Director of Gift Planning
The Director of Gift Planning leads and manages a strategic,
comprehensive, and proactive gift planning program that reflects
industry best practices and maximizes charitable contributions
through appropriate, donor-aligned planned giving vehicles. The
Director works closely with the Associate Vice President for
Development while managing and overseeing the marketing,
cultivation, solicitation and stewardship of life-income gifts,
estate gifts and complex outright gifts for Middlebury. The
Director also advises on complex outright gifts and provides advice
regarding gift agreements, endowment changes, and similar matters,
and is responsible for monitoring assets under management, valued
at approx. $55M as of June 2021. During the campaign currently in
the silent phase, the director will develop strategies to reach
gift planning goals that contribute to overall campaign
- Offer is contingent upon successful completion of a
criminal background check.
COVID-19 vaccinations are required prior to
- Develop, manage and implement a comprehensive fundraising
program for planned gifts. Manage the cultivation and solicitation
of all planned gift prospects in collaboration with gift officers;
develop planned giving donor strategies; provide planned giving
technical support, advice, assistance.
- Directly supervise Senior Associate Director of Gift Planning,
Associate Director of Gift Planning and Gift Planning
Administrator, including training, evaluating, and mentoring.
- Offer regular sessions/meetings for staff to build competence
in blended giving, estate planning, IRS regulations and other
technical matters; prepare, present and review proposals.
- Develop and oversee the implementation of a comprehensive
communications plan to promote planned gifts to all Middlebury
constituents including: direct mail, e-mail, social media,
publications, websites; offer virtual and in person targeted
educational seminars highlighting planned giving for
- Manage and oversee 50th Reunion fundraising program led by the
Associate Director of Gift Planning, including consult on
communications, individual leadership solicitations as needed,
challenge structures, program strategy for the 50th cohort
including pre and post classes.
- Serve as prospect coordinator for a prescribed pool of
leadership level outright and planned gift donors and oversees
cultivation and solicitation of the members of the pool. Regular
travel to visit prospects for cultivation, solicitation, and
- Manage and grow the ranks of the current legacy societies: the
Legacy Society at MIIS & Cane Society at the college. Develop
and maintain a stewardship program for societies, in collaboration
with advancement colleagues and teams; plan and launch Middlebury’s
first legacy challenge within the current campaign with
stewardship, cultivation and solicitation; plan and manage annual
Legacy and Cane stewardship event(s).
- Oversee asset management, performance and administration of the
gift planning program; review and monitor asset allocations and
oversee investments; provide comprehensive annual reports to
donors/beneficiaries; maintain close liaison & consultation
with Director of Investments and investment manager Kaspick &
Co. in managing risk and disclosures for program; ensure compliance
with federal and state laws.
- Oversee and manage the process of tracking and monitoring all
pending estates through the settlement process. Communicate
directly with estate representatives in securing estate gifts in a
- Serve as a member and staff of Middlebury’s Gift Acceptance
Committee in collaboration with the Vice President for Development,
Executive Vice President of Finance and General Counsel to assure
and timely gift recording and compliance with current gift
acceptance policies and procedures.
- Serve as a senior member of the development staff and work with
them and other gift officers to develop a cohesive, coherent
fund-raising program for Middlebury.
- Develop and oversee other initiatives as opportunities
Bachelor degree required. Advanced degree preferred. Additional
certifications such as CPA, CFP, CSPG preferred. Training in
aspects of charitable gift planning, including tax and inheritance
Knowledge, Skills and Abilities:
Must be able to deal with a diverse population (including more
senior donors) and handle confidential materials with discretion.
Strong communication skills, both oral and written. Proven ability
to motivate and lead staff and volunteers. Strong administrative
and organization skills. Ability to work independently and as part
of a team. Willingness to travel extensively.
5-7 years; experience in gift planning, or a combination of gift
planning, major gifts, law, finance or trust services. Experience
should include capital and planned giving solicitation.
Offers of employment are contingent on completion of a background
check. Information on our background check policy can be found
To apply, visit https://middlebury.peopleadmin.com/postings/26435
Middlebury is an equal-opportunity employer where diversity,
equity, and inclusion are core values. To this end, Middlebury
recruits talented and diverse faculty, staff, and students from
across the United States and around the world. Middlebury
encourages applications from women, people of color, people with
disabilities, and members of other protected classes and
historically underrepresented communities. Middlebury also invites
applications from individuals who demonstrate an ongoing commitment
to advancing diversity, equity, and inclusion in the