Director, Planned Giving

Posted on 01/11/2023

Emerson College

Boston, MA

The Director Of Planned Giving position reports to the Vice President of Institutional Advancement and will develop and oversee the college’s Planned Giving Program to secure bequests and other planned gifts to create a pipeline of future financial support to the college. This is an important role that requires excellent organizational and administrative skills, excellent written communication skills, and the ability to cultivate strong relationships with planned giving prospects.

Essential Job Duties: 

  • Work with college alumni, parents, friends, faculty, Board members, and others to secure planned gifts and supporting documentation.
  • Support college personnel, departments, and partners in securing planned gifts by developing donor communications, providing technical gift planning support, and assisting with planned giving marketing.
  • Steward the Charles Wesley Emerson 1880 Society of planned giving donors.
  • Develop and oversee all planned giving marketing and communications through separate outreach to targeted audiences, as well as general communication through existing college publications.
  • Provide technical gift support and gift facilitation to IA staff and campus partners on complex gifts, non-cash gifts, tax and technical gift questions, and Cy Pres funds.
  • Serve as liaison to General Counsel and outside counsel, reviewing all draft gift agreements prior to donor review for compliance with vetted templates.
  • Support VP of Institutional Advancement in the creation, shepherding, and thorough vetting of Gift Agreement templates, the IA Gift Acceptance Policy, and Naming Guidelines.
  • Oversee estate administration of realized planned gifts, working closely with outside fiduciaries and Finance and Advancement Services to ensure timely and accurate distributions.
  • Develop reports as required.
  • Perform data entry, updating details of contacts, approaches, proposals, acknowledgments, receipt, and other documentation in the relevant database or software.
  • Perform other miscellaneous duties as assigned.

Qualifications: Qualifications are deemed required or preferred and represent what is needed to effectively perform job.

  • Master’s Degree preferred.
  • 5-10 years of previous related experience required. Experience in gift planning in a legal or financial environment preferred.
  • Direct front-line fundraising experience required
  • Exceptional accuracy and attention to detail required

Knowledge, Skills, and Abilities: May be representative, but not all-inclusive, of those knowledge, skills, and abilities commonly associated with the job.

  • Knowledge of planned giving vehicles, tax law, trusts and estates, and technical gift planning
  • Excellent written communication skills and the ability to write marketing and communications materials
  • Self-starter with excellent interpersonal communication skills and the ability to communicate across diverse constituencies
  • Ability to strategically and practically work with a range of collaborators to cultivate and maintain productive relationships
  • Proficiency in using computer software and the ability to learn new software easily
  • Good organizational skills with the ability to maintain multiple projects simultaneously and to prioritize tasks to meet deadlines


The hiring salary range for this position is $121,571 – $155,003 commensurate with years of relevant experience.

Scheduled Weekly Hours: 36.25

In addition to a competitive salary, Emerson College is committed to the health and well-being of our employees and family members. We offer a generous benefits package to regular staff scheduled to work 20+ hours per week. Benefits include outstanding health plans with limited out-of-pocket expenses, dental plans, generous time-off programs, and a 403(b) retirement benefit with a 9% employer contribution once eligible. Additional benefits such as life and disability coverage as well as commuter offerings are available.

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