Talent.com
Director of Planned Giving
Director of Planned GivingSquillace & Associates, P.C. • Boston, MA, United States
Director of Planned Giving

Director of Planned Giving

Squillace & Associates, P.C. • Boston, MA, United States
5 days ago
Job type
  • Full-time
Job description

Director of Planned Giving

Main Campus - Boston, MA

R11319

ABOUT SIMMONS

Located in Boston’s historic Fenway area, Simmons University has a strong tradition of empowering women and challenging traditional gender roles. Founded 125 years ago as one of the first higher education institutions dedicated to helping women become leaders, Simmons now offers Boston’s only women’s undergraduate program and graduate programs open to all. We continue to innovate for the future with a six‑school academic structure that leverages expert faculty and a high‑value education proposition delivering greater ROI to students and fast‑tracking them to career growth and success. Our community is committed to preparing students to become social‑justice‑oriented leaders who excel in their professions and communities, and our dynamic workplace reflects this mission.

JOB SUMMARY

Simmons University seeks an experienced and strategic Director of Planned Giving to lead and expand its comprehensive planned giving program. Reporting to the Associate Vice President for Advancement, the Director will identify, cultivate, solicit, and steward planned and deferred gifts from alumnae, trustees, parents, and friends to support the University’s long‑term financial strength. The role requires a seasoned fundraising professional with a minimum of 10 years of progressively responsible experience in gift planning, major gifts, or related development work, and a proven track record of securing a wide range of planned gifts at various levels of complexity. The ideal candidate is a results‑oriented, collaborative leader with deep technical knowledge of charitable estate planning / planned giving and excellent interpersonal skills.

ESSENTIAL JOB FUNCTIONS

  • Develop, lead, and manage the University’s planned giving strategies, incorporating bequests, charitable trusts, gift annuities, and other deferred giving vehicles.
  • Personally manage a portfolio of 150+ planned giving prospects and donors, moving them through the donor cycle from identification through stewardship.
  • Collaborate with the AVP of Advancement and Campaign Director to support the front‑line fundraising team in integrating planned giving strategies into broader development and stewardship efforts.
  • Develop and implement marketing and communications plans to promote planned giving, including digital campaigns, print materials, and targeted outreach.
  • Work with the Donor Relations and Stewardship team to design and implement recognition and stewardship programs and events for the John Simmons Society members.
  • Collaborate with donors and their advisors on complex charitable giving vehicles in coordination with appropriate internal stakeholders, ensuring compliance with IRS and Simmons University policies.
  • Track and report on planned giving activity and metrics; maintain accurate records in the donor CRM, Raiser’s Edge.
  • Serve as a subject matter expert on charitable estate and financial planning within the Office of Advancement, providing training and support to advancement staff on planned giving fundamentals as needed.
  • Serve as a member of the Advancement Leadership Group, attending meetings and performing other necessary duties.
  • Other duties as assigned.

REQUIRED QUALIFICATIONS

  • Bachelor’s degree required; advanced degree (JD, MBA, or related field) or CFRE designation strongly preferred.
  • Minimum of 10 years of progressive experience in fundraising, with demonstrated success securing planned gifts and / or major gifts.
  • In‑depth knowledge of planned giving vehicles, estate planning, and related legal and tax implications.
  • Ability to travel and work occasional evenings and weekends as needed.
  • PREFERRED QUALIFICATIONS

  • Experience in higher education or nonprofit institutions of similar size and scope.
  • Commitment to the mission and values of Simmons University.
  • REQUIRED COMPETENCIES

  • Ability to manage confidential information with discretion and integrity.
  • Exceptional interpersonal, communication, and presentation skills.
  • Strategic thinker able to inspire and build trust with donors and colleagues.
  • Proficiency with fundraising CRMs and prospect research tools; experience with Raiser’s Edge / NXT is a plus.
  • Strong project management and organizational skills.
  • WORK ENVIRONMENT & CONDITIONS / PHYSICAL DEMANDS

  • On‑campus or hybrid eligibility.
  • Twelve‑month position.
  • 35 hours per week.
  • Office environment.
  • Essential physical requirements : sitting and typing.
  • Physical effort required : lifting up to 10 pounds.
  • Salary Grade : S11

    Instructions to Applicants : Please upload all applicable application materials (e.g., resume / CV, cover letter, writing sample, teaching philosophy, etc.) in the Application Materials box on page 2 (“My Experience”) of this application. Documents can be uploaded individually or as a combined document (e.g., PDF).

