Human Resources

Associate Director of Advancement Services

Primary Role

In support of the Director of Advancement Services, perform prospect research; provide expertise and process management for planned giving prospecting, data and reporting; and support gift and data processing.

Typical Duties and Responsibilities

  1. Produce prospect research and reporting to support traveling staff in identification and cultivation of individuals.
  2. Coordinate planned giving data, processing, filing and calculation duties while providing support and expertise regarding planned giving activity for the advancement team.
  3. Serve as advancement services liaison with accounting operation.
  4. Develop gift processing and stewardship program competency for cross-support of advancement operation.

Supervision Required/Given

Works collaboratively with diverse individuals and organizations in support of established priorities and goals. Provides recommendations to senior administration regarding planned giving programs and performance.

Position Qualifications

  1. Knowledge and capabilities normally acquired through completion of a bachelor's degree. Capabilities sufficient to demonstrate expertise in oral and written communication.
  2. Advanced computer knowledge including basic programming and using software packages including Microsoft Office. Database knowledge and experience required.
  3. Familiarity with planned giving vehicles and calculation methods as typically acquired through two or more years experience in development, insurance, financial planning, banking and/or related fields.