Executive Brief

Director of Gift Planning
Bentley University

The Organization: Bentley University

Bentley University, a private, not-for-profit university, is a place for successful leaders who set out to create positive change in our communities, organizations and the world. Bentley believes in doing business and doing good at the same time.

By combining business education with arts and sciences, Bentley provides students with the critical thinking and practical skills to help them collaborate effectively, communicate clearly and lead successful, rewarding careers.

Bentley is more than just one of the nation’s top business schools. They are a community of leaders committed to making an impact that doesn’t just move business forward, but that moves us all forward. Bentley prepares students to be a force - a force for business and a force for good.

The Princeton Review ranks Bentley No. 1 in the nation for career services. For more than a decade, 97 to 99 percent of Bentley's graduates have been employed or enrolled in graduate school within six months of graduation. Bentley graduates don’t just land great jobs, they’re engaged in their careers and active contributors to society. It’s a well-rounded approach that delivers a dynamic career and fulfilling life.

Committed to First Generation Students:

Bentley University is committed to providing a transformative educational experience to all students, and is especially proud of its efforts to attract and retain students who are the first in their families to attain a degree in higher education. Bentley has a variety of programs specifically targeted to first-generation college students (which they define as students whose parents or guardians have not attained a bachelor’s degree at any college or university). Bentley knows that first-generation college students are ready to take on business and society’s most pressing challenges, and Bentley will give them the tools they need to succeed.

Bentley Yesterday…and Today:

In 1917, Harry C. Bentley first convened a class of 30 students on Huntington Avenue in Boston, with a goal of educating the next generation of accountants. Since opening its doors over 100 years ago, Bentley University has continuously reinvented business education and grown from those humble beginnings to become one of the top business universities in the U.S. 

As a transformative lifelong-learning community, Bentley University prepares over 5,000 undergraduate and postgraduate students each year to use their business know-how to make a positive difference in the world. With a community of over 65,000 proud Falcon alumni, the impacts of a Bentley education stretch around the globe.

Mission & Vision:

Bentley's Mission Statement:
Bentley University changes the world with a transformative business education, integrated with arts and sciences, that inspires and prepares ethical leaders who will confront the challenges of today and shape the opportunities of tomorrow.

Bentley's Vision:
As a preeminent business university, Bentley will be a knowledge-producing, engagement-based institution that develops learners for an innovation economy and empowers its community and stakeholders to address some of the world's most consequential challenges. We will achieve this by broadening our reach and impact, strengthening our programmatic portfolio, and creating a culture that becomes a beacon for inclusion and equity. 

Diversity & Inclusion:

Valuing diversity is one of Bentley's greatest strengths and is a core value. The Office of Diversity & Inclusion is responsible for fostering an inclusive community by leveraging interactions between offices, educating the entire community and working to increase the diversity at all levels of the University. While the office coordinates university-wide, diversity-related programs and initiatives, many other departments, centers, offices, and organizations at Bentley contribute to improving the diversity climate through varied and persistent efforts.

Diversity is critical to Bentley University’s mission of educating creative, ethical, and socially responsible organizational leaders. Bentley's institutional values are rooted in a belief that appreciating diversity means that they work in an environment that embraces diversity of opinion and that is free from hostility and intolerance. 

Bentley University - Leadership Spotlight

E. LaBrent Chrite, Ph.D. - President

E. LaBrent Chrite, Ph.D.
President


Brent Chrite is the ninth president of Bentley University where he led an ambitious effort to create a strategic plan to ensure the institution’s long-term vitality, health and impact in the disrupted higher education marketplace. Before Bentley, Chrite was the seventh president of Bethune-Cookman University, an iconic HBCU in Daytona Beach, Fla. Chrite and his team led the institution out of the most severe financial crises in its recent history. He also served as the dean of the University of Denver’s Daniels College of Business as well as the Feliciano School of Business at Montclair State University.

Chrite also spent a combined 20 years in a variety of academic and senior leadership roles at the University of Arizona’s Eller College of Management and the Ross School of Business at the University of Michigan. At Ross, Chrite led the school’s premier research and outreach entity, the William Davidson Institute, focusing on post-central command and transition markets. In that role, he expanded the breadth and impact of the institute’s geographic portfolio to include Latin America, Africa and Central Asia. 

