Director, Planned Giving

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Babson Park, MA

Babson College

<p><strong>We&rsquo;re all different.</strong></p> <p><strong>We&rsquo;re all Babson.</strong></p> <p><em>Effective November 15, we are requiring all non-unionized Babson faculty and staff members authorized to work on our campuses or other property owned or controlled by the College to verify that they have been fully vaccinated for COVID-19. Requests for medical or religious exemption should be addressed directly to </em><a href=""><em>Human Resources</em></a><em>.&nbsp;</em></p> <p>Babson College is a world-class business school, empowering entrepreneurial leaders to create great economic and social value - everywhere. You&rsquo;ll find a collaborative, collegial team environment designed to include and motivate every individual. It&rsquo;s a rewarding workplace &ndash; an exciting launch pad for anyone to make a real impact in higher education. We provide everything you need to achieve your goals, including learning and development opportunities, outstanding benefits, rich rewards, wellness programs, and a genuine dedication to creating a diverse, multicultural and inclusive community.</p>

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Full time

Overview: The Director is responsible for the design, direction, and implementation of a comprehensive program to market planned giving within the scope of the Development Department&rsquo;s strategy as a vehicle for major gifts. In addition to serving as a resource and advisor to the major gift officers to solicit and close planned gifts, specifically responsible for maintaining a portfolio and is responsible for achieving the overall planned giving goals; acting as a representative of the College and the Development Department while managing the cultivation, solicitation, and stewardship of donors and prospective donors at the $100,000 and above level with a focus on planned giving prospects; and creating and implementing a comprehensive marketing communications plan.
Responsibilities: <ul> <li>Design and implement long and short-term planned giving fundraising strategies which include setting program goals, managing relationships, and leading marketing and education efforts internally and externally.</li> </ul> <ul> <li>Research, identify, and contact planned giving prospects.&nbsp;</li> <li>Develop effective strategies to proactively build awareness of planned giving options and educate the front-line fundraising team.</li> <li>Develop, recommend, and implement appropriate strategies for cultivating, soliciting, and stewarding these individuals.&nbsp; Consult with Development colleagues, administrators, faculty, trustees, and other volunteers as appropriate.</li> </ul> <ul> <li>Serve as the planned giving advisor for the Major Gifts team with a focus on increasing their understanding of how and when planned giving fits within the overall fundraising strategy, and how to introduce/address planned giving vehicles into donor conversations or proposals.</li> <li>Travel with gift officers who have generated interest in planned gifts and need assistance in working through the gift planning process.</li> <li>Support planned and complex gift options which extend beyond bequests and estate giving and include complex and innovative giving vehicles that maximize tax benefits and donor impact.</li> <li>Manage and make recommendations for the College&rsquo;s planned giving gift acceptance policies.</li> <li>Evaluate the effectiveness of all planned giving initiatives and activities across the College on a periodic basis; initiate changes as needed.</li> <li>In partnership with the Stewardship Office, co-manages the recognition program for planned giving, including ensuring regular contact with planned gift donors and designing and implementing recognition efforts that maintain ongoing relationships with donors who have made planned giving donations.</li> <li>Plan and manage events related to the cultivation, solicitation, and stewardship of planned giving donors in partnership with the Events Management Office and Stewardship Office.</li> <li>Develop and manage the use and production of planned giving marketing materials for a targeted audience in partnership with The Fund for Babson and College Marketing.</li> <li>Conduct an average minimum of 18 face-to-face or virtual meetings per month.</li> <li>Provide written briefings for senior leadership and faculty visits with donor and prospective donors, as well as follow-up documentation and correspondence.</li> <li>Assume additional responsibilities as required.</li> </ul>
Requirements: <p dir="LTR"><strong><u>Education Requirements:</u></strong></p> <ul> <li>Minimum Level of Education <span class="WEL2">Required</span></li> <li>Bachelor&rsquo;s Degree</li> </ul> <p dir="LTR"><strong><u>Position Knowledge/Skills &amp; Abilities Requirements:</u></strong></p> <ul> <li>Must have a minimum of 10+ years of experience in planned/major giving and with a range of fundraising responsibilities that include management or supervision of fundraising processes</li> <li>Must have experience closing planned and major gifts at the 6 figure level</li> <li>Must have a strong knowledge base of all aspects of planned giving and fundraising</li> <li>Must have a current working knowledge of planned giving IRS rules and regulations</li> <li>Proven ability to mentor and collaborate with fellow staff</li> <li>Must have exceptional interpersonal, organizational, and verbal and written communication &nbsp;skills, and the ability to be effective at engaging with all levels of the College</li> <li>Demonstrated ability to establish creditability and confidence with donors and prospective donors</li> <li>Ability to work with ethnically, culturally, and socially diverse students, staff, faculty, and other constituencies</li> <li>Must have the flexibility and willingness to assume new tasks and special projects</li> <li>Ability to envision and propose new methods to perform tasks that support Entrepreneurial Thought &amp; Action; take thoughtful risks; and accept new and ongoing initiatives, objectives, and solutions to gain sought-after results</li> <li>Ability to anticipate and embrace change; demonstrate a willingness to achieve, acquire, and utilize new skills and challenging tasks; and is flexible in changing conditions</li> <li>Must have strong technical skills including proficiency in Microsoft Office (Word, Excel, and PowerPoint)</li> </ul> <p dir="LTR"><strong><u>Working Conditions:</u></strong></p> <ul> <li>Willingness to travel as a representative of the College</li> <li>Requires occasional nights and/or weekend work</li> <li>Must have had a valid unrestricted U.S. Driver&rsquo;s License for one year, and maintain throughout employment an insurable (as determined by the College&rsquo;s insurer&rsquo;s criteria) or a satisfactory driving record; must successfully complete and pass the College&rsquo;s vehicle training program within the first 60 days of employment; annual or more frequent review of employee&rsquo;s driving record based on the College insurer&rsquo;s criteria; and safety training as required by management.</li> </ul> <p dir="LTR"><strong><u>Additional Experience, Skills &amp; Abilities:</u></strong></p> <ul> <li>Prior fundraising experience in an academic environment preferred</li> </ul>