Associate Director, Estate, Trust - Lewisburg, United States - Bucknell University

Bucknell University

Verified Company

Lewisburg, United States

1 day ago

Posted by:

Mark Lane

beBee recruiter

Description

Associate Director, Estate, Trust & Gift Planning

R

301 Market Street (Post Office)

Position Title:

Associate Director, Estate, Trust & Gift Planning

Position Type:

Full time

Location:

301 Market Street (Post Office)

Categories:

Staff Exempt

Job Summary:

We are in the silent phase of our campaign, and this role presents the opportunity to help shape the future of the University.

It will play a pivotal role in helping donors fulfill their philanthropic goals and make meaningful contributions to the University.

We welcome you to consider joining University Advancement's dynamic team at the start of our growing campaign.

Job Duties:

The Associate Director supervises two regional Gift Officers and manages a portfolio of planned giving prospects and donors.

They offer gift planning expertise to the Development team, cultivate donor relationships, and drive deferred gift commitments, primarily through blended gifts.

Through focused Objectives and Key Results (OKRs), the Associate Director guides Gift Planning Officers to enhance team effectiveness and secure deferred gift commitments, strategically advancing the department.

Gift Planning Strategy (25%):

In consultation with the Director, and in coordination with the AVP for Strategic Philanthropy and the regional Development Directors, develop strategies to grow the planned giving pipeline and achieve campaign goals. Integrate gift planning into broader fundraising initiatives with comprehensive plans.

Implement data-driven strategies with clear metrics, monitoring and reporting team progress.

Leadership (25%):
Lead, inspire and provide strategic direction to the Gift Planning Officers to increase planned and blended gift solicitations and closures within their region.

Understand development strategies within regions to effectively drive planned giving performance and achieve campaign goals

Provide guidance to Gift Planning Officers and Development Officers on gift planning options, techniques, tax implications, and offer complex gift advice.

Hold gift planning officers accountable to their defined metrics, ensure that mechanisms are in place to accurately track their activity, and identify professional development needs and opportunities.

Regional Gift Planning (50%):

Serve as regional expert in gift planning, including gifts of complex assets, gift vehicles, federal and state tax considerations surrounding charitable giving, and the financial considerations, partner with donors and their professional advisors to establish, facilitate, and close creative and complex gifts including nonliquid and alternative assets.
Drive gift planning performance in assigned region to achieve campaign goals for planned giving through individual portfolio work, partnership with regional gift officers and leveraging regional events
Consistently engage in strategic facetoface prospect meetings within the region to move prospects through the donor continuum with a focus on blended and complex gifts.
Promote the University's fundraising priorities by developing excellent working relationships with faculty, volunteers, and UA colleagues on strategic objectives for longterm financial sustainability. This includes preparing strategic briefings prior to visits and arranging for appropriate follow uptovisits and events.
Maintain accuracy of donor and prospect records, including ensuring that specific planned gift information is recorded, and updating opportunities, contact reports, and prospect plan steps, in a prompt and timely fashion.
Serve as integral member of regional development team participating in strategy discussions, identifying training needs and participating in team meetings

This position (and all positions in our division) requires the occasional evening and weekend work to support university events including Homecoming & Family Weekend, Reunion Weekend, and large Career events.

We do ask staff to mark their calendars in advance for these events.

Also required for this role is a commitment to attend, participate, facilitate or lead on-campus and off-campus meetings, events and activities outside of normal business hours as appropriate.

We are looking for someone with:

Bachelor's degree and 7 years of experience in gift planning, legal or a comparable field, OR an equivalent combination of education and work experience
3 years of demonstrated fundraising success related to complex gifts (can be concurrent with previous experience)
Demonstrated successful management and supervisory experience
Demonstrated ability to comprehend sophisticated financial and legal concepts, the ability to comprehend technical material of complex gift plans, and remain current with changing legal and tax arenas affecting planned giving
Demonstrated creativity and broadlevel strategic thinking
Demonstrated maturity of judgment, high level of accuracy, and close attention to detail, with a strong