Director of Planned Giving

Job description

Company Description:

When Bay Path opened its doors to students in downtown Springfield, MA  in 1897, it had a very clear goal: to provide a practical, affordable, and career-oriented education to meet the needs of companies, organizations, and communities. From the beginning, Bay Path prided itself on being entrepreneurial, constantly pushing the boundaries of the academic experience to fit the student. To start them on the road of success. We still do.

Today, that spirit and philosophy is more important than ever in higher education. At Bay Path, it's not just the number and breadth of undergraduate and graduate programs that defines us-and we have many-but it is our ability to connect the classroom to learning to leadership to experience to career that is at the core of what we do best. We know the work that needs to be done.

Bay Path University, an independent and not-for-profit institution, was named Among Fastest Growing Baccalaureate Colleges by the Chronicle of Higher Education Almanac, and is a member of the Women's College Coalition. With a main campus in Longmeadow, MA and four satellite locations, (East Longmeadow, Sturbridge, Concord, Springfield), Bay Path offers undergraduate, graduate (for women and men) degrees, and professional certificates.

We're committed to preparing our students to navigate a constantly changing world. Whether it is one of our innovative academic programs, groundbreaking online learning platform, or through our Women as Empowered Learners and Leaders initiative, we educate our students in ways that will help them to grow, learn to adapt, and always to flourish.  Be part of the change.

We invite you to visit our website at where you can learn more about Bay Path University.

Job Description:

  • Job Type:  Full-time
  • Hours:  8:30 a.m. to 5:00 p.m., some evenings required.
  • Schedule:  Monday through Friday, some weekends required.
  • Position Location:  Longmeadow

Job Summary:

The Director of Planned Giving, a critical member of the Leadership Giving team, will have a unique opportunity to build a vibrant program through this newly created role. The Director will develop, execute, and lead a comprehensive program focused on generating and stewarding new planned gifts from a broad constituency in support of Bay Path University.  The Director will provide strategic direction and long range/short range planning for all areas related to the growth of the planned giving program, including: personal contact and moves management for a portfolio of planned giving donor prospects; development and implementation of a comprehensive marketing/communications strategy; and development and management of policy-related functions to ensure accuracy and reporting of all giving vehicles solicited. The Director will serve as a resource to other members of the Leadership Giving team by providing training and by partnering on cultivation and solicitation of targeted donors.

Essential Duties:

  • Manage a personal donor portfolio of planned giving prospects to identify, cultivate, solicit and steward planned gifts (bequest intentions, charitable gift annuities, trusts,  and other planned giving vehicles) with a goal of jump-starting and significantly expanding the program.
  • Develop and implement a consistent and measurable marketing/communications strategy to educate various constituencies about planned giving opportunities and benefits, resulting in increased inquiries and commitments.
  • Advise staff, volunteers, and Board members on planned giving options and opportunities.
  • Develop aggressive strategic goals and programming in coordination with Alumni Relations staff in promoting planned giving to milestone Reunion classes.
  • Work in partnership with the Leadership Giving team to identify, cultivate, and solicit prospective and current donors. Train, mentor and serve as a resource for the team in their gift discussions with major and planned giving prospects.
  • Develop facility with planned giving software and planning tools and continue education in the field to stay current on new planned giving opportunities and developments; maintain an understanding of the technical aspects of planned giving vehicles and the relevant tax and estate consequences of these vehicles. Coordinate planned giving strategies with University administration to ensure compliance with gift and investment policies and recognized practices in the industry.
  • Cultivate and steward financial and legal professionals, build cooperative working relationships, and develop a network for promoting planned gifts to Bay Path.


  • Bachelor's degree required; Master's degree preferred.
  • Energetic, self-motivated, decisive and results-oriented; comfortable with challenges; accepts responsibility; possess a sense of humor and perspective.
  • Commitment to highest standards of professionalism, integrity, excellence and honesty.
  • At least 5-7 years experience and demonstrable success in planned giving prospect identification, cultivation and solicitation.
  • Working knowledge of a wide variety of planned giving vehicles, wealth management, financial planning, tax and charitable gift laws.
  • Strong leadership and interpersonal skills and the capacity to develop effective relationships with donors, senior administrators, faculty, staff, volunteer leaders, outside vendors.
  • Exceptional communication (written and oral), presentation, project management and organizational skills.
  • Software literacy and aptitude in using donor database systems, gift and tax illustration software, and presentation software.
  • Experience in designing and implementing special events.
  • Experience training, mentoring, and advising teams.
  • Willingness and ability to travel.
  • Valid driver's license.
  • Must successfully pass the online safe Driving Course and driving record check at time of hire (within 30-days from date of hire) and annually thereafter.
  •  Ability to adhere to University policies and procedures.
  • Ability to handle confidential information with discretion.
  • Should be committed to a culture of diversity, respect and inclusion.
  • Experience effectively engaging background, identities, and communities different from one's own.
  • General knowledge of the University's mission, purpose and goals and the role this position plays in achieving those goals.

Additional Information:

Commitment to Diversity and Inclusion
Bay Path University is a diverse community devoted to proactively nurturing a campus-wide culture that promotes and ensures respect, inclusion and safety for all members regardless of race, color, national origin, age, gender, religion, sexual orientation and gender identity, socio-economic background, or physical ability. We are one University that opens our hearts and minds to conversations, to learning and to creating a community that is welcoming of all. Regardless of position, it is expected that each employee will embrace this commitment and demonstrate an attitude of respect toward and acceptance of all members of our community.

Application Instructions:

Applicants for this position should attach a cover letter resume / curriculum vitae, the contact information for four (4) professional, work related references and any other relevant information pertaining to this position and your candidacy.  Please apply online.  Faxes and emails will not be accepted. 

An Equal Opportunity Employer, Bay Path University is committed to fostering diversity in its student body, faculty, and staff. 




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Job No:
Posted: 8/2/2017
Application Due: 8/2/2018
Work Type: