Assistant Director, Gift Planning Operations

Established in 2003, the University of Massachusetts Amherst Foundation (UMAF), a private 501(c)(3) nonprofit organization, exists to raise philanthropic funds in support of the University of Massachusetts Amherst’s mission and highest aspirations. Located on the Amherst campus and wholly dedicated to supporting the University’s mission, UMAF is a separately governed nonprofit organization with its own health, wellness, and retirement benefits. UMAF serves the University of Massachusetts Amherst community by serving as a best practices resource for fundraising strategy and implementation.

The Assistant Director, Gift Planning Operations manages the day-to-day operations of the Office of Gift Planning. The role administers planned gift documentation and records, produces the office’s reports and dashboards, supports gift planning officers with prospect management and data needs, and runs the office’s recurring stewardship and legacy society programs. It carries out this work within the documentation standards, marketing plan, and program goals set by the office’s leadership.

The University of Massachusetts Amherst Foundation (UMAF) exists to raise and distribute philanthropic funds in support of the University’s mission and highest aspirations. Your impact will be meaningful. This role serves as a trusted internal resource to development colleagues on gift planning data and processes, and helps ensure a high-quality donor experience through careful administration, close collaboration, and discretion in handling confidential information.

Location :
This is a full-time hybrid position and is open to employees in select US states:
Massachusetts, New York, New Jersey, Connecticut, Rhode Island, Vermont, and New Hampshire.

What you'll do

• Prepares gift documentation and coordinates gift booking with Gift & Donor Services, following the office’s documentation standards and Foundation policies.
• Maintains donor, estate, and planned gift records, ensuring accuracy, confidentiality, and completeness.
• Produces presentations, reports, donor communications, and marketing materials in support of gift planning work.
• Documents and maintains the office’s operational procedures and workflows.
• Manages the office’s shared inbox and routine donor inquiries, routing substantive questions to the appropriate gift planning officer.

• Partners with BI & Analytics to develop and maintain reports, dashboards, and analytics related to gift planning activity, stewardship, and fundraising performance.
• Monitors data quality and recommends process improvements to strengthen reporting accuracy and operational effectiveness.
• Serves as a resource for CRM usage, gift planning data standards, and reporting best practices.
• Supports the Senior Director, Gift Planning and fundraising partners by collaborating with Prospect Management on prospect strategy, support, and database-related needs.

• Runs recurring stewardship programs for legacy society members and planned gift donors, including welcome materials, beneficiary and annual reports, and birthday and holiday card programs.
• Supports execution of the gift planning marketing plan, including mailings, communications, and donor engagement programs.
• Plans logistics and prepares materials for donor visits, presentations, educational programs, and events, and staffs events as needed.
• Tracks progress toward stewardship and engagement goals and reports results to the office.

UMAF is building and growing, and this position will support those efforts with other duties and…