Dartmouth College
Position Details
Posting date:
06/27/2025
Position Number:
0040801
Position Title:
Associate Director, Gift Planning
Salary:
$78,700 – $90,000
Union Status:
Not a Union Position
SEIU Level:
Not an SEIU Position
FLSA Status:
Exempt
Employment Category:
Regular Full Time
Schedule:
M-F 8:00 AM – 5:00 PM (40 hrs/week)
Location:
Lebanon, NH 41 Centerra Parkway
Remote Work Eligibility:
Hybrid
Employment Type:
Full-time
Position Purpose Responsible for probate and estate settlement for the undergraduate college and its professional schools. Manages the administration of life income plans and engages with alumni, parents, friends, and Advancement colleagues to further relationship cultivation. Oversees marketing, communications, engagement, and stewardship strategies to support and raise awareness of planned gift vehicles.
Responsibilities
Covers probate and estate settlement trust administration in accordance with Dartmouth’s guidelines, fiduciary standards, trust agreements, wills, powers of attorney, and all contracts; communicates directly with attorneys, trustees, and advisors as well as internal constituents in Finance, Legal Affairs, and Endowment Administration; manages family expectations versus governing document requirements; advises donors, volunteers, and staff officers about planned giving options and plans (25 % of time).
Manages the administration of the College’s life income plans by working with donors, beneficiaries, the Endowment Administration, and Investment offices, and with Kaspick & Company as the outside trust administrator; develops expertise in the management and administration of planned gifts; serves as liaison between Dartmouth and beneficiaries and among the offices of Endowment, Investments, General Counsel, and Kaspick & Company (25 % of time).
Writes, edits, and proofreads gift proposals, solicitation and stewardship materials for donors, based on donor interests, resources, and philanthropic priorities; produces customized plan termination documents for estate executors and attorneys (20 % of time).
Acquires technical knowledge in tax, investment, and legal aspects of charitable giving and articulates clearly and effectively in discussions with prospective donors, their counsel, colleagues, and volunteers; develops expertise in planned gifts management (10 % of time).
Researches, organizes, and prepares statistical data for donor/beneficiary reports and planned gift activity, monthly reports, special projects, etc. (10 % of time).
Participates in long‑range planning for the department and incorporates the needs of diverse populations in program planning (10 % of time).
Demonstrates professionalism and collegiality through actions, interactions, and communications with others in a welcoming environment.
Performs other duties as assigned.
Required Qualifications
Bachelor’s degree or equivalent combination of education and experience.
At least five years of experience as a paralegal or in banking (trust department), deferred giving, fundraising, or a related field.
Knowledge of estate planning, wills, trusts, IRA, gift annuities, beneficiary insurance policies, and tax laws.
Excellent written and verbal communication and interpersonal skills.
Ability to handle sensitive and confidential matters with appropriate discretion.
Strong organizational skills and ability to plan and schedule work, set priorities, and manage multiple projects and deadlines.
Ability to work independently and as part of a team; strong collaboration skills.
Good judgment and decision‑making skills.
Expertise in operating database, spreadsheet, and web‑based software applications in a complex computer information system environment.
Strong accuracy and attention to detail.
Preferred Qualifications
Knowledge of PG Calc planned giving software.
Department Contact Cindy Hodgdon Welch, Associate Director of Advancement Business Operations – Phone: 603‑646‑3925
Equal Opportunity Employer Dartmouth College is an equal opportunity employer under federal law. We prohibit discrimination on the basis of race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, disability, veteran status, marital status, or any other legally protected status. Applications are welcome from all.
Background Check Employment in this position is contingent upon consent to and successful completion of a pre‑employment background check, which may include a criminal background check, reference checks, verification of work history, conduct review, and verification of any required academic credentials, licenses, and/or certifications. A criminal conviction will not automatically disqualify an applicant. Background check information will be used in a confidential, non‑discriminatory manner consistent with state and federal law.
Special Instructions to Applicants Dartmouth College has a Tobacco‑Free Policy. Smoking and the use of tobacco‑based products (including smokeless tobacco) are prohibited in all facilities, grounds, vehicles, or other areas owned, operated, or occupied by Dartmouth College with no exceptions. For details, please see our policy at https://policies.dartmouth.edu/policy/tobacco-free-policy.
Additional Instructions Please note this position is not visa sponsorship eligible.
