Managing Director of Gift Planning
Core
Strategic leadership for a comprehensive gift planning program at Harvard Medical School, securing deferred, complex, and blended gifts to support the mission of alleviating suffering and improving health.
Role type
Senior management-level development director (planned giving)
Builds
Deferred, complex, and blended gifts (planned giving) for Harvard Medical School
Domain
Higher education fundraising / Planned giving / Estate planning
Required skills
Strategic planning, team management, prospect portfolio management, planned giving expertise, charitable tax law knowledge, estate planning principles, donor cultivation, compliance management, data analysis
Preferred skills
Experience with high-net-worth individuals, marketing program direction, training and guidance for colleagues, travel readiness
Technologies
Development database, gift planning vehicles
Responsibilities
Lead strategic direction and annual planning for the gift planning program; supervise and mentor direct reports; manage a portfolio of 80+ prospects; oversee marketing and stewardship programs; ensure compliance with legal and regulatory requirements; represent the school at internal and external events
Seniority
Senior, hands-on IC with management responsibilities