Founded in 1843 in Worcester, Massachusetts, the College of the Holy Cross is among the nation's leading liberal arts institutions. A highly selective, four-year, exclusively undergraduate college of 2,900 students, Holy Cross is renowned for offering a rigorous, personalized education in the Jesuit, Catholic tradition.
Holy Cross highly values the unique skills, perspective, talents and passion that each employee contributes to its learning community. To work at The College is to accept an invitation to participate in the growth and development of all campus members--students, faculty and staff. The College's commitment to diversity is an important feature of the Holy Cross education. Informed by the presence of diverse interpretations of the human experience, Holy Cross is building a community marked by freedom, mutual respect, and civility. We seek others who support our values of diversity and inclusiveness. Job candidates of all diverse backgrounds who embrace the open and inclusive culture of Holy Cross are welcome and encouraged to apply.
Reporting to the Director of Gift Planning, the Assistant Director of Gift Planning is an integral member of a four-person gift planning office. The ADGP will manage a portfolio of 75-100 gift planning prospects and donors, team up with volunteers on gift planning efforts for reunion classes, and work with the Director on all aspects of gift planning marketing. The ADGP will also work with leadership gift officers to promote the solicitation and closing of planned gifts.
The ideal candidate will be a collegial team player with superior attention-to-detail and follow through skills. Candidates should be comfortable at explaining estate and IRA gifts, charitable gift annuities, charitable trusts, and gifts-in-kind and their tax implications to a lay audience.
Major Areas of Responsibility
Manage a portfolio of 75-100 prospects in addition to working with new leads from gift officers, marketing responses and phone inquiries. Collaborate with staff and volunteers to identify new prospects, cultivate, solicit, and steward alumni, parents, friends, and widows. Work with rated and unrated donor pools to identify, cultivate and solicit for Annual Fund, Major Gifts and Planned Gifts including estate and life income gifts and for membership in the 1843 Legacy Society.
Prioritize assigned pool of potential prospects to determine travel plans for upcoming visits in New England, New York, and other areas of the country as needed. Research, strategize, call, and set up appointments to visit, qualify, cultivate, solicit, close, and steward prospects. Make travel arrangements.
Promote the 1843 Legacy Society and coordinate logistics for the annual luncheon and two or more receptions a year. Actively steward membership on ongoing basis.
Respond to marketing leads and inquiries for information on specific planned giving vehicles: prepare illustrations and customized proposals.
Create statements of understanding for donor commitments and/or other appropriate documents outlining details of gifts to be made; complete timely visit contact reports, apprise appropriate colleagues and volunteers of outcomes of meetings, and plan next steps; complete acknowledgment notes/letters and or other communications for visits, gifts, pledges and other relevant events.
Oversee gift planning efforts for the Purple Knights (post-50th reunion alumni) in reunion years. Work closely with reunion volunteers to build relationships and promote planned gifts.
Participation in evening and weekend events locally and nationally.
Work with Director of Gift Planning to establish a short and long-range marketing plan for cultivating planned gifts. Increase visibility of bequest opportunities by increasing membership in the 1843 Society.
Work with Director of Development Communications on newsletters, magazine ads and articles, gift planning website, emails and letters to classes and select audiences of alumni, parents, friends and widows. Assist Director of Gift Planning in initiating the use of social media for gift planning marketing.
Support fundraising work of staff, as well as reunion and campaign volunteers by conducting training and education on various planned giving vehicles.
PLANNED GIVING / ESTATE ADMINISTRATION 10%
Administer the process for bequest, trusts and estate settlement and related tracking and reporting. Process required paperwork expediently to assure rapid realization of estate gifts. Work with estate attorneys and the courts as needed.
Analyze past estate giving trends and project future revenue.
The ADGP reports to the Director of Gift Planning and shares an administrative assistant who also reports to the Director of Gift Planning. The ADGP also works closely with the Director of the Office of Principal Giving and Gift Planning on specific donors and reports.
Bachelor's Degree plus two years or more of major gifts/gift planning fundraising
Demonstrated track record in soliciting and closing 5-6 figure gifts.
A basic understanding of the long-term and complex nature of gift planning.
Ability to work well with a diverse range of constituents including but not limited to potential and existing donors, financial and legal advisers, trustees and other volunteers, and College senior staff and faculty.
Excellent oral and written communication skills.
Persistence and follow through.
Demonstrated tact and diplomacy in difficult or sensitive situations.
Ability to handle and keep information confidential regarding donors and gifts
Strong technology skills including proficiency in Microsoft Office (Word, Excel and PowerPoint) and experience with relational databases preferred.
Familiarity with development software packages, preferably Ellucian Advance and PG Calc.
Master's Degree, a plus.
Experience with best practices in managing a growing gift planning program.
3-7 years of proven gift planning experience in a higher education setting and/or demonstrated success soliciting and closing major and planned gifts.
Planned giving marketing experience.
Working knowledge of basic financial and estate planning concepts; including gift planning vehicles and tax laws as they relate to philanthropy.
Review of application materials will conclude on Friday, July 20, 2018.
This is an Exempt level position.
The College is an Equal Employment Opportunity Employer and complies with all Federal and Massachusetts laws concerning Equal Opportunity and Affirmative Action in the workplace.
A member of the Higher Education Consortium of Central Massachusetts (HECCMA).
In your cover letter, please reflect on how you might contribute to the College's commitment to diversity and inclusion, and to its mission as a Jesuit, undergraduate liberal arts college (see http://holycross.edu/diversity).
Should you be a candidate for further consideration after hiring manager review, you will be contacted by a human resources representative.
Holy Cross is a highly selective, four-year college of approximately 2,900 students. One of the nation's leading liberal arts institutions, Holy Cross offers an academically rigorous, personalized education in the Jesuit tradition. Exclusively devoted to teaching undergraduates, Holy Cross promotes close ties between students and faculty. In this active, friendly campus community, individual interests? from athletics to the arts, from campus ministry to student government? are pursued with intensity and passion. Graduates go on to prominent academic and professional programs and pursue their individual talents in many careers and service activities. Holy Cross is located in Worcester, Massachusetts, a centrally-located New England city of 175,000. The 174-acre hillside campus provides inspiring views, an inviting mix of historic and contemporary buildings, beautiful landscaping, and first-rate facilities. With a tradition of academic excellence that dates to its founding in 1843, Holy Cross is the oldest Catholic college in New England and has grown increasingly diverse in the last decade. Holy Cross graduates become members of a loyal alumni family; equipped with the resources and perspective to respond as thoughtful leaders in business, professional and civic life.