Unit-specific Responsibilities 1) Reporting to the Senior Associate Vice President for Development, Individual Giving, the Executive Director is responsible for leading the Universityâ™s gift planning program and managing a team to achieve program success and implement industry best practices. 2) The Executive Director oversees and coordinates a gift planning program that secures approximately $110M annually as of 2019, and acts as primary liaison with the Universityâ™s outside planned gift investment manager, Office of Investments, Office of Legal Counsel, Financial Services, and other University and ARD departments to maximize the prudent investment performance, efficient administration, and ultimate value of planned gifts to the University. 3) Acts as primary gift planning advisor and strategist for the principal gift and serves as the Universityâ™s gift planning expert for Alumni Relations and Development across the entire campus. 4) Cultivates, solicits, administers and stewards life income gifts, bequest expectancies, realized bequests, gifts in-kind, real estate and complex asset gifts. 5) Provides high-level support and consultation on gift documentation, tax and legal issues related to charitable giving, international giving, gift acceptance and other development policy-related functions to the University. 6) Oversees the estate settlement program to ensure timely and efficient collection, tracking and processing of all testamentary gifts. 7) Manages investment performance and tax reporting to all planned gift beneficiaries and donors. 8) Oversees the Universityâ™s fiduciary duties and obligations as trustee of split interest trusts. 9) Advises the Vice President of Alumni Relations and Development on cost benefit analysis and institutional risk associated with gifts of real estate and complex assets. 10) Serves as content expert on tax law developments, charitable giving techniques and new gift assets (donor advised funds, cryptocurrencies). 11) Designs and implements analysis of planned gift data to improve realization and fulfillment rate for planned gifts as well as to market and promote planned gifts. 12) Provides strategic direction for the marketing, communications and stewardship program, to include newsletters, targeted mailings, websites, social media, reunion activities and events. 13) Supervises stewardship of planned gift donors through the recognition society as well as staffs and supports its Chair. 14) Benchmarks the gift-planning program against peers, maintain best practices, monitor and measure return on investment. 15) Supports the international giving program on the creation and maintenance of foreign charities, the tax consequences of international gifts and administration of gifts from abroad. 16) Oversees and manages the production of all sample bequest language, bequest letters of direction, gift annuity and trust agreements. 17) Ensures gift planning advisory functions, outreach, and training are provided to units and donors. 18) Represents the University as a leader and industry standard among gift planning peers. 19) Seek opportunities for professional development that will enhance job performance, including building networks within the University and with colleagues at peer institutions.
Unit-preferred Competencies 1. Communicate Effectively & With Influence 2. Exhibit Resilience & Optimize Resources 3. Display Emotional Intelligence 4. Demonstrate University Stewardship & Serve as a Brand Ambassador 5. Foster Partnership & Collaboration 6. Demonstrated skill and knowledge of, or ability to learn quickly, the internal workings of the University as well as the technology tools available to the Office of Alumni Relations and Development, including Griffin (the University's Donor Relationship Management System), Microsoft Windows computer environment, Microsoft Outlook, Word, Excel, PowerPoint and Access. 7. Willingness and ability to travel to campus and/or non-campus locations for University business. 8. Willingness and ability to work evenings and weekends.
Working Conditions Work Setting 1) Standard office environment
Mental Demands 1) Self-motivation and the ability to take initiative. 2) Ability to prioritize multiple projects and independently follow through with detail.
Experience 1) Experience leading a project team or managing staff 2) Demonstrated experience and success in negotiating and closing principal gifts with high-level donors and their advisors. 3) Demonstrated experience in legal drafting. 4) Experience developing and monitoring budgets. 5) Demonstrated legal practice experience in estate, tax or financial planning preferred. 6) Demonstrated technical expertise in charitable giving techniques as well as tax and financial consequences. 7) Proficiency in gift planning software and illustration preparation.
Required Documents 1) Resume 2) Cover Letter (optional)
NOTE: When applying, all required documents MUST be uploaded under the Resume/CV section of the application.
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