Chrite is an independent director at Gordon Food Service (GFS), an $18 billion enterprise and one of the largest privately held businesses in America. He chairs the board’s risk committee. Chrite is also an independent director at Algafeed Corporation, a revolutionary photobioreactor-technology company. 

Chrite provides energetic and high-integrity leadership, and he is committed to individual and institutional capacity-building efforts to ensure that today’s workforce and their organizations are positioned to compete in the innovation economy. Throughout his career, he has committed himself to preparing students to successfully navigate the on-ramp to a global, connected and entrepreneurial economy. His focus has been on developing students’ adaptive capacities encompassing effective communications, self-reflection, narration and awareness, in addition to the requisite technical and computational fluency required for the 21st century marketplace. 

Chrite has extensive experience developing the private sector in some of the world’s toughest and most opaque economic environments. Most recently, he led a three-year initiative in partnership with the U.S. Department of State to strengthen workforce development efforts across Afghanistan. He has pioneered fresh approaches to poverty alleviation and economic development across Africa, Central Asia and the Middle East. In parallel with his higher education work, he has led projects under the auspices of bilateral and multilateral agencies such as the World Bank, U.S. Department of State, Eurasia Foundation and Millennium Promise. 

Chrite is a passionate teacher and thought leader. He has taught strategic management, leadership and international business to graduate business students and executives at the Ross School of Business, the Eller College of Management and in universities around the world. Chrite completed his undergraduate work at Michigan State University, his Master of Science at the University of Missouri-Columbia and his Ph.D. from the University of Michigan.

Sue Ramsey - Associate Vice President for Development

Sue Ramsey
Associate Vice President for Development


Sue brings over 30 years of experience in development across healthcare and higher education. She joined Bentley University in 2024 as Associate Vice President for Development, overseeing frontline fundraising teams, including annual, leadership, and major gifts, gift planning, parent and family giving, and corporate and foundation philanthropy. Leveraging her experience, she is leading efforts in team building, professional development, and process improvement.

Before Bentley, Sue served as Assistant Vice President of Development at Brigham and Women’s Hospital, where she led a team focused on securing gifts of $100K+, organized capital fundraising efforts, and mentored staff on strategies for securing philanthropy for institutional priorities. She played a key role in completing the hospital’s historic $1.7B campaign and later served as Interim Chief of Staff in the Office of the President, onboarding the new president and collaborating with senior leadership and trustees on strategic initiatives.

Sue’s eight-year tenure at Boston College included significant contributions to the successful $1.6B Light the World campaign. As Executive Director of Capital Giving, she oversaw major, principal, and international gifts, gift planning, and annual giving. Earlier, as Director of Gift Planning, she created a campaign that secured over $100M in estate commitments.

Sue began her career in gift planning at Massachusetts General Hospital, where she led the program in the latter half of her 14-year tenure, generating $10-15M annually.

Beyond her professional roles, Sue serves on the development committee of Lifeworks Inc., is a certified 21/64 trainer for intergenerational philanthropy, and is a past president of the Planned Giving Group of New England. A graduate of Boston College and former co-captain of its Women’s Ice Hockey team, Sue lives with her husband and two sons in Metrowest Boston.

The Opportunity: Director of Gift Planning

Bentley University - Director of Gift Planning - Job Description (PDF Download)

Position Summary

The Director of Gift Planning reports to the Associate Vice President for Development and leads Bentley University’s strategic efforts in gift planning. This role oversees all aspects of gift planning, including life income gifts, deferred gifts, trust and estate administration, and gifts of complex assets. The Director manages a portfolio of donors and prospects, cultivating, soliciting, and stewarding planned and blended gifts while developing innovative strategies to market and promote legacy and asset-based giving.

Serving as a key resource and strategist, the Director advises colleagues and donors on gift acceptance and tax-wise giving strategies including complex assets such as life insurance, real estate, tangible property, and retirement plans. The Director collaborates closely with advancement leadership and frontline staff to design and secure transformational gifts, ensuring Bentley’s continued success in philanthropic support.