    Simmons University is committed to inclusive excellence in all aspects of an individual’s community experience and encourages applications from all under‑represented groups. We are an equal‑opportunity employer dedicated to creating a diverse faculty, staff, student body, and curriculum.

    To apply, visit https : / / simmons.wd1.myworkdayjobs.com / en-US / Simmons-Careers / job / Main-Campus Boston-MA / Director-of-Planned-Giving_R11319

    Located in Boston’s historic Fenway area, Simmons University is a small, private, non‑sectarian college which has educated students for enriching careers and purposeful lives since 1899. Working at Simmons means joining a collaborative, diverse, and mission‑driven community of educators and professionals. We prepare students to be leaders for themselves, their communities and the world, with faculty and staff members leading by example and exemplifying a commitment to excellence and putting the students first.

    #J-18808-Ljbffr

    Create a job alert for this search

    Director Of Planned Giving • Boston, MA, United States

    Related jobs
    Associate Director of Development - Individual Giving

    Associate Director of Development - Individual Giving

    New England Aquarium • Boston, MA, USA
    Full-time +1
    Quick Apply
    The Associate Director of Development (ADOD) joins New England Aquarium's (NEAq) Development Team.Currently, the team raises over $14 million annually to drive NEAq's mission with ambitious plans f...Show more
    Last updated: 30+ days ago
    Director of Relationship Development Sales

    Director of Relationship Development Sales

    Granite Telecommunications • Quincy, MA, United States
    Full-time
    Granite delivers advanced communications and technology solutions to businesses and government agencies throughout the United States and Canada. We provide exceptional customized service with an emp...Show more
    Last updated: 21 hours ago • Promoted • New!
    Director, Individual Giving (Pipeline Development)

    Director, Individual Giving (Pipeline Development)

    Museum of Science • Boston, MA, United States
    Full-time
    Director, Individual Giving (Pipeline Development).Innovation and creativity come from the unique perspectives of a diverse staff. As science and technology increasingly shape our lives, the Museum ...Show more
    Last updated: 9 days ago • Promoted
    Global Director of Contracts (Teradyne, North Reading, MA)

    Global Director of Contracts (Teradyne, North Reading, MA)

    Teradyne • North Reading, MA, US
    Permanent
    We are the global test and automation specialists, powering next-generation technologies through sophisticated solutions. Behind every electronic device you use, Teradyne's test technology ensures y...Show more
    Last updated: 26 days ago • Promoted
    Acquired Brain Injury - Moving Forward Plan Waiver Director

    Acquired Brain Injury - Moving Forward Plan Waiver Director

    Massachusetts Staffing • Danvers, MA, US
    Full-time +1
    Acquired Brain Injury - Moving Forward Plan Waiver Director.This position is located in the Northeast Regional Office in Danvers, MA. The Department of Developmental Services (DDS) was invited by Ex...Show more
    Last updated: 8 days ago • Promoted
    Director, Planned Giving

    Director, Planned Giving

    Squillace & Associates, P.C. • Boston, MA, United States
    Full-time
    Cure Alzheimer’s Fund seeks an entrepreneurial, experienced, and relationship-driven Director of Planned Giving (Director) to both launch and lead its first comprehensive gift planning program and ...Show more
    Last updated: 5 days ago • Promoted
    Director of Endocrinology

    Director of Endocrinology

    Signature Healthcare • Brockton, US
    Full-time
    Come join our team at Signature Healthcare! This is a great opportunity for a BC Endocrinologist that thrives on providing excellent patient care and has an interest in clinical leadership.Our team...Show more
    Last updated: 30+ days ago • Promoted
    Sr. Director, Major Gifts

