Regional Director, Major and Planned Gifts

We need to output HTML fragment only, with headings

for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Use only sections that have real specific content. Must not repeat job title as heading. Must not include Job ID etc. Remove boilerplate. Must preserve all substantive info. We need to parse the posting. Company Description: includes description of Harvard Radcliffe Institute etc. That could be "About the role"? Actually "About the role" is typical heading for job description summary. The posting includes "Job Description" with "Job Summary". So we can put that under

About the role

maybe. Or we could have "About the role" containing the job summary and maybe company description. The instruction: use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we need to decide which sections to include based on content. We have: - Job Summary: description of role, responsibilities high-level. - Job-Specific Responsibilities: bullet list of duties. - Working Conditions: description of environment, travel, physical requirements. - Physical Requirements: similar. - Qualifications: Basic Qualifications and Additional Qualifications and Skills. - Additional Information: Standard Hours/Schedule (35 hours per week), Visa Sponsorship, Pre-Employment Screening, Cover Letter, Work Format, Work Format Details, Salary Grade and Ranges, Benefits. - Benefits: list. - EEO etc: remove. We need to map to headings: About the role: could contain Job Summary and maybe company description? The company description is about Harvard Radcliffe Institute. That could be considered "About the role" or maybe separate "About the company". But only allowed headings list includes About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we must fit content into those. Responsibilities: list of duties (Job-Specific Responsibilities). Also maybe some responsibilities from Working Conditions? But we can include them under Responsibilities. Requirements: could be Qualifications (basic and additional). Or we could separate Requirements (maybe basic qualifications) and Qualifications (additional). But we have both Requirements and Qualifications headings allowed. We need to decide. Skills: could be skills from Additional Qualifications and Skills. Benefits: we have Benefits section. Pay: we have Salary Grade and Ranges (but not actual numbers). The instruction: never create Pay/Schedule/Benefits sections unless the posting actually states them. It does state Salary Grade and Ranges, but not actual numbers. It says "Please visit Harvard's Salary Ranges to view the corresponding salary range and related information." That is not a specific number; it's a reference. Is that considered stating pay? It mentions salary grade level 058 and refers to salary ranges. That is some pay info, albeit not explicit numbers. The instruction: never emit a heading followed by filler/placeholder text (e.g. "commensurate with experience", "not specified", "N/A", "varies", "TBD"). Here we have "Salary Grade and Ranges This position is salary grade level 058. Please visit Harvard's Salary Ranges to view the corresponding salary range and related information." That is not a specific number but it's a grade level. Could be considered specific enough? It's not a placeholder like "varies". It gives a grade level. I'd say we can include Pay section with that info. Schedule: we have Standard Hours/Schedule: 35 hours per week. Also Work Format: Hybrid, etc. So we can include Schedule section with that. Now we need to avoid boilerplate: remove EEO, visa sponsorship? Visa sponsorship is substantive? It says "Harvard University is unable to provide visa sponsorship for this position." That's substantive info about visa. Should we keep? It's not in allowed headings; maybe we can fold into Additional Information paragraph under maybe Requirements? But we cannot create new headings. We could include it in a

under maybe Requirements or Additional Information? The instruction: "Do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short

or drop it." Visa sponsorship is not minor metadata? It's a condition. Could be placed in a

under maybe Requirements or Additional Information? But we don't have a heading for Additional Information. We could incorporate into Requirements or maybe under About the role? Better to keep as a short paragraph under maybe Requirements? But it's not a requirement. Could be under About the role as a note. However we must preserve ALL substantive information. So we need to include that info somewhere. We can include a

under maybe Requirements or maybe under About the role? The instruction: "fold minor metadata into a short

or drop it." Visa sponsorship is not minor? It's a condition. I'd treat it as minor metadata and include a short

under maybe Requirements or maybe under About the role. But we need to ensure we don't create a heading for it. Similarly, Pre-Employment Screening, Cover Letter, Work Format Details, etc. Those are also substantive. We need to preserve them. We can fold them into appropriate sections: maybe under Requirements (Pre-Employment Screening), under Schedule (Work Format), under Benefits? Actually Work Format details could go under Schedule. Cover Letter could be under Requirements? It's an application instruction, but we are told to remove application instructions. Wait: "Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions." So we must remove application instructions. Cover Letter is an application instruction. So we should drop that. Similarly, Work Format Details maybe considered application instructions? It's about work format; maybe keep as it's substantive about job. But it's also about work location. Might be considered part of Schedule. We'll keep. Pre-Employment Screening: identity, education, experience, credit. That's part of hiring process; maybe we can keep under Requirements as a note. Visa Sponsorship: also note under Requirements. We must not include EEO/Non-Discrimination statement. Now we need to output only HTML fragment. Let's structure:

About the role

Company description and job summary combined.

Responsibilities

• ... list items from Job-Specific Responsibilities.

Maybe also include Working Conditions and Physical Requirements under Responsibilities? Could add as list items.

Requirements

Basic Qualifications: ...

