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Assistant Director Gift Planning Jobs (NOW HIRING)

Scripps College

Director-Gift Planning

Claremont, CA · On-site

Director-Gift Planning PRIMARY PURPOSE/GENERAL DESCRIPTION: The Director of Gift Planning is ... Assist colleagues and donors in finalizing planned gifts. * Identify, cultivate, educate, and ...

Scripps College

Director-Gift Planning

Claremont, CA · On-site

Director-Gift Planning PRIMARY PURPOSE/GENERAL DESCRIPTION: The Director of Gift Planning is ... Assist colleagues and donors in finalizing planned gifts. * Identify, cultivate, educate, and ...

APPALACHIAN MOUNTAIN CLUB

Director, Gift Planning

Director, Gift Planning is responsible for overall strategic leadership and management of AMC's planned giving program. Reporting to the incoming Senior Director, Principal Gifts, this position will ...

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How much do assistant director gift planning jobs pay per year?

As of Sep 12, 2026, the average yearly pay for assistant director gift planning in the United States is $71,970.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,500.00 and $89,500.00 per year, depending on experience, location, and employer.

What is an assistant director gift planning?

An Assistant Director of Gift Planning is a fundraising professional who helps manage and promote planned giving programs for a nonprofit organization or university. They work with donors to develop long-term giving strategies, such as bequests, trusts, or gifts of stock, that support the institution’s mission. This role involves collaborating with donors, financial advisors, and legal professionals to ensure gifts are structured effectively and align with both donor intentions and organizational goals.

What does an assistant director gift planning do?

An Assistant Director of Gift Planning typically works closely with donors, development officers, legal counsel, and finance teams to design and administer planned giving strategies. Daily responsibilities often include meeting with prospective donors, drafting proposals, managing gift documentation, and coordinating with other fundraising departments to ensure alignment with broader development goals. Collaboration is key, as the role often requires working with marketing teams to promote giving opportunities and with stewardship staff to recognize and thank donors. This role offers valuable exposure to complex charitable giving vehicles and provides pathways for advancement within institutional advancement or nonprofit management.

What are the key skills and qualifications needed to thrive as an assistant director gift planning?

To thrive as an Assistant Director Gift Planning, you need expertise in fundraising, estate planning, and donor relations, typically supported by a bachelor’s degree in a relevant field such as business, law, or nonprofit management. Familiarity with donor management databases, planned giving software, and knowledge of charitable tax laws or certifications like CFRE can be highly beneficial. Outstanding interpersonal skills, strategic thinking, and persuasive communication help build lasting relationships with donors and internal stakeholders. These competencies ensure successful cultivation of planned gifts, meeting fundraising goals, and advancing the organization’s mission.

What is the difference between Assistant Director Gift Planning vs Development Coordinator?

AspectAssistant Director Gift PlanningDevelopment Coordinator
Required CredentialsBachelor's degree, experience in fundraising or gift planning certificationsBachelor's degree often preferred, entry-level fundraising experience
Work EnvironmentNonprofit organizations, fundraising departmentsNonprofits, development offices, administrative roles
Employer & Industry UsageUsed in nonprofit fundraising teams focusing on planned givingCommon in fundraising teams, supporting development activities
Search & Comparison IntentUnderstanding roles in gift planning and fundraisingExploring entry-level development roles

The Assistant Director Gift Planning typically has more specialized experience in planned giving and fundraising strategies, working closely with donors on complex gift arrangements. In contrast, the Development Coordinator often handles broader development tasks, including donor outreach and event support. Both roles are essential in nonprofit fundraising but differ in scope and seniority.

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Assistant Director Gift Planning jobs near you

