ASSISTANT DIRECTOR, Planned Giving Marketing, Development & Alumni Relations
Location: BOSTON, Massachusetts
Internal Number: 7040
We in Boston University Development & Alumni Relations (DAR) harness the power of philanthropy to make an excellent education accessible and welcoming to all, and to advance BU's global leadership in research, scholarship, artistic creation, and professional practice. To support our work, we have built--and are continuing to build--an outstanding team of dynamic, mission-driven advancement professionals who constantly strive to create an environment where everyone belongs. Where it's not just a job, but a career and a community.
Now, our Planned Giving team is looking for an Assistant Director who will assist in developing and executing on best practices for planned giving marketing, prospect qualification, donor stewardship and events management.
Planned Giving At Boston University
The Planned Giving office functions as a frontline fund-raising team that focuses on securing alumni gift commitments through estate plans, trusts and other entities as well as helping donors who wish to gift non-traditional assets, e.g. real estate, privately help securities, artwork, etc.
Assistant Director, Planned Giving Marketing
The Assistant Director of Planned Giving Marketing is responsible for assisting planned giving efforts while directly supporting the department strategy and initiatives. Additional key responsibilities include supporting the efforts of the frontline planned giving officers and coordinating with gift officers across the University to develop and execute on initiatives. The Assistant Director, Planned Giving Marketing must work cooperatively with a wide variety of colleagues and external constituents, including faculty, staff, and alumni, to help execute strategies and work toward overall division goals.
Planned Giving Marketing and Communications:
Develop and implement an integrated, comprehensive marketing and communications plan to educate and engage donors about planned giving opportunities across BU's 16 schools and colleges. This includes working with internal partners such as the Development Communications department as well as managing third-party vendor relationships. Oversee all planned giving marketing efforts across digital, print and social platforms. Responsible for maintaining and developing website content, writing and editing electronic and print newsletter content, designing and preparing alumni magazine ads, and other related activities.
Coordinate with development officers across the University to develop and support school-based planned giving marketing initiatives. Communication includes direct contact with planned giving donors, working with outside vendors and managing logistics. Tasks include: managing membership lists, preparing membership invitation packages, booking space, catering, tracking registrations, running nametags, working with speakers, preparing collaterals (invites, programs, speaker gifts, etc.), tracking event timelines, communicating with colleagues regarding events. Includes post event follow up and tracking of newly identified prospects.
Track and analyze planned giving marketing efforts and make data-driven recommendations to improve effectiveness and increase ROI.
Lead Generation and Prospect Qualification:
Develop and manage initiatives to identify and qualify new planned giving prospects including through the planned giving website, third-party vendor surveys, and communication pieces. Manage dashboards and the pipeline of leads for the frontline planned giving officers.
Track and analyze lead generation efforts and make data-driven recommendations to improve effectiveness and increase ROI.
Stewardship and Events Management:
Develop and oversee a comprehensive stewardship plan for legacy society members to thank them and keep them engaged with the University. This includes scheduling and overseeing thoughtful outreach such as thank you videos, birthday cards, holiday cards, special invitations to alumni events and related efforts.
Organize and manage events for legacy society members including an annual tea reception and a luncheon. Coordinate the technical aspects of virtual and hybrid gatherings. Work with internal partners and external vendors to secure facilities, catering, AV requirements, etc. Lead post-event follow up such as thank you messaging and attendee surveys.
Training and Other Duties:
Participate in training sessions on planned giving topics offered to new employees as well as refresher sessions.
Assist in supervising work-study students.
Perform other duties as assigned.
A cover letter is required for consideration.
3-5 years of project management experience, with a preference for knowledge of inbound marketing strategies and experience managing outsource partner relationships
Familiarity with bequest and planned gift administration.
Related experience in trust administration or financial services would also be considered.
Advanced written communications, attention to detail, analytical skills and collaboration skills are required.
Strong organizational and interpersonal skills are required
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.
But that's not all we're looking for; we want someone who embodies our values:
Teamwork, transparency, and mutual respect, because we value every member's contributions and know that leadership can come from anywhere.
Diversity, equity, inclusion, and a commitment to ensuring that each of us knows we belong here.
Integrity in how we work and how we treat one another.
Strategic thinking and curiosity in the relentless pursuit of fresh approaches and measurable results.
Continuous growth and improvement, both as individuals and as a team.
Joy and shared appreciation for working hard toward goals that matter.
If this resonates with you and you want to help us in our ambitious next campaign--and maybe do some of your best work as an advancement professional-- we encourage you to apply. If you are hesitant to apply because you have not previously performed every responsibility listed in the description, but you do possess transferable skills, our values, and the defined qualifications, we still want to hear from you and welcome your application.
To learn more about Development & Alumni Relations at Boston University, and other job opportunities, please stop by the DAR Talent website: https://www.bu.edu/dar-talent/.
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.
If you require a reasonable accommodation to complete the employment application process, please contact the Equal Opportunity Office at 617-353-6474.
Boston University is no small operation. With over 33,000 undergraduate and graduate students from more than 140 countries, 10,000 faculty and staff, 16 schools and colleges, and 250 fields of study, our two campuses are always humming.