Assistant/Associate Director, Gift Planning
The Gift Planning team at Phillips Academy is comprised of three staff members, focused on increasing future and current support for the Academy’s core priorities. This includes revocable and irrevocable gifts, using estate and retirement planning to accomplish a donor’s intention. The gift planning program typically identifies $7M - $15M a year in new expectancies and typically administers $5M+/year in matured gifts.
The Assistant/Associate Director of Gift Planning will play a key role in generating planned gifts for the Academy. The ideal candidate will balance an active external presence with alumni, managing his/her own portfolio, with proactive volunteer management of a class leadership program. Additionally, the Assistant/Associate Director will bring a strong collaborative skill set in order to work closely with key reunion gift efforts and colleagues on both the major and annual giving teams.
The Assistant/Associate Director will help to elevate the number of external conversations that include gift planning across the department’s development team. The pro-active Assistant/Associate Director will work with the director of gift planning to realize program targets and with the development team to build confidence and skill in moving their prospects toward blended gifts.
Minimum job qualifications:
Bachelor’s degree or equivalent combined with continuing professional development in the areas of fundraising, gift planning, and financial and wealth advising; and
Three to eight years of work experience, inclusive of fundraising for planned gifts or other related work experience, with some knowledge of the tax and legal benefits of charitable giving.
Knowledge, Skills and Abilities Required:
Excellent attention to detail; high level of communication and organizational skills, as well as proficient computer and database skills. Self-motivation with the ability to prioritize, take initiative and work independently is highly valued.
Ability to work with volunteers, one’s immediate team and advancement colleagues. Ability to be a contributing part of a positive work environment through collaboration and active partnership.
The successful candidate will have gift planning marketing experience in addition to a strong sense of how to tactfully engage individuals, couples and families on topics of financial planning and legacy giving. Those candidates who possess an interest and particularly a skill in finance and financial instruments are welcome.
Travel is required to engage donor prospects and to steward existing donors. Occasional night and/or weekend work is required to serve Academy and alumni needs.
Phillips Academy is an equal opportunity employer. Any offers of employment will be contingent upon successful CORI/SORI and fingerprinting background checks as well as authorization to work in the United States.