Gift Planning Officer

Job no:

R-0000002927

Position Title:

Gift Planning Officer

Faculty or Staff:

Staff

Full Time or Part Time:

Full time

In-Person, Hybrid, or Remote:

Hybrid

Minimum Starting Rate of Pay:

$97,717.00

Rate of pay commensurate with experience

Start Date:

03/16/2026

Job Description:

• MHC is using a search firm to fill this position, please submit your application to Mount Holyoke College- Talent Citizen.
• Do not apply through the MHC career site.

Mount Holyoke College is seeking a Gift Planning Officer to join our frontline fundraising team. Reporting to the Director of Gift Planning, you will manage a portfolio of ~120 prospects and donors, securing impactful six- and seven-figure commitments to support the College's mission and upcoming comprehensive campaign.

Core Responsibilities

• Portfolio Management: Identify, cultivate, solicit, and steward a portfolio of approximately 120 alums and friends.

• Donor Engagement: Conduct 100+ substantive interactions annually (including 25+ solicitations); travel 30-50% domestically.

• Technical Expertise: Design customized gift strategies and illustrations for life income gifts (CGAs, trusts), estate gifts, and complex assets (real estate, closely held stock).

• Collaboration: Partner with Leadership and Principal Gift teams to integrate planned giving into broader donor strategies.

• Program Support: Assist with marketing materials, Mary Lyon Society stewardship events, and tracking estate settlements.

• Administration: Maintain accurate records in our Salesforce-based CRM and utilize PG Calc/TIAA Kaspick for gift modeling.

Qualifications

Required:

• Bachelor's degree and 4+ years of experience in fundraising, law, financial planning, or a related field.

• Proven track record of closing five-figure+ gifts or comparable high-stakes engagements.

• Ability to translate complex financial/legal concepts into donor-friendly language.

• Deep commitment to DEI, ethics, and inclusive donor engagement.

• Willingness to travel frequently and work occasional evenings/weekends.

Preferred:

• 5+ years of gift planning experience.

• Proficiency with Salesforce, PG Calc, and TIAA Kaspick tools.

• Strong knowledge of tax law, inheritance law, and charitable gift instruments.

Work Environment & Benefits

• Flexibility: Remote work options are available as determined by the Director.

• Culture: Join a collaborative, data-informed team dedicated to professional development and a respectful workspace.

• Physical Demands: Primarily sedentary office work involving frequent communication and computer use.

Salary Range: $97,717 - $116,283

Full Job Description

• MHC is using a search firm to fill this position, please submit your application to Mount Holyoke College- Talent Citizen
• Do not apply through the MHC career site.

Background Checks:

Mount Holyoke College is committed to providing a safe and secure environment, supported by qualified employees that will allow all of its students, faculty, staff and those associated with them to successfully carry out the mission of the college. As a condition of employment, the College will conduct appropriate background checks for all new hires. Mount Holyoke has designated the Office of Human Resources as the office responsible for ensuring that background checks (CORI, SORI, Credit History, & Driver Credential) are completed and utilized in the hiring process and Five College Office of Compliance and Risk Management as the office responsible for facilitating background checks as articulated in this policy.

Special Instructions for Applicants:

Apply online; application materials must include:

• A cover letter summarizing interests and qualifications

• A complete resume or curriculum vitae

• For faculty positions, statements on mentoring, teaching, and research will also be required.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.