Job Title: Associate Director of Gift Planning
Office: Office of Gift Planning
Reports to: Director of Gift Planning
Supervises: Shared supervision of support staff
Personnel Category: Administrative Staff (HR-QG310)
Major Responsibilities:
MIT is reinvigorating the Office of Gift Planning by realigning its staff to be strategic advisors and experts across all gift planning topics who partner with development officers across the Institute to educate and engage donors and prospects via planned gift vehicles. The Associate Director will be assigned as a liaison to a segment of development professionals within Central Resource Development, Schools, or across the Institute to increase the awareness of charitable giving techniques and identify planned gift opportunities for alumni and friends.
The Associate Director will create and implement strategies, develop proposals, and assist development professionals to secure planned gifts. The Associate Director will work with alumni, friends and parents to develop relationships leading to commitments for life income gifts and bequests and will provide collaborative guidance and technical assistance to donors, professional advisors, volunteers and institute advancement colleagues regarding the tax and financial aspects of charitable giving.
Characteristic Duties:
Planned Giving Advisement and Solicitation (90%)
Training and Other Projects (10%)
Qualifications:
Bachelor’s degree required, JD or advanced degree very desirable. Minimum of seven years of experience in gift planning. Demonstrated, successful full lifecycle solicitation experience required. Must have a expert knowledge of the field of planned giving, including estate planning rules, IRS regulations regarding charitable giving, and law related to trusts, charitable gift annuities, and life insurance, etc. Ability to convey to donors and colleagues the tax and financial implications surrounding planned gifts required. Excellent written and oral communication skills necessary with demonstrable skill in writing persuasively and speaking to individuals and groups. Must possess strong computer skills in different systems, and proficiency with fundraising databases and industry-standard planned giving computer software (PG Calc, Crescendo, or equivalent). Ability and willingness to travel required.
Candidate must display: outstanding interpersonal and organizational skills and a history of working well with others, including donors, advisors, volunteers and fellow staff; ability to work as a strong team player, as well as independently; good judgment; ability to build positive relationships with a wide variety of people; ability to manage several projects in a fast paced, complex environment and perform work on a consistent basis with accuracy, high quality, attention to detail and time sensitivity.