Associate Director Planned Giving
Dartmouth College
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Job summary
Dartmouth College is seeking an Associate Director of Planned Giving in Lebanon, NH to oversee estate and trust administration, complex gift administration, and related operations for the Office of Planned Giving at Dartmouth Health and Geisel School of Medicine.
Reporting to the Director, Planned Giving, you will advise frontline fundraising colleagues, manage a marketing program for planned gifts, and develop an annual calendar of print and digital appeals. Hybrid work arrangement.
Qualifications
- Bachelor’s degree with 3–5 years of nonprofit fundraising experience.
- Experience in planned giving and estate administration preferred.
- Strong project management and organizational skills.
- Excellent written and verbal communication.
Responsibilities
- Prepare, proof, and execute gift calculations and bequest language.
- Advise fundraisers on planned gift strategies.
- Coordinate with attorneys and estate executors.
- Maintain donor data accuracy and compliance across systems.
- Develop and manage marketing calendar for planned gifts including web updates.
- Collaborate with Dartmouth Health and Geisel School teams to align priorities.
Skills
Education
Tools
Job description
08/27/2026
1128627
Associate Director Planned Giving
$92,100
$115,100
Not a Union Position
Not an SEIU Position
Exempt
Regular Full Time
12
40
One or two days in the office a month as a team with the followingschedule: M-F 8:00AM-5:00PM and otherwise as needed based oneffectively engaging partners and colleagues.
Lebanon NH 03766
35 Centerra Parkway, Suite 300
Hybrid
No
NA
No
The Associate Director is responsible for the management andoperations for all estate and trust administration activity,planned and complex gift administration, events, and other keyoperational functions for the Office of Planned Giving at DartmouthHealth and the Geisel School of Medicine. Reporting to theDirector, Planned Giving, the Associate Director will advisefrontline fundraising colleagues and leadership on outreach andstewardship to donors, executors, and advisors.
The Associate Director will also manage a comprehensive marketingprogram to increase planned gifts to Dartmouth Health and theGeisel School of Medicine. The Associate Director will develop astrategy for and implement an annual calendar of print and digitalappeals, including website administration.
The Associate Director will serve as a key partner to all plannedgiving allied professionals, including attorneys, financialadministrators, trustees, and philanthropic partners. The AssociateDirector will develop a program to build relationships with plannedgiving allied professionals and will be the primary contactresponding to client inquiries. These partnerships will focus oneducating local wealth advisors on DHMC and system memberphilanthropic priorities to help their clients make decisions onwhere their philanthropy could positively impact thecommunity.
Bachelors plus 3-5 years' experience or equivalent combination ofeducation and experience
- 5+ years of related professional experience in non-profitfundraising
- Demonstrated experience in planned giving, with experience inestate law preferred.
- Demonstrated project management experience.
- Excellent project management skills, with proven ability tomanage multiple projects simultaneously, to set priorities, followthrough on projects, and meet deadlines.
- Accuracy and attention to detail
- Ability to handle sensitive and confidential information withdiscretion; understand and follow HIPAA guidelines
- Demonstrated planning, organizational, analytical, andproblem-solving skills.
- Strong writing and editing skills
- Ability to both work independently and to interact andcollaborate effectively with a wide range of individuals andgroups.
- Expertise in Microsoft Office applications, Web-based softwareapplications, and fundraising CRMs; RE NXT preferred
- Commitment to learning and professional development.
- Good judgment, discretion, and ability to maintainconfidentiality
- Commitment to diversity and to serving the needs of a diversecommunity.
- Brings joy and a sense of humor to the workplace
- Background in marketing, and communications preferred
- Knowledge of PG Calc planned giving software preferred
Katherine Blackman
6036465280
Katherine Blackman - Director of Planned Giving
Dartmouth College is an equal opportunity employer under federallaw. We prohibit discrimination on the basis of race, color,religion, sex, age, national origin, sexual orientation, genderidentity or expression, disability, veteran status, marital status,or any other legally protected status. Applications are welcomefrom all.
Employment in this position is contingent upon consent to andsuccessful completion of a pre-employment background check, whichmay include a criminal background check, reference checks,verification of work history, conduct review, and verification ofany required academic credentials, licenses, and/or certifications,with results acceptable to Dartmouth College. A criminal convictionwill not automatically disqualify an applicant from employment.Background check information will be used in a confidential,non-discriminatory manner consistent with state and federallaw.
