Job Listings

Associate Director of Development Gift Planning

Company:
Harvard University
Job Location:
Boston, Massachusetts
Category:
Development and Fundraising
Harvard Medical School

54428BR

Job Summary
Reporting to the Managing Director of Gift Planning, the Associate Director of Gift Planning will be responsible for the identification, cultivation, solicitation, and stewardship of life income and estate gifts in support of the overall annual goals of the Gift Planning and Alumni Affairs and Development teams.

Job-Specific Responsibilities
The Associate Director will work with the Managing Director of Gift Planning to advance the near and long term goals of the department; assist in executing the annual operating plan; and recommend new strategies to enhance overall fundraising efforts for the department. S/he will manage a holistic portfolio of approximately 100+ assigned and shared prospects consisting of HMS alumni and friends, and will focus primarily on cultivating and soliciting gifts of five- to seven- figures.

Key Expectations:
  • Meet quantitative and qualitative metrics including submitted proposals, new life income gifts, documented bequest intentions, and new legacy society members. 
  • Complete 80+ visits a year to include qualification, cultivation, solicitation, and stewardship visits. Anticipate traveling 40% of the time; territory will include West Coast prospects.
  • Work closely with fundraising colleagues on Alumni Engagement and Principal & Major Gifts team to cultivate shared prospects and blended gifts.
  • Ownership of annual cultivation and planned giving education event to grow prospect pipeline of HMS Faculty and Staff.
Under the supervision of and in coordination with the Managing Director of Gift Planning, the Associate Director will meet with alumni and friends of Harvard Medical School to solicit planned and outright gifts, provide stewardship, and represent the School; support the Reunion Giving program via milestone reunion gift committee liaison role, and help broaden the HMS Gift Planning program to new constituencies; partner with Principal & Major Gifts to determine gift planning opportunities among respective portfolios; and represent HMS at appropriate events and meetings. This position will work with University partners to complete life income gifts and gifts of complex assets. In fulfillment of these responsibilities, the Associate Director will draft gift planning proposals which require knowledge of life income gifts, bequests, real estate, and tangible property along with the tax law implications for the donor making such gifts. 

Other projects will be assumed as identified and assigned.

To be successful, the candidate must be collegial and collaborative, possess excellent oral and written communication skills, and demonstrate professionalism in sensitive situations.

Basic Qualifications
Bachelor's degree required. 7 or more years of related experience, preferably in development with a focus on planned giving. Travel will be required.

Additional Qualifications and Skills
Major/principal gift fundraising experience a plus. Track record of successful proposal preparation and completed gifts at the 5 figure + level. Ability to communicate and work with people at all levels is essential; demonstrated fluency in various gift planning terms. Strong organizational skills, ability to prioritize and manage multiple tasks. Possess an entrepreneurial skill set to identify and engage high net worth individuals within and outside of the Harvard community. S/he must exercise sound judgment and confidentiality in working with prospects, volunteers, and HMS staff.

Additional Information
This Staff role is starting as a remote position due to the COVID-19 pandemic and while the Massachusetts COVID-19 state of emergency restrictions are still in place. The current remote nature of this role is considered temporary and may change as the University continues to evaluate options. While we continue to monitor the evolving COVID-19 guidelines, local on-campus work may be expected for some roles. Harvard Medical School does support flexible schedules, subject to individual departments' business needs.

Please note that we are currently conducting a majority of interviews and onboarding remotely and virtually. We appreciate your understanding.

We are committed to cultivating an inclusive workplace culture of faculty, staff, and students with diverse backgrounds, styles, abilities, and motivations. We appreciate and leverage the capabilities, insights, and ideas of all individuals. Harvard Medical School Mission and Community Values

Harvard University offers an outstanding benefits package including:
  • Time Off: 3 - 4 weeks paid vacation, paid holiday break, 12 paid sick days, 12.5 paid holidays, and 3 paid personal days per year.
  • Medical/Dental/Vision: We offer a variety of excellent medical plans, dental & vision plans, all coverage begins as of your start date.
  • Retirement: University-funded retirement plan with full vesting after 3 years of service.
  • Tuition Assistance Program: Competitive tuition assistance program, incredibly affordable classes directly at the Harvard Extension School, and discounted options through participating Harvard grad schools.
  • Transportation: Harvard offers a 50% discounted MBTA pass as well as additional options to assist employees in their daily commute.
  • Wellness options: Harvard offers programs and classes at little or no cost, including stress management, massages, nutrition, meditation, and complementary health services.
  • Harvard access to athletic facilities, libraries, campus events, and many discounts throughout metro Boston.
The Harvard Medical School is not able to provide visa sponsorship for this position.

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Job Function
Alumni Affairs and Development

Location
USA - MA - Boston

Job Code
303058 Development Sr Specialist

Sub-Unit
*

Department
Alumni Affairs and Development

Time Status
Full-time

Salary Grade
058

Union
00 - Non Union, Exempt or Temporary

Pre-Employment Screening
Education, Identity

EEO Statement
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, gender identity, sexual orientation, pregnancy and pregnancy-related conditions, or any other characteristic protected by law.
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