24 days old

Director of Planned Giving

Dartmouth College
Hanover, NH 03755
  • Job Code
    115475013


Dartmouth College



Dartmouth College is an equal opportunity/affirmative action employer with a strong commitment to diversity. In that spirit, we are particularly interested in receiving applications from a broad spectrum of people, including women, minorities, individuals with disabilities, veterans or any other legally protected group.

Position Information

Position Title
Director of Planned Giving

Department
GSM/DH Office of Development

Position Number
1127043

Position Purpose

This position leads the Development Office efforts to raise planned gifts. This individual cultivates, solicits, and stewards donors with primary interests in planned giving, and includes solicitations for outright annual, major, and principal gifts as appropriate. Raises restricted and unrestricted gifts for the Geisel School of Medicine at Dartmouth and Dartmouth-Hitchcock, in support of the priorities outlined by leadership in both organizations while simultaneously being donor-focused. The incumbent serves as a charitable gift-planning advisor to staff and donors in the context of campaigns and ongoing fundraising efforts.



SEIU Level
Not an SEIU Position

FLSA
Exempt

Employment Category
Regular Full Time

Department Contact for Cover Letter
Elizabeth Dollhopf-Brown, AVP for Development

Special Instructions to Applicants

Employment in this position is contingent upon consent to and successful completion of a pre-employment background check, which may include a criminal background check, reference checks, verification of work history, and verification of any required academic credentials, licenses, and/or certifications, with results acceptable to Dartmouth College. A criminal conviction will not automatically disqualify an applicant from employment. Background check information will be used in a confidential, non-discriminatory manner consistent with state and federal law.



Key Accountabilities

Key Accountabilities

Fundraising (45%)
• Works independently and with partners to cultivate donors and potential supporters who make steady (but not necessarily significant) donations to the medical school and/or the health system who have been identified to have the capacity for four-to-seven-figure planned gifts.
• Conducts face-to-face donor and potential supporter visits and other meaningful cultivation activities, occasionally in tandem with senior officers, volunteer leaders, and development colleagues to provide information and direction for gift planning options.
• Contributes to overall Gift Planning goals by raising/securing life income gifts and promoting/documenting bequest expectancies. Solicits donors and potential supporters and stewards them appropriately.
• In collaboration with the Prospect Management and Research team, confirm donor's stage in the development process, devises written plans of action for all donors in the prospect pool and requests research and analysis to confirm capacity, inclination, and interests of donors and potential supporters.

Collaboration (30%)
• Collaborates with the Dartmouth College Gift Planning team, sharing best practices and knowledge of planned giving and planned giving prospects.
• Educates donors, medical leaders, volunteers, and staff colleagues about various gift-planning options. Manages planned giving volunteers.
• Performs gift planning calculations and strategies, and prepares financial proposals for all staff portfolios/colleagues as appropriate. Makes presentations on tax, investment, and legal aspects of charitable gifts to internal and external audiences.
• Provides expertise in the management and administration of planned gifts; works closely with all relevant colleagues and Dartmouth College and Dartmouth-Hitchcock offices involved in the management and administration of planned gifts for the medical enterprise.

Program Management (20%)
• Establishes and implements the strategic direction of gift planning programs for the Development Office
• Designs and administers a collaborative, donor-centered gift-planning program. Works with colleagues in Advancement Communications to design and execute annual planned giving marketing plans and outreach to make the case for support of Dartmouth-Hitchcock and the Geisel School of Medicine through planned giving vehicles.
• Recommends publication content for planned gifts and stewardship opportunities and planned giving Web content to enhance office's digital strategy.
• Collaborates, educates and assists fundraising staff in the identification of donor-centered gift planning opportunities and vehicles with their prospects, including opportunities to integrate their philanthropic objectives with their overall tax, estate and financial planning in a tax-efficient manner. Ensures application of appropriate policies and procedures for "best practices" in gift planning.
• Collaborates with senior-level fundraisers to promote gift planning ideas and offer the full range of giving opportunities to high net worth families and prospects, focused on family wealth planning, gifts of complex assets and multi-generational strategies to enhance the likelihood of transformational gifts.
• Works with D-H member hospitals to market planned gifts and to offer other programmatic support as appropriate.
• Participates in long-range planning for the program and provides relevant input in the budgeting and operations planning process.

Other Duties as Assigned (5%)

-- Demonstrates a commitment to diversity, inclusion, and cultural awareness through actions, interactions, and communications with others. -- Performs other duties as assigned.

