Associate Director, Gift Planning

Mass General Brigham•Somerville, MA

3d•Hybrid

About The Position

The Associate Director of Development is an individual contributor who strengthens the Mass General Brigham philanthropic program through strategic identification, cultivation, solicitation, and stewardship of prospects and donors in assigned fundraising areas. The role works closely with colleagues, physicians, faculty, and other partners, and serves as a key contributor to the growth of the Gift Planning program. The Associate Director is the point person for collaboration on planned-giving fundraising efforts for disease areas assigned by the AVP of Gift Planning and manages a donor portfolio while meeting annual fundraising and performance metrics. The position reports to the Senior Director, Gift Planning. Portfolio work includes managing at least 200–250 prospects capable of making deferred and outright gifts, developing donor strategies, preparing proposals, and advising staff on planned gifts, including technical financial, estate, and tax information. The role also partners with legal and charitable organizations on complex planned gifts and bequest administration, and builds relationships across Mass General Brigham and with donors and volunteers. Program strategy responsibilities include partnering with the Senior Director to establish annual revenue and Gift Planning targets, identifying gift-planning prospects, contributing to short- and long-range program planning, and supporting special projects. The position is hybrid, with 40 scheduled hours per week and a day shift. The posted target salary range is $90,000–$105,000; the stated annual pay range is $99,465.60–$144,643.20.

Requirements

5–7 years of fundraising or related transferable experience.
Bachelor’s degree.
Experience devising and implementing cultivation and solicitation strategies.
Excellent written and verbal communication skills.
Attention to detail, a strong work ethic, and strategic thinking skills.
Proficiency in data entry, data management, and reporting.
Ability to motivate, engage, influence, and collaborate with diverse internal and external audiences in varied situations.
Entrepreneurial, conscientious, and results-oriented work style, with motivation to learn and flexibility in a changing environment.
Strong management skills and a demonstrated ability to work within a team and influence others.

Nice To Haves

Experience with Blackbaud CRM or Raiser’s Edge.
Experience with Microsoft Office Suite.
Experience with video conferencing platforms such as Zoom and Teams.

Responsibilities

Develop cultivation, solicitation, and stewardship strategies and objectives for Gift Planning prospects and donors, in collaboration with fundraising colleagues and consistent with moves-management principles.
Manage a portfolio of at least 200–250 prospects capable of making deferred and outright gifts.
Cultivate and solicit donors independently and in partnership with principal and major gifts staff.
Prepare gift proposals in response to donor inquiries and advise staff on planned gifts, including technical financial, estate, and tax information.
Collaborate with Charitable Solutions, the Office of General Counsel, and outside legal counsel on complex planned gifts and bequest administration.
Build and maintain effective working relationships with senior management, physicians, researchers, and volunteer leaders.
Participate in Major and Principal Gift meetings and serve as the Gift Planning liaison at major gift team meetings as needed.
Provide training and consultation to principal, major gifts, and annual giving teams on gift-planning inquiries, donor outreach, and strategy development.
Arrange meetings between donors and prospects and Development leadership, Mass General Brigham leadership and boards, administrative leaders, and medical staff as appropriate.
Work with prospect research staff to gather relevant information about prospects and donors.
Work with donor relations staff to identify and implement stewardship strategies.
Work with special events staff to engage donors and prospects through events such as tours, dinners, and receptions.
Develop an understanding of the research, clinical, teaching, and community service programs in assigned fundraising areas.
Partner with the Senior Director to establish annual Gift Planning revenue and targets for assigned fundraising areas.
Work with Development leadership, fundraising colleagues, and prospect research to identify Gift Planning leads.
Contribute with Gift Planning colleagues to short- and long-range plans for program and department growth.
Work on special projects with the Senior Director, AVP of Gift Planning, senior Development Office management, and other Development staff.