Associate Director Of Gift Planning

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Associate Director of Gift Planning - University Advancement Division

The candidate will provide technical gift planning expertise in identifying, cultivating, and soliciting prospects. Working with donors and their advisors, as well as school Senior Directors of Development and gift officers, will develop strategies, proposals, and financial illustrations, and present the materials in person when possible. Will partner with assigned school-based teams to create fundraising targets and goals and the strategies to reach those goals. Will use Advance, donor and alumni information management system/database, to identify potential gift planning prospects and meet with them to introduce the idea of estate giving. Will steward existing gift planning donors and gifts. Will develop and present educational sessions on gift planning for internal staff and volunteers. Identify, qualify, cultivate, solicit and steward a prospect portfolio of approximately 75-100 donors. Independently and in conjunction with school-based development officers, identify and develop strategies that maximize the mutually beneficial relationship between the donor. Develop gift proposals utilizing appropriate charitable gift instruments which will assist donors in achieving their philanthropic goals. Travel to meet with approximately 90 prospects/donors each year to ascertain their goals, interests, and needs, and close gift proposals. Maintain detailed notes and contact reports in Advance which reflect the ongoing strategies involved with each planned giving prospect. Serve as gift planning officer and liaison with assigned schools within the University, attending school events and prospect meetings, and representing and seeking funding for school priorities. Develop strategic plans for and manage planned giving volunteers/advocates. Assist in development and execution of stewardship plans for existing donors and their gifts for assigned schools. Facilitate Closure and Execution of Gifts: Respond to inquiries from prospective donors and/or their legal or financial advisors by providing financial calculations, sample bequest language, etc. Prepare customized gift proposals and related financial illustrations. Coordinate drafting of gift annuity contracts, charitable remainder trusts and associated documentation including tax acknowledgement letters. This work may require internal consultation with Advancement Gift Information Services, the Treasurer's Office, Office of General Counsel, the VP of University Advancement and the President's office and externally with company, outside counsel and the donors' advisors. Assist in evaluating potential life income gifts and other gifts of complex assets to determine viability of gift acceptance based on gift policies, administrative fees, time investment and necessary reporting. Training and Professional Skills Development: Provide training and consultation on planned giving donor identification and on gift and estate-related topics for the major gift, annual fund and alumni relations staff and for alumni, friends and volunteers. Attend planned giving conferences and seminars to keep current with changes in tax and estate laws and related issues. Follow professional publications and legislation to keep abreast of new strategies and gift planning issues. Gift Planning Office Activities: Participate in office-wide projects, strategy sessions, marketing campaigns, and stewardship efforts including preparation for and participation in events and activities sponsored by the University’s legacy society, the Society.

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