Associate Director, Planned Giving

Overview

The Associate Director raises deferred and outright gifts from individuals and families for Dana-Farber priorities in research and care across Dana-Farber. The position is responsible for the identification, cultivation, solicitation, and stewardship of a portfolio of 150+ planned giving prospects. Responsible for assisting the entire Division reach financial goals. Reports to a Senior Director, Planned Giving.

Training and Values

The onboarding of this role will include a comprehensive training process which includes completion of online modules, shadowing colleagues, as well as hands-on learning experiences. Embody Dana-Farber’s Core Values: Impact; Excellence; Compassion & Respect; Discovery; and Equity and Inclusion every day. Add value to the Dana-Farber community by seeking opportunities to collaborate across the Institute. Foster an ethical, positive, results-oriented culture founded on open communication.

Location and Eligibility

This position is considered remote, 0-1 days onsite at 10 Brookline Place, Brookline, MA each week. DFCI guidelines state that employees must reside in New England: Connecticut, Maine, Massachusetts, New Hampshire, Rhode Island, or Vermont.

Application Requirements

Resume and cover letter required with application submission. If you wish to disclose your personal pronouns, please include them within your resume and cover letter submission.

About Dana-Farber

Located in Boston and the surrounding communities, Dana-Farber Cancer Institute is a leader in life changing breakthroughs in cancer research and patient care. We are united in our mission of conquering cancer, HIV/AIDS and related diseases. We strive to create an inclusive, diverse, and equitable environment where we provide compassionate and comprehensive care to patients of all backgrounds, and design programs to promote public health particularly among high-risk and underserved populations. We conduct groundbreaking research that advances treatment, we educate tomorrow's physician/researchers, and we work with amazing partners, including other Harvard Medical School-affiliated hospitals.

Responsibilities

• Meet quarterly and annual key performance indicators and fundraising goals as determined by the Senior Director and Assistant Vice President (AVP) of Planned Giving
• Solicit 7-9 prospects per month to become members of the Dana-Farber Society by including Dana-Farber Cancer Institute/Jimmy Fund in their wills or trusts, beneficiary designations, or by establishing life income gifts; with a focus on utilizing blended giving opportunities when appropriate to maximize support.
• Recruit 85 Dana-Farber Society members each year
• Conduct 8-10 donor visits monthly
• Close $3M in planned gift expected value
• Close 5+ charitable gift annuities annually
• Act as first touch point for unassigned donors identified via PG inquiries
• Keep current with and be able to convey information about highlights and initiatives at Dana-Farber and planned giving vehicles
• Develop a working knowledge of the ClearView fundraising database and track prospect and donor activity in ClearView database; provide activity and revenue reports as requested
• Utilize mail, phone, email for solicitation or cultivation as appropriate
• Coordinate with Prospect Research team to provide donor profile information as needed
• Travel to represent Dana-Farber as needed
• Generate and distribute call reports

Supervisory Responsibilities

Will share supervision of one Assistant.

Qualifications

Bachelor’s degree required plus 6-8 years of relevant work experience. Development/philanthropy experience preferred.

Knowledge, Skills, and Abilities

Excellent written and verbal communication skills, strong organizational and managerial capabilities, ability to prioritize and manage multiple tasks also required. Fundraising experience in a healthcare setting a plus. Ability to communicate and work with people of all levels. Must exercise significant judgment and confidentiality in working with prospects, volunteers and Institute staff. Some travel and evening and weekend work will be required. Microsoft Office Suite familiarity necessary.

Working Conditions

This position is considered remote, 0-1 days onsite at 10 Brookline Place, Brookline, MA each week.

Equal Opportunity

DFCI is an equal opportunity employer and affirms the right of every qualified applicant to receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, national origin, sexual orientation, genetic information, disability, age, ancestry, military service, protected veteran status, or other characteristics protected by law.