Associate Director, FAS Gift Planning

Full Time
Cambridge, MA
Posted
Job description

Job Summary

This position will be based on our campus in Cambridge, MA, in a hybrid work environment.

Alumni Affairs and Development (AA&D) comprises the University Development Office (UDO), Faculty of Arts and Sciences (FAS) Development, AA&D Resources, and the Harvard Alumni Association (HAA). There is a unique relationship between the University and the FAS fundraising operations, resulting from a long history in which University fundraising ultimately grew out of College fundraising.

Faculty of Arts and Sciences (FAS) Development
FAS Development is responsible for the fundraising efforts supporting the Faculty of Arts and Sciences, including Harvard College, the Harvard John A. Paulson School of Engineering and Applied Sciences, and the Graduate School of Arts and Sciences. FAS Development staff work with Harvard College donors, alumni, parents, and friends who provide critical support for the FAS and often for other parts of the University.

Associate Director, FAS Gift Planning
A critical member of the FAS Gift Planning team, the Associate Director will play a key role in FAS Development, balancing internal work with colleagues/volunteers and external work with alumni/donors.

Position Description

  • Manage a portfolio of 100+ alumni, prospects, and donors, focused on supporting the mission and priorities of the FAS.
  • Responsible for meeting or exceeding assigned annual goals, including but not limited to:
    • Number of visits
    • Number of proposals submitted, both individually and in collaboration with colleagues
    • Number of gifts closed, both individually and in collaboration with colleagues
  • Collaborate closely with a set of assigned colleagues in the Office of Major Gifts. Help develop comprehensive strategies for gift planning prospects in their respective portfolios.
  • Adhere to all prospect management processes and policies pertaining to contact reports, proposals, etc. to ensure cross-departmental transparency and effectiveness.
  • Collaborate with donors and colleagues to negotiate gift terms. Ensure compliance with Harvard’s Gift Policy.
  • Actively seek to gain subject matter fluency and improve professional skills, knowledge, and understanding of Harvard by developing relationships with colleagues across campus, attending campus events and activities, and participating in Harvard based and external training and professional development activities.
  • Serve as a member of the AA&D team by participating in group strategy discussions, providing project leadership when requested by management, sharing information with colleagues, and contributing to the achievement of the overall goals of Harvard University and the FAS.
  • Regular on-campus work required
  • Regular travel required, including overnight and occasionally on weekends
The above covers the most significant responsibilities of the position. It does not, however, exclude other duties, the inclusion of which would conform with the level of the position.

Basic Qualifications

  • Bachelor’s degree required; advanced degree or relevant training preferred
  • 5-7 years of development (front-line fundraising) experience, at least two of which have been in Gift Planning
  • Experience managing a portfolio of donor and prospects; a track record of cultivating donors, and soliciting and closing gifts
  • A command of Gift Planning fundamentals, including life income gifts, bequest intentions, charitable lead trusts, donor advised funds, and other deferred/non-cash gift scenarios
  • Knowledge of complex academic institutions and experience staffing academic leaders in development work is preferred.
  • Excellent written and oral presentation skills
  • Experience with Advance or other fundraising systems or other relational CRM databases.
  • Must be able to comfortably utilize Microsoft Office and other computer applications.

Additional Qualifications and Skills

  • Experience with PG Calc
  • Experience and/or advanced degree in finance, tax, or law

Additional Information

This position requires a 6 month orientation and review period.
Please include a cover letter with your application.

Why AA&D?
We are a dedicated team of 400 alumni affairs and development professionals supporting Harvard’s advancement activity through roles that include front-line fundraising, alumni and volunteer engagement, technology, events, communications, prospect management and research, business process, talent management and many other areas.

Harvard’s Alumni Affairs and Development team inspires and galvanizes alumni, friends, and members of the University community to support Harvard through philanthropy, governance, and active engagement. AA&D believes a workplace that reflects the diversity of our society and our ever-evolving University constituency makes us a stronger and more effective organization. Our goal is to create an environment of respect that values the many talents, perspectives, and experiences of our community, to deliver the strongest possible results by incorporating diverse perspectives into our daily work, and to make AA&D a great place to work for everyone. AA&D strives to live our values of respect, inclusion, trust, collaboration, innovation and sharing of information in our daily interactions and our work.

