Assistant/Associate Director of Gift Planning
Denison University

Job Info

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Position Type:

Administrative Staff

Classification Title:

Administrative Staff

Position Title:

Assistant/Associate Director of Gift Planning

Position Number:

A00237

Pay Grade Level:

AD 01

Salary:

$85,000 - $123,000

Department:

Gift Planning

Posting Number:

S 121301417

Full or Part Time:

Full Time

Number of Months:

12

FTE:

1

Basic Function:

Fundraising subject matter expert in the area of charitable giving arrangements who serves as a consultative resource for fundraising staff, internal financial/legal colleagues, donors, and professional advisors on matters associated with charitable gift planning, related administrative policies, tax matters, and gift documentation requirements. Secures major and planned giving commitments (both outright and deferred), along with annual gifts, through the management of personal portfolio. Travels extensively seeking philanthropic support.

Essential Job Functions:

• Identifies, qualifies, cultivates, solicits, and stewards prospects and donors for the position's own portfolio - with a focus on alumni in or approaching their 50th class reunion year - through donor-initiated gift planning inquiries, gift planning marketing responses, and analytics related to gift planning.
• Provides accurate and timely advice, calculations, proposals, documents, and other assistance to development officers, outside advisors, donors, and other inquiring parties with regard to the technical aspects of outright and deferred gifts (including tax, estate, and financial considerations).
• Ensures that all university/division/department standards, procedures and processes are followed, both personally and in guidance provided to others.
• Stays current with and maintains professional knowledge about tax laws, regulatory changes, industry best practices, standards and other technical aspects of charitable gift planning.

Minimum Qualifications:

• Bachelor's Degree
• Assistant Director: Experience of 3 years in fundraising, charitable gift planning or related areas of law, taxation, trusts or investments.
• Associate Director: Experience of 4-6 years in fundraising, charitable gift planning or related areas of law, taxation, trusts or investments.

Preferred Qualifications:

• Direct experience in a gift planning role at a non-profit or higher education organization.
• Juris Doctorate (JD), a Certified Financial Planner (CFP) designation, and/or similar professional designation.

Physical Demands:

• Occasional 10 lbs or more.

Contact(s):

Jason Shuba

Open Until Filled:

No

Denison University Background Check Statement:

Background Screening Statement
The final candidate will undergo a background check as a conditional offer of employment.

Denison University EEO Statement :

EEO Statement
Denison University is an Equal Opportunity Employer.To achieve our mission as a liberal arts college, we continually strive to attract and hire candidates with diverse backgrounds, experiences and identities. Denison fosters a campus community that recognizes the value of all persons regardless of age, disability, ethnicity, gender expression and identity, national origin, race, religion, sexual orientation, or socio-economic background. For additional information and resources about diversity at Denison, please see our commitment to inclusion, diversity, equity and antiracism (IDEA) at Denison Forward.

ADA StatementIf you require a reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please contact the Office of Human Resources at (740)587-6299 or by email at HR@denison.edu.

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