Associate Director, Gift Planning

1 week ago


Wilmington, North Carolina, United States Dartmouth College Full time

Position Purpose:

Responsible for managing probate and estate settlement for the undergraduate college and its professional schools. This role involves overseeing the administration of life income plans and engaging with alumni, parents, friends, and Advancement colleagues to enhance relationship building. Additionally, responsible for managing marketing, communications, engagement, and stewardship strategies to promote and raise awareness of planned gift vehicles.

  • Required Qualifications - Education and Years of Experience: Bachelor's degree plus 3-5 years' experience or equivalent combination of education and experience.
  • Required Qualifications - Skills, Knowledge and Abilities:
    • Bachelor's degree with a minimum of five years' experience in paralegal or 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 skills.
    • Ability to handle sensitive and confidential matters with discretion.
    • Strong organizational skills with the capacity to plan, prioritize, manage multiple projects and deadlines.
    • Capable of working both independently and collaboratively within a team.
    • Good judgment and decision-making abilities.
    • Proficiency in utilizing database, spreadsheet, and Web-based software applications in a complex computer system environment.
    • High level of accuracy and attention to detail.
  • Preferred Qualifications:
    • Familiarity with PG Calc planned giving software.
  • Department Contact for Recruitment Inquiries: Lesa Knapp


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