Gift Planning Operations Lead

University-of-Massachusetts-Amherst; Hadley (MA); Hybrid; USD 71,000 - 79,000; Full time

Benefits offered by this job

Vacation days and holidays

Health insurance

401(k) with match

Parental leave

Office closure days

Job summary

The University of Massachusetts Amherst Foundation (UMAF) is seeking an Assistant Director, Gift Planning Operations to manage day-to-day gift planning administration, records, and reporting. You will support prospect management, stewardship programs, and donor communications while ensuring data accuracy and confidentiality.

You will collaborate with Gift Planning officers, BI & Analytics, and fundraising partners to maintain processes, dashboards, and donor experiences.

Qualifications

• Bachelor’s degree or an equivalent combination of education and experience.
• Three to five years of administrative or operations experience, preferably in a legal, financial, or development setting.
• Experience using a CRM database to manage records, support reporting, and maintain data accuracy.
• Excellent written, verbal, and interpersonal communication skills.
• Strong organizational skills, close attention to detail, and the ability to manage multiple priorities and deadlines.
• Sound judgment and discretion in handling confidential donor and estate information.
• Ability to work effectively both independently and as a member of a team.

Responsibilities

• Prepares gift documentation and coordinates gift booking with Gift & Donor Services according to standards.
• Maintains donor, estate, and planned gift records with confidentiality and completeness.
• Produces presentations, reports, donor communications, and marketing materials.
• Documents and maintains operational procedures and workflows.
• Manages the office’s shared inbox and routes inquiries to the appropriate officer.
• Collaborates with BI & Analytics to develop reports and dashboards.
• Monitors data quality and recommends process improvements.
• Supports CRM usage and reporting best practices.
• Supports Senior Director and fundraising partners with prospect strategy and database needs.
• Runs stewardship programs for legacy society members and donors.
• Supports donor engagement programs and logistics for events.

Skills

Communication skills

Organizational skills

Discretion handling confidential data

Team collaboration

CRM data integrity

Education

Bachelor’s degree or equivalent

Tools

Salesforce

Ellucian Advance

Excel

Job description

The University of Massachusetts Amherst Foundation (UMAF) is seeking an Assistant Director, Gift Planning Operations to manage day-to-day gift planning administration, records, and reporting. You will support prospect management, stewardship programs, and donor communications while ensuring data accuracy and confidentiality.

You will collaborate with Gift Planning officers, BI & Analytics, and fundraising partners to maintain processes, dashboards, and donor experiences.