Assistant Director, Planned Giving - NewYork, United States - Teachers College, Columbia University

Description

Posting Summary:
Teachers College is

seeking an Assistant Director, Planned Giving to join the Office of

Institutional Advancement. The Assistant Director, Planned Giving

will be responsible for generating and sustaining a pipeline of

planned giving donors. The successful candidate will cultivate,

solicit, and steward a portfolio of planned giving prospects at the

five- and six-figure levels.

Job Summary/Basic Function:

Teachers College is grateful to have an important group of friends,

parents and alumni who are highly engaged and extremely committed

to the mission. These donors seek multiple ways to deepen and

continue their relationship with TC. They enjoy sharing their own

lives' most valuable lessons and wish to advance the Teachers

College mission well into the future by making philanthropic gifts

that have an impact on society both during their lifetime and by

including the College in their estate plans.

Reporting to the Executive Director, Philanthropic Giving, the

Assistant Director, Planned Giving is responsible for generating

and sustaining a pipeline of planned giving donors. The successful

candidate will cultivate, solicit, and steward a portfolio of

planned giving prospects at the five- and six-figure levels. The

Assistant Director will work with frontline fundraisers, providing

gift planning expertise and strategy for their top donors. The

Assistant Director will also partner with colleagues throughout the

Institutional Advancement department and other key stakeholders to

increase the awareness of the institution's planned giving program.

The Assistant Director will collaborate with the Donor Relations

and Stewardship team to secure proposals, donor engagement

communications and touch points, and stewardship reports. The

Assistant Director will have proven experience in closing bequests,

charitable gift annuities, other planned gifts, and outright

gifts.

The Assistant Director will be a highly motivated and an

entrepreneurial professional who excels at relationship building

and administering all aspects of planned giving. A collaborative

and strategic thinker, the Assistant Director will work closely

with the Executive Director and with leaders across the College to

ensure the College has sustainable resources to realize its

mission.

Responsibilities include, but are not limited to, the

following:

Frontline Fundraising and

Partnerships

• Manage a portfolio of approximately 75 prospective donors
  
  capable of making five- to six-figure planned gifts in all phases
  
  of development including cultivation, solicitation, and
  
  stewardship.
• Secure, plan and engage in prospect visits.
• Partner with the frontline fundraising team, including the Vice
  
  President and Assistant Vice President, to develop gift planning
  
  strategies for individuals with the capability of making
  
  leadership, major and principal gifts to Teachers College; prepare
  
  and present innovative gift planning strategies and proposals that
  
  provide maximum benefit to both prospect and Teachers College,
  
  including gift illustrations where applicable.
• Partner with the TC Generation, especially the Omnichannel
  
  Integrated Marketing team, so that alumni and other prospective
  
  estate donors, who are either unmanaged or identified with no or
  
  low capacity (e.g., under $100,000) are aware of the benefits of
  
  making legacy gifts, are engaged with digital and paper
  
  communications, and are solicited by the Omnichannel's Integrated
  
  Marketing team.
• Follow-up to assigned prospects responding to targeted
  
  marketing in areas such as bequests, donor advised funds,
  
  charitable lead trusts, and real estate.
• Travel as needed to meet with prospective and current
  
  donors.

Gift Planning Administration

• Partner with the Donor Relations and Stewardship team to ensure
  
  that planned giving donors are stewarded.
• Stewardship will include that Donor Relations team generates
  
  any narrative proposals needed to make the case for supporting a
  
  program or restricted area of the college.
• Collaborate with Donor Relations team to generate specialized
  
  gift agreements that structure gifts using gift planning tools,
  
  such as life insurance, charitable gift annuities and charitable
  
  lead or remainder trusts, to ensure that they comply with standard
  
  College policies and practice.
• Work with the Donor Relations and Stewardship team to recognize
  
  donors.
• Rely on the Donor Relations and Stewardship team to provide
  
  logistical support of the Grace Dodge Society.

Gift Planning Strategy and Coaching

• Provide current expertise and guidance to the overall
  
  Institutional Advancement department on issues related to gift
  
  planning vehicles, tax implication of various gifts, federal and
  
  state legislative developments that affect charitable gifts, and
  
  other relevant items.
• Contribute to the development of policies and procedures for
  
  complex gifts, gift acceptance and crediting, and the like.
• Assist with development and presentation of gift planning
  
  trainings for frontline fundraising team.
• Build strong collaborative relationships with the Frontline
  
  Fundraising team by providing expertise and identifying and
  
  pursuing strategic opportunities to enhance giving through
  
  inclusion of gift planning components.

Minimum Qualifications:

• Bachelor's degree or commensurate experience required.
• 4-6 years of related work experience in a gift planning, legal,
  
  or financial environment, or other similar setting with a focus on
  
  philanthropic planning.
• Expertise in planned giving vehicles, current trends in
  
  philanthropy, and estate and financial planning for individuals,
  
  including tax implications of charitable giving.
• Ability to apply this knowledge to address individual donor
  
  needs and goals, and keep abreast of changes and emerging issues in
  
  Planned Giving.
• Demonstrated experience working successfully with
  
  high-net-worth individuals and successful closure of major level
  
  planned gifts.
• Ability to travel to meet with donors and prospects and to
  
  participate in some weekend and/or evening events.
• Experience using Raiser's Edge and PG Calc required; technology
  
  expertise is important.

Preferred Qualifications:

• Advanced degrees and/or related certifications a plus.
• Experience working in higher education or environments with
  
  comparable complexity and scale.
• Highly developed interpersonal skills and the ability to work
  
  with a diverse population of donors and prospects.
• Excellent written and oral communication skills.
• Sound judgment and discretion.
• Strong organizational and time-management skills; proven
  
  ability to prioritize and deliver on time.
• Ability to work both independently and in a dynamic,
  
  cross-functional team structure.
• Ability to manage and work through change in a proactive and
  
  positive manner.
• Have a can-do attitude with a flexible disposition to respond
  
  to fast-paced, shifting priorities.

Salary Range:

$105,000-$115,000

Work Modality:

Hybrid

Competitive Compensation and

Benefits

The salary range reflects the College's good faith and

reasonable estimate of the compensation for the position at the

time of the job posting. Salary decisions are dependent on several

factors including but not limited to market and organizational

considerations, experience, and qualifications of a selected

candidate as well as internal and external equity.

Our benefits contribute significantly to the total

compensation package that includes medical, dental, vision, and

supplemental insurance plans; flexible and hybrid work schedules;

tuition remission; life insurance; short and long-term disability

insurance; an exceptional employer retirement matching program;

health savings accounts (HSA), flexible spending accounts (FSA),

Public Service Loan Forgiveness eligibility, and a robust Employee

Assistance Program (EAP).

If you would like to request any disability related

accommodations to complete the job application or to participate in

the interview process, please

Hybrid/Remote

Teachers College maintains a hybrid work environment,

which provides employees with flexible work arrangements, while

ensuring we preserve the important aspects of our unique in-person

college-campus culture. Depending on role and business needs,

colleagues will either work onsite or in a hybrid model

(combination of in-office and virtual days). Employees are expected

to live within a 150-mile radius of the College.

We will consider qualified candidates that reside

beyond this radius based on the responsibilities and duties

expected of the position. All qualified candidates are encouraged

to apply.

Equal Employment Opportunity

Teachers College is committed to fostering a diverse and

inclusive academic community and to providing equal opportunity in

employment. All qualified applicants will receive

considerationregardless of race, color, sex (including

pregnancy, gender identity or gender expression), religion, creed,

national origin, age, citizenship, disability, marital status,

sexual orientation, veteran status, or any other legally protected

status.

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