Director

• Develop a broad strategic plan for an integrated, proactive gift planning program and manage a full-service comprehensive, pro-active gift planning program across colleges and programs
• Develop strategies for identification, cultivation, and solicitation of gift planning prospects
• Develop and revise policies, procedures, and guidelines designed to increase customer service and ensure prospects and donors receive accurate information, are properly thanked, and feel connected to the University
• Actively manage a portfolio of gift planning prospects and donors for cultivation, solicitation, and stewardship; educate prospects concerning the benefits of planned gifts
• Monitor life-cycle of all current estates that include Northeastern as a beneficiary; work with estate attorneys, trust officers, Office of General Counsel and others and steward surviving family members to secure gifts
• Manage the gift planning team: supervise professional staff, oversee job performance, prepare job evaluations, recruit, and assist with job growth
• Manage the office of gift planning including marketing, training and analytics activities
• Build effective relationships with volunteers and staff to cultivate prospects, write proposals, visit prospects and help to close gifts; ensure gift planning opportunities are included in solicitation strategies
• Train development staff concerning basic components of planned gifts and develop customized proposals; work with advisors as necessary
• Evaluate the effectiveness of all gift planning initiatives and activities across the university
• Develop and oversee implementation of a comprehensive thematic marketing, analytics, training and stewardship plan and coordinate with Senior Associate Director of Gift Planning
• Develop a creative educational program for staff, donors, volunteers and alumni to help identify additional prospects
• Adhere to the university’s compliance and internal control guidelines

Senior Director, Major Gifts – Gift Planning

Business Integration Team Lead – Managing Director

Catering Director

Associate Director, Clinical PV, Medical Quality

Executive Director – Client Billing

Data Solutions Lead – Managing Director