Assistant Director Of Planned Giving

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Assistant Director of Planned Giving
The candidate will support all aspects of gift planning and related tax and legal matters in the Office of Development. Will provide assistance in increasing awareness of charitable giving techniques among alumni and friends of the university. Work collaboratively with planned giving colleagues to assist donors, prospects, and their legal and financial advisors establish charitable trusts, bequests, and complex outright gifts to benefit the university. Initiate gift discussions with and respond to inquiries from donors and prospects. Collaborate with other university development officers in gift solicitations, providing expertise in connection with bequests, charitable remainder trusts, charitable gift annuities, pooled income funds, charitable lead trusts, gifts of real estate, and other complex assets. Work closely with development staff to provide technical support and policy construction, including accurate documentation of outright gifts, to increase awareness of complex and deferred gift vehicles and cultivate new donors. Assist with design and implementation of marketing efforts providing information on the methods and benefits of trusts, bequests, and other planned gifts to all whose circumstances might lead to such gifts. Develop and maintain current expertise in tax, trust, probate, and other laws affecting charitable giving. Represent the university in discussions with donors regarding the use of their gifts. Coordinate with the Stanford Management Company concerning acceptance, management, and disposition of gift property, including real estate, limited partnership interests, and other non-cash gifts. Work closely on a collaborative basis with other professional staff in the Office of Planned Giving, the General Counsel's office, and the staff of the Charitable Trust Management Group at the Stanford Management Company. Assist in drafting pledge and gift agreements with varying degrees of complexity, charitable trust documents, and sample bequest language for gifts to university. Perform other duties as assigned.

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