Demonstrated project management experience.

Skills & Knowledge

• Excellent project management skills, with proven ability to manage multiple projects simultaneously, to set priorities, follow through on projects, and meet deadlines.
• Accuracy and attention to detail
• Ability to handle sensitive and confidential information with discretion; understand and follow HIPAA guidelines
• Demonstrated planning, organizational, analytical, and problem-solving skills.
• Strong writing and editing skills
• Ability to both work independently and to interact and collaborate effectively with a wide range of individuals and groups.
• Expertise in Microsoft Office applications, Web-based software applications, and fundraising CRMs; RE NXT preferred
• Commitment to learning and professional development.
• Good judgment, discretion, and ability to maintain confidentiality
• Commitment to diversity and to serving the needs of a diverse community.
• Brings joy and a sense of humor to the workplace

Preferred Qualifications

• Background in marketing, and communications preferred
• Knowledge of PG Calc planned giving software preferred

Department Contact for Recruitment Inquiries
Katherine Blackman

Department Contact Phone Number
6036465280

Department Contact for Cover Letter and Title
Katherine Blackman - Director of Planned Giving

Equal Opportunity Employer

Dartmouth College is an equal opportunity employer under federal law. We prohibit discrimination on the basis of race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, disability, veteran status, marital status, or any other legally protected status. Applications are welcome from all.

Background Check

Employment in this position is contingent upon consent to and successful completion of a pre-employment background check, which may include a criminal background check, reference checks, verification of work history, conduct review, and verification of any required academic credentials, licenses, and/or certifications, with results acceptable to Dartmouth College. A criminal conviction will not automatically disqualify an applicant from employment. Background check information will be used in a confidential, non-discriminatory manner consistent with state and federal law.

Is driving a vehicle (e.g. Dartmouth vehicle or off road vehicle, rental car, personal car) an essential function of this job?
Not an essential function

Special Instructions to Applicants
Dartmouth College has a Tobacco-Free Policy. Smoking and the use of tobacco-based products (including smokeless tobacco) are prohibited in all facilities, grounds, vehicles or other areas owned, operated or occupied by Dartmouth College with no exceptions. For details, please see our policy. https://policies.dartmouth.edu/policy/tobacco-free-policy

Quick Link
https://searchjobs.dartmouth.edu/postings/86994

Description

Operations

• Prepare, proof, and execute gift calculations, bequest and trust language, and participate in planned gift discussions with frontline staff and advisors.
• Draft and maintain suggested bequest language templates and planned gift agreements for frontline officers.
• Advise fundraisers on planned gift strategies and administration to aid in the solicitation of planned gifts.
• Serve as a secondary point of contact for establishing new life income gift arrangements, such as charitable gift annuities, pooled income funds, and charitable trusts.
• Communicate with life income gift recipients in connection with their accounts, e.g. change of address, bank info, new beneficiary information. Manage the annual tax reporting process.
• Act as the primary lead in maintaining and ensuring data, donor information, and gift details are accurate and up-to-date in both the electronic database and physical hard file, while ensuring compliance with organizational procedures and financial and legal requirements.
• Serve as an advisor for Dartmouth Health member hospitals as they facilitate planned gifts to their respective institutions.
• Engage appropriately, respectfully, and collaboratively with colleagues internally and across Dartmouth Health and the Geisel School of Medicine at Dartmouth
• Proactively participate in professional development opportunities to increase understanding of planned and complex gifts.

Percentage Of Time
35%

Description

Trust and Estate Administration

• Independently manage a portfolio of active estates and trusts scheduled to make a distribution to the Geisel School of Medicine, Dartmouth Health, and Dartmouth Health member hospitals over a 12-18-month cycle, as well as select donors and allied professionals.
• Coordinate with attorneys, trust officers, and estate executors to move estates through the probate, distribution, and settlement process in a timely manner
• Function as a point person for filing claims for inherited IRAs and other accounts, including regular follow-up with institutions.
• Manage planned giving acknowledgments and thank you notes to ensure that executors or family members are thanked on a timely basis.
• Oversee management of estate files and establish action plans for each open estate.
• Attend regular office-wide meetings and regularly update and report on the active trust and estate pipeline. Carry out assigned action items or follow-up tasks in a timely manner.
• Serve as an advisor and administrator for Dartmouth Health member hospitals, facilitating trust and estate distributions to their respective institutions.

