The 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 with proactive
volunteer management of a class leadership program.
Additionally, the assistant 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
The Gift Planning team 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.
Serving in this front-line role with his/her own portfolio, the
associate director will play a critical part on the OAR fundraising
team, elevating the number of external conversations that include
gift planning across the department’s development team. The
pro-active 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
The ideal candidate will have a bachelor’s degree or equivalent
combined with continuing professional development in the areas of
fundraising, gift planning, and financial and wealth advising; and
4-8 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.
The successful candidate will:
- personally manage a portfolio of donor and prospect
relationships, designing and implementing strategies for
cultivation, solicitation, and stewardship. On an annual
basis, secure a minimum of 75 visits/significant contacts a
- Manage the Academy’s Gift Planning Agent volunteer program
including several class outreaches to each class per year and
appropriate follow-up, along with proactively training and
stewarding the agents as a group. Brand the volunteer group
in a way that complements the existing class structures at the
Academy through active communication, marketing, and recognition
efforts. Partner with colleagues in Annual Giving and Alumni
Engagement around significant reunion class committees so Gift
Planning Agent leadership works in tandem with other class
leadership. Serve as the primary gift planning contact to the
Annual Giving team.
- Collaborate closely with Alumni Relations, Annual Giving and
Major Gifts teams on the 50th+ reunion fundraising efforts,
including the recruitment of a Gift Planning Agent for each 50th
reunion for close collaboration with each class’ volunteer
- Collaborate with development officers, particularly the Annual
Giving team, to close planned gifts. Building effective
working relationship with Gift Planning partners (Donor Relations,
Finance Office, Gift Operations) to facilitate smooth planned gift
proposals, processing, reporting and stewarding.
The successful candidate will have gift planning marketing
experience. They will also have 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.
Please complete an application and include your resume and cover
letter outlining your interest in this position.
As the COVID-19 pandemic persists, our top priority is safety.
Accordingly, the Academy will require, subject to disability and
religious accommodation exceptions under federal and state law,
that all employees be fully vaccinated against COVID-19.
Phillips Academy is an equal opportunity employer. Phillips
Academy is an intentionally diverse and inclusive residential
community “committed to creating an equitable and inclusive school
in which students from diverse backgrounds, cultures, and
experiences—including race, ethnicity, nationality, gender,
socioeconomic class, sexual orientation, gender identity, religion,
and ability—learn and grow together.” The ideal candidate supports
the inclusive and diverse nature of the community. Any offers of
employment will be contingent upon successful CORI/SORI and
fingerprinting background checks as well as unrestricted
authorization to work in the United States.