Director, Estate Administration, Planned Giving

Dana-Farber Cancer Institute; Brookline (MA); Remote; USD 80,000 - 110,000; Full time

Job summary

An established industry player is seeking a Director for its Planned Giving team to drive revenue through effective estate administration. This role involves managing a significant estate gifts pipeline, collaborating with legal professionals, and fostering donor relationships. The ideal candidate will have extensive experience in estate administration and a strong understanding of IRS regulations. The position allows for a flexible work environment with minimal onsite requirements, making it an excellent opportunity for those looking to make a meaningful impact in philanthropy while maintaining work-life balance.

Benefits

Generous healthcare plans

Retirement plans

3-weeks vacation time

Flexible work environment

Professional development opportunities

Qualifications

• 8+ years of relevant work experience in estate administration.
• Knowledge of Planned Giving vehicles and estate planning strategies.

Responsibilities

• Manage estate administration and collaborate with various stakeholders.
• Develop stewardship plans for $1M+ estate gifts.

Skills

Estate Administration

Donor Relations

IRS Regulations

Organizational Skills

Written Communication

Education

High School Diploma

Bachelor's Degree

Tools

ClearView Database

Job description

The Director is a senior member of the Planned Giving team responsible for achieving annual revenue targets of $20M+ in new and realized commitments each year, in addition to assisting the entire Division with reaching financial goals. Reporting to the Senior Director, the Director will work with the Assistant Vice President of Planned Giving to set annual goals, objectives, operating plan, and budget. The majority of the Director?s time will be spent managing the estate administration program which accounts for the majority of the realized planned giving revenue.

The onboarding of this role will include a comprehensive training process which includes completion of online modules, shadowing colleagues, as well as hands-on learning experiences.

Embody Dana-Farber?s Core Values: Impact; Excellence; Compassion & Respect; Discovery; and Equity and Inclusion every day. Add value to the Dana-Farber community by seeking opportunities to collaborate across the Institute. Foster an ethical, positive, results-oriented culture founded on open communication.

This position is considered remote, 0-1 days onsite at 10 Brookline Place, Brookline, MA each week. DFCI guidelines state that employees must reside in New England: Connecticut, Maine, Massachusetts, New Hampshire, Rhode Island, or Vermont.

APPLICATION REQUIREMENTS:

Resume and cover letter required with application submission. If you wish to disclose your personal pronouns, please include them within your resume and cover letter submission.

Located in Boston and the surrounding communities, Dana-Farber Cancer Institute is a leader in life changing breakthroughs in cancer research and patient care. We are united in our mission of conquering cancer, HIV/AIDS and related diseases. We strive to create an inclusive, diverse, and equitable environment where we provide compassionate and comprehensive care to patients of all backgrounds, and design programs to promote public health particularly among high-risk and underserved populations. We conduct groundbreaking research that advances treatment, we educate tomorrow's physician/researchers, and we work with amazing partners, including other Harvard Medical School-affiliated hospitals.

• Manage highly confidential financial and personal disclosures and ensure discretion for all Planned Giving (PG) donors and prospects.
• Work with various attorneys, personal representatives, and financial advisors on the receipt of 150+ estate gifts each year.
• Possess the ability to evaluate and close complex gift arrangements.
• Respond to inquiries from donors, estate representatives, and colleagues regarding legal issues surrounding bequests/trusts; in addition, provide bequest language and recognition options to donors/prospects/advisors as needed.
• Serve as liaison to Legal Department regarding estate matters; work with Legal staff and/or outside counsel on problematic and/or complex gifts.
• Work with Assistant to actively administer estate gifts to ensure that Dana-Farber and the Jimmy Fund receives the full value of the bequest and trust gifts to which it is entitled. Ensure current, future, and ongoing gifts are properly tracked in ClearView database.
• Collaborate with Principal Gifts, Major Gifts, and Donor Engagement & Experience colleagues when administering estate gifts to establish current-use funds, endowed funds and other naming opportunities, and produce the proper acknowledgement and recognition.
• Develop customized stewardship plans for $1M+ estate gifts, ensuring surviving heirs and/or estate representatives receive appropriate engagement opportunities and information.
• Track future expected value pipeline on a regular basis; work with Assistant to produce monthly, quarterly and yearly analysis of revenue and expectancies.
• Assist the Assistant Vice President in tracking and estimating the value of the bequest pipeline of gifts to set yearly goals.
• Manage Assistant; assist with education and mentorship of entire PG team and Division, as appropriate.
• Responsible for assisting the entire Division in reaching financial goals.
• Support and foster a culture of learning, improvement and collaboration among the Planned Giving team and Division of Philanthropy.
• Travel as appropriate to meet with prospects and donors
• Foster a collaborative, inclusive, improvement and results-oriented team culture