Director-Gift Planning

Claremont, CA • On-site

Scripps College
See more jobs at Scripps Collegeexternal

Full-time

Re-posted 28 days ago

Job description

Claremont, CA
Job Posting Title:
Director-Gift Planning
Job Description:
PRIMARY PURPOSE/GENERAL DESCRIPTION:
The Director of Gift Planning is responsible for building a premier planned giving program by enlarging outreach and communication, and engaging the constituency on the power of gift planning.
DESCRIPTION OF DUTIES AND RESPONSIBILITIES:
ESSENTIAL FUNCTIONS:
This information is intended to be a descriptive of the key responsibilities of the position. The list of essential functions below does not identify all duties performed by any single incumbent in this position. Perform other duties as assigned.
  • Program Education: Direct a program that will educate donors, trustees, volunteers, and advancement colleagues about the benefits and advantages of planned giving. Provide technical expertise to build and maximize planned giving opportunities within the Scripps College constituency.
  • Organize and implement financial planning and information seminars for alumnae events across the country and during reunion weekends. In addition, provide educational gift planning programs to parents, volunteers, and trustees at regional chats, receptions, and on-campus events.
  • Program Marketing: Enhance, expand, and market a comprehensive gift-planning program geared towards securing leadership and planned gifts from alumnae, friends, faculty, parents/families trustees, and staff. Implement a marketing and communications program plan that includes direct mail, print, and electronic media.
  • Gift Solicitation: Collaborate with College leadership, fundraisers, and volunteers to devise solicitation strategies to secure support from alumnae, parents, and friends. Assist colleagues and donors in finalizing planned gifts.
  • Identify, cultivate, educate, and solicit major prospects for gift planning. Collaborate with Development Officers and Engagement officers to develop solicitation strategies that involve planned giving. Partner with marketing and communications to market planned giving opportunities, e.g. by leveraging reunion year celebrations. Provide trainings and orientations for use of planned giving vehicles and using planned giving to create blended gifts.
  • Prepare planned giving proposals for donors and their advisors. Collaborate with donors' financial and legal advisers as necessary to close planned gifts.
  • Giving Society Management: Enhance and expand membership in The Elm Tree Society, which consists of donors who have made a planned gift or pledge. Develop annual cultivation and stewardship plans for the donors.
  • Industry Trends and Changes: Provide leadership to the College by staying current on gift planning trends, techniques, and opportunities, as well as information in the income tax, retirement, investment, and philanthropic fields. Provide technical training and assistance to development staff as necessary. Maintain current knowledge of tax law changes in order to maximize giving.
  • Planned Giving Portfolio Management: Manage a portfolio of 150-250 prospects. Develop engagement, solicitation, and stewardship plans for all the prospects.
  • Responsible for a national portfolio and conducting 120 visits annually.
  • Log important outreach and contact information using database to record contacts and log call report.
  • Work closely with Development officers in soliciting planned gift and collaborating with ERIA team members to develop goals and objectives that will help realize the College's overall fundraising goals.
  • Active support for the College's Principles of Community and Institutional Values in the performance of job duties.

REQUIRED KNOWLEDGE, SKILLS, ABILITIES:
Individuals must possess knowledge, skills and abilities to successfully perform the essential functions of the position, or be able to explain or demonstrate how the essential functions will be performed, with or without reasonable accommodation, using some other combination of skills and abilities.
  • Strong interpersonal skills and the ability to work collegially and effectively with diverse groups of constituents (campus leaders, alumnae, parents, students, colleagues, and volunteers).
  • Strong listening, writing and oral communication skills, critical thinking, and marketing skills are required.
  • Ability to communicate highly technical information in a user-friendly fashion to college constituents, particularly alumnae.
  • Ability to manage multiple tasks and to plan, execute, and market a sustained gift-planning program.
  • Demonstrated understanding and interest in women's philanthropy and liberal arts education.

QUALIFICATION STANDARDS:
EDUCATION & EXPERIENCE:
Bachelor's degree required or any combination of education and experience that provides the required knowledge, skills and abilities.
Training in legal and/or financial planning or education is a plus.
Five or more years of successful fundraising experience in planned giving or major gifts, or the equivalent leadership fundraising experience is preferred.
Significant experience in an educational institution is strongly preferred.
LICENSES / CERTIFICATES:
None.
OTHER:
HOURS & CLASSIFICATION AND STATUS:
This is a regular status, full-time, 12-month, benefits-eligible, exempt position.
The regular hours of this position are Monday-Friday 8:00am-5:00pm. Hours may vary due to the needs of the College or department.
Salary range: $130,000 to $140,000 annualized. The salary of the finalist(s) selected for this role will be set based on a variety of factors, including but not limited to, internal equity, experience, education, specialty, and training.
SUPERVISORY RESPONSIBILITY:
Provide direct supervision to the Gift Planning Coordinator and a campaign temporary gift planning officer.
Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is quiet to moderate.
Physical and Mental Requirements
Ability to maintain good concentration level while dealing with interruptions; attention to details with emphasis on accuracy; capable of giving, receiving, and analyzing information, formulating work plans, and articulating goals and action plans.
Sitting in a normal seated position for extended periods of time. Standing for extended periods of time. Reaching and extending hand(s) or arm(s) in any direction. Finger dexterity required to manipulate objects with fingers rather than the whole hand(s), or arm(s), for example, using a keyboard. Communication skills using the spoken word. Ability to see within normal parameters. Ability to hear within normal parameters. Ability to bend and stoop, for example, to file. Ability to move about. Ability to lift and carry short distances up to 20 lbs., for example to lift or move office supplies, files, books and packages.
At-Will Employment
Regular employment at the College is for no specified period of time; conditions and status of employment (hours, pay, title, duties, etc.) are subject to change at any time. Scripps College is an At-Will employer. Employees, and likewise the College, are free to end the employment relationship at any time, for any reason, with or without notice or cause, unless otherwise prohibited by law.

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