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Associate Director or Assistant Director, Planned Gifts

Employer
Cambridge in America
Location
New York, United States
Salary
$90,000.00 - $135,000.00
Closing date
Feb 21, 2024

View more

Position Type
Fundraising, Planned Giving
Fields
Education
Employment Type
Full Time

Job Title: Associate Director or Assistant Director, Planned Gifts

 Supervisor: Senior Director, Development

 Job Summary

 

The Associate Director, Planned Gifts is responsible for the development, promotion and implementation of Cambridge in America's growing planned giving program and reports to the Senior Director, Development. The Associate Director works closely with CAm development staff, as well as colleagues from the University of Cambridge (UK) and the constituent Cambridge Colleges to secure bequests and other planned gifts. The Associate Director will identify, qualify, cultivate, solicit and steward an emerging group of donors and prospects. This work includes following up on expressions of interest, fielding technical planned giving questions, collaborating with colleague gift officers, maintaining a regular visitation schedule and traveling as necessary to meet with donors and planned prospects.

 

Responsibilities

Donor Cultivation and Solicitation:

  • Work with the Senior Director of Development and other colleagues to create and execute a customized general and regional planned giving strategy to identify, research, cultivate, solicit, and steward existing planned gift donors and new prospects.
  • Manage a targeted portfolio of approximately 65-75 individual planned giving prospects with the capacity to make gifts through bequests, gifts-in-kind, Qualified Charitable Distributions, and Donor-Advised Funds, and other vehicles.
  • Achieve annual donor visit goals through local and national travel bolstered by regular communication.
  • Achieve annual goals for growing The 1209 Society, the planned gift society of Cambridge in America.
  • Manage other strategic aspects of The 1209 Society: communication and recognition opportunities for new members, stewardship of existing members, and a schedule of annual strategic events.

 Communications:

  • In collaboration with colleagues from the Strategic Engagement Team, create a robust communication plan designed to attract new planned gifts donors and steward existing donors; this plan is expected to include:
    • Marketing and informational materials to promote methods and benefits of estate planning to prospects and donors;
    • Producing content for regular 1209 Society newsletters; in print and electronic versions;
    • Identifying appropriate donor stories and other content to be included on the website and on social media.

 Capacity Building:

  • Remain current in areas of planned giving instruments, giving trends, and legal/regulatory aspects of and tax-related benefits for planned gifts.
  • Conduct internal training sessions on planned giving best practices as appropriate.
  • In addition to proactive outreach, respond to any inquiries received by CAm.
  • Ensure appropriate support for fundraising work with prospects, including updating and maintaining planned giving donor files, databases, research, and proposal information,

as well as acting as an internal resource for planned giving for the fundraising team. 

  • Serve as the organizational point of contact for significant gifts-in-kind.
  • Review and edit briefing materials and correspondence, when requested.
  • Assist with the implementation and staffing of CAm and University of Cambridge events, including occasional night and weekend events and travel.
  • Perform additional duties as assigned.

 

Accountabilities:

  • Meet personal and program performance metrics as set at the beginning of each fiscal year.

 

 Candidate Requirements:

  • Bachelor's degree required; graduate degree preferred.
  • Minimum of two-three years of fundraising experience, preferably at an elite institution of higher education, with demonstrated results from individuals in a variety of complex gift situations.
  • Excellent judgment, strong interpersonal skills, and the ability to cooperate and communicate in a professional manner with Board members, prospective donors, high-level volunteers, and members at all levels in the University and the Colleges.
  • Capacity to develop trust and maintain highly collegial and collaborative working relationships among staff and volunteers and members of the Cambridge community.
  • A high degree of professionalism, including the demonstrated ability to manage responsibilities with accountability, flexibility, integrity, and tact.
  • Knowledge of relevant tax law and familiarity with philanthropic legal frameworks preferable.
  • Results-oriented with strong organizational skills and a demonstrated ability for excellent project management from inception to completion and follow-up. Ability to pursue plans effectively or change course if necessary and to facilitate projects in “start-up” mode.
  • Exceptional oral and written communication skills.
  • Ability to regularly travel domestically and internationally.
  • Ability to work in the US.

 

The salary range for this position is $90,000 - $135,000 per annum, dependent on candidate experience and the final agreed upon title.

CAm is currently operating on a hybrid schedule of three days working in the office and two days working remotely.

CAm requires that all staff be fully vaccinated. Please note that proof of vaccination will be required.

To apply for the position please send a cover letter and resume to: mail@cantab.org. A cover letter is an integral part of the application process and must be submitted with a resume.

 

Cambridge in America

From its location in New York City, Cambridge in America (CAm) promotes interest in and support for the University of Cambridge (UK) and its constituent Colleges among alumni and friends in the United States and in the Americas.

Cambridge in America runs alumni and development programs aimed at showcasing the best of Cambridge, working in partnership with University and College leadership. A historic institution of higher education in the United Kingdom, Cambridge consistently ranks among the very top research universities worldwide, with more than 20,000 students from all walks of life and all corners of the world, nearly 12,500 staff, 31 Colleges and 150 Departments, Faculties, Schools, and other institutions. Sustaining a university of this caliber demands continual investment, therefore fundraising efforts and innovative partnerships are vital and an essential element of the work of Cambridge in America. During the last five years, more than $289 million has been raised by Cambridge in America.

 

CAm is an Equal Opportunity Employer and is committed to complying with all federal, state, and local equal employment opportunity (“EEO”) laws. CAm prohibits discrimination against employees and applicants for employment because of the individual’s race or color, religion or creed, alienage or citizenship status, sex (including pregnancy), national origin, age, sexual orientation, gender identity or expression, disability, marital status, familial status, domestic partnership status, genetic information or predisposing genetic characteristics, military status, domestic violence victim status, arrest or pre-employment conviction record, or any other characteristic protected by law.

 

 

 

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