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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

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    Director Of Planned Giving • Boston, MA, United States

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