Director Planned Giving Operations - Office Of Advancement

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Director, Planned Giving Operations - Office of Advancement
Duties: Serve as the initial point of contact for key policies related to planned gifts including the Gift Acceptance Policy and Campaign Counting Policy. Manage legal compliance and reporting for the charitable gift annuity program and providing University Finance and Tax information for the IRS Form 990 and audits. Manage state registration requirements related to the University’s gift annuity program. Estate and Trust Administration Responsible for the settlement and realization of estate gifts to the University in partnership with University Counsel and Finance, including gifts by will or trust, retirement funds, payable on death accounts, life insurance, etc. Interacts with outside attorneys, executors, and trust administrators who are responsible for transferring assets to the University. Reviews and improves processes, where appropriate, to achieve goals of receiving full value of bequests in a timely manner; following donor intent regarding use of gifts; managing the process and workload efficiently; and providing timely and accurate information to University Finance and the Office of Gift Administration (OGA). In coordination with the Executive Director, University Counsel and other key stakeholders, manage ongoing gifts of real estate, complex assets, and tangible personal property. Coordinate the activities of internal counsel, external counsel, and occasional outside counsel hired to represent the interests of the University where legal challenges or interpretations have jeopardized our interests. Oversee the authorization process from University Counsel and Finance of all legal documents pertaining to bequest distributions including wills, trusts, beneficiary designations, fiduciary accounts, and receipt and release agreements. Oversee the internal reporting process that informs appropriate parties of pending estate matters and incoming revenue. Collaborate with Stewardship and other parties to ensure appropriate stewardship is provided for planned gifts. Analyze, review and improve processes, policies and procedures where appropriate to increase efficiencies, provide high-quality internal and external customer service and protect the interests of the University. Serve as a point of contact for exceptions to general policies and guidelines and extremely complex or gifts that otherwise need additional attention by the Executive Director. Planned Giving Administration Responsible for overseeing the life income program. Serve as main contact for life income program vendor, who is responsible for investment and administration of the planned gift assets. Supervise the Sr. Associate Director who has responsibilities for the day-to-day operations of the life income program. Review all new planned gifts to ensure appropriate documentation for counting and crediting, and compliance with existing policies. Ensure proper processing of planned gifts, including coordinating with other University departments to properly allocate funds and inform the creation of worktags. Monitor and ensure proper counting of planned gifts for campaign and reporting purposes. Oversee acknowledgement process for planned gifts with OA Stewardship, ensuring accurate and timely acknowledgement. Oversee day to day management of the appreciated securities program, including managing communications with donors and brokers concerning the transfer of gifts of stocks and mutual funds. Manage planned gifts in holding, ensuring compliance with University and department processes. Assist with due diligence for proposed gifts of art, tangible personal property, and real estate; and, where appropriate, acceptance and processing of the gifts. Oversee regulatory compliance, internal and external, for gifts-in-kind and real estate valued at $5,000 or more. Ensure appropriate information is shared with University Finance and Tax. Manage process for booking gifts with the Office of Gift Administration, ensuring accurate crediting and acknowledgment of the gift. Coordinate IRS Form 8283 and secure appropriate internal signatures in a timely manner. Serve as the office’s liaison to University Special Collections; assist with implementation and enforcement of policies and procedures for acceptance, booking and acknowledgement of gifts-in-kind and tangible personal property. Guide and direct the design and implementation of the PG marketing plan. Supervise the Associate Director of Marketing, who has responsibilities for the day-to-day execution of PG marketing initiatives. In collaboration with the Associate Director of Marketing, research, review, report, and analyze current planned giving marketing strategies and recommend program changes to increase results. Coordinate and manage the production of planned giving marketing materials and solicitations which complement the PG website and electronic resources. Track efficiency and response of marketing materials, including website analytics, to suggest and determine useful audience segmentation and/or strategy changes for the future. Manage the annual budgeting process and ensure that detailed annual budgets are completed and submitted in a timely manner. Oversee day-to-day operations for the budget to include procard reconciliations, employee reimbursements, and invoice payments. Oversee and monitor actual expenditure levels against budget projections and funding obligations. Make budget adjustments and other cost improvement measures as needed. Coordinate the preparation and interpretation of financial reports for Executive Director’s review. Develop financial reporting for campaign forecasting, analyses and to reflect the gift totals and other goals for the office. Reports range from overall planned giving performance to individual schools’ and units’ performance. Manage the human resource component for the office, including liaising with University HR and OA Talent Management. Supervise the Senior Associate Director of Estate Administration, Associate Director of Marketing, and PG Operations Development Associate. Conduct annual reviews for PG Operations team and provide ongoing feedback and management.

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