Assistant/Associate Director of Gift Planning

Profile

Assistant/Associate Director of Gift Planning
The candidate will serve as a fundraising specialist in the area of planned giving arrangements, work collaboratively with colleagues across each of the three universities and the university to provide technical support and guidance related to gift planning and secure major and planned giving commitments (both outright and deferred) for the University systems. Travel is required to advance gift planning strategies, stewardship, and professional development. Provide accurate and timely advice, calculations, proposals, documents, and other assistance to development/advancement officers, outside advisors, newsletter respondents, donors and other inquiring parties with regard to the technical aspects of outright and deferred gifts; including tax, estate, and financial considerations. Provide guidance to prospects and donors regarding charitable giving options as well as funding opportunities pertaining to colleges, departments, and programs. Maintain and manage a small portfolio of prospects and donors to ensure the appropriate quality and quantity of contacts pursuant to developed strategies. Ensure timely and accurate preparation and delivery of all gift documentation including donor gift agreements, statements of understanding, and life income agreements. Support programs and activities designed to market planned giving to prospects and donors. Develop and deliver training to advancement staff on gift planning techniques, tax ramifications, IRS requirements, and administrative guidelines related to gift documentation. A Bachelor’s degree and 3+ years of experience in major gift fundraising, charitable gift planning, or in related areas of law, taxation, trusts, or investments required. A Juris Doctorate (JD), a Certified Financial Planner (CFP) designation, or similar designation preferred. Exemplary integrity, relationship-building skills, and interpersonal skills and excellent analytic ability and oral and written communications skills required. Higher education experience is strongly preferred, along with a thorough understanding of investments (financial assets, real estate, etc.) and estate planning (wills and trusts) preferred.
Deadline: March 31, 2017.

Company info

Sign Up Now - WashingtondcCrossing.com