Gift Planning Officer

Mount Holyoke College
1d$97,717 - $116,283Hybrid

About The Position

MHC is using a search firm to fill this position, please submit your application to Mount Holyoke College - Talent Citizen. Do not apply through the MHC career site. Mount Holyoke College is seeking a Gift Planning Officer to join our frontline fundraising team. Reporting to the Director of Gift Planning, you will manage a portfolio of ~120 prospects and donors, securing impactful six- and seven-figure commitments to support the College’s mission and upcoming comprehensive campaign.

Requirements

  • Bachelor’s degree and 4+ years of experience in fundraising, law, financial planning, or a related field.
  • Proven track record of closing five-figure+ gifts or comparable high-stakes engagements.
  • Ability to translate complex financial/legal concepts into donor-friendly language.
  • Deep commitment to DEI, ethics, and inclusive donor engagement.
  • Willingness to travel frequently and work occasional evenings/weekends.

Nice To Haves

  • 5+ years of gift planning experience.
  • Proficiency with Salesforce, PG Calc, and TIAA Kaspick tools.
  • Strong knowledge of tax law, inheritance law, and charitable gift instruments.

Responsibilities

  • Portfolio Management: Identify, cultivate, solicit, and steward a portfolio of approximately 120 alums and friends.
  • Donor Engagement: Conduct 100+ substantive interactions annually (including 25+ solicitations); travel 30-50% domestically.
  • Technical Expertise: Design customized gift strategies and illustrations for life income gifts (CGAs, trusts), estate gifts, and complex assets (real estate, closely held stock).
  • Collaboration: Partner with Leadership and Principal Gift teams to integrate planned giving into broader donor strategies.
  • Program Support: Assist with marketing materials, Mary Lyon Society stewardship events, and tracking estate settlements.
  • Administration: Maintain accurate records in our Salesforce-based CRM and utilize PG Calc/TIAA Kaspick for gift modeling.

Benefits

  • Flexibility: Remote work options are available as determined by the Director.
  • Culture: Join a collaborative, data-informed team dedicated to professional development and a respectful workspace.

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Number of Employees

1,001-5,000 employees

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