Director Of Legacy Giving

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Director of Legacy Giving
Duties: Reporting to the Vice President of Institutional Advancement, the Director of Legacy Giving plays a critical leadership role in the success of the Office of Institutional Advancement (OIA). Works with the VP to create direction and strategy for OIA, to set and meet ambitious goals across the organization, and to manage policy, processes, and a comprehensive legacy outreach program. Will serve as both a content matter leader and expert, as well as an integral partner with the rest of the College Office of Institutional Advancement to realize the full potential of community of alumnae and friends to invest in the College's future. Provides technical and legal expertise in estate planning to prospective and current donors and to their advisors regarding the tax and charitable aspects of legacy giving. Provides expertise and is a key development officer in the construction and evaluation of complex gift agreements, for gifts both outright and planned. Significantly build and integrate the Legacy Giving program to support the identified fund raising priorities of College. Entails serving as the chief technical expert responsible for all legacy giving and applicable tax law; managing a portfolio of individual donors capable of making legacy gifts in the range of $25K-$1M+; providing ongoing quantitative and predictive analysis and data mining to proactively address the Legacy Giving program's progress and opportunities; and working with OIA staff, campus leaders and faculty and staff partners on both strategic and technical aspects of legacy giving. Lead the Legacy Giving program to further the mission of **MEMBERS ONLY**SIGN UP NOW***. and support OIA fund raising goals. Candidates must demonstrate past effectiveness in development, marketing, community networking and building donor relationships. Actively manage a portfolio of legacy giving prospects and donors who are in various stages of identification, cultivation, solicitation, and stewardship and are capable of making legacy gifts in the range of $25K-$1M+. Provide ongoing quantitative and predictive analysis and data mining to proactively address the Legacy Giving program's progress and opportunities. Serve as the chief technical expert in legacy giving and applicable tax law for OIA. Communicate with professional advisors (attorneys, CPAs, and financial advisors), as appropriate, to advance gift discussions and build awareness for **MEMBERS ONLY**SIGN UP NOW***.'s legacy giving opportunities. Oversee the development and implementation of policies and procedures related to legacy giving, ensuring the confidentiality of constituent information. Nurture a customer-service ethic among members of the OIA team; seek feedback from internal customers and drive constant improvement. Manage the budget for Legacy Giving. Liaise with Finance, Gift Acceptance Committee, Kapsick & Co., and outside counsel as needed. Partner with Donor Engagement staff to thank, acknowledge and recognize legacy donors and their family members. Oversee web site partnership with Stelter. Resolve complex internal and external questions and issues related to legacy gifts. Draft and review complex proposals and gift/pledge agreements, providing legal and technical expertise and guidance to OIA leadership and frontline fundraisers as needed. Synthesize current and historical legacy giving information for analysis by the Vice President of Institutional Advancement and other senior administrators as assigned. Manage special projects as assigned on a regular basis. Follows all gift acceptance policies. Cross train to learn other areas and functions in OIA.

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