Director Gift Planning

Found in: Resume Library US A2 - 2 weeks ago


Medford Massachusetts, United States Tufts University Full time
Overview:
Tufts University Advancement seeks a dynamic, experienced professional to serve as Director, Gift Planning.  

 

Tufts University Advancement Division (UA) is a comprehensive development and alumni engagement enterprise with a staff complement of approximately 200 full time employees. Units within UA include development/fundraising, alumni engagement, stewardship and donor relations, special events, gift processing, research and prospect management, gift planning, corporate and foundation relations, and information systems and management. UA’s mission is to build strong relationships with Tufts University’s constituents, match donor interests with the University’s needs and priorities, and secure the financial resources necessary for Tufts to achieve excellence in teaching, research and scholarship. The Division is strongly committed to serving the academic agenda of the University and creating a culture of philanthropy in the extended Tufts community. Integrity, collegiality, diversity, accountability, mutual trust and respect for the individual, as well as the intentions of our donors, are the values that guide the work of the Division.

 

The Gift Planning Team

The team is responsible for helping donors maximize their gifts to Tufts and reach their philanthropic goals through financial, legal, estate, and tax planning. The Gift Planning Office works with donors and their advisors to integrate their charitable interests into their estate plans and establish gifts that provide income in return. Examples of such gift vehicles include charitable remainder unitrusts, charitable lead trusts, charitable gift annuities, bequests, and gifts of retirement plans and life insurance policies. In addition, the team works with gifts of complex assets such as real estate, art, and business interests.

What You'll Do:
We are seeking a motivated and results-driven individual with experience soliciting and closing planned gifts, excellent written and oral communications skills, a customer-service orientation, and the ability to cultivate collegial and productive relationships with donors, their advisors, and internal partners across the university. 

Reporting to the Senior Director Gift Planning, the Director is responsible for meeting fundraising goals and manages a portfolio of planned giving prospects and donors to identify, cultivate, solicit, and steward supporters. They will also provide knowledge and expertise to the division and collaborate with other development officers to solicit and accept current and future gifts. The Director will work in collaboration with the Tufts University Communications and Marketing team to strategize, manage, execute, and analyze results of its robust gift planning marketing efforts, university wide. With its many schools and programs, this role oversees many tailored print and digital marketing campaigns each year. This position will also manage frontline gift planning staff.  

What We're Looking For:
Basic Requirements:

• 7 - 10 years of fundraising or comparable experience in planned giving
• Bachelor's degree
• Demonstrated track record and experience managing a significant portfolio of planned gifts as well as gifts of complex assets
• Technical expertise in estate planning, tax law and/or real estate related to gift planning
• Outstanding verbal and written communications skills, goal-oriented, and adept at prioritizing and managing multiple tasks
• Possess a collaborative style that fosters effective partnerships with colleagues throughout Tufts. Able to creatively engage and motivate colleagues, volunteers, donors, and prospects in fundraising, while inspiring confidence with internal and external constituencies.
• This position requires frequent travel on a local and national level to meet with Tufts alumni, parents, and friends.

 

 

Preferred Experience:

• Advanced degree/law degree preferred
• Experience managing staff preferred.

 

 
Special Work Schedule Requirements:
 
This position will require the person to work some evenings.
 


  • Associate Director Development

    Found in: Resume Library US A2 - 1 week ago


    Medford, Massachusetts, United States Tufts University Full time

    Overview: The University Advancement Division (UA) is a comprehensive development and alumni engagement enterprise with a staff complement of approximately 200 FTE. Functional units within UA include development/fundraising, alumni engagement, stewardship and donor relations, special events, gift processing, research, prospect management, gift planning,...

  • Principal Gift Officer-Hybrid

    Found in: Resume Library US A2 - 1 week ago


    Shrewsbury, Massachusetts, United States University of Massachusetts Medical School Full time

    Overview: GENERAL SUMMARY OF POSITION:  Under the general direction of the Executive Director of Advancement, the Principal Gifts Officer will be responsible for managing a portfolio of 100+ prospects that have the potential to contribute $100,000 or more to UMass Chan fundraising priorities. The Principal Gifts Officer will be a key participant in the...


  • Medford, United States Tufts University Full time

    Overview: The University Advancement Division (UA) is a comprehensive development and alumni engagement enterprise with a staff complement of approximately 200 FTE. Functional units within UA include development/fundraising, alumni engagement, stewardship and donor relations, special events, gift processing, research, prospect management, gift planning,...


  • Medford, United States Tufts University Full time

    OverviewThe University Advancement Division (UA) is a comprehensive development and alumni engagement enterprise with a staff complement of approximately 200 FTE. Functional units within UA include development/fundraising, alumni engagement, stewardship and donor relations, special events, gift processing, research, prospect management, gift planning,...

  • Senior Associate Director, Financial Aid

    Found in: Resume Library US A2 - 1 week ago


    Medford, Massachusetts, United States Tufts University Full time

    Overview: The Office of Financial Aid administers financial aid and student employment for all undergraduate and graduate students across the Tufts University School of Arts and Sciences, School of Engineering, and School of the Museum of Fine Arts at Tufts. The financial aid staff provides personalized counseling and support to students and families...

  • Associate Director of Administration

    Found in: Resume Library US A2 - 1 week ago


    Medford, Massachusetts, United States Tufts University Full time

    Overview: Tufts' largest school, the School of Arts and Sciences, is committed to intellectual and artistic engagement through a liberal arts and sciences tradition that prepares our students for a lifetime of learning. Along with its robust undergraduate programs, the School of Arts and Sciences also includes graduate and professional programs through the...

