Planned Gift Director - Higher Ed. develops and manages a planned giving program for a college or university that generates donor interest and inquiries and translates into current and future planned gifts. Plans and administers giving programs that include deferred giving, estate planning, bequest donations, and other types of giving. Being a Planned Gift Director - Higher Ed. cultivates and solicits planned giving prospects. Requires a bachelor's degree. Additionally, Planned Gift Director - Higher Ed. typically reports to top management. The Planned Gift Director - Higher Ed. typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. To be a Planned Gift Director - Higher Ed. typically requires 3+ years of managerial experience. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. (Copyright 2024 Salary.com)
The Office of Academy Resources at Phillips Academy seeks an Associate Director of Gift Planning that will play a key role in generating planned gifts for the Academy. The Gift Planning team at Phillips Academy is comprised of three staff members, focused on increasing future and current support for the Academy’s core priorities. This includes revocable and irrevocable gifts, using estate and retirement planning to accomplish a donor’s intention. The gift planning program typically identifies $7M - $15M a year in new expectancies and typically administers $5M /year in matured gifts.
Responsibilities
The ideal candidate will balance an active external presence with alumni, managing his/her own portfolio, with proactive volunteer management of a class leadership program. Additionally, the assistant director will bring a strong collaborative skill set in order to work closely with key reunion gift efforts and colleagues on both the major and annual giving teams.
The Associate Director will help to elevate the number of external conversations that include gift planning across the department’s development team. The pro-active Associate director will work with the director of gift planning to realize program targets and with the development team to build confidence and skill in moving their prospects toward blended gifts.
Required Skills
Minimum job qualifications
Phillips Academy is committed to equal employment opportunity and providing reasonable accommodation to applicants with physical and/or mental disabilities. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, national origin, ancestry, religion, sex, pregnancy, sexual orientation, gender expression, gender identity, age, physical or mental disability, genetic information, veteran status, military service, application for military service or any other characteristic protected by law.
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