Director of Planned Giving

Simmons University seeks an experienced Director of Planned Giving to lead and expand its comprehensive planned giving program. The Director will be responsible for identifying, cultivating, soliciting, and stewarding planned and deferred gifts from alumnae/i, trustees, parents, and friends to support the University’s long-term financial strength.

Requirements

• Develop, lead, and manage the University’s planned giving strategies, incorporating bequests, charitable trusts, gift annuities, and other deferred giving vehicles.
• Personally manage a portfolio of 150+ planned giving prospects and donors, moving them through the donor cycle from identification through stewardship.
• Collaborate with AVP of Advancement and Campaign Director to support the front-line fundraising team to integrate planned giving strategies into broader development and stewardship efforts.
• Develop and implement marketing and communications plans to promote planned giving, including digital campaigns, print materials, and targeted outreach.
• Collaborate with donors and their advisors on complex charitable giving vehicles in coordination with appropriate internal stakeholders, ensuring compliance with IRS and Simmons University policies.
• Serve as the subject matter expert on charitable estate and financial planning within the Office of Advancement, including providing training and support to advancement staff on planned giving fundamentals, as deemed necessary.

Benefits

• Generous Paid Time Off
• 401k Matching
• Health Benefits
• Retirement Savings Offerings
• Work-Life Balance Initiatives