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Harvard University Associate Director, FAS Gift Planning in Cambridge, Massachusetts

62242BRAuto req ID:62242BRJob Code:303058 Development Sr Specialist Department Office Location:USA - MA - Cambridge Business Title:Associate Director, FAS Gift PlanningSub-Unit:------------ Salary Grade (https://hr.harvard.edu/salary-ranges#ranges) :058Time Status:Full-time Union:00 - Non Union, Exempt or Temporary Basic Qualifications:

  • Bachelor’s degree required; advanced degree or relevant training preferred

  • 5-7 years of development (front-line fundraising) experience, preferably at least two of which have been in Gift Planning.

  • Experience with a portfolio of donors and prospects in various stages of philanthropy - cultivation, solicitation, and gift closure.

  • A basic understanding of, or interest in, 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.

To learn more about the AA&D team, please visit our Careers site at https://alumni.harvard.edu/careers

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/.

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.

COVID 19 Vaccination Information: The health of our workforce is a priority for Harvard University. With that in mind, we strongly encourage all employees to be up to date on CDC-recommended vaccines.Department:Alumni Affairs and DevelopmentPre-Employment Screening:Education, IdentityJob Function:Alumni Affairs and Development 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.School/Unit:Alumni Affairs and Development 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.Job Summary: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.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.Benefits:We invite you to visit Harvard’s Total Rewards website ( https://hr.harvard.edu/totalrewards) 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.

Work Format:Hybrid (partially on-site, partially remote)

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