Director, Planned Giving

Babson College; Wellesley (MA); On-site; USD 182,902 - 203,224; Full time

Benefits offered by this job

Medical, dental, vision insurance

403(b) retirement plan with employer match

Wellbeing programs and employee assistance program

3 weeks of vacation, sick time, paid family leave

Job summary

Babson College is seeking a Director of Planned Giving who will be a strategic and relationship-driven fundraising leader responsible for advancing their deferred and complex gift strategy. This role will design and execute a comprehensive planned giving program to expand the College's pipeline of philanthropic commitments.

The ideal candidate will have deep expertise in planned giving and experience working directly with high-net-worth individuals. A Bachelor’s degree is required, with a JD or advanced degree preferred. The position offers a comprehensive benefits package, including insurance and retirement plans.

Qualifications

• Minimum of 10+ years of relevant professional experience in planned giving.
• Demonstrated experience advising on charitable giving strategies.
• Deep knowledge of planned giving vehicles and IRS regulations.

Responsibilities

• Lead the development and execution of Babson College’s planned giving strategy.
• Manage a portfolio of planned giving prospects and donors.
• Partner with colleagues to advance planned giving opportunities.

Skills

Strategic fundraising leadership

Relationship building

Planned giving expertise

Client advisory on philanthropic vehicles

High-net-worth individual engagement

Education

Bachelor’s degree

JD or other relevant advanced degree

Job description

Position Title:

Director, Planned Giving

Company/Employer:

Babson College

Location:

Wellesley, MA

Salary Range:

$182,902-$203,224

Application URL:

https://www.pearlstreetcollective.com/positions/bab-dpg

Benefits:

Babson College offers a comprehensive benefits package for full-time employees working at least 28 hours per week:

Insurance Coverage: Medical, dental, vision, group life and long-term disability insurance,

business travel accident insurance, and mental health benefits.

Time Off: Starting at 3 weeks of vacation annually, 2 weeks of sick time, 1 week of paid family

illness time, 6 weeks of paid parental leave, and 12 paid holidays per year. President’s holidays

are determined each year.

Retirement: Participation in a 403(b) retirement plan with mandatory employee contributions and a 4:1 employer match.

Additional Benefits: Wellbeing programs, virtual fitness platform, and employee assistance

program.

Position:

The Director of Planned Giving is a strategic and relationship-driven fundraising leader responsible for advancing Babson College’s deferred and complex gift strategy. This role designs and executes a comprehensive planned giving program that integrates seamlessly with major and principal gift efforts, expanding the College’s pipeline of blended and future philanthropic commitments.

Babson College is at a moment of strong institutional momentum, with a growing culture of philanthropy and an increasingly engaged and sophisticated global community. The Director will join a high-performing, collaborative Advancement team defined by urgency, accountability, and an entrepreneurial mindset that continuously evolves strategy in response to opportunity. With ambitious goals and strong internal partnership, the environment is uniquely positioned to support success in securing meaningful and enduring philanthropic investments.

Reporting to the Associate Vice President, Capital Giving, and working closely with frontline fundraisers and Advancement leadership, the Director of Planned Giving leads the strategy, execution, and growth of the College’s planned giving program. This role manages a portfolio of planned giving prospects and donors while serving as the institution’s subject matter expert on complex and deferred gift strategies.

The Director plays a central role integrating planned giving into the broader fundraising ecosystem, partnering with major and principal gift officers to identify opportunities, structure compelling proposals, and advance donor conversations. This individual is responsible for building awareness, deepening internal capability, and ensuring that planned giving is proactively and consistently incorporated into donor engagement strategies.

The ideal candidate will bring deep expertise in planned giving, with experience either within a development organization or in a professional advisory setting such as law, financial planning, or wealth management. Candidates may have served as frontline fundraisers or as trusted advisors to clients establishing charitable trusts, estate plans, or other complex philanthropic vehicles.

Select Responsibilities

• Lead the development and execution of Babson College’s planned giving strategy, aligning program priorities with broader fundraising and campaign goals.
• Oversee the full lifecycle of the planned giving program, including prospect identification, donor engagement, marketing, and stewardship.
• Manage a portfolio of planned giving prospects and donors, with a focus on securing blended and deferred gifts at the $100,000+ level.
• Develop and execute individualized strategies for the cultivation, solicitation, and stewardship of donors and prospective donors.
• Partner with Development colleagues, faculty, administrators, and volunteers to advance planned giving opportunities and strengthen donor relationships.
  
  
  

Select Qualifications

• Bachelor’s degree required; JD or other relevant advanced degree preferred.
• Minimum of 10+ years of relevant professional experience in planned giving, major gift fundraising, or in related fields such as estate planning law, financial planning, or wealth management.
• Demonstrated experience advising clients or donors on charitable giving strategies, including trusts, estate plans, or other tax-advantaged vehicles.
• Experience working directly with high-net-worth individuals or clients on complex financial, estate, or philanthropic planning decisions.
• Deep knowledge of planned giving vehicles, charitable gift structures, and IRS regulations governing philanthropic giving.
• Proven ability to partner effectively with fundraisers, colleagues, or clients and influence strategy in complex, relationship-driven environments.
  
  
  

Application Details

Pearl Street Collective, the search firm with purpose, has been exclusively retained for this engagement. To apply or view full position description, visit https://www.pearlstreetcollective.com/positions/bab-dpg