The Assistant Director of Development, Planned Giving is responsible for managing bequest and trust administration activities that yield much of the program’s annual revenue. S/he will serve as the primary hospital contact for executors, attorneys and family members, and serve as a liaison with Partners and Mass General staff, outside counsel and advisors.
Reporting to the Senior Director of Development, Planned Giving, the Assistant Director will also manage a portfolio of prospects and donors, including Phillips Society members as part of the hospital’s legacy society. S/he will also work in partnership with the Planned Giving team to help advance a variety of initiatives including, marketing, internal educational programs. S/he will also serve as a resource to other frontline staff in advancing planned gifts.
The ideal candidate will be a collegial team player with proven ability to motivate, engage, and work collaboratively at all levels. S/he will be highly professional, detailed oriented and have a knowledge base of tax laws and charitable estate planning. Planned Giving or legal experience preferred.
Principal Duties and Responsibilities
Manage all aspects of bequest and trust administration including:
A portfolio (varying in size each year) of active estates and trusts scheduled to make a distribution to the hospital over a 12-18 month cycle.
Coordinate with attorneys, trust officers and estate executors to move estates through the probate, distribution and settlement process in a timely manner and with strong communication and documentation with hospital staff and faculty.
Oversee inventory of estate files and establish action plans for each open estate.
Serve as primary contact for Partners, Hospital and outside counsel on estate and trust matters and other complex gift situations.
Work closely with colleagues on bequests and realized trusts and maintain accurate detailed documentation and files.
Draft, recommend and maintain bequest and endowment language for the program in coordination with the Office of General Counsel.
Discuss bequest distribution protocols and other adjustments to process as needed.
Manage a portfolio of select donors, prospects and allied professionals to build the Planned Giving pipeline, including developing and executing outreach plans.
Manage bequest, CGA and trust pipelines in concert with prospect managers.
Advise on hospital compliance with donor restrictions/donor intent in its management of gift funds.
Serve as a key liaison to colleagues, Partners and hospital staff on international gifts and manage the renewal process for Charities Aid Foundation (CAF) in UK.
Serve as primary liaison for Planned Giving with external and internal partners for the hospital’s life-income gift program, including; managing systems and tracking reporting of trusts and CGAs.
Prepare and execute gift calculations, bequest and trust language; participate in planned gift partnerships with frontline staff, advisors and others as warranted.
Lead efforts to set up new life-income gift arrangements, such as charitable gift annuities and trusts, and terminate matured gifts.
Assist in coordinating the annual Partners-SSgA investment review.
Make recommendations to planned giving protocols for tracking and crediting gifts.
Develop and maintain working knowledge in tax, trust, probate and laws affecting charitable giving.
Lead the coordination and management of the annual Phillips Society Luncheon and participate in strategic planning of events and meaningful stewardship practices in support of the Planned Giving efforts.
Prepare and regularly update progress reports.
Attend regular office-wide meetings, engage in healthy and productive debate on office issues, work toward consensus, and carry out assigned action items or follow-up tasks.
Engage appropriately, respectfully and collaboratively with colleagues internally and across the Partners system.
Contribute to maintaining positive office morale, even in the face of high work volume and challenging periods.
Demonstrate high integrity and professionalism and acts as a team player.
Adhere to the mission, credo, and standards of behavior of Mass General Hospital.
A Bachelor’s degree and a minimum of 3-5 years of related experience required. Planned Giving or legal experience strongly preferred. Also, the ideal candidate will possess the following skills, abilities and attributes:
Knowledge of tax laws and charitable estate planning
Ability to stay informed on best practices and emerging trends in planned giving.
Ability to perform complex functions, establish priorities, resolve issues and function independently
Excellent writing and organization skills and superb attention to detail.
Excellent interpersonal, organizational and computer skills (MS Office, PGCalc, a plus)
Strong commitment to quality work and customer service
Highly organized, detail oriented and able to multi-task
Strong analytical and project management skills
Strong proposal writing and presentation skills
High energy and productivity, creativity and enthusiasm
Excellent presentation and interpersonal skills.
A strategic thinker with a strong work ethic who can manage multiple projects effectively, evaluate problems and display sound, confidential judgment.
An even disposition and the ability to work effectively and politely with people from all types of backgrounds and experiences in all types of situations.
Be highly professional and able to listen carefully as well as to influence and persuade others.
Familiarity with the goals and objectives of the Massachusetts General Hospital and Partners HealthCare.
Be honest, trustworthy, and abide by strict confidentiality guidelines.
Be entrepreneurial, collaborative, conscientious, and results-oriented.
Be motivated to learn and display flexibility in a changing environment.
Ability to work as part of a team and also independently as circumstances dictate
Partners HealthCare is a not-for-profit health care system that is committed to patient care, research, teaching, and service to the community locally and globally. Collaboration among our institutions and health care professionals is central to our efforts to advance our mission.
Founded in 1994 by Brigham and Women's Hospital and Massachusetts General Hospital, Partners HealthCare includes co...mmunity and specialty hospitals, a managed care organization, a physician network, community health centers, home care and other health-related entities.