ASSISTANT DIRECTOR, Planned Giving Marketing & Gift Administration, Development & Alumni Relations
Location: Boston, Massachusetts
Internal Number: 7040
We in Boston University Development & Alumni Relations (DAR) harness the power of philanthropy to make an excellent education accessible and welcoming to all, and to advance BU's global leadership in research, scholarship, artistic creation, and professional practice. To support our work, we have built--and are continuing to build--an outstanding team of dynamic, mission-driven advancement professionals who constantly strive to create an environment where everyone belongs. Where it's not just a job, but a career and a community.
Now, our Planned Giving team is looking for an Assistant Director who will develop and implement a comprehensive marketing plan for Boston University's 17 schools and colleges in coordination with external vendors and Development Communications team.
Planned Giving At Boston University
The Planned Giving office functions as a frontline fund-raising team that focuses on securing alumni gift commitments through estate plans, trusts and other entities as well as helping donors who wish to gift non-traditional assets, e.g. real estate, privately help securities, artwork, etc.
Assistant Director, Planned Giving Marketing & Gift Administration
The Assistant Director of Planned Giving Marketing and Gift administration requires a diverse skill set developed through planned giving marketing, prospect qualification, gift processing and administration, and stewardship experience. The Assistant Director will coordinate with development officers across the University to develop and support school-based planned giving marketing initiatives. The incumbent will develop and implement annual stewardship plan across multiple channels in addition to organizing and managing events for legacy society. This position is responsible for directing and supervising administration of all planned gifts including bequests, life income gifts and other estate gifts as well as serving as an adviser for information concerning planned gifts to prospects, donors, and DAR staff. In partnership with the Director, the Assistant Director will coordinate and present internal training modules to various DAR departments.
Provide strategic planning for an integrated, comprehensive marketing and communications plan for Planned Giving. In partnership with the Director execute the design and coordination of internal and external marketing efforts including external and internal communication, publications, advertising, direct mail, electronic and internet marketing, website content development and maintenance. Track and analyze existing marketing efforts and recommend changes to improve effectiveness. Act as the point person in working with DAR colleagues and external vendors. Collaborate across BU's schools and colleges to develop effective Planned Giving marketing materials and campaigns using a variety of media and formats.
Develop innovative stewardship plan designed to increase Claflin Society membership and existing member engagement. Deliver thoughtful and appropriate stewardship through several media channels: birthday cards, holiday cards, coordinating testimonials, e-mail blasts payment letters and event invitations. Organize and manage events for legacy society including annual tea and lunch. Collaborate with Alumni Relations to offer legacy society members complimentary access to Alumni Weekend Events.
Serves as primary contact for planned giving donors (Claflin Society members) to address matters including answering questions about existing gifts, updating bio information, etc. Supervise gift administration to ensure that all planned gifts are properly acknowledged, distributions for life income gifts are made correctly and on time, and funds are directed to their intended purposes (for example for scholarship and award funds).
Responsible for estate administration. Serve as primary contact for estate planning attorneys and personal representatives. Coordinate with estate, Gifts and Records, Stewardship and Donor Relations, and Financial Affairs to ensure funds are received in a timely manner and directed to their intended purposes.
Manage accuracy and integrity of the Planned Giving Database (using GiftWrap software and the University-wide alumni database) and prepared periodic reports on deferred gift activity.
Enhance relationships with Office of the Treasury for administration of charitable gift annuities, charitable remainder trusts, and other life income gifts. This includes overseeing periodic payments and providing information to the Office of the Treasury related to the tax reporting of annuitants.
In partnership with the Director, coordination and presentation of internal training modules to various DAR departments.
A cover letter is required for consideration.
3-5 years of project management experience, with a preference for knowledge of inbound marketing strategies and experience managing outsource partner relationships
Familiarity with bequest and planned gift administration.
Related experience in trust administration or financial services would also be considered.
Advanced written communications, attention to detail, analytical skills and collaboration skills are required.
But that's not all we're looking for; we want someone who embodies our values:
Teamwork, transparency, and mutual respect, because we value every member's contributions and know that leadership can come from anywhere.
Diversity, equity, inclusion, and a commitment to ensuring that each of us knows we belong here.
Integrity in how we work and how we treat one another.
Strategic thinking and curiosity in the relentless pursuit of fresh approaches and measurable results.
Continuous growth and improvement, both as individuals and as a team.
Joy and shared appreciation for working hard toward goals that matter.
If this resonates with you and you want to help us in our ambitious next campaign--and maybe do some of your best work as an advancement professional-- we encourage you to apply. If you are hesitant to apply because you have not previously performed every responsibility listed in the description, but you do possess transferable skills, our values, and the defined qualifications, we still want to hear from you and welcome your application.
To learn more about Development & Alumni Relations at Boston University, and other job opportunities, please stop by the DAR Talent website: https://www.bu.edu/dar-talent/.
Boston University is 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, or any other characteristic protected by law.
If you require a reasonable accommodation to complete the employment application process, please contact the Equal Opportunity Office at 617-353-6474 or firstname.lastname@example.org.
Boston University is no small operation. With over 33,000 undergraduate and graduate students from more than 140 countries, 10,000 faculty and staff, 16 schools and colleges, and 250 fields of study, our two campuses are always humming.