To learn more about how Harvard supports diversity and inclusion throughout the University please visit the Office for Diversity, Inclusion & Belonging at https://dib.harvard.edu/.

Harvard University Benefits: Information can be found at https://hr.harvard.edu/totalrewards.

Accommodations: Harvard University welcomes individuals with disabilities to apply for positions and participate in its programs and activities. If you would like to request accommodations or have questions about the physical access provided, please let your recruiter know.

Vaccine Requirements: Harvard University continues to place the highest priority on the health, safety and wellbeing of its faculty, staff, and students, as well as the wider community. Please note that all new employees are required to provide proof of primary series COVID-19 vaccination upon hire, as detailed on our COVID-19 Vaccine Requirement Webpage. Harvard University Health Services employees and other health care individuals are also required to be up to date on vaccination as described by the CDC. Individuals may claim exemption from the vaccine requirement for medical or religious reasons. Additional information regarding this requirement, exemptions, verification of vaccination status, and other related policies and resources may be found on the University’s COVID-19 Information Website.

Benefits

We invite you to visit Harvard’s Total Rewards website to learn more about our outstanding benefits package, which may include:
  • Paid Time Off: 3-4 weeks of accrued vacation time per year (3 weeks for support staff and 4 weeks for administrative/professional staff), 12 accrued sick days per year, 12.5 holidays plus a Winter Recess in December/January, 3 personal days per year (prorated based on date of hire), and up to 12 weeks of paid leave for new parents who are primary care givers.
  • Health and Welfare: Comprehensive medical, dental, and vision benefits, disability and life insurance programs, along with voluntary benefits. Most coverage begins as of your start date.
  • Work/Life and Wellness: Child and elder/adult care resources including on campus childcare centers, Employee Assistance Program, and wellness programs related to stress management, nutrition, meditation, and more.
  • Retirement: University-funded retirement plan with contributions from 5% to 15% of eligible compensation, based on age and earnings with full vesting after 3 years of service.
  • Tuition Assistance Program: Competitive program including $40 per class at the Harvard Extension School and reduced tuition through other participating Harvard graduate schools.
  • Tuition Reimbursement: Program that provides 75% to 90% reimbursement up to $5,250 per calendar year for eligible courses taken at other accredited institutions.
  • Professional Development: Programs and classes at little or no cost, including through the Harvard Center for Workplace Development and LinkedIn Learning.
  • Commuting and Transportation: Various commuter options handled through the Parking Office, including discounted parking, half-priced public transportation passes and pre-tax transit passes, biking benefits, and more.
  • Harvard Facilities Access, Discounts and Perks: Access to Harvard athletic and fitness facilities, libraries, campus events, credit union, and more, as well as discounts to various types of services (legal, financial, etc.) and cultural and leisure activities throughout metro-Boston.

Job Function

Alumni Affairs and Development

Department Office Location

USA - MA - Cambridge

Job Code

303058 Development Sr Specialist

Work Format

Hybrid (partially on-site, partially remote)

Department

Alumni Affairs and Development

Sub-Unit

-

Time Status

Full-time

Salary Grade

058

Union

00 - Non Union, Exempt or Temporary

Pre-Employment Screening

Education, Identity

Commitment to Equity, Diversity, Inclusion, and Belonging

Harvard University views equity, diversity, inclusion, and belonging as the pathway to achieving inclusive excellence and fostering a campus culture where everyone can thrive. We strive to create a community that draws upon the widest possible pool of talent to unify excellence and diversity while fully embracing individuals from varied backgrounds, cultures, races, identities, life experiences, perspectives, beliefs, and values.

EEO Statement

We are 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, gender identity, sexual orientation, pregnancy and pregnancy-related conditions, or any other characteristic protected by law.

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