Suffolk University is pleased to announce the career opportunity
for Associate Director of Planned Giving!
Suffolk University is one of the areas leading universities and
the only one situated in the center of Boston. Founded in 1906, the
University is comprised of three esteemed schoolsthe College of
Arts and Sciences, Suffolk University Law School, and the Sawyer
Business School. Suffolks 85,000+ alumni are professionally
successful and civically engaged, and they reside in Massachusetts,
across the United States, and in over 150 countries. Suffolk is
beginning an exciting new era and building a comprehensive
Advancement program to support the University and its plans for the
Suffolk Universitys Planned Giving
Program is critical to advancing the Universitys mission and
securing Suffolks long-term future. Planned Gifts serve as a vital
source of revenue and as an incubator for major donor prospects who
will make their ultimate gift. Planned Giving programs develop and
implement comprehensive fundraising strategies for the engagement,
acquisition, stewardship, retention and upgrading of donations from
alumni, staff, family, and friends.
Reporting to the Director of Major
Gifts, 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. This position will identify and secure philanthropic
support for the University with a specific focus on the planned
giving vehicles that Suffolk University offers to its constituents.
The position will be principally responsible for promoting the
Frost Society, Suffolks planned giving society, which honors
constituents who establish Suffolk in their wills and trusts, make
life-income agreements, or name Suffolk as an irrevocable
beneficiary of life insurance policies or retirement-plan
This position will also provide
oversight of the planned giving society program goals, develop a
working group of Estate Planning volunteers, implement marketing
strategies and recognition efforts, as well as secure leadership
level giving through the support of selected Reunion classes and
the Half Century Club.
55% Frost Society Program
implement and manage a volunteer program to expand giving society
membership at all leadership levels.
Frost Society of Suffolk to key constituencies.
coordinate, supervise and implement the various volunteer
activities to reach fundraising goals and objectives for reunion
classes and alumni board giving committees, and ensure these
committees reach their full potential.
maintain and distribute fundraising materials, quarterly
newsletters and manage the planned giving website.
with Major Gift Officers, Annual Giving and Alumni Relations staff,
identify and work with planned giving prospects.
volunteers through regular contact including personal visits,
e-mail, and phone.
Maintain a high
level of attention to detail as it relates to managing solicitation
reports shared with volunteers, creating written solicitation
strategies with volunteers, accomplishing projects and tasks in the
prescribed timeframe, and keeping colleagues engaged and informed
as needed concerning program strategies.
implement giving society stewardship events.
40% Planned Giving Fundraising
In partnership with Major Gift
Officers, Annual Giving and Alumni Relations staff, identify and
solicit planned giving prospects to implement various planned
giving vehicles, including, but not limited to, wills, trusts and
staff a minimum of 75 personal visits and collaborate with the
frontline staff on major and principal gift opportunities
Analyze and set
giving society goals for the program overall, along with membership
giving from alumni, parents and friends.
cultivate, solicit and steward current and potential Frost Society
donors to achieve increased goals in membership.
solicit new Planned Gifts to ensure goals are met.
5% Other duties &
staff events as assigned.
with other University offices to meet Suffolks fundraising
professional development activities to raise Suffolks visibility
and to maintain the Associate Directors professional knowledge in
an active member of the University community by attending regular
campus meetings and events (athletic events and student
performances, Academic Awards, Convocation, and Commencement)
significant experience of at least 5 years in Advancement and
proficient knowledge of planned giving fundraising, especially
wills, trusts, and other planned giving vehicles.
ability to work well with, lead, and train a diverse team of
volunteers to reach fundraising goals, and work both independently
and as part of a team.
and ability to work confidently with a variety of prospects,
donors, and volunteers.
Excellent written and oral
with Raisers Edge NXT or other alumni-philanthropic database
work weekends and evenings when needed.
experience working with diverse populations and a strong commitment
to help developing and implementing the Universitys Diversity,
Equity and Inclusion policies and goals
perform other duties as assigned