Director of Gift Planning - Bowdoin College
Brunswick, ME
About the Job
Director of Gift Planning
Posting Number S01306JP
Department Gift Planning
Job Summary
The Director of Gift Planning leads and manages all aspects of the Office of Gift Planning team and a comprehensive gift planning program regarding life-income gifts, bequests, and gifts of non-cash assets. The Director serves on the leadership team for the division of Development and Alumni Relations and manages a four-member staff. The Director establishes annual individual and programmatic goals and strategies to align with Bowdoin’s fundraising priorities and positions the department to serve as a gift planning resource for Bowdoin colleagues and constituents.
The Director is responsible for securing irrevocable and revocable planned gifts, in addition to outright annual and capital gifts, and oversees the gift planning marketing and communications program in partnership with the Senior Associate of Gift Planning to maximize the exposure of gift planning opportunities to Bowdoin constituents. The Director develops and manages strategic priorities for Bowdoin’s legacy society, the Bowdoin Pines Society.
The Director oversees the Office of Gift Planning’s relationships with TIAA Kaspick; PG Calc; outside legal counsel; and Bowdoin campus partners, including the finance office. The Director oversees bequest and estate administration.
The Director works closely with Bowdoin’s leadership gift team to solicit and negotiate planned gifts; integrates gift planning into the overall development program through in-house training workshops, webinars, marketing materials, and one-on-one donor strategy sessions with gift officers; and provides technical expertise regarding income, gift and estate tax, and charitable estate planning. The Director prioritizes growing their personal gift planning knowledge base through conferences, webinars, and planned giving resources.
The Director cultivates, solicits, and stewards an individual portfolio of prospects and donors to encourage support of Bowdoin and to find creative solutions to meet donors’ philanthropic goals.
Primary Position Responsibilities
Strategic Leadership
+ Leads the Gift Planning program, encompassing revocable and irrevocable planned gifts, gifts-in-kind, gifts of real estate and other complex assets.
+ Develops and implements a multi-year conceptual plan and an annual marketing plan to secure planned gifts and provide planned giving resources to Bowdoin constituents.
+ Oversees the 50th Reunion Giving program, providing guidance to staff and serving as a gift planning resource to volunteers.
+ Serves as a resource to Development and Alumni Relations staff regarding gift planning strategies and concepts.
+ Provides training for fundraising colleagues to keep them current on gift planning and related philanthropic opportunities, including periodic legislative updates.
+ Sets annual individual and programmatic goals for the Office of Gift Planning. Collaborates with Leadership Gift Officers to meet individual and shared programmatic goals and assists colleagues in the preparation of gift planning proposals.
+ Establishes policies and procedures that reflect industry best practices related to gift acquisition, documentation, and administration. Serves on the Bowdoin Gift Acceptance Committee.
+ Prioritizes the value of data to inform compelling strategies for the department and to create comprehensive annual progress reports.
+ Identifies, qualifies, cultivates, solicits, and stewards a select pool of Bowdoin alumni, parents, and friends in support of the College’s priorities.
+ Travels as appropriate to meet with prospects and donors for individual meetings and to attend Bowdoin events.
+ Performs other duties as assigned.
Management
+ Manages the day-to-day operations of the Office of Gift Planning, workflow and activities of the team, and resources for the program.
+ Provides effective leadership, supervision, coaching, and models professionalism to staff members in the optimum performance of their roles. Performs periodic evaluations of staff performance against established goals and work plans. Ensures alignment of workflow with the priorities of the Development and Alumni Relations division.
Supervisory Responsibilities
+ Oversees a staff of 4 direct reports:
+ Senior Associate Director of Gift Planning
+ Director of 50th Reunion Giving
+ Administrative Coordinator
+ Administrative Assistant
Education/Skills Requirements
A bachelor’s degree is required; a relevant advanced degree is preferred.
The Director of Gift Planning will be a proven development leader with a minimum of 6-8 years’ experience in gift planning or a related field and have the ability to create a comprehensive vision to implement goals that drive and nurture a successful planned giving program. The individual must possess a deep knowledge of planned and complex gifts, have gift planning marketing experience, and embrace a willingness to develop relationships with Bowdoin constituents as they explore philanthropic opportunities to support the College.
Experience Requirements and/or Equivalents
The Director will have a proven record in successfully managing and supervising people and comprehensive programs; will demonstrate integrity and possess outstanding interpersonal, communication, analytical, and listening skills, exceptional judgment, and the ability to establish collaborative relationships with other members of the Development and Alumni Relations team, campus partners, and outside vendors. The individual will understand the value of liberal arts education and have the ability to motivate staff to work toward ambitious goals.
Standard Work Days and Hours
Full-time (40 hours per week), with standard hours of 8:30am -5:00pm. Some travel required.
This is an exempt position requiring time commitment necessary to satisfactorily complete job requirements.
+ The hiring range for this position is $140,000 – 160,000.
