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Gift Planning Officer

Position Summary

The Gift Planning Officer will identify planned gift prospects and build a portfolio to meet individual and unit goals. This position builds relationships with and inspires the confidence of donors and their legal and financial advisors. He/she will meet with stakeholders to think strategically and creatively through the gift planning process, translating the donor’s wishes into action. This position is highly collaborative with other development colleagues, and works closely with university and foundation leadership. This position also requires extensive public contact with high-level alumni, donors, and volunteers.

Core Responsibilities include but are not limited to:

  1. Implement strategies and activities that promote planned giving vehicles (real estate, unitrusts, annuity trusts, bequests, life insurance, etc), convey the tax advantages and describe how these gifts are beneficial components in charitable estate planning.
  2. Manage a portfolio of prospects to meet individual and unit activity goals.
  3. Partner with development officers to build and implement planned gift strategies for their constituents.
  4. Maximize the organization’s prospect management database and other institutional resources to ensure appropriate management of donors, prospects, alumni, and volunteers in coordination with donors’ wishes, university objectives and Foundation strategic plans.
  5. Maintain strong relationships with current donors and respond to donor requests for information on planned giving and charitable estate planning.
  6. Educate development staff, donors, and financial advisors on planned giving tools, estate planning tools and techniques.

Requirements:                      

  • Bachelor’s degree and 3-5 years professional transferrable experience in a related field such as trusts and estate law, financial planning, or trust or wealth management, ideally within a nonprofit institution.
  • Fondness for and appreciation of the wisdom and experience of mature donors and a proven ability to gain their trust.
  • Experience with building cross functional, interdisciplinary and/or intra-institutional partnerships.
  • Proven ability to communicate effectively and persuasively with a diverse client base, university leadership partners, foundation leadership and peers through verbal and written means.
  • Customer centric approach with the ability to listen and translate the needs of the donor into action.
  • A valid motor vehicle operator’s license with an acceptable driving record required.

Travel:                       

  • Significant travel required.

Physical Demands:               

  • Work is primarily sedentary. Must be able to sit for long periods of time. May require occasional physical exertion such as long periods of sitting or standing; recurring bending, crouching, stooping, stretching, reaching, or similar activities.

Desired Skills & Experience:                                  

  • Advanced degree, JD, CPA, CFP and/or CFRE certification preferred.
  • Experience in the transactions of real estate to include investments, sales, site selection, partnership agreements, market analysis, oil interests, mineral rights, farm property and land use planning.
  • Knowledge of federal and state laws and IRS rulings that effect cash, securities, real estate and personal property gifts.
  • Ability to strategize and organize complex projects and plans to deliver results.
  • Results-orientated, quality-driven and team oriented.
  • Ability to meet deadlines and follow through on projects.
  • Solid understanding of development techniques and systems based on past performance.
  • Passion and enthusiasm for the university, the mission of the foundation and the college unit.
  • Driven and hard working.
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