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Posting date:
06/27/2025
Position Number:
0040801
Position Title:
Associate Director, Gift Planning
Salary:
$78,700 – $90,000
Union Status:
Not a Union Position
SEIU Level:
Not an SEIU Position
FLSA Status:
Exempt
Employment Category:
Regular Full Time
Schedule:
M-F 8:00 AM – 5:00 PM (40 hrs/week)
Location:
Lebanon, NH 41 Centerra Parkway
Remote Work Eligibility:
Hybrid
Employment Type:
Full-time
Position Purpose Responsible for probate and estate settlement for the undergraduate college and its professional schools. Manages the administration of life income plans and engages with alumni, parents, friends, and Advancement colleagues to further relationship cultivation. Oversees marketing, communications, engagement, and stewardship strategies to support and raise awareness of planned gift vehicles.
Responsibilities
Covers probate and estate settlement trust administration in accordance with Dartmouth’s guidelines, fiduciary standards, trust agreements, wills, powers of attorney, and all contracts; communicates directly with attorneys, trustees, and advisors as well as internal constituents in Finance, Legal Affairs, and Endowment Administration; manages family expectations versus governing document requirements; advises donors, volunteers, and staff officers about planned giving options and plans (25 % of time).
Manages the administration of the College’s life income plans by working with donors, beneficiaries, the Endowment Administration, and Investment offices, and with Kaspick & Company as the outside trust administrator; develops expertise in the management and administration of planned gifts; serves as liaison between Dartmouth and beneficiaries and among the offices of Endowment, Investments, General Counsel, and Kaspick & Company (25 % of time).
Writes, edits, and proofreads gift proposals, solicitation and stewardship materials for donors, based on donor interests, resources, and philanthropic priorities; produces customized plan termination documents for estate executors and attorneys (20 % of time).
Acquires technical knowledge in tax, investment, and legal aspects of charitable giving and articulates clearly and effectively in discussions with prospective donors, their counsel, colleagues, and volunteers; develops expertise in planned gifts management (10 % of time).
Researches, organizes, and prepares statistical data for donor/beneficiary reports and planned gift activity, monthly reports, special projects, etc. (10 % of time).
Participates in long‑range planning for the department and incorporates the needs of diverse populations in program planning (10 % of time).
Demonstrates professionalism and collegiality through actions, interactions, and communications with others in a welcoming environment.
Performs other duties as assigned.
Required Qualifications
Bachelor’s degree or equivalent combination of education and experience.
At least five years of experience as a paralegal or in banking (trust department), deferred giving, fundraising, or a related field.
Knowledge of estate planning, wills, trusts, IRA, gift annuities, beneficiary insurance policies, and tax laws.
Excellent written and verbal communication and interpersonal skills.
Ability to handle sensitive and confidential matters with appropriate discretion.
Strong organizational skills and ability to plan and schedule work, set priorities, and manage multiple projects and deadlines.
Ability to work independently and as part of a team; strong collaboration skills.
Good judgment and decision‑making skills.
Expertise in operating database, spreadsheet, and web‑based software applications in a complex computer information system environment.
Strong accuracy and attention to detail.
Preferred Qualifications
Knowledge of PG Calc planned giving software.
Department Contact Cindy Hodgdon Welch, Associate Director of Advancement Business Operations – Phone: 603‑646‑3925
Equal Opportunity Employer Dartmouth College is an equal opportunity employer under federal law. We prohibit discrimination on the basis of race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, disability, veteran status, marital status, or any other legally protected status. Applications are welcome from all.
Background Check Employment in this position is contingent upon consent to and successful completion of a pre‑employment background check, which may include a criminal background check, reference checks, verification of work history, conduct review, and verification of any required academic credentials, licenses, and/or certifications. A criminal conviction will not automatically disqualify an applicant. Background check information will be used in a confidential, non‑discriminatory manner consistent with state and federal law.
Special Instructions to Applicants Dartmouth College has a Tobacco‑Free Policy. Smoking and the use of tobacco‑based products (including smokeless tobacco) are prohibited in all facilities, grounds, vehicles, or other areas owned, operated, or occupied by Dartmouth College with no exceptions. For details, please see our policy at https://policies.dartmouth.edu/policy/tobacco-free-policy.
Additional Instructions Please note this position is not visa sponsorship eligible.
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