+ For the full position prospectus, go to:
https://deerfieldassociates.com/bowdoin-college-director-of-gift-planning/
About Bowdoin
Bowdoin embraces diversity in all forms, and the College is home to talented students, faculty and staff—with a variety of racial, ethnic, cultural, and socioeconomic backgrounds; religious beliefs; and gender identities, among other factors.
We encourage applications from candidates committed to the support of an inclusive campus community and those who will enrich and contribute to the College’s multifaceted diversity. We value a community in which individuals of all backgrounds are warmly welcomed and encouraged to succeed.
Founded in 1794, Bowdoin has maintained its commitment to the liberal arts for well over 200 years. Bowdoin’s reputation as a preeminent liberal arts college rests on the excellence of its faculty, students, and staff; intimate size; strong sense of community; and connections to the people, history, and natural beauty of Maine.
Bowdoin’s campus is situated in a beautiful natural setting. Located in Brunswick, Maine, a town of approximately 20,000, the College is a short drive from the Maine coast, twenty-five miles from Portland and 120 miles from Boston.
Shift
Employment Category Full Time Year Round
FTE 1.00
Benefits Eligible Yes
Pay Type Salaried
Background Check Package Requirements Administrative Staff + Credit
Is driving a vehicle (e.g. Bowdoin vehicle or off road vehicle, rental car, personal car) an essential function of this job? No
Is a pre-placement physical required for this position? No
Posting Date 09/20/2024
Applications Accepted Until
Open Until Filled No
Type of Posting Internal/External
Special Instructions to Applicants
To explore this superb career opportunity on a highly confidential basis please send your resume, letter of interest and contact information for four (4) references (which will only be contacted if mutual interest is determined) to:
Doug Cooney, Executive Search Consultant, DEERFIELD ASSOCIATES Executive Search, Inc.
572 Washington Street, Suite 15, Wellesley, MA 02482 Telephone: 781-237-2800 (tel:781-237-2800) .
Email: jobs@deerfieldassociates.com
EEO Information
Bowdoin College complies with applicable provisions of federal and state laws that prohibit unlawful discrimination in employment, admission, or access to its educational or extracurricular programs, activities, or facilities based on race, color, ethnicity, ancestry and national origin, religion, sex, sexual orientation, gender identity and/or expression, age, marital status, place of birth, genetic predisposition, veteran status, or against qualified individuals with physical or mental disabilities on the basis of disability, or any other legally protected statuses.
Supplemental Questions
Posting Number S01306JP
Department Gift Planning
Job Summary
The Director of Gift Planning leads and manages all aspects of the Office of Gift Planning team and a comprehensive gift planning program regarding life-income gifts, bequests, and gifts of non-cash assets. The Director serves on the leadership team for the division of Development and Alumni Relations and manages a four-member staff. The Director establishes annual individual and programmatic goals and strategies to align with Bowdoin’s fundraising priorities and positions the department to serve as a gift planning resource for Bowdoin colleagues and constituents.
The Director is responsible for securing irrevocable and revocable planned gifts, in addition to outright annual and capital gifts, and oversees the gift planning marketing and communications program in partnership with the Senior Associate of Gift Planning to maximize the exposure of gift planning opportunities to Bowdoin constituents. The Director develops and manages strategic priorities for Bowdoin’s legacy society, the Bowdoin Pines Society.
The Director oversees the Office of Gift Planning’s relationships with TIAA Kaspick; PG Calc; outside legal counsel; and Bowdoin campus partners, including the finance office. The Director oversees bequest and estate administration.
The Director works closely with Bowdoin’s leadership gift team to solicit and negotiate planned gifts; integrates gift planning into the overall development program through in-house training workshops, webinars, marketing materials, and one-on-one donor strategy sessions with gift officers; and provides technical expertise regarding income, gift and estate tax, and charitable estate planning. The Director prioritizes growing their personal gift planning knowledge base through conferences, webinars, and planned giving resources.
The Director cultivates, solicits, and stewards an individual portfolio of prospects and donors to encourage support of Bowdoin and to find creative solutions to meet donors’ philanthropic goals.
Primary Position Responsibilities
Strategic Leadership
+ Leads the Gift Planning program, encompassing revocable and irrevocable planned gifts, gifts-in-kind, gifts of real estate and other complex assets.
+ Develops and implements a multi-year conceptual plan and an annual marketing plan to secure planned gifts and provide planned giving resources to Bowdoin constituents.
+ Oversees the 50th Reunion Giving program, providing guidance to staff and serving as a gift planning resource to volunteers.
+ Serves as a resource to Development and Alumni Relations staff regarding gift planning strategies and concepts.
+ Provides training for fundraising colleagues to keep them current on gift planning and related philanthropic opportunities, including periodic legislative updates.
