Talent.com
Senior Director, Major Gifts - Gift Planning
Senior Director, Major Gifts - Gift PlanningNortheastern University • Lexington, MA, United States
Senior Director, Major Gifts - Gift Planning

Senior Director, Major Gifts - Gift Planning

Northeastern University • Lexington, MA, United States
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Overview

About the Opportunity

Reporting to the Assistant Vice President, Individual Giving, the Sr Director of Major Gifts, Gift Planning will develop a broad strategic plan for an integrated, proactive gift planning program that is designed to maximize fundraising potential from prospects and provide stewardship to donors. The Sr Director will be responsible for the execution of this plan including monitoring its success and assessing necessary course corrections to meet its stated goals. The Sr Director will oversee and manage the current gift planning portfolio, which includes Charitable Remainder Trusts, Charitable Gift Annuities, Pooled Income Funds, Bequests and Life Estates. He / She will act as main point of contact with outside, third party administrators. The Sr Director will work to successfully identify, cultivate, solicit and steward prospects as part of the overall University Advancement strategy and as an integral part of a campaign. The Sr Director will work in collaboration with Northeastern’s colleges, centers, and the central advancement team to cultivate planned giving support for the university. While conducting all duties, the Sr. Director shall adhere to the university’s compliance and internal control guidelines.

Minimum Qualifications

  • Demonstrated ability to think strategically about relationships with prospects, and to articulate mission and core initiatives clearly, and to synthesize these concisely and persuasively to excite and entice prospects.
  • A bachelor’s degree is required; additional course or degree work in Gift planning, financial planning, estate planning, tax planning, legal studies or management
  • At least 10 years of gift planning or equivalent experience in the charitable asset management, legal or financial planning field including gift planning responsibilities in a higher education context; ability to manage a development program and team across a complex structure.
  • Demonstrated ability to think strategically about relationships with prospects, and to clearly articulate mission and core initiatives and to synthesize these concisely and persuasively to excite and entice prospects.
  • A high level of self-confidence, creativity, enthusiasm, self-motivation and energy needed to undertake diverse responsibilities and effectively engage and cultivate key prospects
  • Strong communications and marketing acumen; demonstrated ability to create communications documents for internal and external education
  • Thorough understanding of gift planning concepts : income, gift and estate tax issues; knowledge of financial and estate planning and ability to articulate these concepts to others
  • Proven capacity to work independently on several projects in parallel; strong organizational planning skills, Customer-oriented focus, and high follow-up and responsiveness
  • Experience managing professional staff, as well as the patience and maturity for working with volunteers and enjoyment in meeting and relating to people on an one-to-one basis
  • The desire to work in an entrepreneurial environment; the creativity, energy, and political savvy required to introduce and champion new ideas; the ability to influence, while maintaining the spirit of collaboration
  • Honesty, integrity, enthusiasm, and perspective; a very strong work ethic, supported by commitment and follow-through
  • planning, financial planning, estate planning, tax planning, legal studies or management
  • Experience with Gift Planning software is necessary

Responsibilities & Accountabilities

  • Develop a broad strategic plan for an integrated, proactive gift planning program.
  • Responsible for managing full-service comprehensive, pro-active gift planning program that includes service to all of the colleges and programs to maintain and expand the pool of active prospects.
  • Develop strategies for identification, cultivation, and solicitation of gift planning prospects;
  • Develop and revise policies, procedures, and guidelines designed to increase customer service : ensure that gift planning prospects and donors receive accurate information and high quality service with regard to their gifts, are properly thanked, and feel connected to the University
  • Actively manage a portfolio of gift planning prospects and donors for cultivation, solicitation, and stewardship; and educate prospects concerning the benefits of planned gifts
  • Monitor life-cycle of all current estates that include Northeastern as a beneficiary
  • Work with estate attorneys, trust officers, Office of General Counsel and others and steward surviving family members to secure gifts
  • Manage the gift planning team and work closely with volunteers and development staff members and assess overall strategy :
  • Supervise professional staff members; oversee job performance, prepare job evaluations, recruit, and assist with job growth and other related functions as required
  • Manage the office of gift planning and full team of staff members; including all marketing, training and analytics activities.
  • Build effective relationships with volunteers and staff to cultivate prospects, write proposals, visit prospects and help to close gifts; ensure that gift planning opportunities are included in all appropriate solicitation strategies
  • Train development staff concerning basic components of planned gifts
  • Develop customized proposals and work with advisors as necessary
  • Evaluate the effectiveness of all gift planning initiatives and activities across the university
  • Based on a clear understanding of the mission of the Office of University Advancement, increase awareness of Northeastern University’s gift planning opportunities
  • Develop and oversee the implementation of a comprehensive thematic marketing, analytics, training and stewardship plan.
  • Coordinate with the Senior Associate Director of Gift Planning and other members of the team to ensure the successful execution of this plan.
  • Develop a creative educational program for staff, donors, volunteers and alumni to help identify additional prospects.
  • Position Details

    Position Type : Advancement

    Additional Information

    Northeastern 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 the benefits site for more information : https : / / hr.northeastern.edu / benefits /

    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 : 114S

    Expected Hiring Range : $129,010.00 - $187,060.00

    With the pay range 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.

