Senior Assistant, Planned Giving
Dana-Farber Cancer Institute
Full Time
Senior Assistant, Planned Giving
Dana-Farber Cancer Institute
Brookline, MA
Full Time – Partial Remote (2-3 days/week)
The Senior Philanthropy Assistant provides administrative support to the Assistant Vice President (AVP), Planned Giving and Director (D), Planned Giving. Major responsibilities include coordinating and tracking numerous activities for the Planned Giving (PG) team, reporting, budgeting, and managing a variety of projects, both programmatic and donor based. In addition, the Senior Assistant provides support for the team’s prospect management work and education program which includes collaboration meeting scheduling and preparation, calendar management, mailings lists, tracking, analysis, and invoicing.
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.
PRIMARY DUTIES AND RESPONSIBILITIES:
- Generate Weekly Updates, Monthly Revenue, and Quarterly Accountability Reports: a comprehensive summary of PG revenue, expected value, visits & activities, and collaboration compared year over year;
- Assist AVP with crafting the team’s annual budget, managing it throughout the year, assisting with Mid-Course Corrections, and forecasting for Year-End;
- Assist AVP with organizing, formatting, and preparing the annual Operating Plan;
- Assist AVP with compiling results and analysis for the Year-End Report;
- Assist with Planned Giving Campaign strategy and tracking;
- Assist AVP and D with prospect management, including ClearView entries and updates, scheduling and preparing for visits, travel, prospect pool clean-up and reassignments, call report distribution and coordinating follow-up material, including proposals, welcome letters, acknowledgments, and awards;
- Assist D with scheduling, planning and implementation of internal and external education programs including collaboration meetings, webinars, lunch and learn, seminars, internal communications (PG e-newsletter) and Division presentations
- Develop a working knowledge of the ClearView system, Luminate, JasperSoft, and PG Calc;
- Create/maintain organizational and management systems and databases;
- Coordinate and schedule a variety of meetings for the AVP, D, PG team, the Division, and Institute colleagues, including individual weekly staff meetings, annual summer retreat, quarterly collaboration meetings, educational webinars/seminars and planning meetings; compile and circulate meeting notes as appropriate;
- Manage travel arrangements for out of state donor visits and conferences which can include booking and confirming flights, rental cars, and accommodations;
- Submit expense reports and order various office supplies;
- Compose, type, and mail/fax correspondence, memos, and reports; and provide back-up support to the PG 800# and team inbox;
- Deposit checks in compliance with gift processing and office protocols;
- Steward a defined set of donors through phone calls, emails and handwritten notes;
- Provide guidance and direction for two Assistants on PG when needed; Collaborate with Assistants to create weekly team bulletin;
- Provide front desk coverage for one hour at least once a month;
- Responsible for assisting the entire department, including other Business Units, to reach financial goals;
SUPERVISORY RESPONSIBILITIES:
Reports to Assistant Vice President, Planned Giving and Director, Planned Giving along with providing additional support for Planned Giving team as needed. Independent decision-making on day-to-day tasks and good judgment is required for dealing with Institute donors, trustees, and senior staff and confidential information.
MINIMUM JOB QUALIFICATIONS:
Associate degree and/or administrative training degree required. As this level position is often considered a “base” for someone pursuing a career in Philanthropy, a bachelor’s degree is preferred. 1-3 years of administrative experience.
KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:
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.
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.
WORKING CONDITIONS:
2-3 days in the office at 10 Brookline Place, Brookline, MA each week. Some over-time or weekend work may be required.
For more information and to apply, please visit: https://careers.dana-farber.org/senior-assistant-planned-giving-4
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 10 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
About Dana-Farber Cancer Institute:
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.
At Dana-Farber Cancer Institute, we work every day to create an innovative, caring, and inclusive environment where every patient, family, and staff member feels they belong. As relentless as we are in our mission to reduce the burden of cancer for all, we are equally committed to diversifying our faculty and staff. Cancer knows no boundaries and when it comes to hiring the most dedicated and diverse professionals, neither do we. If working in this kind of organization inspires you, we encourage you to apply.
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.