Senior Associate Director Gift Planning Administration

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Senior Associate Director Gift Planning Administration
The candidate oversees the gift agreement function for Alumni Relations and Development (ARD). Serves as the primary consultant to senior level development officers, including the Vice President, with particular emphasis on structuring and writing agreements that memorialize the terms for complex gifts in support of endowed scholarships, professorships, fellowships, centers and institutes. In conjunction with the Executive Director for Gift Planning, this position is also responsible for developing and administering policies and procedures surrounding the use of templates for more standard gift scenarios. Works directly with gift officers, outside legal and financial advisors, and in certain instances, with donors themselves. Also interacts regularly with the Office of the General Counsel. Will spend most of its day working on a computer (PC) and typing documents. Specific Responsibilities: Manages the gift agreement function for the Alumni Relations and Development; Drafts complex agreements for gifts or pledges, including deferred gift commitments that are valued at $100,000 or more; manage two assistant directors who also draft gift agreements; Total volume amounts to approximately 300 agreements per year; Develops and refines template documents for various categories of gifts, to be utilized by current staff in Gift Planning and fundraisers in units on a limited basis; Negotiates gift terms that are in the best interests of **MEMBERS ONLY**SIGN UP NOW***. and also responsive to donors' needs; Provides consultative services to all fundraisers with a particular focus on the senior level staff for the purpose of negotiating terms for gifts ranging in size from $100,000 to $100 million; Oversees efforts to follow up with gift officers when agreements are not signed in a reasonable time and help identify and clear obstacles to closing; At the direction of the frontline officer, works directly with donors and their legal advisors to explain and negotiate terms; Provides ongoing training to fundraisers and certain administrative staff both centrally and in the professional schools on the purpose and practice of gift agreements; Develops training materials that can be utilized throughout the year; Develops materials on demand as new issues arise or specific requests are made by the Executive Director; Works directly with ARD Talent Development to plan and execute the regular sessions that occur throughout the year; Serves as the primary resource within the Gift Planning program on policies relating to administration of gifts and in particular endowed fund administration; Serves as program's primary expert on stewardship policies and procedures; Performs other duties as required or assigned.

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