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Job ID: 104895

Director of Gift Planning
Simmons College

Date Posted Mar. 21, 2018
Title Director of Gift Planning
University Simmons College
Application Deadline Open until filled
Position Start Date Available immediately
  • Boston, MA
    United States
  • Director/Manager
  • Institutional Advancement

Simmons seeks a Director of Gift Planning who will be responsible for developing and implementing a long term program that will substantially enhance philanthropic giving to Simmons. The Director will be responsible for all aspects of planned giving including communication, administration, prospect identification, cultivation, solicitation and stewardship programs and activities. Collaboration with the advancement team in strategic planning is essential while working closely with the Assistant Vice President of Capital Gifts and Vice President for Advancement. This role also serves as the primary representative for the members of the John Simmons Society, the University's gift planning society.

Essential Responsibilities

Strategic Planned Giving and Prospect Portfolio Management (45%)
  • Independently manage a portfolio of prospects capable of making planned and/or outright gifts in regional territories including but not limited to Florida and New England;
  • Provide strategy and direction for Trustees, and other lead volunteers, College leadership, and members of the Advancement team;
  • Develop and implement strategies to move prospects through engagement pipeline with express purpose of securing significant financial support;
  • Secure 8-10 personal visits per month: Conduct personal solicitations, write proposals and maintain alumnae/i records and prospect data by providing up-to-date information on contacts, visits, moves, asks and other activities;
  • Monitor performance vs. established performance metrics.

Planned Giving Activity (15%)
  • Develop and implement strategic plan for planned giving activity;
  • Responsible for long range strategic planning for growth of the planned giving program. Regularly make informative or training presentations to alumnae/i groups, volunteer and board committees, staff, and others to educate the community and increase program participation. Manage the internal administration of life income gifts and the bequest program;
  • Create gift proposals, PG Calc illustrations, inquiry packets, and acknowledgment letters, or supervise staff assisting with implementation.

Marketing Strategy (10%)
  • In conjunction with Advancement Communications and Donor Relations, 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;
  • Management of the production of print or 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.

Planned Giving Operations and Compliance (10%)
  • Guide Major Gifts team and other staff on process for gift acceptance, and work closely with colleagues through process to secure complex gifts such as real estate and trust gifts;
  • Collaborate with finance staff, outside legal counsel and consultants, as appropriate, to ensure highest standard of accountability and compliance with relevant tax laws and accepted accounting principles for gift recognition;
  • Maintain regular contact with third party advisors, including estate attorneys and financial planners in order to build relationships, promote awareness of gift planning capabilities and grow familiarity with Simmons;
  • Manage relationships with charitable gift services and other external service providers for the administration of any aspects of the planned giving program, and the College's fiduciary agent.

Donor Relation (10%)
  • Conduct stewardship activities and work with donor relations to implement effective donor stewardship for planned giving donors; including overseeing all activity related to the John Simmons Society, selecting award recipients for the Mary Canavan Award, and managing any planned giving advisory or volunteer efforts.

Other Responsibilities (10%)
  • This individual will 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.

  • Bachelor's degree required;
  • Seven (7) years of progressive development experience to include at least five (5) years of related planned giving experience and significant exposure in closing Planned Gifts;
  • Extensive knowledge of fundamentals of development with knowledge of gift planning strategies, marketing and/or communications;
  • Demonstrated successful experience with wealth management, financial planning, tax and charitable gift laws and planned giving vehicles and methods.

Instructions to Applicants: Please submit a resume and cover letter in the Resume/CV field on the 'My Experience' section of your application.

As a College committed to diversity, Simmons encourages applications broadly. Simmons is an equal opportunity employer and is committed to continuing to develop a more diverse faculty, staff, student body and curriculum.

To apply, visit

Located in Bostons historic Fenway area, Simmons College is a small, private, non-sectarian College which has educated students for enriching careers and purposeful lives since 1899. Working at Simmons means joining a collaborative, diverse and mission-driven community of educators and professionals.

We prepare students to be leaders for themselves, their communities and the world. Our faculty and staff members lead by example - sharing a commitment to excellence and putting the students first.

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