Gift Planning Operations Lead (Hybrid)

UMass 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

University of Massachusetts Amherst Foundation (UMAF) seeks an Assistant Director for Gift Planning Operations to oversee gift planning documentation, records, reporting, and stewardship initiatives. The role collaborates with analytics, maintains data quality, and ensures donor experiences meet confidentiality standards.

The position is full-time and hybrid, with responsibilities spanning documentation, CRM data integrity, and cross-functional support to gift planning officers.

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, with respect for colleagues at every level of the organization.

Responsibilities

• Manages day-to-day operations of the Office of Gift Planning, including documentation, records, reports, dashboards, and donor communications.
• Collaborates with BI & Analytics to develop reports, dashboards, and analytics related to gift planning activity and fundraising performance.
• Runs recurring stewardship programs for legacy society members and planned gift donors, and supports gift planning marketing and events.

Skills

Administrative experience

CRM usage

Communication skills

Discretion/confidentiality

Multitasking/prioritization

Education

Bachelor’s degree or equivalent

Tools

Salesforce

Ellucian Advance

Job description

University of Massachusetts Amherst Foundation (UMAF) seeks an Assistant Director for Gift Planning Operations to oversee gift planning documentation, records, reporting, and stewardship initiatives. The role collaborates with analytics, maintains data quality, and ensures donor experiences meet confidentiality standards.

The position is full-time and hybrid, with responsibilities spanning documentation, CRM data integrity, and cross-functional support to gift planning officers.