Human Resources Generalist - Andover, United States - Young Professional Network of the Greater Association of Realtors

Description

The Office of Academy Resources at Phillips Academy seeks an Associate Director of Gift Planning that will play a key role in generating planned gifts for the Academy.

The Gift Planning team at Phillips Academy is comprised of three staff members, focused on increasing future and current support for the Academys core priorities.

This includes revocable and irrevocable gifts, using estate and retirement planning to accomplish a donors intention.

The gift planning program typically identifies $7M $15M a year in new expectancies and typically administers $5M+/year in matured gifts.

ResponsibilitiesThe ideal candidate will balance an active external presence with alumni, managing his/her own portfolio, with proactive volunteer management of a class leadership program.

Additionally, the Associate Director will bring a strong collaborative skill set in order to work closely with key reunion gift efforts and colleagues on both the major and annual giving teams.

The Associate Director will help to elevate the number of external conversations that include gift planning across the departments development team.

The pro-active Associate Director will work with the director of gift planning to realize program targets and with the development team to build confidence and skill in moving their prospects toward blended gifts.

Required SkillsExcellent attention to detail; high level of communication and organizational skills, as well as proficient computer and database skills.

Self-motivation with the ability to prioritize, take initiative and work independently is highly valued.
Ability to work with volunteers, ones immediate team and advancement colleagues. Ability to be a contributing part of a positive work environment through collaboration and active partnership.

The successful candidate will have gift planning marketing experience in addition to a strong sense of how to tactfully engage individuals, couples and families on topics of financial planning and legacy giving.

Those candidates who possess an interest and particularly a skill in finance and financial instruments are welcome.
Travel is required to engage donor prospects and to steward existing donors. Occasional night and/or weekend work is required to serve Academy and alumni needs.

Minimum job qualificationsBachelors degree or equivalent combined with continuing professional development in the areas of fundraising, gift planning, and financial and wealth advising; andThree to eight years of work experience, inclusive of fundraising for planned gifts or other related work experience, with some knowledge of the tax and legal benefits of charitable giving.

Phillips Academy is committed to equal employment opportunity and providing reasonable accommodation to applicants with physical and/or mental disabilities.

We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, national origin, ancestry, religion, sex, pregnancy, sexual orientation, gender expression, gender identity, age, physical or mental disability, genetic information, veteran status, military service, application for military service or any other characteristic protected by law.

About Phillips AcademyFounded in 1778, Phillips Academy is an independent, coeducational secondary school with an expansive worldview and a legacy of academic excellence.

Phillips Academy is almost as old as the United States. (We are, in fact, the oldest incorporated boarding school in the country.) Let that sink in. Its pretty cool.

So yeah, we have a bunch of old brick buildings and a ton of stories about how our campus and program have evolved over the years.

Were very proud of our history. We draw inspiration from the past, frequently question it, and honor those who have come before us. Andover is no doubt steeped in tradition, but legacy is not what we tread on. We embrace our history so that we can define the future of Andover.#J-18808-Ljbffr