Simmons University
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Director of Planned Giving
role at
Simmons University .
About Simmons Located in Boston's historic Fenway area, Simmons University has a strong tradition of empowering women and challenging traditional gender roles. Founded 125 years ago, it was one of the first higher education institutions dedicated to helping women become leaders. Today it offers Boston’s only women’s undergraduate program and graduate programs open to all.
Job Summary Simmons University seeks an experienced and strategic Director of Planned Giving to lead and expand its comprehensive planned giving program. Reporting to the Associate Vice President for Advancement, the Director will identify, cultivate, solicit, and steward planned and deferred gifts from alumnae, trustees, parents, and friends to support the University’s long‑term financial strength.
Requirements: minimum 10 years of progressive experience in gift planning, major gifts, or related development work and a proven track record of securing a wide range of planned gifts. The ideal candidate is a results‑oriented, collaborative leader with deep knowledge of charitable estate planning and excellent interpersonal skills.
Essential Job Functions
Develop, lead and manage the University’s planned giving strategies, including bequests, charitable trusts, gift annuities and other deferred giving vehicles.
Personally manage a portfolio of 150+ planned giving prospects and donors, moving them through the donor cycle from identification through stewardship.
Collaborate with the AVP of Advancement and Campaign Director to support the front‑line fundraising team.
Develop and implement marketing and communications plans to promote planned giving.
In collaboration with the Donor Relations and Stewardship team, design and implement recognition and stewardship programs.
Collaborate with donors and their advisors on complex charitable giving vehicles in coordination with internal stakeholders, ensuring compliance with IRS and University policies.
Track and report planned giving activity and metrics; maintain accurate records in the donor CRM, Raiser's Edge.
Serve as subject‑matter expert on charitable estate and financial planning within the Office of Advancement.
Act as a member of the Advancement Leadership Group; attend meetings and perform other necessary duties.
Other duties as assigned.
Required Qualifications
Bachelor’s degree required; advanced degree (JD, MBA, or related field) or CFRE designation strongly preferred.
Minimum 10 years of progressive experience in fundraising with proven success securing planned or major gifts.
In‑depth knowledge of planned giving vehicles, estate planning and related legal and tax implications.
Ability to travel and work occasional evenings and weekends as needed.
Preferred Qualifications
Experience in higher education or nonprofit institutions of similar size and scope.
Commitment to the mission and values of Simmons University.
Required Competencies
Ability to manage confidential information with discretion and integrity.
Exceptional interpersonal, communication, and presentation skills.
Strategic thinking with the ability to inspire and build trust with donors and colleagues.
Proficiency with fundraising CRMs and prospect research tools; experience with Raiser’s Edge/NXT is a plus.
Strong project management and organizational skills.
Work Environment & Conditions / Physical Demands
On‑campus or hybrid eligibility.
Twelve‑month position.
35 hours per week.
Office environment.
Essential physical requirements include sitting and typing.
Physical effort required: lifting up to 10 pounds.
Compensation Hourly or annual salary range: $91,500.00 – $153,300.00. Benefits eligible. Compensation will be based on experience, education, skills, equity, and external market benchmarks.
Instructions to Applicants Please upload all applicable application materials (resume/CV, cover letter, writing sample, teaching philosophy, etc.) in the Application Materials box on page 2 of this application. Documents may be uploaded individually or as a combined PDF.
Apply To apply, visit https://simmons.wd1.myworkdayjobs.com/en-US/Simmons-Careers/job/Main-Campus---Boston-MA/Director-of-Planned-Giving_R11319.
About Simmons University Located in Boston's historic Fenway area, Simmons University is a small, private, non‑sectarian college that has educated students since 1899. Working at Simmons means joining a collaborative, diverse, mission‑driven community of educators and professionals who prepare students to be leaders for themselves, their communities, and the world.
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Director of Planned Giving
role at
Simmons University .
About Simmons Located in Boston's historic Fenway area, Simmons University has a strong tradition of empowering women and challenging traditional gender roles. Founded 125 years ago, it was one of the first higher education institutions dedicated to helping women become leaders. Today it offers Boston’s only women’s undergraduate program and graduate programs open to all.
Job Summary Simmons University seeks an experienced and strategic Director of Planned Giving to lead and expand its comprehensive planned giving program. Reporting to the Associate Vice President for Advancement, the Director will identify, cultivate, solicit, and steward planned and deferred gifts from alumnae, trustees, parents, and friends to support the University’s long‑term financial strength.
Requirements: minimum 10 years of progressive experience in gift planning, major gifts, or related development work and a proven track record of securing a wide range of planned gifts. The ideal candidate is a results‑oriented, collaborative leader with deep knowledge of charitable estate planning and excellent interpersonal skills.
Essential Job Functions
Develop, lead and manage the University’s planned giving strategies, including bequests, charitable trusts, gift annuities and other deferred giving vehicles.
Personally manage a portfolio of 150+ planned giving prospects and donors, moving them through the donor cycle from identification through stewardship.
Collaborate with the AVP of Advancement and Campaign Director to support the front‑line fundraising team.
Develop and implement marketing and communications plans to promote planned giving.
In collaboration with the Donor Relations and Stewardship team, design and implement recognition and stewardship programs.
Collaborate with donors and their advisors on complex charitable giving vehicles in coordination with internal stakeholders, ensuring compliance with IRS and University policies.
Track and report planned giving activity and metrics; maintain accurate records in the donor CRM, Raiser's Edge.
Serve as subject‑matter expert on charitable estate and financial planning within the Office of Advancement.
Act as a member of the Advancement Leadership Group; attend meetings and perform other necessary duties.
Other duties as assigned.
Required Qualifications
Bachelor’s degree required; advanced degree (JD, MBA, or related field) or CFRE designation strongly preferred.
Minimum 10 years of progressive experience in fundraising with proven success securing planned or major gifts.
In‑depth knowledge of planned giving vehicles, estate planning and related legal and tax implications.
Ability to travel and work occasional evenings and weekends as needed.
Preferred Qualifications
Experience in higher education or nonprofit institutions of similar size and scope.
Commitment to the mission and values of Simmons University.
Required Competencies
Ability to manage confidential information with discretion and integrity.
Exceptional interpersonal, communication, and presentation skills.
Strategic thinking with the ability to inspire and build trust with donors and colleagues.
Proficiency with fundraising CRMs and prospect research tools; experience with Raiser’s Edge/NXT is a plus.
Strong project management and organizational skills.
Work Environment & Conditions / Physical Demands
On‑campus or hybrid eligibility.
Twelve‑month position.
35 hours per week.
Office environment.
Essential physical requirements include sitting and typing.
Physical effort required: lifting up to 10 pounds.
Compensation Hourly or annual salary range: $91,500.00 – $153,300.00. Benefits eligible. Compensation will be based on experience, education, skills, equity, and external market benchmarks.
Instructions to Applicants Please upload all applicable application materials (resume/CV, cover letter, writing sample, teaching philosophy, etc.) in the Application Materials box on page 2 of this application. Documents may be uploaded individually or as a combined PDF.
Apply To apply, visit https://simmons.wd1.myworkdayjobs.com/en-US/Simmons-Careers/job/Main-Campus---Boston-MA/Director-of-Planned-Giving_R11319.
About Simmons University Located in Boston's historic Fenway area, Simmons University is a small, private, non‑sectarian college that has educated students since 1899. Working at Simmons means joining a collaborative, diverse, mission‑driven community of educators and professionals who prepare students to be leaders for themselves, their communities, and the world.
#J-18808-Ljbffr