PI115475013

<br/><br/><b>Dartmouth College</b><br/><br/><br/><br/>Dartmouth College is an equal opportunity/affirmative action employer with a strong commitment to diversity. In that spirit, we are particularly interested in receiving applications from a broad spectrum of people, including women, minorities, individuals with disabilities, veterans or any other legally protected group.<br/><br/><b>Position Information</b><br/><br/><b>Position Title</b><br/>Director of Planned Giving<br/><br/><b>Department</b><br/>GSM/DH Office of Development<br/><br/><b>Position Number</b><br/>1127043<br/><br/><b>Position Purpose</b><br/><p>This position leads the Development Office efforts to raise planned gifts. This individual cultivates, solicits, and stewards donors with primary interests in planned giving, and includes solicitations for outright annual, major, and principal gifts as appropriate. Raises restricted and unrestricted gifts for the Geisel School of Medicine at Dartmouth and Dartmouth-Hitchcock, in support of the priorities outlined by leadership in both organizations while simultaneously being donor-focused. The incumbent serves as a charitable gift-planning advisor to staff and donors in the context of campaigns and ongoing fundraising efforts.</p><br/><br/><b>SEIU Level</b><br/>Not an SEIU Position<br/><br/><b>FLSA</b><br/>Exempt<br/><br/><b>Employment Category</b><br/>Regular Full Time<br/><br/><b>Department Contact for Cover Letter</b><br/>Elizabeth Dollhopf-Brown, AVP for Development<br/><br/><b>Special Instructions to Applicants</b><br/><p>Employment in this position is contingent upon consent to and successful completion of a pre-employment background check, which may include a criminal background check, reference checks, verification of work history, and verification of any required academic credentials, licenses, and/or certifications, with results acceptable to Dartmouth College. A criminal conviction will not automatically disqualify an applicant from employment. Background check information will be used in a confidential, non-discriminatory manner consistent with state and federal law.</p><br/><br/><b>Key Accountabilities</b><br/><p></p> <tr> <th>Key Accountabilities</th> <td><p>Fundraising (45%)<br> Works independently and with partners to cultivate donors and potential supporters who make steady (but not necessarily significant) donations to the medical school and/or the health system who have been identified to have the capacity for four-to-seven-figure planned gifts. <br> Conducts face-to-face donor and potential supporter visits and other meaningful cultivation activities, occasionally in tandem with senior officers, volunteer leaders, and development colleagues to provide information and direction for gift planning options. <br> Contributes to overall Gift Planning goals by raising/securing life income gifts and promoting/documenting bequest expectancies. Solicits donors and potential supporters and stewards them appropriately.<br> In collaboration with the Prospect Management and Research team, confirm donor's stage in the development process, devises written plans of action for all donors in the prospect pool and requests research and analysis to confirm capacity, inclination, and interests of donors and potential supporters.</p> <p>Collaboration (30%)<br> Collaborates with the Dartmouth College Gift Planning team, sharing best practices and knowledge of planned giving and planned giving prospects.<br> Educates donors, medical leaders, volunteers, and staff colleagues about various gift-planning options. Manages planned giving volunteers.<br> Performs gift planning calculations and strategies, and prepares financial proposals for all staff portfolios/colleagues as appropriate. Makes presentations on tax, investment, and legal aspects of charitable gifts to internal and external audiences.<br> Provides expertise in the management and administration of planned gifts; works closely with all relevant colleagues and Dartmouth College and Dartmouth-Hitchcock offices involved in the management and administration of planned gifts for the medical enterprise.</p> <p>Program Management (20%)<br> Establishes and implements the strategic direction of gift planning programs for the Development Office<br> Designs and administers a collaborative, donor-centered gift-planning program. Works with colleagues in Advancement Communications to design and execute annual planned giving marketing plans and outreach to make the case for support of Dartmouth-Hitchcock and the Geisel School of Medicine through planned giving vehicles. <br> Recommends publication content for planned gifts and stewardship opportunities and planned giving Web content to enhance office's digital strategy.<br> Collaborates, educates and assists fundraising staff in the identification of donor-centered gift planning opportunities and vehicles with their prospects, including opportunities to integrate their philanthropic objectives with their overall tax, estate and financial planning in a tax-efficient manner. Ensures application of appropriate policies and procedures for "best practices" in gift planning.<br> Collaborates with senior-level fundraisers to promote gift planning ideas and offer the full range of giving opportunities to high net worth families and prospects, focused on family wealth planning, gifts of complex assets and multi-generational strategies to enhance the likelihood of transformational gifts. <br> Works with D-H member hospitals to market planned gifts and to offer other programmatic support as appropriate. <br> Participates in long-range planning for the program and provides relevant input in the budgeting and operations planning process.</p> <p>Other Duties as Assigned (5%)</p></td> </tr> <tr> <th>--</th> <td>Demonstrates a commitment to diversity, inclusion, and cultural awareness through actions, interactions, and communications with others.</td> </tr> <tr> <th>--</th> <td>Performs other duties as assigned.</td> </tr> <img src="https://analytics.click2apply.net/v/LYWDq2Cq7Mr4UB74iZYD4"> <p>PI115475013</p>

Categories

Posted: 2019-11-14 Expires: 2019-12-15

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Director of Planned Giving

Dartmouth College
Hanover, NH 03755

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