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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

  • At least three years of professional experience in fundraising, non-profit administration, bookkeeping, accounting, legal, financial or related fields
  • Outstanding skills in oral and written communication
  • Familiarity or aptitude for tax law
  • Ability to connect well with volunteers
  • Must be well organized and a self-starter
  • Must be capable of working collegially with a diverse group of constituents on a daily basis Preferred Qualifications Planned Giving. legal, and/or fundraising experience Education Bachelor's degree or a combination of education and experience from which similar skills have been attained. Certifications Physical Requirements Other Information The salary range for this position is -$55,000 - $72,930 annually, commensurate with education and experience. Requisition Number 2022S151Posting Temporary No Work Schedule Weekdays with occasional evenings and weekends Job Open Date 11/16/2022 Job Close Date Open Until Filled Yes Special Instructions Summary EEO Statement It is the policy of Colgate University not to discriminate against any employee or applicant for employment on the basis of their race, color, creed, religion, age, sex, pregnancy, national origin, marital status, disability, protected Veterans status, sexual orientation, gender identity or expression, genetic information, being or having been victims of domestic violence or stalking, familial status, or any other categories covered by law. Colgate is an Equal Opportunity/Affirmative Action employer. Candidates from historically underrepresented groups, women, persons with disabilities, and protected veterans are encouraged to apply. Clery Act CAMPUS CRIME REPORTING AND STATISTICS
    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 (*).
    • * Are you currently a Colgate employee?
      • Yes
      • No
      • * Have you ever been a Colgate employee?
        • Yes
        • No
        • Do you have a spouse/domestic partner who currently is, or will be, employed at Colgate University?
          • Yes
          • No
          • * Are you at least 18 years of age?
            • Yes
            • No
            • * Please let us know how you heard about this position.
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              • Centralnewyorkhelpwanted.com
              • Chronicle of Higher Education
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              • Colgate Employee
              • Colgate Website
              • CoSIDA
              • Diverse Issues of Higher Education
              • HERC (Upstate New York HERC)
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              • Norwich Evening Sun
              • Oneida Daily Dispatch
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              • Studentaffairs.com
              • Syracuse Post Standard
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              • Waterville Times
              • WomenLeadersinCollegeSports.com
              • Other
              • If you selected "Colgate Employee" or "Other" for how you heard about this position, please provide the employee's name or where you heard about/saw the position.(Open Ended Question)

Keywords: Colgate University, Hamilton , Assistant/Associate Director of Planned Giving, Executive , Hamilton, Ohio

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