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  • Title

    Director of Planned Giving
  • Type

    Staff
  • Full-/Part-Time

    Full-Time
  • Hours

    Full-Time
  • Start Date

    TBD
  • Date Posted

    12/2/2019

Description

Lead and manage all aspects of the College’s planned giving program and play a vital role in the development, implementation, and successful completion of the Colleges’ upcoming comprehensive campaign.  The Director will identify, cultivated, solicit, record, and steward planned gifts from alumni, parents, and friends of Endicott College, working with staff from Annual Fund, Alumni Relations, Leadership Giving, Advancement Services, and the President’s Office to grow the program.  The Director of Planned Giving also manages the Legacy Society, the College’s planned giving society.

Responsibilities in order of importance to position:

Strategic Planned Giving and Prospect Portfolio Management (60%)

Develop and implement strategic plan for planned giving activity; Responsible for long range strategic planning for growth of the planed giving program
Independently manage a portfolio of prospects capable of making planned and/or outright gifts.  The portfolio of prospect for planned gifts will cover a wide geographic area 
Secure 10 personal visits per month:  Conduct personal solicitations, write proposals, and maintain alumni records and prospect data by providing up-to-date information on contacts, visits, moves, asks, and other activities
Create gift proposals, PG Calc illustrations, inquiry packets, and acknowledgement letters, or supervise staff assisting with implementation
Provide strategy and direction for trustees, campaign lead volunteers, College leadership, and members of the Advancement team; Regularly make informative or training presentations to alumni groups, volunteers and board committees, staff, and others to educate the community and increase program participation   

Donor Relations(10%)

Steward the College’s Legacy Society and review the files of the members to ensure that the College has writing confirmation of their gift intentions
Implement effective donor stewardship for planned giving donors; including an annual Society event
Manage any planned giving advisory or volunteer efforts

Planned Giving Operations Compliance (20%)

Guide Leadership Giving team and other staff on the process for gift acceptance, and work closely with colleagues through the process to secure complex gifts such as real estate and trust gifts.
Collaborate with finance staff, outside legal counsel and others, as appropriate, to ensure highest standard of accountability and compliance with relevant tax laws and accepted accounting principles for gift recognition
Serve as liaison between the College and donor regarding life income gift processing and investment; Manage the internal administration of life income gifts and the bequest program; Maintain regular contact with third party advisors, including estate attorneys and financial planners to build relationships, promote awareness of Endicott College
Manage administrative support for planned giving: Responsible for providing specific job guidance, regular performance feedback mentoring, formal performance assessment, and professional development to administrative support role

Marketing Strategy (10%)

In conjunction with CCM, coordinate the design and implementation of comprehensive planned giving marketing plan to encourage self-identification of prospects and create broad awareness of gift planning opportunities among current donors and new prospects
Manage the production of print and electronic collateral, web content, and social networking messages 
In collaboration with Alumni Relations and Annual Giving colleagues, market planned gift options to class volunteers, reunion classes, alumni boards, and other annual giving or alumni groups
 

Qualifications

EDUCATION:
  • Bachelor’s degree required with 5+ years of a proven track record soliciting and closing planned gifts and/or leadership gifts. J.D. or other advanced degree preferred.
EXPERIENCE:
  • Knowledge of planned giving vehicles, including charitable gift annuities and charitable trusts
  • Ability to gain confidence of donors and to build relationships
  • Excellent oral and written communication skills, including the ability to explain complex principles in a manner easily understood by a potential donor
  • Knowledge of PG Calc planned giving software
  • Proficiency with standard office application such as Microsoft Office, and experience in manipulation database information
  • Knowledge of planned giving best practices and of current tax law
  • Occasional nights and weekend responsibilities
  • Extensive travel required
 

To apply for a position, please send a letter of application, resume and names and phone numbers of three references to:

Endicott College
Human Resources
376 Hale Street, Beverly, MA 01915
FAX: (978) 927-0084
E-mail: humanresources@endicott.edu
AA/EOE

Endicott College is accredited by the New England Commission of Higher Education (NECHE).

Endicott College is an affirmative action/equal opportunity employer and is committed to the principles of equal employment and complies with all federal, state, and local laws and regulations advancing equal employment. The College's objective is to employ individuals qualified and/or trainable for open positions by virtue of job-related education, training, experience, and qualifications without regard to sex, race, religion, color, age, physical disability, sexual orientation, national or ethnic origin or citizenship, veteran status, genetic information, pregnancy, or any other status protected by law.