Northeastern University
Senior Associate Director of Gift Planning
Northeastern University, Boston, Massachusetts, us, 02298
.Senior Associate Director of Gift Planning page is loaded## Senior Associate Director of Gift Planninglocations:
Boston, MA (Main Campus)time type:
Full timeposted on:
Posted Yesterdayjob requisition id:
R135893**About the Opportunity****JOB SUMMARY**The Sr. Associate Director of Gift Planning will be a key contributor to Northeastern University's gift planning team during an exciting time of growth. Working closely with a Director, Gift Planning and the OGP team, this position will actively build a portfolio of loyal donors and prospects with a goal of closing irrevocable and revocable planned gifts to maximize revenue to the university. Collaborating closely with all levels of development, the Sr. Associate Director of Gift Planning will employ planned gift strategies whenever possible to maximize the donors' potential and conduct joint visits with other development staff on a regular basis. As a member of the Office of Gift Planning, this position will leverage resources, knowledge and technical expertise specifically for the benefit of the university's fundraising efforts. Primary duties include: | Manage all aspects of the Donor Engagement Process (Identification, Cultivation, Solicitation and Stewardship) for a portfolio of 100-120 prospects with giving capacity of $100k-$500k | Act as the primary contact and collaborate with major gift officers at
colleges within the Northeastern global campus network, assisting and advising with planned gift strategies so that maximum giving is achieved | Participate in gift planning training to other development staff | Serve as primary for responses resulting from specific gift planning marketing efforts with a focus on building pipeline discovery| Prepare planned giving illustrations and proposals.**MINIMUM QUALIFICATIONS*** The qualified candidate will have a bachelor's degree and at least five to seven (5-7) years of gift planning or fundraising experience, or comparable work experience gained within the legal or financial planning professions.* Demonstrated, quantified success in securing planned gifts or visits is highly desirable.* Team player, able to relate effectively with all levels of staff, alumni and volunteers.* High level of self-confidence, creativity, enthusiasm, engagement, self-motivation and energy needed to achieve ambitious goals.* Ability to work independently in achieving activity and revenue goals.* Excellent oral and written communication and presentation skills.* Ability to share core values and mission with prospects and donors.* Willingness to travel as needed, including overnights and weekends, both within and outside the New England states.**RESPONSIBILITIES & ACCOUNTABILITIES**1) As an integral member of gift planning team, utilize all resources available to remain knowledgeable on current and pending legislative, tax and technical developments related to planned giving. Be familiar with all resources at hand in the Office of Gift Planning and use these resources to build a strong and effective gift planning program.2) Build pool of qualified, cultivated planned giving donors.Collaborate actively with development staff on joint visits to prospects where a planned gift could be employed.Evaluate and identify prospects where a planned gift strategy could increase overall level of giving, and suggest appropriate strategies for these prospects.Systematically initiate and conduct personal visits with loyal university donors to secure a bequest intention or suggest planned giving alternatives, as appropriate.Assist with other projects for the Office of Gift Planning and other colleges as requested.3) Utilize gift planning reporting systems and advancement data management systems (Salesforce) to identify leads, log activity, create call reports and progress reports, and maintain data integrity of prospect portfolio. Meet standard performance expectations (i.e. # of visits; joint visits; irrevocable gift and revocable gifts).**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
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:**112S**Expected Hiring Range:**$97,550.00 - $141,443.75*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.*Founded in 1898, Northeastern is a global research university and the recognized leader in experiential lifelong learning. Our approach of integrating real-world experience with education, research, and innovation empowers our students, faculty, alumni, and partners to create worldwide impact.Our global university system provides our community and academic, government, and industry partners with unique opportunities to think locally and act globally. The system—which includes 14 campuses across the U.S., U.K., and Canada, 300,000-plus alumni, and 3,000 partners worldwide—serves as a platform for scaling ideas, talent, and solutions.
The university’s residential campuses for undergraduate and graduate degrees are located in Boston, London, and Oakland, California. Our research and graduate campuses are in the Massachusetts communities of Burlington and Nahant; Arlington, Virginia; Charlotte, North Carolina; Miami; Portland, Maine; Seattle; Silicon Valley, California; Toronto; and Vancouver.Northeastern’s personalized, experiential undergraduate and graduate programs lead to degrees through the doctorate in 10 colleges and schools across our campuses. Learning emphasizes the intersection of data, technology, and human literacies, uniquely preparing graduates for careers of the future and lives of fulfillment and accomplishment.
