Associate Director, Planned Giving & Estates

Dartmouth College; Lebanon (NH); Hybrid; USD 92,000 - 115,000; Full time

Job summary

Dartmouth College seeks an Associate Director of Planned Giving to oversee estate and trust administration for the Office of Planned Giving, reporting to the Director. The role guides frontline fundraising colleagues and advisors on outreach and stewardship while managing monthly, multi-channel campaigns to boost planned gifts.

Responsibilities include bequest language, donor communications, and collaboration with attorneys and wealth advisors.

Qualifications

• 5+ years of related fundraising experience in non-profit settings.
• Experience in planned giving; estate law knowledge preferred.
• Strong project management and coordination capabilities.

Responsibilities

• Prepare and draft gift calculations and bequest language.
• Advise frontline staff and donors on planned gifts.
• Maintain bequest templates and planned gift agreements.
• Lead communications for life income gifts and donor updates.
• Ensure data integrity for donor files and systems.

Skills

Project management

Planned giving

Non-profit fundraising

Attention to detail

Discretion & HIPAA

Microsoft Office

Communication skills

Writing & editing

Team collaboration

RE NXT

Education

Bachelor's degree or equivalent

Tools

RE NXT

Fundraising CRM

Microsoft Office

Job description

Dartmouth College seeks an Associate Director of Planned Giving to oversee estate and trust administration for the Office of Planned Giving, reporting to the Director. The role guides frontline fundraising colleagues and advisors on outreach and stewardship while managing monthly, multi-channel campaigns to boost planned gifts.

Responsibilities include bequest language, donor communications, and collaboration with attorneys and wealth advisors.