+ Sets annual individual and programmatic goals for the Office of Gift Planning. Collaborates with Leadership Gift Officers to meet individual and shared programmatic goals and assists colleagues in the preparation of gift planning proposals.
+ Establishes policies and procedures that reflect industry best practices related to gift acquisition, documentation, and administration. Serves on the Bowdoin Gift Acceptance Committee.
+ Prioritizes the value of data to inform compelling strategies for the department and to create comprehensive annual progress reports.
+ Identifies, qualifies, cultivates, solicits, and stewards a select pool of Bowdoin alumni, parents, and friends in support of the College’s priorities.
+ Travels as appropriate to meet with prospects and donors for individual meetings and to attend Bowdoin events.
+ Performs other duties as assigned.
Management
+ Manages the day-to-day operations of the Office of Gift Planning, workflow and activities of the team, and resources for the program.
+ Provides effective leadership, supervision, coaching, and models professionalism to staff members in the optimum performance of their roles. Performs periodic evaluations of staff performance against established goals and work plans. Ensures alignment of workflow with the priorities of the Development and Alumni Relations division.
Supervisory Responsibilities
+ Oversees a staff of 4 direct reports:
+ Senior Associate Director of Gift Planning
+ Director of 50th Reunion Giving
+ Administrative Coordinator
+ Administrative Assistant
Education/Skills Requirements
A bachelor’s degree is required; a relevant advanced degree is preferred.
The Director of Gift Planning will be a proven development leader with a minimum of 6-8 years’ experience in gift planning or a related field and have the ability to create a comprehensive vision to implement goals that drive and nurture a successful planned giving program. The individual must possess a deep knowledge of planned and complex gifts, have gift planning marketing experience, and embrace a willingness to develop relationships with Bowdoin constituents as they explore philanthropic opportunities to support the College.
Experience Requirements and/or Equivalents
The Director will have a proven record in successfully managing and supervising people and comprehensive programs; will demonstrate integrity and possess outstanding interpersonal, communication, analytical, and listening skills, exceptional judgment, and the ability to establish collaborative relationships with other members of the Development and Alumni Relations team, campus partners, and outside vendors. The individual will understand the value of liberal arts education and have the ability to motivate staff to work toward ambitious goals.
Standard Work Days and Hours
Full-time (40 hours per week), with standard hours of 8:30am -5:00pm. Some travel required.
This is an exempt position requiring time commitment necessary to satisfactorily complete job requirements.
+ The hiring range for this position is $140,000 – 160,000.
+ For the full position prospectus, go to:
https://deerfieldassociates.com/bowdoin-college-director-of-gift-planning/
About Bowdoin
Bowdoin embraces diversity in all forms, and the College is home to talented students, faculty and staff—with a variety of racial, ethnic, cultural, and socioeconomic backgrounds; religious beliefs; and gender identities, among other factors.
We encourage applications from candidates committed to the support of an inclusive campus community and those who will enrich and contribute to the College’s multifaceted diversity. We value a community in which individuals of all backgrounds are warmly welcomed and encouraged to succeed.
Founded in 1794, Bowdoin has maintained its commitment to the liberal arts for well over 200 years. Bowdoin’s reputation as a preeminent liberal arts college rests on the excellence of its faculty, students, and staff; intimate size; strong sense of community; and connections to the people, history, and natural beauty of Maine.
Bowdoin’s campus is situated in a beautiful natural setting. Located in Brunswick, Maine, a town of approximately 20,000, the College is a short drive from the Maine coast, twenty-five miles from Portland and 120 miles from Boston.
Shift
Employment Category Full Time Year Round
FTE 1.00
Benefits Eligible Yes
Pay Type Salaried
Background Check Package Requirements Administrative Staff + Credit
Is driving a vehicle (e.g. Bowdoin vehicle or off road vehicle, rental car, personal car) an essential function of this job? No
Is a pre-placement physical required for this position? No
Posting Date 09/20/2024
Applications Accepted Until
Open Until Filled No
Type of Posting Internal/External
Special Instructions to Applicants
To explore this superb career opportunity on a highly confidential basis please send your resume, letter of interest and contact information for four (4) references (which will only be contacted if mutual interest is determined) to:
Doug Cooney, Executive Search Consultant, DEERFIELD ASSOCIATES Executive Search, Inc.
572 Washington Street, Suite 15, Wellesley, MA 02482 Telephone: 781-237-2800 (tel:781-237-2800) .
Email: jobs@deerfieldassociates.com
EEO Information
Bowdoin College complies with applicable provisions of federal and state laws that prohibit unlawful discrimination in employment, admission, or access to its educational or extracurricular programs, activities, or facilities based on race, color, ethnicity, ancestry and national origin, religion, sex, sexual orientation, gender identity and/or expression, age, marital status, place of birth, genetic predisposition, veteran status, or against qualified individuals with physical or mental disabilities on the basis of disability, or any other legally protected statuses.
Supplemental Questions
Source : Bowdoin College
