Director, Planned Giving

Introduction

Babson College is a world-class business school, empowering entrepreneurial leaders to create great economic & social value. It's an exciting launch pad for anyone who wants to make a real impact in higher education. We provide everything you need to achieve your goals, including learning opportunities, outstanding benefits, rich rewards, wellness programs, & a genuine dedication to creating a diverse, multicultural & inclusive community.

The Director is responsible for the design, direction, and implementation of a comprehensive program to market planned giving within the scope of the Development Department’s strategy as a vehicle for major gifts. In addition to serving as a resource and advisor to the major gift officers to solicit and close planned gifts, specifically responsible for maintaining a portfolio and is responsible for achieving the overall planned giving goals;

acting as a representative of the College and the Development Department while managing the cultivation, solicitation, and stewardship of donors and prospective donors at the $100,000 and above level with a focus on planned giving prospects; and creating and implementing a comprehensive marketing communications plan.

This is an exempt position with the following pay range: $182,902-$203,224 depending on a candidate’s experience; the role is also eligible for bonuses based on performance and budget.

Babson College offers a comprehensive benefits package for full-time employees working at least 28 hours per week.

• Insurance Coverage
  :
  Medical, dental, vision, group life and long-term disability insurance, business travel accident insurance, and mental health benefits.
• Time Off
  :
  Starting at 3 weeks of vacation annually, 2 weeks of sick time, 1 week of paid family illness time, 6 weeks of paid parental leave, and 12 paid holidays per year. President’s holidays are determined each year.
• Retirement
  :
  Participation in a 403(b) retirement plan with mandatory employee contributions and a 4:1 employer match.
• Additional Benefits
  :
  Wellbeing programs, virtual fitness platform, and employee assistance program.

All questions or concerns about this posting should be directed to the Office of Human Resources at hr.

• Design and implement long and short-term planned giving fundraising strategies which include setting program goals, managing relationships, and leading marketing and education efforts internally and externally.
• Research, identify, and contact planned giving prospects.
• Develop effective strategies to proactively build awareness of planned giving options and educate the front-line fundraising team.
• Develop, recommend, and implement appropriate strategies for cultivating, soliciting, and stewarding these individuals. Consult with Development colleagues, administrators, faculty, trustees, and other volunteers as appropriate.
• Serve as the planned giving advisor for the Major Gifts team with a focus on increasing their understanding of how and when planned giving fits within the overall fundraising strategy, and how to introduce/address planned giving vehicles into donor conversations or proposals.
• Travel with gift officers who have generated interest in planned gifts and need assistance in working through the gift planning process.
• Support planned and complex gift options which extend beyond bequests and estate giving and include complex and innovative giving vehicles that maximize tax benefits and donor impact.
• Manage and make recommendations for the College’s planned giving gift acceptance policies.
• Evaluate the effectiveness of all planned giving initiatives and activities across the College on a periodic bases; initiate changes as needed.
• In partnership with the Stewardship Office, co-manage the…