Associate Director Planned Giving

Position Details

Posting date

08/27/2026

Position Number

Position Title

Associate Director Planned Giving

Hiring Range Minimum

$92,100

Hiring Range Maximum

$115,100

Union Type

Not a Union Position

SEIU Level

Not an SEIU Position

FLSA Status

Exempt

Employment Category

Regular Full Time

Scheduled Months per Year

12

Scheduled Hours per Week

40

Schedule

One or two days in the office a month as a team with the followingschedule: M-F 8:00AM-5:00PM and otherwise as needed based oneffectively engaging partners and colleagues.

Location of Position

Lebanon NH 03766
35 Centerra Parkway, Suite 300

Remote Work Eligibility?

Hybrid

Is this a term position?

No

If yes, length of term in months.

NA

Is this a grant funded position?

No

Position Purpose

The Associate Director is responsible for the management andoperations for all estate and trust administration activity,planned and complex gift administration, events, and other keyoperational functions for the Office of Planned Giving at DartmouthHealth and the Geisel School of Medicine. Reporting to theDirector, Planned Giving, the Associate Director will advisefrontline fundraising colleagues and leadership on outreach andstewardship to donors, executors, and advisors.
The Associate Director will also manage a comprehensive marketingprogram to increase planned gifts to Dartmouth Health and theGeisel School of Medicine. The Associate Director will develop astrategy for and implement an annual calendar of print and digitalappeals, including website administration.
The Associate Director will serve as a key partner to all plannedgiving allied professionals, including attorneys, financialadministrators, trustees, and philanthropic partners. The AssociateDirector will develop a program to build relationships with plannedgiving allied professionals and will be the primary contactresponding to client inquiries. These partnerships will focus oneducating local wealth advisors on DHMC and system memberphilanthropic priorities to help their clients make decisions onwhere their philanthropy could positively impact thecommunity.

Required Qualifications - Education and Yrs Exp

Bachelors plus 3-5 years' experience or equivalent combination ofeducation and experience

Required Qualifications - Skills, Knowledge and Abilities

Experience

• 5+ years of related professional experience in non-profitfundraising
• Demonstrated experience in planned giving, with experience inestate law preferred.
• Demonstrated project management experience.

Skills & Knowledge

• Excellent project management skills, with proven ability tomanage multiple projects simultaneously, to set priorities, followthrough on projects, and meet deadlines.
• Accuracy and attention to detail
• Ability to handle sensitive and confidential information withdiscretion; understand and follow HIPAA guidelines
• Demonstrated planning, organizational, analytical, andproblem-solving skills.
• Strong writing and editing skills
• Ability to both work independently and to interact andcollaborate effectively with a wide range of individuals andgroups.
• Expertise in Microsoft Office applications, Web-based softwareapplications, and fundraising CRMs; RE NXT preferred
• Commitment to learning and professional development.
• Good judgment, discretion, and ability to maintainconfidentiality
• Commitment to diversity and to serving the needs of a diversecommunity.
• Brings joy and a sense of humor to the workplace

Preferred Qualifications

• Background in marketing, and communications preferred
• Knowledge of PG Calc planned giving software preferred

Department Contact for Recruitment Inquiries

Katherine Blackman

Department Contact Phone Number

Department Contact for Cover Letter and Title

Katherine Blackman - Director of Planned Giving

Equal Opportunity Employer

Dartmouth College is an equal opportunity employer under federallaw. We prohibit discrimination on the basis of race, color,religion, sex, age, national origin, sexual orientation, genderidentity or expression, disability, veteran status, marital status,or any other legally protected status. Applications are welcomefrom all.

Background Check

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

Is driving a vehicle (e.g. Dartmouth vehicle or off roadvehicle, rental car, personal car) an essential function of thisjob?

Not an essential function

Special Instructions to Applicants

Dartmouth College has a Tobacco-Free Policy. Smoking and the use oftobacco-based products (including smokeless tobacco) are prohibitedin all facilities, grounds, vehicles or other areas owned, operatedor occupied by Dartmouth College with no exceptions. For details,please see our policy.

