Associate Director Of Gift Planning At Occidental College

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Associate Director of Gift Planning

Duties: Reporting to the Director of Gift and Estate Planning, will be part of the team to expand and administer a comprehensive planned giving program that includes complex outright gifts and all forms of deferred giving including estate planning, bequests, charitable trusts, and gift annuities. Will be managing a major, planned and campaign gift prospect portfolio, generating and closing planned gifts and assisting other College personnel with planned gift proposals. Will assist in the management of the College’s legacy Society. Will solicit and close planned gifts in excess of $100K, individually and in collaboration with other development personnel. Will work directly with donors and their advisors, as well as with other development personnel, to develop and implement gift strategies that maximize current and deferred gift potential. Will assist major gifts officers and key college personnel with cultivation/solicitation strategies, as well as with solicitation techniques, proposal/fund agreement preparation, negotiation, and closure of such gifts. Will manage a portfolio of 125- 150 existing major and planned gift prospects, as well as those prospects that may be transferred into the portfolio as a result of the complexity of a gift or pending solicitation. Will complete 12-15 monthly face-to-face visits with donors, prospective donors, and/or their philanthropic advisers. Will actively work through suspect lists and potential prospect pools to identify and qualify new donors and develop the pipeline of prospective donors. Will aid in the oversight and management of administrative aspects of complex current and planned gifts, including, but not limited to: (a) Reporting and stewardship support to life income beneficiaries; (b) Interface with the College’s custodian trust manager; (c) Acceptance and administration of estate assets; (d) Develop and maintain detailed planned giving prospect information on donor database; € Reporting of gift planning productivity (e.g., proposals submitted, dollars raised, new deferred gifts identified; (f) Assist in proper documentation all planned gift acceptances and closures; and (g) Provide staff support for prospect and donor events. Partners with development staff to provide and assist in the creation and interpretation of fund agreements, policies, and other matters associated with deferred giving. Develops stewardship plans with development staff to steward prospects and planned giving donors. Confers with legal counsel regarding legal issues associated with certain gifts and pledges. Works with Finance and Administration offices regarding issues associated with certain gifts, investments, and reports.

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