Not an essential function
Dartmouth College has a Tobacco-Free Policy. Smoking and the use oftobacco-based products (including smokeless tobacco) are prohibitedin all facilities, grounds, vehicles or other areas owned, operatedor occupied by Dartmouth College with no exceptions. For details,please see our policy. https://policies.dartmouth.edu/policy/tobacco-free-policy
- Prepare, proof, and execute gift calculations, bequest andtrust language, and participate in planned gift discussions withfrontline staff and advisors.
- Draft and maintain suggested bequest language templates andplanned gift agreements for frontline officers.
- Advise fundraisers on planned gift strategies andadministration to aid in the solicitation of planned gifts.
- Serve as a secondary point of contact for establishing new lifeincome gift arrangements, such as charitable gift annuities, pooledincome funds, and charitable trusts.
- Communicate with life income gift recipients in connection withtheir accounts, e.g. change of address, bank info, new beneficiaryinformation. Manage the annual tax reporting process.
- Act as the primary lead in maintaining and ensuring data, donorinformation, and gift details are accurate and up-to-date in boththe electronic database and physical hard file, while ensuringcompliance with organizational procedures and financial and legalrequirements.
- Serve as an advisor for Dartmouth Health member hospitals asthey facilitate planned gifts to their respectiveinstitutions.
- Engage appropriately, respectfully, and collaboratively withcolleagues internally and across Dartmouth Health and the GeiselSchool of Medicine at Dartmouth
- Proactively participate in professional developmentopportunities to increase understanding of planned and complexgifts.
35%
- Independently manage a portfolio of active estates and trustsscheduled to make a distribution to the Geisel School of Medicine,Dartmouth Health, and Dartmouth Health member hospitals over a12-18-month cycle, as well as select donors and alliedprofessionals.
- Coordinate with attorneys, trust officers, and estate executorsto move estates through the probate, distribution, and settlementprocess in a timely manner
- Function as a point person for filing claims for inherited IRAsand other accounts, including regular follow-up withinstitutions.
- Manage planned giving acknowledgments and thank you notes toensure that executors or family members are thanked on a timelybasis.
- Oversee management of estate files and establish action plansfor each open estate.
- Attend regular office-wide meetings and regularly update andreport on the active trust and estate pipeline. Carry out assignedaction items or follow-up tasks in a timely manner.
- Serve as an advisor and administrator for Dartmouth Healthmember hospitals, facilitating trust and estate distributions totheir respective institutions.
25%
- Works independently and with partners to implement a robustmarketing program for the Geisel School of Medicine, DartmouthHealth, and Dartmouth Health member hospitals.
- Develop a strategy and implement an annual calendar of plannedgiving appeals for the Geisel School of Medicine and DartmouthHealth.
- In concert with Dartmouth Health member hospital fundraisingstaff, develop a strategy and implement an annual calendar ofplanned giving appeals for their respective programs.
- Works with Geisel School of Medicine, Dartmouth Health, andDartmouth Health member hospitals’ communications staff and outsidevendors to oversee the design, printing, production, and mailing ofprint and digital appeals in an accurate and timely fashion.
- Coordinates multi-channel marketing campaigns that integrateelectronic communications and direct mail appeals.
- Monitors production schedules and project timelines.
- Coordinates with Geisel School of Medicine, Dartmouth Health,and Dartmouth Health member hospitals’ communications staff toensure consistency with institutional messaging and branding.Monitors leadership messaging, institutional news, and stories, andstays abreast of institutional initiatives.
- Partners with outside vendors to analyze responses to appealsand ROI . Analyzes and summarizes data and reports on thisinformation regularly, recommending changes in strategy asindicated by appeal results.
- Actively manages Geisel School of Medicine, Dartmouth Health,and Dartmouth Health member hospital websites, collaborating withkey vendors and internal staff on routine web management.
25%
Plan the annual legacy society event to steward existing plannedgift donors and to solicit new donors.
In partnership with Events, execute all logistical aspects of theannual legacy society event, including but not limited to eventcommunications, run of show, planning, menu, and staffing.
Create a robust events program for legacy society members byinviting donors to attend Medical & Healthcare Advancementevents, Dartmouth College events, and Dartmouth Health memberhospital events.
Identify opportunities to increase stewardship and cultivationevents for planned giving donors.
5%
- Create a network of estate planning professionals, financialplanners, accountants, tax advisers, insurance professionals,investment managers, and trust officers.
- Develop a strategic communication plan to notify alliedprofessionals of institutional updates and areas of support fortheir prospective clients.
- Act as the primary fundraiser responding to planned givingallied professionals requesting information for their clients.
- Plan an annual allied professionals event to serve as anetworking event.
5%
Demonstrates professionalism and collegiality through actions,interactions, and communications with others appropriate to anenvironment that is welcoming to all.
Performs other duties as assigned.
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