    #J-18808-Ljbffr

    [job_alerts.create_a_job]

    Director Major Gifts • Lexington, MA, United States

    [internal_linking.related_jobs]
    Construction Sales, Roofing and Solar

    Construction Sales, Roofing and Solar

    Trinity Solar • Bellingham, MA, US
    [job_card.full_time]
    At Trinity Solar, our Direct Sales team pay and benefits packages are tailored for your success!.Potential earnings range from . Attractive performance-based incentives.All sales employees are ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Remote Brand Influence Partner (Hiring Immediately)

    Remote Brand Influence Partner (Hiring Immediately)

    Earn Haus • Valley Falls, Rhode Island, US
    [filters.remote]
    [job_card.full_time] +1
    We are urgently looking for people interested in taking online surveys for Fortune 500 brands.If you are a self-starter, looking for flexible hours throughout the week, this may be for you! Earn up...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Director, New Product Planning

    Director, New Product Planning

    Deciphera Pharmaceuticals • Waltham, Massachusetts, USA
    [job_card.full_time]
    We are seeking an experienced highly strategic Director of New Product Planning to help shape the future of our clinical-stage pipeline. This role serves as the commercial voice on program teams par...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior Account Executive -Production Print

    Senior Account Executive -Production Print

    Canon U.S.A., Inc. • Dedham, MA, United States
    [job_card.full_time]
    Senior Account Executive -Production Print.US-MA-Dedham | US-CT-East Hartford | US-NH-Bedford | US-ME-Portland.As a Senior Account Executive, the role addresses a targeted geographic territory for ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Senior Director Sales Operations

    Senior Director Sales Operations

    StepStone Group • Needham, Massachusetts, USA
    [job_card.full_time]
    The Senior Director - Sales Operations is responsible for driving optimizing and scaling the sales operations function.This role partners with executive and senior leadership and cross-functional t...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Regional Director - Finance

    Regional Director - Finance

    Bally's Corporation • Lincoln, RI, United States
    [job_card.full_time]
    Bally's Corporation (NYSE : BALY) is a global casino-entertainment company with a growing omni-channel presence.Bally's owns and operates 19 casinos across 11 states, along with a golf course in New...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Director of Contract Manufacturing Operations

    Director of Contract Manufacturing Operations

    Evolv Technologies Inc. • Waltham, MA, US
    [job_card.full_time]
    Imagine the world you can help us build—one that leverages cutting-edge technology and innovative thinking to realize our vision of safer places to live, work, learn, and play.We are looking ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Side Hustle Project Lead

    Side Hustle Project Lead

    Finance Buzz • Westford, Massachusetts, US
    [job_card.full_time] +1
    We’re offering a role for someone who wants to lead their own side-income project in their spare time.You’ll explore various proven side hustles, select the ones that fit your lifestyle, and run th...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Director of Development for Engineering

    Director of Development for Engineering

    InsideHigherEd • Lowell, Massachusetts, United States
    [job_card.full_time]
    Salary grade minimum : $103,747 25th : $119,309 and midpoint : $134,871.The Director for Development for Engineering plays a key role in advancing the philanthropic mission of the Francis College of E...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Director of Consulting

    Director of Consulting

    Mantis Innovation • Burlington, MA, US
    [job_card.full_time]
    Mantis Innovation provides managed facility services and turnkey program management with technology-enabled solutions that target the entire building footprint. We look at the entire facility—...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Director of Growth

    Director of Growth

    VirtualVocations • Lowell, Massachusetts, United States
    [job_card.full_time]
    A company is looking for a Director, Growth who will focus on generating new revenue through outbound sales and client engagement. Key Responsibilities : Build and execute outbound prospecting sequ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Director, Operational Excellence

    Director, Operational Excellence

    Apellis Pharmaceuticals, Inc. • Waltham, MA, United States
    [job_card.full_time]
    The Director of Operational Excellence plays a pivotal role in shaping how the Technical Operations organization executes its work-through structured project delivery, standardized methodologies, a...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Senior Major Gifts Director – Lead $10–$15M+ Fundraising

    Senior Major Gifts Director – Lead $10–$15M+ Fundraising

    BOSTON TRUST WALDEN COMPANY • Waltham, MA, United States
    [job_card.full_time]
    A prominent educational institution in Massachusetts is seeking a Senior Managing Director of Major and Principal Giving to lead and enhance their fundraising efforts. The successful candidate will ...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Director, Operational Excellence

    Director, Operational Excellence

    Apellis • Waltham, MA, US
    [job_card.full_time]
    The Director of Operational Excellence plays a pivotal role in shaping how the Technical Operations organization executes its work—through structured project delivery, standardized methodolog...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Director, Commercial Order Management Systems

    Director, Commercial Order Management Systems

    Lantheus • Bedford, MA, United States
    [job_card.full_time]
    Lantheus (NASDAQ : LNTH) is the leading radiopharmaceutical-focused company, delivering life-changing science to enable clinicians to Find, Fight and Follow disease to deliver better patient outcome...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Senior Managing Director of Major and Principal Gifts

    Senior Managing Director of Major and Principal Gifts

    Bentley University • Waltham, Massachusetts, USA
    [job_card.full_time]
    Bentley University has partnered with Aspen Leadership Group in the search for a Senior Managing Director of Major and Principal Giving. You may view the position prospectus or submit an application...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior Director, Major Gifts & Gift Planning

    Senior Director, Major Gifts & Gift Planning

    Northeastern University • Lexington, MA, United States
    [job_card.full_time]
    A leading educational institution is seeking a Sr Director of Major Gifts in Lexington, MA.This role involves developing and managing a comprehensive gift planning program aimed at maximizing fundr...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior VP & CFO

    Senior VP & CFO

    Jobot • Methuen, MA, US
    [job_card.full_time]
    Leading Non-profit, Mission Driven Healthcare Organization, Amazing Team, Full Benefits.This Jobot Job is hosted by : Courtney Labonte. Are you a fit? Easy Apply now by clicking the "Apply Now" butto...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]