Associate Director of Gift Planning

  • Job posted by Colby College

Job Type

Full Time




United States


Associate Director of Gift Planning

Colby College

Waterville, ME | Summer, 2018

About Colby College

Founded in 1813, Colby is one of America’s most selective colleges. Serving only undergraduates, Colby’s rigorous academic program is rooted in deep exploration of ideas and close interaction with world-class faculty scholars. Students pursue intellectual passions, choosing among 58 majors or developing their own. Independent and collaborative research, study abroad, and internships offer robust opportunities to prepare students for postgraduate success. Colby is home to a community of 2,000 dedicated and diverse students from around the globe. Its Maine location provides easy access to world-class research institutions and civic engagement experiences.

As Colby College’s 20th president since 2014, David A. Greene has been executing an ambitious program for ensuring Colby’s place among the world’s finest liberal arts colleges. President Greene has led outreach efforts to communicate the value and impact of a Colby education, which resulted in more than doubling the number of students seeking admission to Colby in the past three years and setting institutional records for funds raised over the past two consecutive years. President Greene’s bio can be found here.

In a period of fast-paced progress, Colby is building on its strong foundation while remaining committed to excellence, to supporting students and faculty at the highest levels, and to the College’s deep liberal arts traditions. This new chapter includes the creation of innovative academic initiatives and partnerships, strengthening the connections between the liberal arts and the professional world, revitalizing downtown Waterville, and pursuing significant capital projects for performing arts and athletics.

About Philanthropy at Colby College

Propelled by visionary leadership, a compelling array of initiatives, and record fundraising in fiscal year 2017, Colby recently launched the largest fundraising campaign ever at a liberal arts college—$750 million—in October 2017. With the success of the Dare Northward campaign, the College will be known for a distinctive set of multidisciplinary academic offerings; an even more cohesive and accessible institutional culture for students from all backgrounds; the foremost art and athletic facilities in the educational sector; a welcoming, thriving, and dynamic surrounding community; increased global connections and resulting perspectives; the richest set of universal student experiences to enhance the Colby academic program; and the capacity to support the postgraduate success of every one of their students.

Thus far, more than 17,000 alumni and friends have made donations in support of initiatives such as the downtown Waterville revitalization, academic partnerships, financial aid, and global experiences and internships—collectively raising more than $400 million to date toward the Dare Northward campaign. Colby now ranks in the top 10 among the nation’s colleges and universities in alumni giving participation.

To learn more about the Colby Dare Northward campaign, visit

About the Position

The College is seeking a highly motivated Associate Director of Gift Planning at an exciting and defining moment in Colby’s history. This key position offers a unique opportunity to be part of an ambitious and transformational campaign. Reporting to Rick Wells, the Director of Gift Planning, the position is responsible for managing a robust portfolio of individual donors and prospects and partnering with leadership and principal gift officers to provide support for cultivating, soliciting, and stewarding planned and blended gifts as a key area of opportunity for the comprehensive campaign.

Before his 2017 arrival to Colby, Rick Wells spent 14 years advancing the gift planning program at The Nature Conservancy. In addition to this extensive professional expertise, Rick has served a key volunteer role through his recently concluded term as President of the Board for the Planned Giving Group of New England. The position will fall under the overall leadership of Colby’s new Associate Vice President for College Advancement, Jane Phillips. A 2001 Colby graduate, Phillips’s extensive experience in philanthropy includes roles as the Director of Development at New York University’s College of Arts and Science; Director of Development at Yale School of Art and Yale University Library; and as President of The Foundation for Maine’s Community Colleges. The Associate Director of Gift Planning position will join a dynamic and growing team of skilled advancement professionals within an innovative campaign environment.

To learn more about Colby Advancement careers and initiatives, visit careers.

Key Responsibilities

• Cultivate, solicit, and steward a portfolio of major and planned giving donors and prospects through letters, phone calls and personal visits; attain a goal of 120 prospect visits per year with long-term revenue goals

• Identify and prioritize prospects, and establish stewardship or cultivation strategies to achieve increased solicitation and revenue goals of planned, outright, and blended gifts

• Assist in significantly expanding membership of the Willows Society, Colby’s gift planning society, as a key component of Colby’s comprehensive campaign and in coordination with annual giving and leadership gifts teams; lead effort with Donor Relations colleagues to develop stewardship for Society members

• Partner with the Director of Gift Planning on designing and implementing a comprehensive gift planning marketing plan with the goal of increasing revenue with deferred gifts (“planned gifts”) and documented bequest intentions

• Be knowledgeable in the use of the planned giving software (currently PGCalc); prepare reports, briefing materials, correspondence, proposals, statistics, and related documents for solicitation of prospects

• Participate in professional development activities to remain current on relevant activity and trends in gift planning, financial and estate planning, federal tax law and regulations that govern charitable giving, and new services offered by other non-profit groups and organizations and to raise Colby’s visibility in the profession

• Cultivate strong working relationships with colleagues in College Advancement and across the College

• Perform additional duties as assigned; duties, responsibilities, and activities may change at any time with or without notice

• Partner in developing and delivering educational sessions on gift planning for internal staff

Key Qualifications

• 3-5 years of planned giving fundraising experience in a college, university, or complex institution

• Demonstrated success in cultivation, face to face solicitation, and closing planned gifts

• Knowledgeable in the use of planned giving software and preparing illustrations for gift proposals

• Superb written and oral communication skills

• Appreciation of Colby’s mission and the ability to effectively communicate it; liberal arts education experience or appreciation

• Ability to work collaboratively as a member of a diverse community and make an impact in a complex, fast-paced and team-oriented environment

• Willingness and ability to work outside normal working hours

• Must be willing to travel; valid driver’s license required and must meet the College’s Fleet Safety Policy requirements

The option to work remotely will considered on a case by case basis.

Colby is a private, coeducational liberal arts college that admits students and makes employment decisions on the basis of the individual's qualifications to contribute to Colby's educational objectives and institutional needs. Colby College does not discriminate in its educational programs or employment on the basis of race, color, gender, sexual orientation, gender identity, disability, religion, national origin, age, marital status, genetic information, or military or veteran’s status. Colby is an equal opportunity employer and operates in accordance with federal and state laws regarding non-discrimination. Colby complies with Title IX, which prohibits discrimination on the basis of sex in an institution’s education programs and activities. Questions regarding Title IX may be referred to Colby’s Title IX coordinator or to the federal Office of Civil Rights. We encourage inquiries from candidates who will contribute to the cultural and ethnic diversity of our college.

Professional Level

None specified

Minimum Education Required

No requirement

How To Apply

Please email your cover letter and resume in confidence to: