Associate Director Planned Giving
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Please see Special Instructions for more details.
Dartmouth College has a Tobacco-Free Policy. Smoking and the use of tobacco-
based products (including smokeless tobacco) are prohibited in all
facilities, grounds, vehicles or other areas owned, operated or occupied by
Dartmouth College with no exceptions. For details, please see our policy.
https: // policies.dartmouth.edu/policy/tobacco-free-policy
Position Details
Position Information
Posting date 08/27/2026
Closing date
Open Until Filled Yes
Position Number 1128627
Position Title Associate Director Planned Giving
Hiring Range Minimum $92,100
Hiring Range Maximum $115,100
Union Type Not a Union Position
SEIU Level Not an SEIU Position
FLSA Status Exempt
Employment Category Regular Full Time
Scheduled Months per Year 12
Scheduled Hours per Week 40
Schedule One or two days in the office a month as a team with the following schedule: M-F 8:00AM-5:00PM and otherwise as needed based on effectively engaging partners and colleagues.
Location of Position Lebanon NH 03766
35 Centerra Parkway, Suite 300
Remote Work Eligibility? Hybrid
Is this a term position? No
If yes, length of term in months. NA
Is this a grant funded position? No
Position Purpose 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. Reporting to the Director, Planned Giving, the Associate Director will advise frontline fundraising colleagues and leadership on outreach and stewardship to donors, executors, and advisors.The Associate Director will also manage a comprehensive marketing program to increase planned gifts to Dartmouth Health and the Geisel School of Medicine. The Associate Director will develop a strategy for and implement an annual calendar of print and digital appeals, including website administration.The Associate Director will serve as a key partner to all planned giving allied professionals, including attorneys, financial administrators, trustees, and philanthropic partners. The Associate Director will develop a program to build relationships with planned giving allied professionals and will be the primary contact responding to client inquiries. These partnerships will focus on educating local wealth advisors on DHMC and system member philanthropic priorities to help their clients make decisions on where their philanthropy could positively impact the community.
Description
Required Qualifications - Education and Yrs Exp Bachelors plus 3-5 years' experience or equivalent combination of education and experience
Required Qualifications - Skills, Knowledge and Abilities Experience
5+ years of related professional experience in non-profit fundraising
Demonstrated experience in planned giving, with experience in estate law
preferred.
Demonstrated project management experience.
Skills & Knowledge
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
Ability to both work independently and to interact and collaborate
effectively with a wide range of individuals and groups.
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.
Brings joy and a sense of humor to the workplace
Preferred Qualifications
Background in marketing, and communications preferred
Knowledge of PG Calc planned giving software preferred
Department Contact for Recruitment Inquiries Katherine Blackman
Department Contact Phone Number 6036465280
Department Contact for Cover Letter and Title Katherine Blackman - Director of Planned Giving
Department Contact's Phone Number
Equal Opportunity Employer Dartmouth College is an equal opportunity employer under federal law. We prohibit discrimination on the basis of race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, disability, veteran status, marital status, or any other legally protected status. Applications are welcome from all.
Background Check Employment in this position is contingent upon consent to and successful completion of a pre-employment background check, which may include a criminal background check, reference checks, verification of work history, conduct review, and verification of any required academic credentials, licenses, and/or certifications, with results acceptable to Dartmouth College. A criminal conviction will not automatically disqualify an applicant from employment. Background check information will be used in a confidential, non-discriminatory manner consistent with state and federal law.
Is driving a vehicle (e.g. Dartmouth vehicle or off road vehicle, rental car, personal car) an essential function of this job? Not an essential function
Special Instructions to Applicants Dartmouth College has a Tobacco-Free Policy. Smoking and the use of tobacco-based products (including smokeless tobacco) are prohibited in all facilities, grounds, vehicles or other areas owned, operated or occupied by Dartmouth College with no exceptions. For details, please see our policy. https: // policies.dartmouth.edu/policy/tobacco-free-policy
Additional Instructions
Quick Link https: // searchjobs.dartmouth.edu/postings/86994
Key Accountabilities
Description Operations
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.
Serve as an advisor for Dartmouth Health member hospitals as they
facilitate planned gifts to their respective institutions.
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.
Percentage Of Time 35%
Description Trust and Estate Administration
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.
Serve as an advisor and administrator for Dartmouth Health member
hospitals, facilitating trust and estate distributions to their respective
institutions.
Percentage Of Time 25%
Description Marketing & Communications
Works independently and with partners to implement a robust marketing
program for the Geisel School of Medicine, Dartmouth Health, and Dartmouth
Health member hospitals.
Develop a strategy and implement an annual calendar of planned giving
appeals for the Geisel School of Medicine and Dartmouth Health.
In concert with Dartmouth Health member hospital fundraising staff,
develop a strategy and implement an annual calendar of planned giving
appeals for their respective programs.
Works with Geisel School of Medicine, Dartmouth Health, and Dartmouth
Health member hospitals' communications staff and outside vendors to
oversee the design, printing, production, and mailing of print and digital
appeals in an accurate and timely fashion.
Coordinates multi-channel marketing campaigns that integrate electronic
communications and direct mail appeals.
Monitors production schedules and project timelines.
Coordinates with Geisel School of Medicine, Dartmouth Health, and
Dartmouth Health member hospitals' communications staff to ensure
consistency with institutional messaging and branding. Monitors leadership
messaging, institutional news, and stories, and stays abreast of
institutional initiatives.
Partners with outside vendors to analyze responses to appeals and ROI.
Analyzes and summarizes data and reports on this information regularly,
recommending changes in strategy as indicated by appeal results.
Actively manages Geisel School of Medicine, Dartmouth Health, and
Dartmouth Health member hospital websites, collaborating with key vendors
and internal staff on routine web management.
Percentage Of Time 25%
Description Event Management 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.
Percentage Of Time 5%
Description Planned Giving Allied Professionals Program
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.
Percentage Of Time 5%
-
-- Demonstrates professionalism and collegiality through actions, interactions, and communications with others appropriate to an environment that is welcoming to all.
-- Performs other duties as assigned.
Supplemental Questions
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Documents Needed to Apply
Required Documents
Resume
Cover Letter
Optional Documents