  • Executive Director of Alumni Engagement and Annual Giving

    Found in: Resume Library US A2 - 1 week ago


    Medford, Massachusetts, United States Tufts University Full time

    Overview: In recognition of the opportunity to streamline and strengthen the alignment between the Office of Alumni Engagement and the Tufts Annual Giving team, to improve efficiency and align volunteer engagement activities and outreach, and to develop a unified strategy for a high quality ‘Tufts alumni experience,’ University Advancement plans to...

  • Demand and Supply Planning Director

    Found in: Resume Library US A2 - 3 weeks ago


    Maynard, Massachusetts, United States JACOBS DOUWE EGBERTS Full time

    Job Description JDE USA, headquartered in Maynard, MA, is seeking to fill a Demand and Supply Planning Director role, reporting to the SVP of Operations.   The Director of Demand and Supply Planning will lead JDE USA’s demand forecasting and supply chain optimization efforts. The ideal candidate will have a deep understanding of the demand planning...

  • Program Director, Generous Listening and Dialogue Center

    Found in: Resume Library US A2 - 2 weeks ago


    Medford, Massachusetts, United States Tufts University Full time

    Overview: The Jonathan M. Tisch College of Civic Life is a national leader in civic education, whose teaching, research and community partnerships are setting the standard for higher education’s role in civic engagement. As the only university-wide college of its kind, Tisch engages Tufts students in transformational learning opportunities via hands-on...

  • Assistant Director of Employer Relations

    Found in: Resume Library US A2 - 2 weeks ago


    Medford, Massachusetts, United States Tufts University Full time

    Overview: The Tufts Career Center provides comprehensive career development assistance to undergraduates, graduate students, and alumni from the School of Arts and Sciences, School of Engineering, and the SMFA at Tufts. We provide individual career advising, online resources, workshops, career and internship fairs, networking and presentations with alumni...


  • Medford, United States Tufts University Full time

    OverviewThe Tufts University Operations Division is proud to direct essential functions and services for the Tufts community across four campuses, spanning 750 acres and including 225 buildings. Our staff of over 500 operates 14 dining facilities, ensures delivery of all incoming/outgoing and intercampus mail, and administers the provision of public and...


  • Medford, United States RegalCare at Glen Ridge Full time

    **RegalCare at Glen Ridge** **Maintenance Director** RegalCare at Glen Ridge is a premier skilled nursing and rehabilitation facility committed to providing exceptional care and services to our residents. We strive to create a warm and welcoming environment where residents feel at home and receive the highest quality of care. We are currently seeking a...

  • Research Manager

    Found in: Resume Library US A2 - 1 week ago


    Medford, Massachusetts, United States Tufts University Full time

    Overview: The Fletcher School of Law and Diplomacy is the United States’ first professional graduate school of international affairs.  Since 1933 Fletcher’s multi-disciplinary education in international relations, law, and business, has prepared the world’s leaders to become innovative problem-solvers in government, private sector, and...

  • Development Associate

    Found in: Resume Library US A2 - 1 week ago


    Nantucket, Massachusetts, United States Nantucket Conservation Foundation Full time

    Summary The Development Associate supports the Development Office by managing the constituent database as well as gift acknowledgments and assisting in the editing of external communications. The Development Associate also works closely with the Finance Department to track fundraising revenue and process gifts according to established policies....


  • Medford, United States Jewishsac Full time

    Temple Shalom (Medford, MA) is a USCJ member synagogue with approximately 110 member families, located in Medford, Massachusetts. We are seeking a Youth Education Director to start June/July 2024. The Youth Education Director will manage the lower school (pre-K through second grade) that meets on Sunday mornings, the upper school (grades 3-7) that meets...


  • Medford, United States Medford Public Schools Full time

    DESCRIPTION QUALIFICATIONS Required: Bachelor’s Degree in Communications, Public Relations, Marketing or a related field At least 2 years of relevant experience in strategic communication, public relations, marketing, or related fields Demonstrated skill in the design and execution of strategies to improve both internal and external...


  • Medford, United States City of Medford Full time

    **DESCRIPTION**: **QUALIFICATIONS**: **Required**: - Bachelor’s Degree in Communications, Public Relations, Marketing or a related field. - At least 2 years of relevant experience in strategic communication, public relations, marketing, or related fields. - Demonstrated skill in the design and execution of strategies to improve both internal and external...


  • Medford, United States Medford Public Schools Full time

    Using modern communications tools and platforms, the Communications Director will develop communications for external and internal stakeholders The Communications Director will be directly responsible for mass media announcements, maintaining the Medford Public School District websites, planning events and press conferences, communicating with media,...


  • Medford, United States Jewishsac Full time

    Temple Shalom (Medford, MA) is a USCJ member synagogue with approximately 110 member families, located in Medford, Massachusetts. We are seeking a Youth Education Director to start June/July 2024.The Youth Education Director will manage the lower school (pre-K through second grade) that meets on Sunday mornings, the upper school (grades 3-7) that meets...


  • Cambridge, Massachusetts, United States Biogen Full time

    Job Description The Sr. Director, Portfolio Strategy, Planning and Process Innovation, Business Intelligence & Operations (BI&O) role is an important member of the BI&O leadership team and is responsible for ensuring that the team is best positioned to deliver on its strategy and business priorities. Reporting directly to the SVP of BI&O, this role is...