The Planned Giving Office at Boston University is a service organization providing information and expertise on the full array of planned gifts to internal and external clients. The department is comprised of six professionals responsible for generating and stewarding planned gifts for programs and Schools at Boston University. This team collaborates closely with the school based teams, as well as with principal gifts, leadership gifts and alumni relations. In creating a culture of heightened awareness of gift planning as a desirable funding option, the department is an important contributor to the long term strategic fund raising initiatives of the university.
The Assistant Director of Planned Giving Marketing and Gift administration requires a diverse skill set developed through planned giving marketing, prospect qualification, gift processing and administration, and stewardship experience. Responsibilities include:
Develop and implement comprehensive marketing plan for BU’s 16 schools and colleges in coordination with external vendor and Development Communications team. Coordinate with development officers across the University to develop and support school-based planned giving marketing initiatives. Develop and implement annual stewardship plan for legacy society donors (Claflin Society members) across multiple channels. Organize and manage events for the Claflin Society.
Responsible for directing and supervising administration of all planned gifts including bequests, life income gifts and other estate gifts as well as serving as an adviser for information concerning planned gifts to prospects, donors and DAR staff.
Strong organizational and interpersonal skills are required, as well as the ability to multitask and prioritize the workload. Must be able to handle confidential material responsibly and interact professionally with a wide spectrum of individuals.
Provide strategic planning for an integrated, comprehensive marketing and communications plan for Planned Giving. In partnership with the Director execute the design and coordination of outbound marketing strategies including publications, advertising, direct mail, social media, website content development and maintenance. Track and analyze existing marketing efforts and recommend changes to improve effectiveness. Serve as the point of contact with third-party vendor and with DAR colleagues on marketing initiatives. Collaborate across BU’s schools and colleges to develop effective Planned Giving marketing materials and campaigns using a variety of media and formats.
In partnership with the Director implement an effective inbound marketing strategy with the goal of developing a pipeline of qualified leads for planned giving conversations. Assess, manage and organize the channels through which prospective planned giving donors make inquiries and request information. Develop preliminary processes to qualify and engage prospects for further cultivation by the team and/or DAR colleagues.
Responsible for estate gift administration. Serve as primary contact for estate attorneys and personal representatives. Coordinate with estate, Gifts and Records, Stewardship and Donor Relations, and Financial Affairs to ensure funds are received in a timely manner and directed to their intended purposes. Manage accuracy and integrity of planned gift reporting (using GiftWrap software and the University-wide alumni database) and prepare periodic reports on planned gift activity.
Enhance relationships with Office of the Treasury for administration of charitable gift annuities, charitable remainder trusts, and other life income gifts. This includes overseeing periodic payments and providing information to the Office of the Treasury related to the tax reporting of annuitants. Supervise gift administration to ensure that all planned gifts are properly acknowledged, distributions for life income gifts are made correctly and on time, and funds are directed to their intended purposes (for example for scholarship and award funds).
Develop innovative stewardship plan designed to increase Claflin Society membership and existing member engagement. Deliver thoughtful and appropriate stewardship through numerous media channels with tools including Adobe Suite. Organize and manage events for legacy society including annual tea and luncheon. Collaborate with Alumni Relations to offer legacy society members complimentary access to Alumni Weekend Events.
Serve as a resource for planned giving donors to address matters including answering questions about existing gifts, updating bio information, etc.
The Assistant Director of Planned Giving Marketing and Gift Administration at Boston University will be an experienced and talented project manager with a successful track record in marketing, and planned gift administration. 3-5 years of project management, with a preference for candidates with knowledge of inbound marketing strategies and experience managing outsource partner relationships, and familiarity with bequest and planned gift administration. Related experience in trust administration or financial services would also be considered. Candidates must have a bachelor’s degree. Additionally, advanced written communications, attention to detail, analytical skills and collaboration skills are required. Salary is competitive and commensurate with experience.
Boston University is 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.
About Boston University
Boston University is one of the leading private research and teaching institutions in the world today, with two primary campuses in the heart of Boston and programs around the world.