Associate Director, Gift Planning

Mass General Brigham•Boston, MA
•$99,466 - $144,643•Hybrid

About The Position

The Associate Director of Development is an individual contributor in the Mass General Brigham Development Office. Working closely with colleagues, physicians, and other faculty, the role supports the philanthropic program through the strategic identification, cultivation, solicitation, and stewardship of prospects and donors in assigned fundraising areas. The Associate Director reports to the Senior Director, Gift Planning and collaborates on planned-giving fundraising efforts for disease areas assigned by the AVP of Gift Planning. The position manages a portfolio of at least 200–250 prospects capable of making deferred and outright gifts and is accountable for annual fundraising and performance metrics. The role also contributes to Gift Planning program growth, helps establish annual revenue and fundraising targets, and participates in short- and long-range program planning and special projects. The position is hybrid, based at 399 Revolution Drive, with 40 scheduled hours per week on the day shift. Mass General Brigham describes its Development Office as offering excellent benefits, competitive salaries, and a hybrid flexible work schedule.

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, 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 a variety of situations.
  • Entrepreneurial, conscientious, and results-oriented work style, with motivation to learn and flexibility in a changing environment.
  • Strong management skills and proven ability to manage 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, goals, and objectives for gift-planning prospects and donors in collaboration with colleagues and in keeping 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 with principal and major gifts staff for deferred and outright gifts.
  • 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-gift situations and bequest administration.
  • Build effective working relationships with senior management, physicians, researchers, and volunteer leadership.
  • Participate in Major/Principal Gift meetings and serve as the Gift Planning liaison at major gift team meetings as needed.
  • Train and consult with principal, major gifts, and annual giving teams in assigned areas on gift-planning inquiries, donor outreach, and strategy development.
  • Arrange meetings between donors or prospects and Development leadership, MGB leadership 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 appropriate 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 and departments.
  • Partner with the Senior Director to establish annual Gift Planning revenue and targets for assigned fundraising areas.
  • Work with MGB Development leadership, major-gift colleagues, and prospect research to identify gift-planning leads.
  • Participate with Gift Planning colleagues in short- and long-range planning 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.

Benefits

  • Comprehensive benefits.
  • Career advancement opportunities.
  • Differentials, premiums, and bonuses as applicable.
  • Recognition programs.
  • Hybrid flexible work schedule.
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