ESSENTIAL FUNCTIONS: Reporting to the Senior Director of Gift Planning, the Director of Gift Planning will be responsible for the identification, cultivation, solicitation, and stewardship of life income and estate gifts in support of the annual Gift Planning goal of $6MM within a $100MM+ development office.
REQUIREMENTS and RESPONSIBILITIES: The Director will work with the Senior Director of Gift Planning to advance the near and long term goals of the department; assist in executing the annual operating plan; and recommend new strategies to enhance overall fundraising efforts for the department. S/he will manage a portfolio of approximately 150 prospects consisting of HMS alumni and friends, and will focus primarily on cultivating and soliciting gifts of $100,000+.
Complete 80 visits a year to include qualification, cultivation, solicitation, and stewardship visits.
Prepare 35+ proposals from both proactively cultivated prospects and inbound marketing inquiries.
Close minimum of 8-10 new life income gifts.
Identify/close minimum of 5-7 new documented bequest intentions.
Recruit a minimum of 15 new EHC members.
The Director will provide the following program management:
Pipeline Growth Program: Increase the overall pipeline of planned giving prospects among alumni and non-alumni. Prospects with a wide range of giving capacity will be engaged to close life income gifts, bequests, and IRA gifts and outright gifts where applicable. Professional Advisors Outreach Program: Enhance engagement with area professional advisors, attorneys, and accountants to provide information on gift planning opportunities and investing in HMS.
Women's Estate Planning Seminar: Manage the biannual Women's Estate Planning Seminar with well-defined objectives.
Under the supervision of and in coordination with the Senior Director of Gift Planning, the Director will assist in working to expand the overall marketing program via operational leadership of specific GP marketing initiatives; conduct comprehensive stewardship (which includes the Ezekiel Hersey Society, HMS's legacy society); support the Reunion Giving program (via milestone reunion gift committee liaison role); and help broaden the HMS gift planning program to new constituencies. The Director will partner with Principal and Major Gifts to determine gift planning opportunities among respective portfolios. In fulfillment of these responsibilities, the Director will draft gift planning proposals which require knowledge of life income gifts, bequests, real estate, and tangible property along with the tax law implications for the donor of making such gifts. The Director will meet with alumni and friends of Harvard Medical School to solicit planned and outright gifts, provide stewardship, and represent the School to various constituencies. The Director must have a thorough knowledge of Harvard Management Company's investment management strategy and asset allocation for charitable trusts.
Finally, the Director will represent HMS at events and meetings and will engage in regular travel (approximately 30% - 40% of the time) to meet with prospects and donors. Other projects will be assumed as identified and assigned.
To be successful, the candidate must be a collegial and collaborative team player, possess excellent oral and written communication skills, and demonstrate professionalism in difficult or sensitive situations.
Salary Grade: 060
Union: 00 - Non Union, Exempt or Temporary
Bachelor's degree required along with a minimum of 10 years of related experience or a track record of successful major gift solicitations with a focus on gifts of $100,000+.
Strong organizational skills, ability to prioritize and manage multiple tasks. Possess an entrepreneurial skill set to identify and engage high net worth individuals within and outside of the Harvard community. The ability to communicate and work with people at all levels is essential. The Director should have a demonstrated track record of successful proposal preparation. He/ she must exercise sound judgment and confidentiality in working with prospects, volunteers, and HMS staff. The Director must have demonstrated fluency in various gift planning vehicles including charitable remainder trusts, pooled income funds, charitable gift annuities, retirement plan assets and bequests.
EQUAL OPPORTUNITY EMPLOYER: We are 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.
Harvard University is devoted to excellence in teaching, learning, and research, and to developing leaders in many disciplines who make a difference globally. The University, which is based in Cambridge and Boston, Massachusetts, has an enrollment of over 20,000 degree candidates, including undergraduate, graduate, and professional students. Harvard has more than 360,000 alumni around the world. T...he University has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a truly global education. Established in 1636, Harvard is the oldest institution of higher education in the United States.