Assistant Director, Gift Planning Operations
About The Position
The Assistant Director, Gift Planning Operations manages the day-to-day operations of the University of Massachusetts Amherst Foundation’s Office of Gift Planning. The position administers planned gift documentation and records, produces reports and dashboards, supports gift planning officers with prospect management and data needs, and manages recurring stewardship and legacy society programs. Work follows documentation standards, the marketing plan, and program goals set by office leadership. The role serves as an internal resource to development colleagues on gift planning data and processes and helps provide a high-quality donor experience through careful administration, collaboration, and discretion with confidential information. This is a full-time hybrid position open to employees in Massachusetts, New York, New Jersey, Connecticut, Rhode Island, Vermont, and New Hampshire.
Requirements
- Bachelor’s degree or an equivalent combination of education and experience.
- Three to five years of administrative or operations experience, preferably in a legal, financial, or development setting.
- Experience using a CRM database to manage records, support reporting, and maintain data accuracy.
- Excellent written, verbal, and interpersonal communication skills.
- Strong organizational skills, close attention to detail, and the ability to manage multiple priorities and deadlines.
- Sound judgment and discretion in handling confidential donor and estate information.
- Ability to work effectively both independently and as a member of a team, with respect for colleagues at every level of the organization.
Nice To Haves
- Experience with Salesforce, Ellucian Advance, or a similar fundraising database.
- Knowledge of planned giving software; PG Calc is preferred.
- Strong Excel skills and experience building reports or dashboards.
Responsibilities
- Prepare gift documentation and coordinate gift booking with Gift & Donor Services in accordance with office documentation standards and Foundation policies.
- Maintain donor, estate, and planned gift records, ensuring accuracy, confidentiality, and completeness.
- Produce presentations, reports, donor communications, and marketing materials in support of gift planning work.
- Document and maintain office operational procedures and workflows.
- Manage the office’s shared inbox and routine donor inquiries, routing substantive questions to the appropriate gift planning officer.
- Partner with BI & Analytics to develop and maintain reports, dashboards, and analytics related to gift planning activity, stewardship, and fundraising performance.
- Monitor data quality and recommend process improvements to strengthen reporting accuracy and operational effectiveness.
- Serve as a resource for CRM usage, gift planning data standards, and reporting best practices.
- Support the Senior Director, Gift Planning and fundraising partners by collaborating with Prospect Management on prospect strategy, support, and database-related needs.
- Run recurring stewardship programs for legacy society members and planned gift donors, including welcome materials, beneficiary and annual reports, and birthday and holiday card programs.
- Support execution of the gift planning marketing plan, including mailings, communications, and donor engagement programs.
- Plan logistics and prepare materials for donor visits, presentations, educational programs, and events, and staff events as needed.
- Track progress toward stewardship and engagement goals and report results to the office.
- Support organizational growth with other duties and projects as assigned.
Benefits
- 20 vacation days, 12 holidays, 12 sick days, 5 personal days, and 2 office closure days.
- Four-day summer work week.
- 401(k) plan: employees contribute 5% and receive a 10% match.
- Medical, dental, and vision insurance packages.
- 16 weeks of paid parental leave to use within one year of childbirth, with an additional six weeks available for the birthing parent.
- Part-time work for full-time pay for the first four weeks after parental leave.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
