Assistant, Planned Giving

Job Details

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Job ID:
26089

Location:
10 Brookline Place West, Brookline, MA 02445

Category:
Development/Fundraising

Employment Type:
Full time

Work Location:
PTL Remote: 2-3 days remote/wk

Overview

This position is considered partial onsite, 2-3 days in the office at 10 Brookline Place, Brookline, MA each week. DFCI guidelines state that employees must reside in the Institute supported states of Massachusetts, New Hampshire, or Rhode Island.

 

GENERAL SUMMARY: 

The Assistant is responsible for providing administrative support to one Director and one Senior Associate Director of Planned Giving. Responsible for assisting the entire Division with reaching financial goals.

Embody Dana-Farber’s Core Values: Impact; Excellence; Compassion & Respect; and Discovery every day. Add value to the Dana-Farber community by seeking opportunities to collaborate across the Institute.  Foster an ethical, positive, results-oriented culture founded on open communication. 

Dana-Farber is pursuing an ambitious, multi-year fundraising effort to change the future of cancer research and care: The Dana-Farber Campaign. This $2 billion campaign is the largest in the Institute’s history and one of the largest ever in the U.S. focused solely on cancer. Philanthropy raised through The Dana-Farber Campaign will accelerate the Institute’s strategic priorities by supporting revolutionary science, extraordinary care, exceptional expertise, and essential opportunities—helping us prevent, treat, and Defy Cancer.

 

APPLICATION REQUIREMENTS: 

Resume and cover letter required with application submission.

Located in Boston and the surrounding communities, Dana-Farber Cancer Institute is a leader in life changing breakthroughs in cancer research and patient care. We are united in our mission of conquering cancer, HIV/AIDS and related diseases. We strive to create an inclusive, diverse, and equitable environment where we provide compassionate and comprehensive care to patients of all backgrounds, and design programs to promote public health particularly among high-risk and underserved populations. We conduct groundbreaking research that advances treatment, we educate tomorrow's physician/researchers, and we work with amazing partners, including other Harvard Medical School-affiliated hospitals.

Requirements

  • PRIMARY DUTIES AND RESPONSIBILITIES:

    • Develop a working knowledge of ClearView fundraising database, Business Objects, Planned Giving Calc, Excel, EMS (Event Management System) and other management information and tracking systems used by the Philanthropy office.
    • Assist Senior Associate Director with Estate Administration correspondence and tracking.
    • Support the Director and Senior Associate Director with their prospect outreach and maintenance of their prospect pools.
    • Assist in coordinating the annual Dana-Farber Society (DFS) dinner, including: receiving RSVPs and generating nametags and guest lists, invitations, save the date.
    • Manage Planned Giving’s annual DFS Honor Roll review process and oversee all DFS greetings in ClearView.
    • Assist in the planning and execution of various Planned Giving internal and external meetings including estate planning and cultivation events.
    • Prepare monthly, quarterly, and annual analysis.
    • Generate reports for meetings and management decisions.
    • Maintain lists, files, and inventory of office supplies.
    • Process checks in coordination with Donor Services and office protocols.
    • Generate original correspondence; follow up materials, and acknowledgments.
    • Coordinate and/or assist with mailings.
    • Assist with donor visit request follow up phone calls and emails.
    • Assist in assembling life income proposals utilizing PG Calc.
    • Manage input into the Planned Giving Module in ClearView.
    • Respond to calls and visits from volunteers, sponsors, donors, prospects, and inquiries at large: determine the urgency of the situation. Suggest appropriate response and inform supervisor when the situation merits his/her attention.
    • Provide front desk coverage for one hour at least once a month.
    • Coordinate travel arrangements for Director and Senior Associate Director.
    • Submit expense reports and manage p-card reconciliation process for Director and Senior Associate Director.
    • Responsible for assisting the entire department, including other fundraising teams, to reach financial goals.
    • Assist in various stewardship activities of the DFS (pins, umbrellas etc.).
    • Assist in tracking Planned Giving collaboration with other fundraising teams and help to facilitate quarterly collaboration meetings between prospect managers and between teams (Annual Giving/Planned Giving collaboration meeting)
    • Compose, type and mail/fax correspondence, memos and reports.

    SUPERVISORY RESPONSIBILITIES:

    Reports to the Director and the Senior Associate Director of Planned Giving. Independent decision-making on day-to-day tasks and good judgment is required for dealing with Institute donors, trustees, volunteers, and senior staff and confidential information.

Qualifications

MINIMUM JOB QUALIFICATIONS:

Associate degree and/or administrative training degree required. As this level position is often considered a “base” for someone pursuing a Philanthropy career, a Bachelor’s degree is preferred. 0-2 years of administrative experience.

 

KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:

Attention to detail is a must.  Excellent written and verbal communications skills are necessary with a strong orientation to customer service. Superior organizational skills and ability to manage a variety of projects are key. Directed and self-starting attitude with the ability to work independently as well as part of a team and work with a variety of personalities. Solid computer skills and competency in Microsoft Office Suite products are absolutely necessary.  High degree of confidentiality must always be exercised.

This position will evaluate current programs and create and execute approved plans to expand and diversify the donors and participants for the events assigned in order to broaden our donor base and create even more inclusive events. Experience with diverse donors is a plus.

PATIENT CONTACT:

No.

 

WORKING CONDITIONS:

Partial onsite (2-3 day in the office at 10 Brookline Place each week). Some evening and weekend work is required.

DIVISION OF PHILANTHROPY INCLUSION, DIVERSITY, & EQUITY COMMITMENT STATEMENT:

We’re stronger together.

In the Division of Philanthropy, we believe in the power of different voices. We encourage authenticity and diversity of every individual within our community. Our collective voices – donors, volunteers, staff, and patients alike – allow us to work together towards a world without cancer. Committed to being a place of inclusivity, belonging, and change, these are our core values. 

 

DFCI DISCLAIMER:
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification.  It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.  Requirements are subject to possible modification to reasonably accommodate qualified individuals with disabilities.  This document does not create an employment contract, implied or otherwise, other than an “at will” employment relationship.

 

External and internal applicants, as well as position incumbents who become disabled as defined under the Americans With Disabilities Act, must be able to perform the essential job functions (as listed) either unaided or with the assistance of a reasonable accommodation to be determined by management on a case-by-case basis.

 

DFCI offers a competitive benefits package including generous healthcare and retirement plans, at minimum 3-weeks’ vacation time in addition to 9 paid holidays, a flexible work environment, and work/life balance. We also provide an array of professional development opportunities.*

*All benefits subject to Institute changes

 

We’re hiring! Learn more about working in the Division of Philanthropy and view all open positions.


Dana-Farber Cancer Institute is an equal opportunity employer and affirms the right of every qualified applicant to receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, national origin, sexual orientation, genetic information, disability, age, ancestry, military service, protected veteran status, or other groups as protected by law.

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