Dartmouth College
Position Information
Title:
Associate Director, Gift Planning
Position Number:
0040801
Posting Date:
06/27/2025
Open Until Filled:
Yes
Employment Category:
Regular Full Time
FLSA Status:
Exempt
Hours per Week:
40
Schedule:
M-F 8:00 AM - 5:00 PM
Location Primary Location:
Lebanon, NH – 41 Centerra Parkway
Remote Work Eligibility:
Hybrid
Position Purpose Responsible for probate and estate settlement, life income plan administration, and engagement with alumni, parents, friends, and Advancement colleagues to further relationship cultivation. Manages marketing, communications, engagement and stewardship strategies to support and raise awareness of planned gift vehicles.
Required Qualifications
Education: Bachelor’s degree or equivalent combination of education and experience.
At least five years’ 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, 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.
Key Responsibilities
Manage probate and estate settlement trust administration in accordance with Dartmouth’s guidelines, fiduciary standards, trust agreements, wills, powers of attorney, and all contracts.
Communicate directly with attorneys, trustees, advisors, and internal constituents in Finance, Legal Affairs, and Endowment Administration.
Manage family expectations versus governing document requirements, acknowledging all estate planned gifts.
Advise donors, volunteers, and staff officers of the College and its professional schools on options and plans for planned giving.
Prepare written materials explaining the financial, legal, and tax aspects of charitable gift planning to engage donors.
Support other staff working with donors on deferred and planned gifts such as trusts, charitable annuities, life insurance, wills, and bequests.
Administer the College’s life income plans, working closely with donors, beneficiaries, the Endowment Administration and Investment offices, and the program’s outside trust administrator.
Develop expertise in management and administration of planned gifts.
Act as liaison between Dartmouth and beneficiaries, and among the offices of Endowment, Investments, General Counsel, and the life income plan administrator.
Write, edit, and proofread gift proposals, solicitation, and stewardship materials for donors based on donors’ interests, resources, and philanthropic priorities.
Produce customized plan termination documents for estate executors and attorneys.
Acquire technical knowledge in tax, investment, and legal aspects of charitable giving and articulate clearly with prospective donors, their counsel, colleagues, and volunteers.
Research, organize, and prepare statistical data for donor/beneficiary reports and planned gift activity, monthly reports, and special projects.
Participate in long‑range planning for the department, incorporating the needs of diverse populations in program planning.
Demonstrate professionalism and collegiality through actions, interactions, and communications with others, fostering an environment that is welcoming to all.
Perform other duties as assigned.
Contact Information Cindy Hodgdon Welch
Third‑Party Recruiting Contact: 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, with results acceptable to Dartmouth College. A criminal conviction will not automatically disqualify an applicant from employment. Background check information will be used in a confidential, non‑discriminatory manner consistent with state and federal law.
Tobacco‑Free Policy 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
Tobacco‑Free Policy .
Additional Instructions Please note this position is not visa sponsorship eligible.
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Associate Director, Gift Planning
Position Number:
0040801
Posting Date:
06/27/2025
Open Until Filled:
Yes
Employment Category:
Regular Full Time
FLSA Status:
Exempt
Hours per Week:
40
Schedule:
M-F 8:00 AM - 5:00 PM
Location Primary Location:
Lebanon, NH – 41 Centerra Parkway
Remote Work Eligibility:
Hybrid
Position Purpose Responsible for probate and estate settlement, life income plan administration, and engagement with alumni, parents, friends, and Advancement colleagues to further relationship cultivation. Manages marketing, communications, engagement and stewardship strategies to support and raise awareness of planned gift vehicles.
Required Qualifications
Education: Bachelor’s degree or equivalent combination of education and experience.
At least five years’ 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, 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.
Key Responsibilities
Manage probate and estate settlement trust administration in accordance with Dartmouth’s guidelines, fiduciary standards, trust agreements, wills, powers of attorney, and all contracts.
Communicate directly with attorneys, trustees, advisors, and internal constituents in Finance, Legal Affairs, and Endowment Administration.
Manage family expectations versus governing document requirements, acknowledging all estate planned gifts.
Advise donors, volunteers, and staff officers of the College and its professional schools on options and plans for planned giving.
Prepare written materials explaining the financial, legal, and tax aspects of charitable gift planning to engage donors.
Support other staff working with donors on deferred and planned gifts such as trusts, charitable annuities, life insurance, wills, and bequests.
Administer the College’s life income plans, working closely with donors, beneficiaries, the Endowment Administration and Investment offices, and the program’s outside trust administrator.
Develop expertise in management and administration of planned gifts.
Act as liaison between Dartmouth and beneficiaries, and among the offices of Endowment, Investments, General Counsel, and the life income plan administrator.
Write, edit, and proofread gift proposals, solicitation, and stewardship materials for donors based on donors’ interests, resources, and philanthropic priorities.
Produce customized plan termination documents for estate executors and attorneys.
Acquire technical knowledge in tax, investment, and legal aspects of charitable giving and articulate clearly with prospective donors, their counsel, colleagues, and volunteers.
Research, organize, and prepare statistical data for donor/beneficiary reports and planned gift activity, monthly reports, and special projects.
Participate in long‑range planning for the department, incorporating the needs of diverse populations in program planning.
Demonstrate professionalism and collegiality through actions, interactions, and communications with others, fostering an environment that is welcoming to all.
Perform other duties as assigned.
Contact Information Cindy Hodgdon Welch
Third‑Party Recruiting Contact: 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, with results acceptable to Dartmouth College. A criminal conviction will not automatically disqualify an applicant from employment. Background check information will be used in a confidential, non‑discriminatory manner consistent with state and federal law.
Tobacco‑Free Policy 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
Tobacco‑Free Policy .
Additional Instructions Please note this position is not visa sponsorship eligible.
#J-18808-Ljbffr