep information confidential regarding donors and gifts
Strong technology skills including proficiency in Google, Microsoft Office (Word, Excel and PowerPoint) and experience with relational databases preferred
Familiarity with development software packages, preferably Affinaquest/ Salesforce and PG Calc
Understanding of CASE and CGP standards for gift planning programs
4-7 years of proven gift planning experience in a higher education setting and/or demonstrated success soliciting and closing major and planned gifts
Working knowledge of basic financial and estate planning concepts; including gift planning vehicles and tax laws as they relate to philanthropy
Preferred
Master's Degree, a plus
Company
College of the Holy Cross
College of the Holy Cross is a highly selective, four-year, undergraduate, liberal arts institution.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
David Shettler
Chief Information Officer
John F. Hill
Chief Communications Officer
Recent News
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