Additional Qualifications and Skills: ...

Pre-Employment Screening: Identity, Education, Experience, Credit.

Visa Sponsorship: Harvard University is unable to provide visa sponsorship for this position.

But we also have Skills heading allowed. Could split skills out. Better: Use Requirements for basic qualifications, Skills for additional qualifications and skills. Thus:

Requirements

Basic Qualifications: Bachelor’s Degree required. At least five years of progressively responsible development experience, including: Ability to identify and evaluate donor prospects and to establish and maintain relationships with them. Demonstrated success in donor cultivation and solicitation to advance institutional priorities. Ability to maximize giving potential and giving inclination using all available resources, including a variety of planned giving strategies. Ability to move challenging and/or complex cases forward. Experience translating institutional priorities into compelling gift opportunities for donors. Collaborative problem-solving and an entrepreneurial approach to designing creative donor engagement strategies. Understanding of fundraising best practices and techniques.

Skills

Additional Qualifications and Skills: Strong interpersonal skills and the ability to effectively communicate with a wide range of individuals at all levels both verbally and in writing. Must be able to operate independently and display critical thinking and sound judgment. Experience working with volunteers. Experience staffing high-level academic or other leaders in prospect meetings/trips is preferred. Must be a self-starter who is organized, detail-oriented, and able to prioritize and balance multiple tasks in a fast-paced complex environment. Must have a natural affinity for collaboration, leading through influence, and a high level of emotional intelligence. Must be drawn to a challenge and exhibit the patience necessary to advance solutions in a complex and collaborative organization. Demonstrate a personal commitment to excellence.

Now Benefits:

Benefits

• Generous paid time off including parental leave
• Medical, dental, and vision health insurance coverage starting on day one
• Retirement plans with university contributions
• Wellbeing and mental health resources
• Support for families and caregivers
• Professional development opportunities including tuition assistance and reimbursement
• Commuter benefits, discounts and campus perks

Pay:

Pay

Salary grade level 058. Refer to Harvard's Salary Ranges for the corresponding salary range and related information.

Schedule:

Schedule

Standard hours: 35 hours per week. Work format: Hybrid, with regular on‑campus presence at the Cambridge, MA location. Specific on‑site days determined between incumbent and manager. Extensive travel required throughout the year for donor meetings, events, and relationship building; occasional weekend work may be needed.

We also need to include Working Conditions and Physical Requirements maybe under Responsibilities or Schedule? Could add as list items under Responsibilities. Let's extract Job-Specific Responsibilities list: - Manage a portfolio of 150-175 prospects who can make transformative contributions at the 6- and-7-figure levels through outright and planned gifts. Prospects will be primarily located in the Greater Boston Area and New York Metropolitan Area with additional prospects in emerging secondary markets. - In the first 12-18 months, devote a substantial portion of time to identifying, qualifying, and cultivating new major and planned giving prospects, with a particular emphasis on proactive outreach (email, phone, and virtual meetings) to build a sustainable national pipeline, with the understanding that the balance of time between qualification and portfolio management will evolve as the portfolio matures - Meet or exceed annual fundraising goals, consistent with the expectations for an established major gift fundraiser. These goals include, but are not limited to prospect visits, gift solicitations, successful gift closures, and overall dollars raised. - Proactively identify and engage new donor prospects by leveraging referrals, volunteer connections, and collaborative efforts with the prospect research team, ensuring their seamless integration into the major gift and planned giving pipelines. - Develop and execute an ongoing, proactive planned giving prospecting strategy by identifying, qualifying, and engaging planned gift prospects nationally through targeted email outreach, phone calls, and virtual meetings. - Build and nurture a pipeline of prospects with significant capacity and affinity for HRI, educating them about planned giving vehicles and moving qualified prospects toward planned gift commitments. - Complete and maintain current, accurate records of all donor interactions and progress within Harvard’s Advance fundraising database. - Strategically evaluate and rank prospects, coordinate with key volunteers for donor assignments, prepare essential briefing materials for interactions, and ensure the follow-through of volunteer-led initiatives. - Plan and implement 1-2 donor cultivation events annually in partnership with HRI events team, to support a robust and effective regional engagement strategy. - Assume additional programmatic responsibilities as needed, such as leading discrete fundraising initiatives or special projects that contribute to the department’s success and enhance the long-term donor engagement strategy. - Foster strong collaborative relationships with colleagues across External Relations and the broader Harvard community, working in tandem with leaders from HRI, FAS Development, the University Development Office, and other Harvard Schools to align strategies for donors with interests in multiple Harvard areas, optimizing their philanthropic impact on HRI. - Manage and optimize the involvement of HRI’s dean and senior leaders in fundraising activities for assigned prospects. - Prepare detailed strategic briefings for meetings and ensure thorough follow-up after donor interactions and events. - Continually build knowledge about the mission, projects, and prospects of the Radcliffe Institute. - Take part in local academic lectures and associated social functions to foster donor relationships. - Act as a dedicated ambassador