Account Executive
The Channel Company
Senior Director, Major Gifts – Gift Planning
Northeastern University College of Engineering
full-time
Posted on:
Location Type: Office
Location: Boston • Massachusetts • 🇺🇸 United States
Visit company websiteSalary
💰 $129,010 - $187,060 per year
Job Level
Senior
About the role
- 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
Requirements
- Demonstrated ability to think strategically about relationships with prospects, and to articulate mission and core initiatives clearly, and to synthesize these concisely and persuasively to excite and entice prospects.
- A bachelor’s degree is required; additional course or degree work in the areas of Gift planning, financial planning, estate planning, tax planning, legal studies or management
- At least 10 years of gift planning or equivalent experience in the charitable asset management, legal or financial planning field including gift planning responsibilities in a higher education context; ability to manage a development program and team across a complex structure.
- A high level of self-confidence, creativity, enthusiasm, self-motivation and energy needed to undertake diverse responsibilities and effectively engage and cultivate key prospects
- Strong communications and marketing acumen; demonstrated ability to create communications documents for internal and external education
- Thorough understanding of gift planning concepts: income, gift and estate tax issues; knowledge of financial and estate planning and ability to articulate these concepts to others
- Proven capacity to work independently on several projects in parallel; strong organizational planning skills, Customer-oriented focus, and high follow-up and responsiveness
- Experience managing professional staff, as well as the patience and maturity for working with volunteers and enjoyment in meeting and relating to people on an one-to-one basis
- The desire to work in an entrepreneurial environment; the creativity, energy, and political savvy required to introduce and champion new ideas; the ability to influence, while maintaining the spirit of collaboration
- Honesty, integrity, enthusiasm, and perspective; a very strong work ethic, supported by commitment and follow-through
- Experience with Gift Planning software is necessary
Benefits
- Northeastern has a comprehensive benefits package for benefit eligible employees
- medical, vision, dental
- paid time off
- tuition assistance
- wellness & life
- retirement
- commuting & transportation
- Visit https://hr.northeastern.edu/benefits/ for more information
ATS Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
gift planningfinancial planningestate planningtax planningcharitable asset managementmarketinganalyticscustomer serviceorganizational planningcommunications
Soft skills
strategic thinkingcreativityself-motivationenthusiasmcommunicationrelationship buildingindependencepatienceintegritycollaboration
