Assistant/Associate Director of Planned Giving
Company: Colgate University
Location: Hamilton
Posted on: November 22, 2022
|
|
|
Job Description:
Assistant/Associate Director of Planned Giving Position Title
Assistant/Associate Director of Planned Giving Full Time/Part Time
Full Time Division Office of Advancement Department Planned Giving
Department Statement Colgate University, a top-ranked liberal arts
college, is seeking an Assistant/Associate Director of Planned
Giving to support planned and estate gift administration. Founded
in 1819, Colgate is a small, highly selective residential liberal
arts college for students of talent who are preparing for lives of
leadership and productive citizenship. Colgate University enjoys a
strong tradition of philanthropy and engagement, having
successfully raised over $480 million from more than 34,500
community members during Passion for The Climb: The Campaign for
Colgate, completed in 2012. On an annual basis, more than 56% of
Colgate's alumni engage with the University through philanthropy,
volunteering, or engaging at online and in person programs,
including signature events like Reunion that draw more than 2500
alumni and guests. This tradition of philanthropy paired with
strong levels of alumni affinity position Colgate well for even
greater success, as the Vice President and his team prepare to
achieve the goals of the recently announced $1 billion Campaign for
the Third Century.
At this pivotal moment in the University's history, Colgate is
seeking an Assistant/Associate Director of Planned Giving to play
an integral role in supporting the Planned Giving and Advancement
teams. This position is accountable for the proper execution,
recording and administration of planned gifts, tracks overall
planned giving outcomes, supports fundraising staff with planned
giving proposals, processes gifts-in-kind, and is responsible for
understanding gift acceptance policies and the stewardship of
planned gifts .The successful candidate will possess strong
communication and customer service skills, the ability to
collaborate with a variety of internal and external entities, must
be accurate and detail oriented, and possess relevant skills that
can include experience in fundraising, administration, financial
services, bookkeeping, or legal areas. Accountabilities Level of
appointment will be determined by experience and education
level.
Accountable for the proper execution and administration of planned
gifts. Ensures planned gifts are accurately accounted for, properly
received and correctly documented. Accountable for providing expert
advice on technical aspects of planned giving, including acceptance
of gifts-in-kind. Responsible for stewardship of planned gifts.
Name Data Synthesis and Use Description Demonstrated expertise in
relevant data sets sufficient to identify errors and
inconsistencies in reports and data tables. Demonstrated expertise
in data analysis sufficient to leverage effectiveness in pursuit of
department goals. Demonstrated ability to identify key metrics,
specify requirements in building these metrics and inform key
decisions based upon the results of same. Name Customer
Service/Problem Solving Description Demonstrated ability to
anticipate and respond to requests and informational needs of
assigned IA function. Ability to solve operational issues and
suggest improvements for applicable IA functions. Name Stewardship
Description Demonstrated knowledge of best practices within
stewardship as related to planned giving. Demonstrated ability to
report to and correspond with donors regarding planned gifts. Name
Technology Description Demonstrated ability to effectively access
and navigate relevant technology systems used in advancement such
as databases, CRMs, etc. Name Planned Gift Administration
Description Demonstrated ability to create and manage all forms of
planned gifts (from inception to termination) including creating
gift illustrations and gift agreements. Demonstrated ability to
work collaboratively with vendors, attorneys, executors, trustees,
and internal university offices on issues related to planned gifts
and gift acceptance. Subject matter expert on planned gift
acceptance, planned gift instruments, the probate process, and
gifts-in-kind. Name Planned Gift Expertise Description Demonstrated
expertise in planned giving vehicles such as life income
arrangements, bequests, and beneficiary designations. Demonstrated
understanding of income tax landscape and advantageous charitable
gift vehicles. Demonstrated ability to articulate complicated
giving vehicles to donors and prospective donors. Name Personal
Accountability for Results Description Takes responsibility for
decisions, performance, and outcomes; behaves in a responsible
manner with a positive attitude; shows self-awareness and openness
to feedback. Name Effective Communication Description Demonstrates
effective written and oral communication skills; shares information
and seeks input from others; adapts communication to diverse
audiences; protects private and confidential information. Name
Problem Solving and Decision Making Description Analyzes and
prioritizes situations to identify and solve problems; generates
solutions to improve efficiency and quality; involves others in
solving problems and making decisions; factors organizational goals
into decisions; makes clear, transparent, and timely decisions.
Name Change Management Description Responds positively to changing
university initiatives and readily adapts behavior to maintain
effective performance; understands the long-term direction of the
university and can relate this to departmental area; adapts to new
methodologies; identifies and acts on areas where change is
appropriate. Name Leadership and Teamwork Description Applies
skills and knowledge to provide a climate to achieve departmental
and organizational success; balances individual and department
goals; helps others perform at their best; builds productive
relationships to enhance individual and organizational
effectiveness; treats others with respect; resolves conflicts among
team members. Name Creativity and Innovation Description Generates,
explores, encourages, and implements innovative ways of creating
strategic value for the university, division, department, and
individual level; critically assesses the effectiveness of new
initiatives. Name Diversity and Inclusion Description Demonstrates
respect for people and their differences; understands the benefits
of a diverse workforce; earns the trust and respect of others;
includes and welcomes others; works to understand the perspective
of others; promotes opportunities to experience diversity within
our community. Name Sustainability Description Understands the
impact of decision making and personal behavior in achieving the
university's commitment to a sustainable and carbon-neutral campus;
supports and advances the university's sustainability initiatives;
influences others to use sustainable practices. Requirements
Professional Experience/ Qualifications
The Campus Safety Department will provide upon request a copy of
Colgate's Annual Security and Fire Safety Report. This report
includes statistics as reported to the United States Department of
Education for the previous three years concerning reported: 1.
crimes that occurred on-campus; in certain off-campus buildings or
property owned or controlled by Colgate University; and on public
property within, or immediately adjacent to and accessible from,
the campus and 2. fires that occurred in student housing
facilities. The report also includes institutional policies
concerning campus security and fire safety, such as policies
concerning sexual assault, life safety systems, and other related
matters. To obtain a copy, contact the Campus Safety Compliance
Manager via e-mail at cusafety@colgate.edu . You may also access
the report from the Campus Safety web page at:
www.colgate.edu/offices/support/campussafety .Supplemental
Questions Required fields are indicated with an asterisk (*).
Keywords: Colgate University, Hamilton , Assistant/Associate Director of Planned Giving, Executive , Hamilton, Ohio
|
Click
here to apply!
|
