A bachelor's degree is required; additional course or degree
work in the areas of 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
1) 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
2) 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
3) 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 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
https://hr.northeastern.edu/benefits/ for
more information.
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:
$130,945.00 - $189,868.75
With the pay range(s) 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.
To apply, visit https://northeastern.wd1.myworkdayjobs.com/en-US/careers/job/Boston-MA-Main-Campus/Senior-Director--Major-Gifts---Gift-Planning_R136400
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