The Role and Responsibilities

Key Responsibilities:
  • Develop and implement a comprehensive gift planning program with both annual and long-term strategies to cultivate, steward, and grow Bentley’s legacy donor pipeline.
     
  • Manage the university’s gift planning program, including bequests, charitable trusts, gift annuities, insurance, and non-cash gifts.
     
  • Maintain a portfolio of donors, qualifying, soliciting, and stewarding planned and outright gifts.
     
  • Provide strategic guidance and technical expertise to gift officers, advancement staff, and university leadership on best practices in legacy and asset-based philanthropy.
     
  • Create and deliver an in-house gift planning curriculum for colleagues, prospective donors, volunteers, and university leaders.
     
  • Partner with Advancement Communications to develop and execute a marketing strategy that increases legacy pipeline and Legacy Society membership, raises awareness of planned giving opportunities, and highlights Bentley’s expertise in charitable donations of complex and non-cash gifts, as well as maximizing benefits of IRA QCDs and donor-advised funds.
     
  • Strengthen donor relationships, stewarding high-capacity legacy donors and prospects in collaboration with the Donor Relations team.
     
  • Monitor and evaluate program success, refining strategies based on performance metrics and ROI analysis.
     
  • Ensure compliance with gift acceptance policies and best practices, serving as a leader in developing, maintaining, and adhering to policies related to gift counting and acceptance.
     
  • Liaise with the Office of General Counsel, maintaining relationships with external counsel and gift planning asset administrators.
     
  • Advise Finance and Controller’s offices on administrative and accounting matters related to past, present, and future planned gifts.
     
  • Manage the gift planning operational budget.

Qualifications and Expectations

Minimum Qualifications:
  • Bachelor’s degree with 8+ years of advancement experience, including a proven record of closing planned and outright gifts and securing complex asset gifts of $1M+.
     
  • Demonstrated success in leading a comprehensive gift planning program, preferably in higher education or a similarly complex organization.
     
  • Strong strategic, analytical, and critical-thinking skills with a collaborative and donor-centric approach.
     
  • Deep understanding of planned giving vehicles, charitable tax law, and estate planning.
     
  • Excellent written and verbal communication skills with the ability to engage diverse audiences.
     
  • Experience working with CRM donor databases, Microsoft 365, and gift planning software.
     
  • Ability to manage multiple priorities with strong attention to detail and deadlines.
     
  • Commitment to diversity, equity, and inclusion within a values-driven organization.
     
  • Professionalism, discretion, and the ability to maintain strict confidentiality.
     
  • Must hold a valid, unrestricted U.S. driver’s license with an insurable driving record.
Work Environment:
  • Hybrid work environment with both virtual and in-person meetings.
     
  • Travel required (10-20%), including day and overnight trips by car, plane, or public transportation.
     
  • Occasional evening and weekend responsibilities.

Applications & Nominations

Bentley University has partnered with Boyden Executive Search. For more information about this opportunity or to submit a cover letter and resume, please email:

Lisa Vuona
Managing Partner, Boston
lvuona@boyden.com
LinkedIn

Lisa Vuona has decades of experience in executive search and human resource management, primarily in the non-profit, healthcare and education sectors. She is distinguished by her track record and network, and by her approach, which combines the strategic power of data with a finely tuned ability to understand the client’s organization and identify high-caliber leaders who fit the culture.

Shaké Sulikyan 
Senior Advisor and Executive Search Consultant, Boston
ssulikyan@boyden.com
LinkedIn

Making the world a better place is Shaké Sulikyan’s mission in life. She has decades of experience in the nonprofit sector including senior leadership roles in healthcare, academic medicine, higher education, and social services. Shaké loves connecting nonprofit organizations and exceptional professionals and is honored to support social impact organizations throughout the United States. She currently lives in the San Francisco Bay Area.

Don’t check off all the boxes or meet every single requirement? We have learned that potential candidates hesitate when applying for a job unless they meet every single requirement. Boyden Boston is dedicated to inclusivity and valuing diversity and equity in the workplace. If this opportunity excites you, but your background may not be a perfect match, we still encourage you to apply.

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