Detailed Job Description
This position, under the direction of the Director of Gift Planning, will manage and evaluate a comprehensive marketing and communication program, a comprehensive stewardship program for life-income and legacy donors, and an individual portfolio of planned giving prospects and donors.
Additional Description of Duties:
With strategic input from the Director, Advancement Communications and external marketing counsel, plans, conducts and evaluates a comprehensive marketing and communications effort for Gift Planning, including two annual 4-stage print and electronic campaigns, magazine advertisements, donor profiles, website content and reunion or other cohort-based fundraising support.
Works with Advancement Services to develop appropriate mailing lists and track results, as well as manage the implementation of the Planned Giving Portal or other data management products and projects.
Uses web analytics to track activity and identify potential new prospects as well as topics of interest.
Manages an active portfolio of 50-75 planned giving constituents with a goal of 4 visits per month to qualify, cultivate, solicit and steward prospects and donors.
Collaborates with the Office of Stewardship to develop and manage donor and 1917 Legacy Society stewardship communications, events, outreach, and membership information.
Prepares correspondence, proposals and other communications for assigned constituents and general planned giving inquiries.
Maintains donor contact reports, correspondence and other relevant information in the University Advancement database for Legacy Society members and prospects.
Develops and maintains working knowledge of charitable gift, tax and estate planning as well as PGCalc software.
Must be able to assist with occasional night and weekend events.
Occasional overnight travel may be required.
Bachelor's degree required. Development or fundraising experience of at least 5 to 7 years or equivalent, preferably in an institution of higher education or similarly complex organization. Previous charitable planned giving experience or proficient knowledge of charitable giving vehicles preferred. Excellent interpersonal skills, strong communication skills, including excellent writing skills essential. Strong analytical and project management skills, ability to interact with a diverse group of constituents, and the ability to handle complex and confidential information with sound judgment, discretion and accuracy are essential.
License(s) Required for the Position
Must hold and maintain a valid, unrestricted United States driver's license, with an insurable driving history as determined by Bentley's insurance carrier.
Bentley University is an Equal Opportunity Employer, building strength through diversity.