Rutgers University Foundation
Assistant Director, Estate and Gift Planning
Rutgers University Foundation, New Brunswick, New Jersey, us, 08933
Assistant Director, Estate and Gift Planning
Reporting to the Executive Director of Estate and Gift Planning (EGP), the Assistant Director, Estate and Gift Planning (AD‑EGP) plays a key role in scaling the number of planned gifts at Rutgers by supporting the discovery, engagement, and solicitation of prospective donors. This position focuses on gifts up to the $50,000 range, particularly those involving bequests, beneficiary designations, and other non‑cash or deferred giving vehicles.
The AD‑EGP will serve as a key operational and donor engagement partner—triaging inquiries, preparing customized outreach, coordinating follow‑up, and leveraging data to move prospects through the pipeline efficiently. The role will work closely with EGP’s Associate Director, Marketing and Engagement to proactively identify and push out new planned giving opportunities.
Essential Functions
Support the discovery, engagement, and solicitation of planned giving prospects up to $50,000 range.
Triage and respond to inbound planned giving inquiries from donors and internal partners, providing timely follow‑up, gift illustrations, and educational resources.
Collaborate with the EGP’s Associate Director, Marketing and Engagement to develop and execute data‑driven strategies that uncover new planned giving prospects.
Coordinate with colleagues across schools and units to ensure planned giving opportunities are shared, tracked, and advanced.
Develop and maintain donor communications strategies for small portfolio of prospects.
Support the administration and tracking of the EGP pipeline, ensuring accuracy and timely updates in the CRM system.
Support stewardship efforts by conducting personalized outreach to members of the Colonel Henry Rutgers Society.
Other duties as assigned.
Competency Aptitudes Leadership
Lead select projects under guidance from the Executive Director.
May assist in developing tools or processes used by the broader EGP team.
Autonomy
Manage and advance a pool of planned giving prospects, primarily sourced through the Estate and Gift Planning office, in close collaboration with appropriate schools and units.
Initiate outreach and follow‑up independently and expand prospects to senior EGP staff when appropriate.
Complexity
Support the development and execution of strategies to expand the EGP pipeline, especially for small‑dollar or less complex planned gifts.
Partner on marketing to prioritize leads and identify trends in donor behavior.
Strategy
Assist in developing and refining efficient workflows to manage planned giving inquiries, pipeline movement, and tracking.
Contribute to the creation of donor engagement touchpoints and stewardship content for planned giving prospects and legacy donors.
Education AND/OR Experience Bachelor's degree and/or 2+ years of professional experience in fundraising, alumni relations, non‑profit organizations, event planning, higher education, or related fields.
Working Conditions This position requires clarity of focus while juggling complex projects or deadlines with little physical effort. Will work evenings, weekends, or odd hours to meet resource‑raising commitments. Typical working conditions with an absence of disagreeable elements. This position requires some early morning and late evenings to accommodate meetings, travel, events, and external constituents’ schedules.
Workplace Arrangements This is classified as an office‑centric hybrid position. Colleagues working under an office‑centric hybrid arrangement have a primary workstation in a university or foundation location and are in the office between one and five days a week. The frequency with which they are present in the office depends on their role and function and the interdependency of other functions.
Compensation And Benefits The position is budgeted for an annual salary of $80,000. In addition to salary, Rutgers University Foundation offers:
Office‑centric hybrid work schedule
Comprehensive medical
Comprehensive no‑cost dental, and no‑cost vision insurance for employee and dependents
403(b) plan with matching employer contribution
Accrual of three weeks of annual vacation time, in addition to five wellness days and fifteen sick days per year
Nine holidays, as well as four floating holidays
Significant tuition reductions
Professional development is highly valued at the Rutgers University Foundation, where employees are encouraged to look across the organization to develop new skills and abilities for professional career progression.
$40 monthly cell phone reimbursement
Equal Employment Opportunity It is Foundation policy to provide equal employment opportunity to all its employees and applicants. The Foundation prohibits discrimination against any employee or applicant for employment because of race, color, religion, creed, age, sex, national origin, ancestry, marital status, familial status, disability, sexual orientation, gender identity, gender expression, veteran status, genetic information, and any other characteristics protected by applicable state, federal and/or local laws. Equal employment opportunity applies to hiring, placement, transfer, promotion, demotion, recruitment, advertising or solicitation for employment, treatment during employment, rates of pay or other forms of compensation, selection for training, layoff, or termination.
