Skip to Main Content

Gift Planning Assistant

Please see Special Instructions for more details.

Schedule is Monday thru Friday - 8:00 - 4:30 PM; This position is located at 41 Centerra Parkway, Lebanon, NH 03766 Employment in this position is contingent upon consent to and successful completion of a pre-employment background check, which may include a criminal background check, reference checks, verification of work history, and verification of any required academic credentials, licenses, and/or certifications, with results acceptable to Dartmouth College. A criminal conviction will not automatically disqualify an applicant from employment. Background check information will be used in a confidential, non-discriminatory manner consistent with state and federal law.

Position Details

Position Information

Position Title Gift Planning Assistant
Department Gift Planning
Position Number 0705900
Advertisement Text
Position Purpose

Responsible for assisting Gift Planning officers in the overall management and implementation of the College’s national gift planning efforts. With minimal supervision, performs a variety of gift management, donor/volunteer management, gift tracking/reporting and general support functions.

Skills & Knowledge
  • Intelligence and professionalism that earn the respect of colleagues, volunteers, and donors
  • Capability to build and maintain working knowledge of planned gift vehicles, federal tax law and regulations that govern charitable giving
  • Ability to manage confidential information with high level of discretion
  • Sensitivity to the needs, attitudes, and situations of donors and volunteers, particularly older ones
  • Effective verbal and written communication skills
  • Facility with specialized computer applications such as PG Calc
  • Skill with PC computers, MS WORD, MS Excel, Powerpoint, Filemaker and other applications
  • Collegial and service-oriented
  • Engaging personality and sense of humor
Minimum Experience
  • Two to three years of relevant experience; or the equivalent
Minimum Education
  • Associate’s degree or the equivalent combination of education and experience
SEIU Level Not an SEIU Position
FLSA Non-Exempt
Employment Category Regular Full Time
Department Contact for Cover Letter Cindy Welch, Associate Director, Advancement Business Operations
Equal Opportunity Employer

Dartmouth College is an equal opportunity/affirmative action employer with a strong commitment to diversity and inclusion. We prohibit discrimination on the basis of race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, disability, veteran status, marital status, or any other legally protected status. Applications by members of all underrepresented groups are encouraged.

Special Instructions to Applicants

Schedule is Monday thru Friday – 8:00 – 4:30 PM; This position is located at 41 Centerra Parkway, Lebanon, NH 03766

Employment in this position is contingent upon consent to and successful completion of a pre-employment background check, which may include a criminal background check, reference checks, verification of work history, and verification of any required academic credentials, licenses, and/or certifications, with results acceptable to Dartmouth College. A criminal conviction will not automatically disqualify an applicant from employment. Background check information will be used in a confidential, non-discriminatory manner consistent with state and federal law.

Key Accountabilities

Key Accountabilities

Gift Management:

  • Under the supervision of Gift Planning officers, drafts individually-tailored gift presentation letters describing life income trusts, real estate, life insurance, personal property and other planned giving vehicles for prospective donors.
  • Manages internal and external gift paperwork, including trust agreements and tax documents.
  • Accomplishes the initial processing of gifts of securities and cash; facilitates gift transfer.
  • Produces customized gift termination documents after evaluating the individual circumstances of each donor.

Donor and Volunteer Management:

  • Services and cultivates donors. Responds to information requests about status of donor’s gift. Performs special services for donors as well, such as making hotel reservations, arranging special appointments and presentations, etc.
  • Services and cultivates volunteers, particularly Class Gift Planning Chairs. Responds to requests for information about class planned gift activity and coordinates proactive communication to volunteers with overall strategy of Gift Planning program.

Gift Tracking and Reporting:

  • Monitors planned gift activity on an on-going basis, supplying weekly, monthly and annual reports to Director and Vice President.
  • Researches, collates and produces in-depth annual statistical report comparing gift planning activity with historic results of program.

General Program Support:

  • Arranges meetings and assists with travel arrangements for Gift Planning officers as needed. Creates and maintains accurate itineraries. Works with Gift Planning officers to prepare materials for donor review. Assists with post-trip follow-up including correspondence, research, other next step items and trip expense accounting.
  • Assists in answering phone calls, greeting visitors and transferring calls.
  • Processes and files correspondence, memos, reports, invoices, etc.
  • Assists the Gift Planning officers with specific projects including special events, trust anniversary letters, and Bartlett Tower Society promotions.
  • Works with the ADVANCE system to update and maintain information.

Demonstrates a commitment to diversity, inclusion, and cultural awareness through actions, interactions, and communications with others.

-- Performs other duties as assigned

Applicant Documents

Required Documents
  1. Resume
  2. Cover Letter
Optional Documents
  1. Additional Document #1

Supplemental Questions

Required fields are indicated with an asterisk (*).

  1. * How did you hear about this employment opportunity?
    • American Library Association
    • BostonWorks
    • CareerBuilder
    • Chronicle of Higher Education
    • Chronicle of Philanthropy
    • Coroflot
    • Craig's List
    • CUPA
    • Dartmouth College Employee
    • Dartmouth Employment Web Site
    • Dice
    • Diverse Issues
    • Diversity, Inc.
    • Eagle Times
    • Educause
    • Employment & Staffing Office
    • HBCU
    • HERC
    • Higher Ed Jobs
    • Hispanic Outlook
    • IEEE Computer Society
    • Indeed
    • Info.com
    • Inside Higher Ed Jobs
    • Job Central
    • Job Fair
    • JobsinNH
    • LatPro
    • Linkedin
    • Manchester Union Leader
    • Media Bistro
    • Monster
    • National Black MBA Association
    • NEHRA
    • SHRM
    • Spectator
    • Trade Show/Conference
    • Valley News
    • Wall Street Journal On-Line
    • Women in Higher Education
    • Workplace Diversity
    • Yahoo Job Board
    • Other (Please specify below)
  2. If you answered "Other" to the above question, please specify here

    (Open Ended Question)