The Associate Director of Planned Giving is responsible for working with individual donors, providing support to other members of the Development staff, and managing, with oversight from the Senior Director of Major and Planned Giving, the marketing and management of Carleton's planned giving program. Essential Job Functions/Responsibilities: Serve as a consultant to other members of the Development staff that work with planned giving prospects, including strategizing, developing, and drafting written proposals using complex assets and a variety of planned gift instruments. Oversee the Joseph Lee Heywood Society, Carleton's recognition society for planned giving donors, including mailings, activities and events; manage the planned giving marketing program. Develop and maintain technical expertise in legal and financial issues related to charitable gift planning; assure that all members of the major gift team have basic planned giving training. Cultivate and solicit current and prospective planned giving donors; including personal visits (requires some weekend work and travel of up to 25 percent). Manage relationships with the College s planned giving partners, both internal and external, including: TIAA Kaspick, outside counsel, Carleton s Business Office and College Communications. Manage the process for settling estates from matured bequests. Track data and develop metrics that measure performance for the Planned Giving Office Note: This position description is not intended to be all-inclusive. Employees may perform other related duties to meet the ongoing needs of the organization. Review of applications begins immediately and continues until the hire is complete. We accept only online applications. Carleton College is an AA/EEO Employer: We are committed to developing our staff to better reflect the diversity of our student body and American society. Members of underrepresented groups are strongly encouraged to apply. Staff Salary and Benefits: The selected finalist s salary will be based on the candidate s qualifications, internal pay structure, and our overall compensation package. Carleton offers a generous benefits package, including comprehensive medical, dental, and vision insurance, 403(b) retirement plans with a 10% employer contribution with immediate vesting, a health savings account with a college contribution, a generous paid time off package, as well as access to many other campus amenities. Founded in 1866, Carleton College is a private, coeducational liberal arts college of roughly 2,000 students located in the historic river town of Northfield, Minnesota. Nationally recognized as the nation s top college for undergraduate teaching, Carleton is known for its academic rigor, intellectual curiosity, and sense of humor. Carleton offers 33 majors and 38 minors in the arts, humanities, natural sciences, mathematics, and social sciences.