Our research enterprise, with an R1 Carnegie classification, is solutions oriented and spans the world. Our faculty scholars and students work in teams that cross not just disciplines, but also sectors—aligned around solving today’s highly interconnected global challenges and focused on transformative impact for humankind. #J-18808-Ljbffr
Boston, MA (Main Campus)time type:
Full timeposted on:
Posted Yesterdayjob requisition id:
R135893**About the Opportunity****JOB SUMMARY**The Sr. Associate Director of Gift Planning will be a key contributor to Northeastern University's gift planning team during an exciting time of growth. Working closely with a Director, Gift Planning and the OGP team, this position will actively build a portfolio of loyal donors and prospects with a goal of closing irrevocable and revocable planned gifts to maximize revenue to the university. Collaborating closely with all levels of development, the Sr. Associate Director of Gift Planning will employ planned gift strategies whenever possible to maximize the donors' potential and conduct joint visits with other development staff on a regular basis. As a member of the Office of Gift Planning, this position will leverage resources, knowledge and technical expertise specifically for the benefit of the university's fundraising efforts. Primary duties include: | Manage all aspects of the Donor Engagement Process (Identification, Cultivation, Solicitation and Stewardship) for a portfolio of 100-120 prospects with giving capacity of $100k-$500k | Act as the primary contact and collaborate with major gift officers at
colleges within the Northeastern global campus network, assisting and advising with planned gift strategies so that maximum giving is achieved | Participate in gift planning training to other development staff | Serve as primary for responses resulting from specific gift planning marketing efforts with a focus on building pipeline discovery| Prepare planned giving illustrations and proposals.**MINIMUM QUALIFICATIONS*** The qualified candidate will have a bachelor's degree and at least five to seven (5-7) years of gift planning or fundraising experience, or comparable work experience gained within the legal or financial planning professions.* Demonstrated, quantified success in securing planned gifts or visits is highly desirable.* Team player, able to relate effectively with all levels of staff, alumni and volunteers.* High level of self-confidence, creativity, enthusiasm, engagement, self-motivation and energy needed to achieve ambitious goals.* Ability to work independently in achieving activity and revenue goals.* Excellent oral and written communication and presentation skills.* Ability to share core values and mission with prospects and donors.* Willingness to travel as needed, including overnights and weekends, both within and outside the New England states.**RESPONSIBILITIES & ACCOUNTABILITIES**1) As an integral member of gift planning team, utilize all resources available to remain knowledgeable on current and pending legislative, tax and technical developments related to planned giving. Be familiar with all resources at hand in the Office of Gift Planning and use these resources to build a strong and effective gift planning program.2) Build pool of qualified, cultivated planned giving donors.Collaborate actively with development staff on joint visits to prospects where a planned gift could be employed.Evaluate and identify prospects where a planned gift strategy could increase overall level of giving, and suggest appropriate strategies for these prospects.Systematically initiate and conduct personal visits with loyal university donors to secure a bequest intention or suggest planned giving alternatives, as appropriate.Assist with other projects for the Office of Gift Planning and other colleges as requested.3) Utilize gift planning reporting systems and advancement data management systems (Salesforce) to identify leads, log activity, create call reports and progress reports, and maintain data integrity of prospect portfolio. Meet standard performance expectations (i.e. # of visits; joint visits; irrevocable gift and revocable gifts).**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
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:**112S**Expected Hiring Range:**$97,550.00 - $141,443.75*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.*Founded in 1898, Northeastern is a global research university and the recognized leader in experiential lifelong learning. Our approach of integrating real-world experience with education, research, and innovation empowers our students, faculty, alumni, and partners to create worldwide impact.Our global university system provides our community and academic, government, and industry partners with unique opportunities to think locally and act globally. The system—which includes 14 campuses across the U.S., U.K., and Canada, 300,000-plus alumni, and 3,000 partners worldwide—serves as a platform for scaling ideas, talent, and solutions.
The university’s residential campuses for undergraduate and graduate degrees are located in Boston, London, and Oakland, California. Our research and graduate campuses are in the Massachusetts communities of Burlington and Nahant; Arlington, Virginia; Charlotte, North Carolina; Miami; Portland, Maine; Seattle; Silicon Valley, California; Toronto; and Vancouver.Northeastern’s personalized, experiential undergraduate and graduate programs lead to degrees through the doctorate in 10 colleges and schools across our campuses. Learning emphasizes the intersection of data, technology, and human literacies, uniquely preparing graduates for careers of the future and lives of fulfillment and accomplishment.
Our research enterprise, with an R1 Carnegie classification, is solutions oriented and spans the world. Our faculty scholars and students work in teams that cross not just disciplines, but also sectors—aligned around solving today’s highly interconnected global challenges and focused on transformative impact for humankind. #J-18808-Ljbffr