Associate Director of Gift Planning Marketing

Columbia University
New York City, New York (US)
Commensurate with experience
Feb 11, 2019
Metro Area
New York
Full Time

Reporting to the Director of Gift Planning, the Associate Director of Marketing is an integral member of the Gift Planning team headed by the Executive Director of Gift Planning. The primary goal of the Office of Gift Planning ("OGP") is to raise money to support the teaching and research mission of Columbia. 


Responsibilities include, but are not limited to the following; 


Gift Planning Marketing 

  • Develop and implement the gift planning marketing plan for encouraging planned gifts building membership in the 1754 Society, which recognizes alumni and friends who have made a gift by naming Columbia as a beneficiary in their will, trust, or other planned gift. 
  • Partner with gift planning officers, who act as liaisons to schools and units, to integrate gift planning messaging into school and unit marketing budgets and materials, and leverage outreach opportunities at the school or unit level to effectively communicate gift planning options and donor stories through customized marketing materials. 
  • Develop donor stories and messaging about the benefits of bequest intentions, beneficiary designations, life income gift vehicles, as well as issues surrounding gifts of unique assets. 
  • Initiate and manage consistent and on-time creative and production processes for University-wide gift planning direct mail and email campaigns from creative development, through production and distribution, to showcase the many ways to support Columbia through planned gifts and to highlight donor and the positive outcomes of past gifts. 
  • Maintain and improve the gift planning website, hosted by a vendor partner, to update content and images with new donor stories and events while preserving consistency of messaging for giving teams of schools and units; make appropriate links to Columbia's main giving website. 
  • Partner with Digital Marketing Initiatives to create innovative digital media campaigns with gift planning general information designed to drive traffic to the OGP phones and websites. 
  • Execute with a direct mail vendor the bi-annual gift planning newsletter, The 1754 Society News, produce other well-written, meaningful print pieces such as ads in Columbia Magazine, and repurpose content from school- and unit-based outreach. 
  • Develop timely marketing analytics and tracking results to assess the outcome of marketing campaign and to utilize the OGP budget in the most cost-effective way. 
  • Work with volunteers in seeking gift planning testimonials, especially classmates members of the 1754 Society; coordinate with Office of Strategic Donor Relations & Stewardship on messaging communications for the 1754 Society membership. 
  • Create materials and other tools to educate and inform Columbia fundraisers about: how to integrate Gift Planning into their prospect and donor strategies; changes in tax laws and regulations that may affect donors and their charitable giving; and using non-cash assets and third-party channels (such as donor-advised funds) to optimize giving. 
  • Manage the day-to-day vendor relations working smoothly with internal departments to complete the necessary University processes and paperwork. 
  • Additional projects as assigned. 


Data Record Management and Gift Planning Reporting 

  • Manage and monitor the process for qualifying new members of the 1754 Society and the accurate documentation of bequest intentions following protocol of approvals. 
  • Prepare routine planned gift illustrations and proposals, as follow-up on leads generated by gift planning marketing pieces. 
  • Coordinate with appropriate partners at schools and units to communicate the completion of planned gifts. 
  • Provide routine reporting including OGP Monthly Reports, peer benchmarking survey numbers and annual updates of OGP historical reports. 
  • Provide guidance to OGP Development Assistant on additional gift planning marketing responsibilities and database maintenance.  




Bachelor's degree and minimum of three years of marketing experience required, preferably in charitable giving or private wealth management. Knowledge of Word, Excel and PowerPoint are required. This position requires evening, weekend work and travel as necessary  


Excellent written and oral communication skills. Intense attention to deadlines and details. Highly developed interpersonal skills and the ability to work with a diverse population of colleagues and donors. Participate in some weekend and evening donor events. Experience in working in a complex environment. Willingness to learn fundamentals of gift planning techniques.  


Experience in data record management preferred. Knowledge of gift planning software and graphic interface programs, such as Adobe Photoshop, are preferable. Reliability, sound judgment and discretion are essential.  



Columbia University is an Equal Opportunity/Affirmative Action employer --Race/Gender/Disability/Veteran.  

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