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Position Detail - Director of Gift Planning

Director of Gift Planning

Apply now Job no: 493816
Work type: Staff Full-Time (Hybrid)
Location: Hybrid - South Hadley, MA, South Hadley, MA
Categories: Advancement/ Alumnae Affairs

Position Type: Staff Full-Time (Hybrid)

Hours per week: 37.5   

Weeks per year: 52

Work Schedule: Monday through Friday, 8:30 a.m. to 5:00 p.m.; requires travel 

Salary Range: $116,385 - $140,000

Department Summary & Job Purpose:

The Director of Gift Planning reports to the Associate Vice President for Development and is part of the Leadership Gifts Team. The Director leads the three-person Gift Planning staff, working with a diverse pool to identify, cultivate, and solicit potential planned giving donors. The Director of Gift Planning also oversees a broad marketing program for gift planning and maintains an appropriate prospect pool of assigned individuals, which may include a major gift or high-level annual fund prospects and gift planning prospects.

In addition to leading the Gift Planning team, the Director of Gift Planning provides ongoing stewardship to donors, defines and meets financial goals, oversees Gift Planning marketing and communications initiatives, and works closely with other College staff to ensure effective and efficient gift administration and stewardship.

 

Core Job Duties and Responsibilities: 

  • Directly supervise one Gift Planning Officer and Gift Planning Coordinator, including training, evaluating, and mentoring. 
  • Manage the cultivation and solicitation of all planned gift prospects, as appropriate, in collaboration with The Mount Holyoke Fund and Leadership Gifts staff: develop donor strategies involving planned giving; provide technical support, advice, assistance, and education seminars for staff and administration regarding planned giving, estate planning, IRS regulations, and other technical matters; prepare and present proposals; regular travel to visit prospects for cultivation, solicitation, and stewardship purposes. Manage the cultivation and solicitation of all planned gift prospects, as appropriate, in collaboration with The Mount Holyoke Fund and Leadership Gifts staff: develop donor strategies involving planned giving; provide technical support, advice, assistance, and education seminars for staff and administration regarding planned giving, estate planning, IRS regulations, and other technical matters; prepare and present proposals; regular travel to visit prospects for cultivation, solicitation, and stewardship purposes.
  •  Work closely with AVP, Director of Leadership Gifts, and the Marketing and Communication team to develop and oversee the implementation of a comprehensive program to market planned gifts to Mount Holyoke constituents, including direct mail, e-mail, College publications; Planned Giving web pages, and Advancement website; offers on- and off-campus seminars on planned giving for volunteers as appropriate. 
  •  Manage and grow the Mary Lyon Society, Mount Holyoke's stewardship program for planned giving donors, in collaboration with the donor relations, annual giving, special, major, and principal gifts staff: work with the Mary Lyon Society leadership to increase the number of planned gifts and assist with stewardship, cultivation, and solicitation; oversee stewardship mailings to all members and mailings from volunteers to classes; plan and manage annual stewardship event(s). 
  • Work closely with the College’s Finance Office to oversee asset management, performance, and administration of the gift planning program; Kaspick & Company manages investment and administration of pooled income funds and trusts; PG Calc administers gift annuity administration. 
  • Handle contract preparation for gift annuities, pooled income funds, and trust preparation for charitable remainder trusts, working with College counsel as appropriate and necessary. 
  • Work closely with the College Comptroller on tracking and monitoring all pending estates through the settlement process.
  • Work closely with the College's Gift Acceptance Committee to ensure correct and prompt recording and compliance with gift acceptance policies and procedures. 
  • Develops and oversees other initiatives as opportunities arise. 
  • Other duties as appropriately assigned by the Associate Vice President for Development and Vice President for College Relations. 

Qualifications: 

• Bachelor's degree required. Advanced degrees or certifications preferred.
• A minimum of 7 years experience in gift planning or a combination of gift planning, major gifts, law, finance, or trust services. Experience should include capital and planned giving solicitation; training in aspects of charitable gift planning, including tax and inheritance law, preferred.
• Preference for individuals with 3 – 5 years of management experience.
• Must be able to deal with a diverse population (including more senior donors) and handle confidential materials with discretion.
• Excellent organizational, interpersonal, and written and verbal communication skills.
• Demonstrated ability to cultivate and advance relationships strategically and proactively, resulting in six and seven-figure gifts.
• Significant travel and occasional evening and weekend work required.

Preferred Qualifications:

License/Certifications:

Compliance Requirements: 

Physical Demands: 

• Sedentary work: Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull, or otherwise move objects. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met.
• Talking: Expressing or exchanging ideas by means of the spoken word. Those activities in which they must convey detailed or important spoken instructions to other workers accurately, loudly, or quickly.
• Sufficient speech clarity required includes those that permit the employee to discern verbal instructions and communicate effectively in person and by telephone.
• The employee must have close visual acuity to perform tasks such as preparing and analyzing data and figures, transcribing, viewing a computer terminal, and reading extensively.
• Employee operates office equipment and computers to perform essential duties and responsibilities.

Working Conditions: 

• The employee is not substantially exposed to adverse environmental conditions (such as in typical office or administrative work).  

Background Checks:

At Mount Holyoke College, we prioritize the safety and well-being of our community members. To ensure this, we require all new hires, affiliates, and others to undergo comprehensive background checks before joining our institution. Our Office of Human Resources manages and conducts these checks, including screenings for CORI, SORI, credit history, and driver credentials. Additionally, the Five College Office of Compliance and Risk Management works to coordinate and facilitate these checks in accordance with our policies.

Special Instructions for Applicants

Apply online; application materials must include:

  1. A cover letter summarizing interests and qualifications
  2. A complete resume or curriculum vitae (CV)
  3. Contact information for three professional references

Mount Holyoke College is a women’s college that is gender diverse. The college is devoted to ensuring that all its employees and students have equal access to opportunities in education and employment. In accordance with state and federal law, Mount Holyoke College does not discriminate in employment against individuals based on their race, ethnicity, color, genetic information, sex, national or ethnic origin, religion, age, physical or mental disability, marital status, sexual orientation, pregnancy, gender identity or expression, ancestry, veteran or military status, or any other legally protected status.

Mount Holyoke College is an Equal Opportunity Employer. 

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