Key Accountabilities

Operations

• Prepare, proof, and execute gift calculations, bequest andtrust language, and participate in planned gift discussions withfrontline staff and advisors.
• Draft and maintain suggested bequest language templates andplanned gift agreements for frontline officers.
• Advise fundraisers on planned gift strategies andadministration to aid in the solicitation of planned gifts.
• Serve as a secondary point of contact for establishing new lifeincome gift arrangements, such as charitable gift annuities, pooledincome funds, and charitable trusts.
• Communicate with life income gift recipients in connection withtheir accounts, e.g. change of address, bank info, new beneficiaryinformation. Manage the annual tax reporting process.
• Act as the primary lead in maintaining and ensuring data, donorinformation, and gift details are accurate and up-to-date in boththe electronic database and physical hard file, while ensuringcompliance with organizational procedures and financial and legalrequirements.
• Serve as an advisor for Dartmouth Health member hospitals asthey facilitate planned gifts to their respectiveinstitutions.
• Engage appropriately, respectfully, and collaboratively withcolleagues internally and across Dartmouth Health and the GeiselSchool of Medicine at Dartmouth
• Proactively participate in professional developmentopportunities to increase understanding of planned and complexgifts.

Percentage Of Time

35%

Trust and Estate Administration

• Independently manage a portfolio of active estates and trustsscheduled to make a distribution to the Geisel School of Medicine,Dartmouth Health, and Dartmouth Health member hospitals over a12-18-month cycle, as well as select donors and alliedprofessionals.
• Coordinate with attorneys, trust officers, and estate executorsto move estates through the probate, distribution, and settlementprocess in a timely manner
• Function as a point person for filing claims for inherited IRAsand other accounts, including regular follow-up withinstitutions.
• Manage planned giving acknowledgments and thank you notes toensure that executors or family members are thanked on a timelybasis.
• Oversee management of estate files and establish action plansfor each open estate.
• Attend regular office-wide meetings and regularly update andreport on the active trust and estate pipeline. Carry out assignedaction items or follow-up tasks in a timely manner.
• Serve as an advisor and administrator for Dartmouth Healthmember hospitals, facilitating trust and estate distributions totheir respective institutions.

Percentage Of Time

25%

Marketing & Communications

• Works independently and with partners to implement a robustmarketing program for the Geisel School of Medicine, DartmouthHealth, and Dartmouth Health member hospitals.
• Develop a strategy and implement an annual calendar of plannedgiving appeals for the Geisel School of Medicine and DartmouthHealth.
• In concert with Dartmouth Health member hospital fundraisingstaff, develop a strategy and implement an annual calendar ofplanned giving appeals for their respective programs.
• Works with Geisel School of Medicine, Dartmouth Health, andDartmouth Health member hospitals’ communications staff and outsidevendors to oversee the design, printing, production, and mailing ofprint and digital appeals in an accurate and timely fashion.
• Coordinates multi-channel marketing campaigns that integrateelectronic communications and direct mail appeals.
• Monitors production schedules and project timelines.
• Coordinates with Geisel School of Medicine, Dartmouth Health,and Dartmouth Health member hospitals’ communications staff toensure consistency with institutional messaging and branding.Monitors leadership messaging, institutional news, and stories, andstays abreast of institutional initiatives.
• Partners with outside vendors to analyze responses to appealsand ROI . Analyzes and summarizes data and reports on thisinformation regularly, recommending changes in strategy asindicated by appeal results.
• Actively manages Geisel School of Medicine, Dartmouth Health,and Dartmouth Health member hospital websites, collaborating withkey vendors and internal staff on routine web management.

Percentage Of Time

25%

Event Management

Plan the annual legacy society event to steward existing plannedgift donors and to solicit new donors.
In partnership with Events, execute all logistical aspects of theannual legacy society event, including but not limited to eventcommunications, run of show, planning, menu, and staffing.
Create a robust events program for legacy society members byinviting donors to attend Medical & Healthcare Advancementevents, Dartmouth College events, and Dartmouth Health memberhospital events.
Identify opportunities to increase stewardship and cultivationevents for planned giving donors.

Percentage Of Time

5%

Planned Giving Allied Professionals Program

• Create a network of estate planning professionals, financialplanners, accountants, tax advisers, insurance professionals,investment managers, and trust officers.
• Develop a strategic communication plan to notify alliedprofessionals of institutional updates and areas of support fortheir prospective clients.
• Act as the primary fundraiser responding to planned givingallied professionals requesting information for their clients.
• Plan an annual allied professionals event to serve as anetworking event.

Percentage Of Time

5%

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Demonstrates professionalism and collegiality through actions,interactions, and communications with others appropriate to anenvironment that is welcoming to all.

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Performs other duties as assigned.