Gift Planning Operations Lead — Hybrid

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

Benefits offered by this job

Vacation and holidays

401(k) match

Health insurance

Parental leave

Job summary

The Assistant Director, Gift Planning Operations at the University of Massachusetts Amherst Foundation oversees day-to-day gift planning operations, manages documentation, records, and dashboards, and supports gift planning officers with data needs while ensuring confidentiality.

This full-time hybrid role is open to several US states (MA, NY, NJ, CT, RI, VT, NH), focusing on data integrity, reporting, stewardship programs, and collaborative workflow improvements to advance fundraising outcomes.

Qualifications

• Bachelor’s degree or equivalent education/experience.
• 3–5 years admin/operations experience in legal, financial, or development setting.
• Experience using a CRM to manage records, support reporting, and maintain data accuracy.
• Excellent written, verbal, and interpersonal communication skills.
• Strong organizational skills and ability to manage multiple priorities.
• Discretion with confidential donor and estate information.

Responsibilities

• Prepares gift documentation and coordinates gift booking with Gift & Donor Services per standards.
• Maintains donor, estate, and planned gift records with confidentiality.
• Produces presentations, reports, donor communications, and marketing materials.
• Documents and maintains operational procedures and workflows.
• Manages shared inbox and routes donor inquiries to gift planning officers.
• Develops reports, dashboards, and analytics with BI & Analytics.
• Monitors data quality and suggests process improvements.
• Supports CRM usage and reporting best practices.
• Collaborates with Senior Director on prospect strategy and database needs.
• Runs stewardship programs for legacy society members and donors.

Skills

CRM experience

Verbal & written communication

Organizational skills

Discretion handling confidential info

Team collaboration

Education

Bachelor’s degree or equivalent

Tools

Salesforce

Ellucian Advance

PG Calc

Excel

Job description

The Assistant Director, Gift Planning Operations at the University of Massachusetts Amherst Foundation oversees day-to-day gift planning operations, manages documentation, records, and dashboards, and supports gift planning officers with data needs while ensuring confidentiality.

This full-time hybrid role is open to several US states (MA, NY, NJ, CT, RI, VT, NH), focusing on data integrity, reporting, stewardship programs, and collaborative workflow improvements to advance fundraising outcomes.