We are seeking an Executive Director of Development, Gift Planning on the Faculty of Arts and Sciences Development team within Harvard Alumni Affairs and Development.
Alumni Affairs and Development (AA&D) comprises the University Development Office (UDO), Faculty of Arts and Sciences (FAS) Development, AA&D Resources, and the Harvard Alumni Association (HAA). There is a unique relationship between the University and the FAS fundraising operations, resulting from a long history in which University fundraising ultimately grew out of College fundraising.
Faculty of Arts and Sciences (FAS) Development FAS Development is responsible for the fundraising efforts supporting the Faculty of Arts and Sciences, including Harvard College, the Harvard John A. Paulson School of Engineering and Applied Sciences, and the Graduate School of Arts and Sciences. FAS Development staff work with Harvard College donors, alumni, parents, and friends who provide critical support for the FAS and often for other parts of the University.
The Executive Director of Gift Planning for FAS is a member of the FAS Individual Giving leadership team. The incumbent will lead a team which generates philanthropic support from assigned portfolios, cultivates and supports long-term relationships with donors, and partners with colleagues across FAS Development to maximize philanthropic support of the FAS through the creative and effective use of gift planning strategies. As a strong collaborator and team leader, will work closely with the entire FAS Development Leadership Team and the University Development Office (UDO), to lead a strategic and high-performing gift planning program.
Responsible, in consultation with the Senior Executive Director of Individual Giving and the AVP and Dean for Development, for FAS Development's overall Planned Giving strategy. Develops annual and multi-year work plans which leverage the expertise of the Gift Planning team to maximize earned philanthropic support for the FAS. Engages in strategic collaboration between the FAS Gift Planning team and other FAS Development functions, especially colleagues in Individual Giving and the Harvard College Fund, to maximize philanthropic support through the use of gift planning vehicles and Donor Advised Funds.
Leads a team of Gift Planning professionals who work individually and in collaboration with other gift officers to raise philanthropic resources for the FAS. The team researches appropriate planned giving vehicles for prospective donors, develops gift illustrations and proposals, contributes to prospect strategy development, and, will frequently meet with donors and their advisors alone or in collaboration with other gifts officers to assist in the development of planned giving opportunities and the closure of gifts.
Develops and executes strategies to increase familiarity and fluency with gift planning vehicles among our staff and donor community.
Personally manages a portfolio of planned gift prospects at various stages of their relationship with Harvard. This includes prospect strategy development, cultivation, solicitation and stewardship. Strategy is frequently set in conjunction with other development officers across FAS Development and the University Development Office. Leads the development and execution of strategies with these prospects and ensures that relevant FAS and UDO colleagues are involved and/or informed where appropriate or advisable.
Collaborates with colleagues in Research and Prospect Management to identify planned giving prospects. Works closely with their team and colleagues in Communications and Direct Marketing to develop gift planning marketing and stewardship plans, as well as gift planning collateral materials.
Oversees a comprehensive bequest and testamentary gift program (the John Harvard Society). Partners with staff and alumni volunteer leadership to promote legacy giving/bequest intentions among Harvard alumni.
Collaborates with colleagues in the University Planned Giving Office, Alumni and Development Services, the Harvard Management Company (HMC), and the Office of General Counsel and external legal counsel to maintain and update administrative procedures for planned gifts; and, to ensure accurate processing and administration of charitable trust and life income gift assets, documentation, disclosure requirements, and associated contemporaneous acknowledgement and crediting. Serves on the Trust Advisory Committee of HMC. Assists in creating gift acceptance guidelines and crediting policies for the FAS. Maintains trust specimens and planned giving/life income plan materials. Stays informed on legislative and tax changes affecting planned giving and keeps staff informed of relevant changes.
Remains up to date on current issues relating to the gift planning profession through the National Committee on Planned Giving (NCPG), the Planed Giving Group of New England (PGGNEW), Canaras, Ivy/Stanford/MIT Director's meetings, professional journals, seminars, conferences and workshops. Maintains a professional external presence in the planned giving community and with allied professionals.
The above covers the most significant responsibilities of the position. It does not, however, exclude other duties, the inclusion of which would be in conformity with the level of the position.
This position requires a 6 month orientation and review period.
Please include a cover letter with your application.
Skills testing may be a component of the interview process for this position.
About Harvard University Harvard University, based in Cambridge and Boston, Massachusetts, was established in 1636 and is the oldest institution of higher education in the United States. The University is home to over 20,000 students and employs 18,000 people, making us the fifth-largest employer in Massachusetts. Harvard is a special place, filled with diverse, energetic, and talented people who are driven to grow and succeed. By working here, you join a vibrant community that advances Harvard's world-changing mission in meaningful ways, inspires innovation and collaboration, and builds skills and expertise.
Why AA&D? We are a dedicated team of 400 staff who foster engagement with alumni, parents, and friends of Harvard through roles that include front-line fundraising, alumni and volunteer engagement, technology, events, communications, as well as many other areas. Our department recruits for over 100 positions annually that range from entry-level to senior leadership roles. The mission of AA&D is to maintain and enhance a highly engaged, vibrant community of alumni and friends worldwide and to lead the University's fundraising efforts in support of Harvard's mission.
AA&D is committed to diversity. We welcome applicants who bring varied experience, thought, and practice to the department. To learn more about how Harvard supports diversity and inclusion throughout the University please visit the Office for Diversity, Inclusion & Belonging at https://dib.harvard.edu/.
Discover AA&D and Harvard University Benefits
Opportunities for internal advancement
A creative, high- energy, collaborative environment
Generous Vacation, Sick, Personal, and Holiday pay
Medical, Dental and Vision benefits starting on your first day
University-funded retirement plans
Tuition Assistance Program
Transportation benefits to help with your daily commute
Health and wellness discounts, memberships and programs
A Bachelor's Degree and at least 15 years of gift planning or fundraising experience, or comparable work experience gained within the legal or financial professions. Excellent verbal and written communication skills. Travel and some overnight and weekend work is required.
Is committed to an organizational culture of collaboration and respect. Possess a supportive and accessible leadership style which inspires individuals to hold themselves to the highest expectations. Gives consistent, timely feedback and positive reinforcement to foster a culture of learning and development. Has the ability to lead and motivate direct reports and to lead with influence across different departments.
Demonstrated success in employing complex gift planning and/or tax strategies with high net worth individuals and their advisors as a fundraiser or advisor.
Is agile, adaptable, and comfortable with ambiguity. Models a positive and calm response to challenges and change. Is committed to continuous improvement and growth, personally, and for their team.
A natural relationship builder who is solution-focused and exhibits exceptional active listening skills.
A sophisticated understanding of planned giving outreach, solicitation, and stewardship approaches is preferred.
Ability to respectfully and adeptly communicate, interact, and facilitate conversations with high-level prospects and donors.
Is committed to fostering a diverse and inclusive workplace.
Possess the ability to think strategically and creatively. Demonstrates excellent critical thinking and analysis skills.
Demonstrated ability to think strategically, to develop new ideas and program, and to gain stakeholder buy-in, which results in the successful execution of new plans and programs.
EQUAL OPPORTUNITY EMPLOYER: We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Internal Number: 52408BR
About Harvard University Alumni Affairs and Development
Harvard University is devoted to excellence in teaching, learning, and research, and to developing leaders in many disciplines who make a difference globally. The University, which is based in Cambridge and Boston, Massachusetts, has an enrollment of over 20,000 degree candidates, including undergraduate, graduate, and professional students. Harvard has more than 360,000 alumni around the world. The University has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a truly global education. Established in 1636, Harvard is the oldest institution of higher education in the United States.