Planned Giving Associate Director – (STA005452)

first_imgManages a portfolio of planned giving prospects who are likely tobe major gifts donors in support of university-wide initiatives orfor an assigned college or unit. Possesses a high level ofknowledge and expertise in areas of gift planning strategies anddeferred giving vehicles and is knowledgeable about major gifts,general fundraising and estate and financial planningfundamentals. Cultivate benefactors to secure planned gifts at the leadershiplevels.Work with Development colleagues and academic leadership todevelop and execute solicitation strategies that merge thephilanthropic interests of a benefactor with the priorities of theUniversity.Work closely with benefactors and their advisors to select andimplement the use of appropriate gift planning vehicles to maximizethe gift to the University and the tax advantages for thebenefactor.Develop and present detailed proposals to benefactors toprovide information about giving options, tax implications of eachoption, and University policies regarding the implementation ofvarious gift strategies.Prepare and review gift documentation with the assistance ofGift Planning support staff including but not limited to trustagreements, gift agreements, and bequest provisions.Assist benefactors and their attorneys, CPA’s, and otheradvisors with research regarding tax, estate planning, andfinancial implications of various gift structures.Manage certain financial and administrative functions of theGift Planning Office.Consult with, advise, and train collaborative partners,development staff, volunteers, and professional advisors ondeferred giving practices and procedures. Assists in the development and implementation of various giftplanning programs, marketing initiatives and communicationsstrategies.Manages a portfolio of prospects mostly at the level of$100,000 or more for outright and planned gifts.Identifies, cultivates and solicits prospects, and stewardsdonors; works with administrators, faculty, staff and volunteers asappropriate.May be assigned to work with one or more colleges or units todevelop strategic gifts plans for those units.If assigned to a college or unit, may be responsible forcreating and implementing a development plan for components withinthe assigned college or unit, including resource management.Participates in University-wide development activities asneeded.May lead staff in the absence of the director.Performs other duties as required. EEO/AAQualifications :Bachelor’s Degree and 5 years experience.Requires a thorough understanding of both theoretical and practicalaspects of analytical, technical or professional discipline or thebasic knowledge of more than one professional discipline. Knowledgeof the discipline is normally obtained through a formal,directlyjob related 4 year degree from a college or university or anequivalent in-depth specialized training program that is directlyrelated to the type of work being performed.Requires a minimum of five (5) years of directly job-relatedexperience.Additional Information:Have the Ability to:center_img Preferred Qualifications: Working knowledge of estate planning techniques, tax law andthe general body of statutory, regulatory, and case law regardingplanned gifts would be helpful in this role.Experience working directly with clients.Experience with legal research and drafting skills.Preference is for a Law degree or CPA or CFP certification forthis role.last_img

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