Associate Director Planned Giving.
About the role
The Associate Director is responsible for the management and operations for all estate and trust administration activity, planned and complex gift administration, events, and other key operational functions for the Office of Planned Giving at Dartmouth Health and the Geisel School of Medicine.
Responsibilities
Prepare, proof, and execute gift calculations, bequest and trust language, and participate in planned gift discussions with frontline staff and advisors.
Draft and maintain suggested bequest language templates and planned gift agreements for frontline officers.
Advise fundraisers on planned gift strategies and administration to aid in the solicitation of planned gifts.
Serve as a secondary point of contact for establishing new life income gift arrangements, such as charitable gift annuities, pooled income funds, and charitable trusts.
Communicate with life income gift recipients in connection with their accounts, e.g. change of address, bank info, new beneficiary information.
Manage the annual tax reporting process.
Act as the primary lead in maintaining and ensuring data, donor information, and gift details are accurate and up-to-date in both the electronic database and physical hard file, while ensuring compliance with organizational procedures and financial and legal requirements.
Engage appropriately, respectfully, and collaboratively with colleagues internally and across Dartmouth Health and the Geisel School of Medicine at Dartmouth.
Proactively participate in professional development opportunities to increase understanding of planned and complex gifts.
Independently manage a portfolio of active estates and trusts scheduled to make a distribution to the Geisel School of Medicine, Dartmouth Health, and Dartmouth Health member hospitals over a 12-18-month cycle, as well as select donors and allied professionals.
Coordinate with attorneys, trust officers, and estate executors to move estates through the probate, distribution, and settlement process in a timely manner.
Function as a point person for filing claims for inherited IRAs and other accounts, including regular follow-up with institutions.
Manage planned giving acknowledgments and thank you notes to ensure that executors or family members are thanked on a timely basis.
Oversee management of estate files and establish action plans for each open estate.
Attend regular office-wide meetings and regularly update and report on the active trust and estate pipeline.
Carry out assigned action items or follow-up tasks in a timely manner.
Plan the annual legacy society event to steward existing planned gift donors and to solicit new donors.
In partnership with Events, execute all logistical aspects of the annual legacy society event, including but not limited to event communications, run of show, planning, menu, and staffing.
Create a robust events program for legacy society members by inviting donors to attend Medical & Healthcare Advancement events, Dartmouth College events, and Dartmouth Health member hospital events.
Identify opportunities to increase stewardship and cultivation events for planned giving donors.
Create a network of estate planning professionals, financial planners, accountants, tax advisers, insurance professionals, investment managers, and trust officers.
Develop a strategic communication plan to notify allied professionals of institutional updates and areas of support for their prospective clients.
Act as the primary fundraiser responding to planned giving allied professionals requesting information for their clients.
Plan an annual allied professionals event to serve as a networking event.
Qualifications
Bachelor’s degree plus 3-5 years of experience or equivalent combination of education and experience.
Experience in planned giving, with experience in estate law preferred.
Demonstrated project management experience.
Excellent project management skills, with proven ability to manage multiple projects simultaneously, to set priorities, follow through on projects, and meet deadlines.
Accuracy and attention to detail.
Ability to handle sensitive and confidential information with discretion; understand and follow HIPAA guidelines.
Demonstrated planning, organizational, analytical, and problem-solving skills.
Strong writing and editing skills.
Expertise in Microsoft Office applications, Web-based software applications, and fundraising CRMs; RE NXT preferred.
Commitment to learning and professional development.
Good judgment, discretion, and ability to maintain confidentiality.
Commitment to diversity and to serving the needs of a diverse community.
Brought joy and a sense of humor to the workplace.
Skills
Project management skills.
Attention to detail.
Confidentiality and HIPAA compliance.
Planning, organizational, analytical, and problem-solving skills.
Writing and editing skills.
Microsoft Office applications.
Web-based software applications.
Fundraising CRMs; RE NXT preferred.
Marketing and communications background.
Knowledge of PG Calc planned giving software.