Associate Director or Assistant Director, Planned Gifts

Job Title: Associate Director or Assistant Director,
Planned Gifts

 Supervisor: Senior Director,
Development

 Job Summary

 

The Associate Director, Planned Gifts is responsible for the
development, promotion and implementation of Cambridge in America’s
growing planned giving program and reports to the Senior Director,
Development. The Associate Director works closely with CAm
development staff, as well as colleagues from the University of
Cambridge (UK) and the constituent Cambridge Colleges to secure
bequests and other planned gifts. The Associate Director will
identify, qualify, cultivate, solicit and steward an emerging group
of donors and prospects. This work includes following up on
expressions of interest, fielding technical planned giving
questions, collaborating with colleague gift officers, maintaining
a regular visitation schedule and traveling as necessary to meet
with donors and planned prospects.

 

Responsibilities

Donor Cultivation and Solicitation:

• Work with the Senior Director of Development and other
  colleagues to create and execute a customized general and regional
  planned giving strategy to identify, research, cultivate, solicit,
  and steward existing planned gift donors and new prospects.
• Manage a targeted portfolio of approximately 65-75 individual
  planned giving prospects with the capacity to make gifts through
  bequests, gifts-in-kind, Qualified Charitable Distributions, and
  Donor-Advised Funds, and other vehicles.
• Achieve annual donor visit goals through local and national
  travel bolstered by regular communication.
• Achieve annual goals for growing The 1209 Society, the planned
  gift society of Cambridge in America.
• Manage other strategic aspects of The 1209 Society:
  communication and recognition opportunities for new members,
  stewardship of existing members, and a schedule of annual strategic
  events.

 Communications:

• In collaboration with colleagues from the Strategic Engagement
  Team, create a robust communication plan designed to attract new
  planned gifts donors and steward existing donors; this plan is
  expected to include:
  • Marketing and informational materials to promote methods and
    benefits of estate planning to prospects and donors;
  • Producing content for regular 1209 Society newsletters; in
    print and electronic versions;
  • Identifying appropriate donor stories and other content to be
    included on the website and on social media.

 Capacity Building:

• Remain current in areas of planned giving instruments, giving
  trends, and legal/regulatory aspects of and tax-related benefits
  for planned gifts.
• Conduct internal training sessions on planned giving best
  practices as appropriate.
• In addition to proactive outreach, respond to any inquiries
  received by CAm.
• Ensure appropriate support for fundraising work with prospects,
  including updating and maintaining planned giving donor files,
  databases, research, and proposal information,

as well as acting as an internal resource for planned giving for
the fundraising team. 

• Serve as the organizational point of contact for significant
  gifts-in-kind.
• Review and edit briefing materials and correspondence, when
  requested.
• Assist with the implementation and staffing of CAm and
  University of Cambridge events, including occasional night and
  weekend events and travel.
• Perform additional duties as assigned.

 

Accountabilities:

• Meet personal and program performance metrics as set at the
  beginning of each fiscal year.

 

 Candidate Requirements:

• Bachelor’s degree required; graduate degree preferred.
• Minimum of two-three years of fundraising experience,
  preferably at an elite institution of higher education, with
  demonstrated results from individuals in a variety of complex gift
  situations.
• Excellent judgment, strong interpersonal skills, and the
  ability to cooperate and communicate in a professional manner with
  Board members, prospective donors, high-level volunteers, and
  members at all levels in the University and the Colleges.
• Capacity to develop trust and maintain highly collegial and
  collaborative working relationships among staff and volunteers and
  members of the Cambridge community.
• A high degree of professionalism, including the demonstrated
  ability to manage responsibilities with accountability,
  flexibility, integrity, and tact.
• Knowledge of relevant tax law and familiarity with
  philanthropic legal frameworks preferable.
• Results-oriented with strong organizational skills and a
  demonstrated ability for excellent project management from
  inception to completion and follow-up. Ability to pursue plans
  effectively or change course if necessary and to facilitate
  projects in “start-up” mode.
• Exceptional oral and written communication skills.
• Ability to regularly travel domestically and
  internationally.
• Ability to work in the US.

 

The salary range for this position is $90,000 – $135,000 per
annum, dependent on candidate experience and the final agreed upon
title.

CAm is currently operating on a hybrid schedule of three days
working in the office and two days working remotely.

CAm requires that all staff be fully vaccinated. Please note
that proof of vaccination will be required.

To apply for the position please send a cover letter and resume
to: mail@cantab.org. A cover
letter is an integral part of the application process and must be
submitted with a resume.

 

Cambridge in America

From its location in New York City, Cambridge in America (CAm)
promotes interest in and support for the University of Cambridge
(UK) and its constituent Colleges among alumni and friends in the
United States and in the Americas.

Cambridge in America runs alumni and development programs aimed
at showcasing the best of Cambridge, working in partnership with
University and College leadership. A historic institution of higher
education in the United Kingdom, Cambridge consistently ranks among
the very top research universities worldwide, with more than 20,000
students from all walks of life and all corners of the world,
nearly 12,500 staff, 31 Colleges and 150 Departments, Faculties,
Schools, and other institutions. Sustaining a university of this
caliber demands continual investment, therefore fundraising efforts
and innovative partnerships are vital and an essential element of
the work of Cambridge in America. During the last five years, more
than $289 million has been raised by Cambridge in America.

 

CAm is an Equal Opportunity Employer and is committed to
complying with all federal, state, and local equal employment
opportunity (“EEO”) laws. CAm prohibits discrimination against
employees and applicants for employment because of the individual’s
race or color, religion or creed, alienage or citizenship status,
sex (including pregnancy), national origin, age, sexual
orientation, gender identity or expression, disability, marital
status, familial status, domestic partnership status, genetic
information or predisposing genetic characteristics, military
status, domestic violence victim status, arrest or pre-employment
conviction record, or any other characteristic protected by
law.