Assistant Director, Estate and Gift Planning

RUFNew Brunswick, NJ
4d$80,000Hybrid

About The Position

Reporting to the Executive Director of Estate and Gift Planning (EGP), the Assistant Director, Estate and Gift Planning (AD-EGP), plays a key role in scaling the number of planned gifts at Rutgers by supporting the discovery, engagement, and solicitation of prospective donors. This position focuses on gifts up to the $50,000 range, particularly those involving bequests, beneficiary designations, and other non-cash or deferred giving vehicles. The AD-EGP will serve as a key operational and donor engagement partner—triaging inquiries, preparing customized outreach, coordinating follow-up, and leveraging data to move prospects through the pipeline efficiently. The role will work closely with EGP’s Associate Director, Marketing and Engagement to proactively identify and push out new planned giving opportunities.

Requirements

  • Bachelor's degree and/or 2+ years of professional experience in fundraising, alumni relations, non-profit organizations, event planning, higher education, or related fields.

Responsibilities

  • Support the discovery, engagement, and solicitation of planned giving prospects up to $50,000 range.
  • Triage and respond to inbound planned giving inquiries from donors and internal partners, providing timely follow-up, gift illustrations, and educational resources.
  • Collaborate with the EGP’s Associate Director, Marketing and Engagement to develop and execute data-driven strategies that uncover new planned giving prospects.
  • Coordinate with colleagues across schools and units to ensure planned giving opportunities are shared, tracked, and advanced.
  • Develop and maintain donor communications strategies for small portfolio of prospects
  • Support the administration and tracking of the EGP pipeline, ensuring accuracy and timely updates in the CRM system.
  • Support stewardship efforts by conducting personalized outreach to members of the Colonel Henry Rutgers Society.
  • Other duties as assigned.

Benefits

  • Office-centric hybrid work schedule
  • Comprehensive medical
  • Comprehensive no cost dental, and no cost vision insurance for employee and dependents
  • 403(b) plan with matching employer contribution
  • Accrual of three weeks of annual vacation time, in addition to five wellness days and fifteen sick days per year
  • Nine holidays, as well as four floating holidays
  • Significant tuition reductions
  • $40 monthly cell phone reimbursement
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