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Director of Planned Giving

2 months ago

Maine, United States Bowdoinham Country Store Full time
About the Role

The Director of Gift Planning will lead and manage all aspects of the Office of Gift Planning team and a comprehensive gift planning program regarding life-income gifts, bequests, and gifts of non-cash assets. This role serves on the leadership team for the division of Development and Alumni Relations and manages a four-member staff.

Key Responsibilities
  • Establish annual individual and programmatic goals and strategies to align with Bowdoin's fundraising priorities and positions the department to serve as a gift planning resource for Bowdoin colleagues and constituents.
  • Secure irrevocable and revocable planned gifts, in addition to outright annual and capital gifts, and oversee the gift planning marketing and communications program in partnership with the Senior Associate of Gift Planning.
  • Develop and manage strategic priorities for Bowdoin's legacy society, the Bowdoin Pines Society.
  • Oversee the Office of Gift Planning's relationships with TIAA Kaspick; PG Calc; outside legal counsel; and Bowdoin campus partners, including the finance office.
  • Oversee bequest and estate administration.
  • Work closely with Bowdoin's leadership gift team to solicit and negotiate planned gifts; integrate gift planning into the overall development program through in-house training workshops, webinars, marketing materials, and one-on-one donor strategy sessions with gift officers.
  • Provide technical expertise regarding income, gift and estate tax, and charitable estate planning.
  • Cultivate, solicit, and steward an individual portfolio of prospects and donors to encourage support of Bowdoin and to find creative solutions to meet donors' philanthropic goals.
Requirements
  • A bachelor's degree is required; a relevant advanced degree is preferred.
  • The Director of Gift Planning will be a proven development leader with a minimum of 6-8 years' experience in gift planning or a related field and have the ability to create a comprehensive vision to implement goals that drive and nurture a successful planned giving program.
  • Experience Requirements and/or Equivalents: The Director will have a proven record in successfully managing and supervising people and comprehensive programs; will demonstrate integrity and possess outstanding interpersonal, communication, analytical, and listening skills, exceptional judgment, and the ability to establish collaborative relationships with other members of the Development and Alumni Relations team, campus partners, and outside vendors.
About Bowdoin

Bowdoin is a preeminent liberal arts college that has maintained its commitment to the liberal arts for over 200 years. The College is home to talented students, faculty, and staff with a variety of racial, ethnic, cultural, and socioeconomic backgrounds; religious beliefs; and gender identities. Bowdoin's campus is situated in a beautiful natural setting in Brunswick, Maine, a town of approximately 20,000, and is a short drive from the Maine coast, twenty-five miles from Portland, and 120 miles from Boston.