    Sr. Director, Major Gifts

    Boys & Girls Clubs of Boston • Boston, MA, United States
    Full-time
    This Senior Director position is for a motivated and results driven fundraiser interested in cultivating and stewarding donors, working with a broad range of stakeholders, and communicating Boys & ...Show more
    Last updated: 30+ days ago • Promoted
    Director, Individual Markets Engagement & Operations

    Director, Individual Markets Engagement & Operations

    Tufts Health Plan • Canton, MA, US
    Full-time
    Director Of Individual Markets Engagement And Operations.The Director of Individual Markets Engagement and Operations is responsible for the overall success of Point32Health's Individual Markets sa...Show more
    Last updated: 30+ days ago • Promoted
    Director of Service Fulfillment

    Director of Service Fulfillment

    Numotion • Taunton, MA, US
    Full-time
    Director of Service Fulfillment.By joining Numotion, you will be a part of the nation's leading provider of Complex Rehabilitation Technology. Numotion is helping thousands of people with individual...Show more
    Last updated: 30+ days ago • Promoted
    Director of Health Services - RN

    Director of Health Services - RN

    Cooperative Production, Inc • Dighton, MA, US
    Full-time
    The Director of Health Services shall coordinate and supervise the Agency's day and residential health care services.While acknowledging the medical needs of its participants, nursing services shal...Show more
    Last updated: 21 days ago • Promoted
    External (Posting) Unit Director

    External (Posting) Unit Director

    Wellpath • Bridgewater, MA, US
    Full-time
    Everything we do is about taking care of people.Perks and Benefits : In addition to comprehensive benefits including medical, dental, vision, paid time off, and 401k, we foster a work, life balance ...Show more
    Last updated: 30+ days ago • Promoted
    Developmental Specialist (Early Intervention)

    Developmental Specialist (Early Intervention)

    BAMSI • Brockton, MA, United States
    Full-time
    BAMSI Early Intervention (BEI).BEI services can be provided in a family's home, daycare / educational programs, telehealth and at our fully equipped EI Center. BAMSI EI services has a highly skilled t...Show more
    Last updated: 12 days ago • Promoted
    Managing Director, Wealth Management Partner

    Managing Director, Wealth Management Partner

    Jamie Grayem • Boston, MA, United States
    Full-time
    Managing Director, Wealth Management Partner.A premier, independent multi-billion dollar RIA / Hybrid Platform is conducting a confidential search for an elite, established Wealth Manager to join the...Show more
    Last updated: 24 days ago • Promoted
    Senior Director, GTM Strategy and Planning

    Senior Director, GTM Strategy and Planning

    Klaviyo • Boston, MA, US
    Full-time
    Enter the verification code sent to confirm you are not a robot, then submit your application.This application was flagged as potential bot traffic. To resubmit your application, turn off any VPNs, ...Show more
    Last updated: 18 days ago • Promoted
    Associate Director Planned Giving

    Associate Director Planned Giving

    suffolk_university • Boston, MA, United States
    Full-time
    The Associate Director, Planned Giving, will work in concert with Senior Advancement Staff and Major Gift Officers to build a program that creates an identity and commitment to Suffolk University.T...Show more
    Last updated: 30+ days ago • Promoted
    Director of Operations - HVAC

    Director of Operations - HVAC

    CyberCoders • Hanover, MA, United States
    Full-time
    One of New England's top mechanical contractors and best places to work is looking to add a Director of Operations for the HVAC division. This is a great opportunity for a HVAC pro to put their stam...Show more
    Last updated: 30+ days ago • Promoted
    Director of Residence Life

    Director of Residence Life

    InsideHigherEd • Boston, Massachusetts, United States
    Full-time
    The Massachusetts College of Pharmacy and Health Sciences, a leader in health and life sciences higher education in Boston, Massachusetts, invites inquiries, nominations, and applications for the p...Show more
    Last updated: 28 days ago • Promoted