Percentage Of Time
25%

Description

Marketing & Communications

• Works independently and with partners to implement a robust marketing program for the Geisel School of Medicine, Dartmouth Health, and Dartmouth Health member hospitals.
• Develop a strategy and implement an annual calendar of planned giving appeals for the Geisel School of Medicine and Dartmouth Health.
• In concert with Dartmouth Health member hospital fundraising staff, develop a strategy and implement an annual calendar of planned giving appeals for their respective programs.
• Works with Geisel School of Medicine, Dartmouth Health, and Dartmouth Health member hospitals' communications staff and outside vendors to oversee the design, printing, production, and mailing of print and digital appeals in an accurate and timely fashion.
• Coordinates multi-channel marketing campaigns that integrate electronic communications and direct mail appeals.
• Monitors production schedules and project timelines.
• Coordinates with Geisel School of Medicine, Dartmouth Health, and Dartmouth Health member hospitals' communications staff to ensure consistency with institutional messaging and branding. Monitors leadership messaging, institutional news, and stories, and stays abreast of institutional initiatives.
• Partners with outside vendors to analyze responses to appeals and ROI. Analyzes and summarizes data and reports on this information regularly, recommending changes in strategy as indicated by appeal results.
• Actively manages Geisel School of Medicine, Dartmouth Health, and Dartmouth Health member hospital websites, collaborating with key vendors and internal staff on routine web management.

Percentage Of Time
25%

Description

Event Management

Plan the annual legacy society event to steward existing planned gift donors and to solicit new donors.

In partnership with Events, execute all logistical aspects of the annual legacy society event, including but not limited to event communications, run of show, planning, menu, and staffing.

Create a robust events program for legacy society members by inviting donors to attend Medical & Healthcare Advancement events, Dartmouth College events, and Dartmouth Health member hospital events.

Identify opportunities to increase stewardship and cultivation events for planned giving donors.

Percentage Of Time
5%

Description

Planned Giving Allied Professionals Program

• Create a network of estate planning professionals, financial planners, accountants, tax advisers, insurance professionals, investment managers, and trust officers.
• Develop a strategic communication plan to notify allied professionals of institutional updates and areas of support for their prospective clients.
• Act as the primary fundraiser responding to planned giving allied professionals requesting information for their clients.
• Plan an annual allied professionals event to serve as a networking event.

Percentage Of Time
5%

Demonstrates professionalism and collegiality through actions, interactions, and communications with others appropriate to an environment that is welcoming to all.

Performs other duties as assigned.

Demonstrated project management experience.

Skills & Knowledge

• Excellent project management skills, with proven ability to manage multiple projects simultaneously, to set priorities, follow through on projects, and meet deadlines.
• Accuracy and attention to detail
• Ability to handle sensitive and confidential information with discretion; understand and follow HIPAA guidelines
• Demonstrated planning, organizational, analytical, and problem-solving skills.
• Strong writing and editing skills
• Ability to both work independently and to interact and collaborate effectively with a wide range of individuals and groups.
• Expertise in Microsoft Office applications, Web-based software applications, and fundraising CRMs; RE NXT preferred
• Commitment to learning and professional development.
• Good judgment, discretion, and ability to maintain confidentiality
• Commitment to diversity and to serving the needs of a diverse community.
• Brings joy and a sense of humor to the workplace

Preferred Qualifications

• Background in marketing, and communications preferred
• Knowledge of PG Calc planned giving software preferred

Department Contact for Recruitment Inquiries
Katherine Blackman

Department Contact Phone Number
6036465280

Department Contact for Cover Letter and Title
Katherine Blackman - Director of Planned Giving

Equal Opportunity Employer

Dartmouth College is an equal opportunity employer under federal law. We prohibit discrimination on the basis of race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, disability, veteran status, marital status, or any other legally protected status. Applications are welcome from all.

Background Check

Employment in this position is contingent upon consent to and successful completion of a pre-employment background check, which may include a criminal background check, reference checks, verification of work history, conduct review, and verification of any required academic credentials, licenses, and/or certifications, with results acceptable to Dartmouth College. A criminal conviction will not automatically disqualify an applicant from employment. Background check information will be used in a confidential, non-discriminatory manner consistent with state and federal law.