#J-18808-Ljbffr
The AD‑EGP will serve as a key operational and donor engagement partner—triaging inquiries, preparing customized outreach, coordinating follow‑up, and leveraging data to move prospects through the pipeline efficiently. The role will work closely with EGP’s Associate Director, Marketing and Engagement to proactively identify and push out new planned giving opportunities.
Essential Functions
Support the discovery, engagement, and solicitation of planned giving prospects up to $50,000 range.
Triage and respond to inbound planned giving inquiries from donors and internal partners, providing timely follow‑up, gift illustrations, and educational resources.
Collaborate with the EGP’s Associate Director, Marketing and Engagement to develop and execute data‑driven strategies that uncover new planned giving prospects.
Coordinate with colleagues across schools and units to ensure planned giving opportunities are shared, tracked, and advanced.
Develop and maintain donor communications strategies for small portfolio of prospects.
Support the administration and tracking of the EGP pipeline, ensuring accuracy and timely updates in the CRM system.
Support stewardship efforts by conducting personalized outreach to members of the Colonel Henry Rutgers Society.
Other duties as assigned.
Competency Aptitudes Leadership
Lead select projects under guidance from the Executive Director.
May assist in developing tools or processes used by the broader EGP team.
Autonomy
Manage and advance a pool of planned giving prospects, primarily sourced through the Estate and Gift Planning office, in close collaboration with appropriate schools and units.
Initiate outreach and follow‑up independently and expand prospects to senior EGP staff when appropriate.
Complexity
Support the development and execution of strategies to expand the EGP pipeline, especially for small‑dollar or less complex planned gifts.
Partner on marketing to prioritize leads and identify trends in donor behavior.
Strategy
Assist in developing and refining efficient workflows to manage planned giving inquiries, pipeline movement, and tracking.
Contribute to the creation of donor engagement touchpoints and stewardship content for planned giving prospects and legacy donors.
Education AND/OR Experience Bachelor's degree and/or 2+ years of professional experience in fundraising, alumni relations, non‑profit organizations, event planning, higher education, or related fields.
Working Conditions This position requires clarity of focus while juggling complex projects or deadlines with little physical effort. Will work evenings, weekends, or odd hours to meet resource‑raising commitments. Typical working conditions with an absence of disagreeable elements. This position requires some early morning and late evenings to accommodate meetings, travel, events, and external constituents’ schedules.
Workplace Arrangements This is classified as an office‑centric hybrid position. Colleagues working under an office‑centric hybrid arrangement have a primary workstation in a university or foundation location and are in the office between one and five days a week. The frequency with which they are present in the office depends on their role and function and the interdependency of other functions.
Compensation And Benefits The position is budgeted for an annual salary of $80,000. In addition to salary, Rutgers University Foundation offers:
Office‑centric hybrid work schedule
Comprehensive medical
Comprehensive no‑cost dental, and no‑cost vision insurance for employee and dependents
403(b) plan with matching employer contribution
Accrual of three weeks of annual vacation time, in addition to five wellness days and fifteen sick days per year
Nine holidays, as well as four floating holidays
Significant tuition reductions
Professional development is highly valued at the Rutgers University Foundation, where employees are encouraged to look across the organization to develop new skills and abilities for professional career progression.
$40 monthly cell phone reimbursement
Equal Employment Opportunity It is Foundation policy to provide equal employment opportunity to all its employees and applicants. The Foundation prohibits discrimination against any employee or applicant for employment because of race, color, religion, creed, age, sex, national origin, ancestry, marital status, familial status, disability, sexual orientation, gender identity, gender expression, veteran status, genetic information, and any other characteristics protected by applicable state, federal and/or local laws. Equal employment opportunity applies to hiring, placement, transfer, promotion, demotion, recruitment, advertising or solicitation for employment, treatment during employment, rates of pay or other forms of compensation, selection for training, layoff, or termination.
#J-18808-Ljbffr