SUPERVISORY RESPONSIBILITIES:

Shared supervision of one Assistant.

High school diploma or equivalency required; Bachelor?s degree preferred. 8+ years? relevant work experience necessary; legal and financial experience preferred.

KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:

Successful track record of handling estate administration and dealing with external constituents to accept and honor decedent?s gift. Possess knowledge of Planned Giving vehicles, IRS regulations, and estate planning and investment strategies. Demonstrated success in donor relations; strong organizational skills and detail management; excellent oral presentation and written communication skills; and the ability to work with a variety of constituencies and Institute staff. Ability to handle sensitive and confidential information. Ability to work closely with legal professionals and with complicated instruments. Must exercise judgement and confidentiality with donors, volunteers, and Institute faculty and staff.

PATIENT CONTACT:

No.

WORKING CONDITIONS:

This position is considered remote with up to 1 day in the office at 10 Brookline Place, Brookline, MA each week. Employees must reside in New England: Connecticut, Maine, Massachusetts, New Hampshire, Rhode Island or Vermont. Travel and evening and weekend work may be required.

DIVISION OF PHILANTHROPY INCLUSION, DIVERSITY, & EQUITY COMMITMENT STATEMENT:

We?re stronger together. In the Division of Philanthropy, we believe in the power of different voices. We encourage authenticity anddiversityofeveryindividualwithin our community. Ourcollective voices - donors,volunteers,staff, and patients alike - allow us to work together towards a world without cancer. Committed tobeinga place ofinclusivity,belonging,and change, these are our core values.

DFCI DISCLAIMER:
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Requirements are subject to possible modification to reasonably accommodate qualified individuals with disabilities. This document does not create an employment contract, implied or otherwise, other than an "at will" employment relationship.

External and internal applicants, as well as position incumbents who become disabled as defined under the Americans With Disabilities Act, must be able to perform the essential job functions (as listed) either unaided or with the assistance of a reasonable accommodation to be determined by management on a case-by-case basis.

DFCI offers a competitive benefits package including generous healthcare and retirement plans, at minimum 3-weeks? vacation time in addition to 10 paid holidays, a flexible work environment, and work/life balance. Dana-Farber offers a variety of personal, professional, and leadership development opportunities to all members of its workforce through Institutional programming. Division of Philanthropy offers 75+ specialized professional development sessions designed for staff each year through its in-house learning program, the Center for Advancement Training.*

**All benefits subject to Institute changes

We?re hiring! Learn more about working in the Division of Philanthropy and view all open positions.

At Dana-Farber Cancer Institute, we work every day to create an innovative, caring, and inclusive environment where every patient, family, and staff member feels they belong. As relentless as we are in our mission to reduce the burden of cancer for all, we are equally committed to diversifying our faculty and staff. Cancer knows no boundaries and when it comes to hiring the most dedicated and diverse professionals, neither do we. If working in this kind of organization inspires you, we encourage you to apply.

Dana-Farber Cancer Institute is an equal opportunity employer and affirms the right of every qualified applicant to receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, national origin, sexual orientation, genetic information, disability, age, ancestry, military service, protected veteran status, or other characteristics protected by law.

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