Is driving a vehicle (e.g. Dartmouth vehicle or off road vehicle, rental car, personal car) an essential function of this job?
Not an essential function

Special Instructions to Applicants
Dartmouth College has a Tobacco-Free Policy. Smoking and the use of tobacco-based products (including smokeless tobacco) are prohibited in all facilities, grounds, vehicles or other areas owned, operated or occupied by Dartmouth College with no exceptions. For details, please see our policy. https://policies.dartmouth.edu/policy/tobacco-free-policy

Quick Link
https://searchjobs.dartmouth.edu/postings/86994

Description

Operations

• Prepare, proof, and execute gift calculations, bequest and trust language, and participate in planned gift discussions with frontline staff and advisors.
• Draft and maintain suggested bequest language templates and planned gift agreements for frontline officers.
• Advise fundraisers on planned gift strategies and administration to aid in the solicitation of planned gifts.
• Serve as a secondary point of contact for establishing new life income gift arrangements, such as charitable gift annuities, pooled income funds, and charitable trusts.
• Communicate with life income gift recipients in connection with their accounts, e.g. change of address, bank info, new beneficiary information. Manage the annual tax reporting process.
• Act as the primary lead in maintaining and ensuring data, donor information, and gift details are accurate and up-to-date in both the electronic database and physical hard file, while ensuring compliance with organizational procedures and financial and legal requirements.
• Serve as an advisor for Dartmouth Health member hospitals as they facilitate planned gifts to their respective institutions.
• Engage appropriately, respectfully, and collaboratively with colleagues internally and across Dartmouth Health and the Geisel School of Medicine at Dartmouth
• Proactively participate in professional development opportunities to increase understanding of planned and complex gifts.

Percentage Of Time
35%

Description

Trust and Estate Administration

• Independently manage a portfolio of active estates and trusts scheduled to make a distribution to the Geisel School of Medicine, Dartmouth Health, and Dartmouth Health member hospitals over a 12-18-month cycle, as well as select donors and allied professionals.
• Coordinate with attorneys, trust officers, and estate executors to move estates through the probate, distribution, and settlement process in a timely manner
• Function as a point person for filing claims for inherited IRAs and other accounts, including regular follow-up with institutions.
• Manage planned giving acknowledgments and thank you notes to ensure that executors or family members are thanked on a timely basis.
• Oversee management of estate files and establish action plans for each open estate.
• Attend regular office-wide meetings and regularly update and report on the active trust and estate pipeline. Carry out assigned action items or follow-up tasks in a timely manner.
• Serve as an advisor and administrator for Dartmouth Health member hospitals, facilitating trust and estate distributions to their respective institutions.

Percentage Of Time
25%

Description

Marketing & Communications

• Works independently and with partners to implement a robust marketing program for the Geisel School of Medicine, Dartmouth Health, and Dartmouth Health member hospitals.
• Develop a strategy and implement an annual calendar of planned giving appeals for the Geisel School of Medicine and Dartmouth Health.
• In concert with Dartmouth Health member hospital fundraising staff, develop a strategy and implement an annual calendar of planned giving appeals for their respective programs.
• Works with Geisel School of Medicine, Dartmouth Health, and Dartmouth Health member hospitals' communications staff and outside vendors to oversee the design, printing, production, and mailing of print and digital appeals in an accurate and timely fashion.
• Coordinates multi-channel marketing campaigns that integrate electronic communications and direct mail appeals.
• Monitors production schedules and project timelines.
• Coordinates with Geisel School of Medicine, Dartmouth Health, and Dartmouth Health member hospitals' communications staff to ensure consistency with institutional messaging and branding. Monitors leadership messaging, institutional news, and stories, and stays abreast of institutional initiatives.
• Partners with outside vendors to analyze responses to appeals and ROI. Analyzes and summarizes data and reports on this information regularly, recommending changes in strategy as indicated by appeal results.
• Actively manages Geisel School of Medicine, Dartmouth Health, and Dartmouth Health member hospital websites, collaborating with key vendors and internal staff on routine web management.

Percentage Of Time
25%

Description

Event Management

Plan the annual legacy society event to steward existing planned gift donors and to solicit new donors.

In partnership with Events, execute all logistical aspects of the annual legacy society event, including but not limited to event communications, run of show, planning, menu, and staffing.

Create a robust events program for legacy society members by inviting donors to attend Medical & Healthcare Advancement events, Dartmouth College events, and Dartmouth Health member hospital events.

Identify opportunities to increase stewardship and cultivation events for planned giving donors.

Percentage Of Time
5%

Description

Planned Giving Allied Professionals Program

• Create a network of estate planning professionals, financial planners, accountants, tax advisers, insurance professionals, investment managers, and trust officers.
• Develop a strategic communication plan to notify allied professionals of institutional updates and areas of support for their prospective clients.
• Act as the primary fundraiser responding to planned giving allied professionals requesting information for their clients.
• Plan an annual allied professionals event to serve as a networking event.

Percentage Of Time
5%

Demonstrates professionalism and collegiality through actions, interactions, and communications with others appropriate to an environment that is welcoming to all.

Performs other duties as assigned.