Planned Gifts Officer

Location
Atlanta, Georgia
Posted
Aug 04, 2017
Ref
FP1141
Institution Type
Four-Year Institution

Note:  This job announcement has been designed to indicate the general nature and level of work performed by employees within this classification.  It is not designed to contain or be interpreted as a comprehensive inventory of all duties and responsibilities required or assigned to an employee in this position. 

Planned Gifts Officer

SUMMARY

The Planned Gifts Officer is a member of the Individual Giving team and reports to Associate Vice President for Leadership and Planned Gifts. The Planned Gifts Officer will assist the Associate Vice President for Leadership and Planned Gifts with the execution and administration of the Planned Giving Program and donor stewardship functions. Responsibilities will focus on the coordination of planned giving opportunities and major gift fundraising.

ESSENTIAL DUTIES and RESPONSIBILITIES:

  • Manages and oversees the planned giving program at Spelman College.  This includes developing a comprehensive calendar to market the planned giving program (via mail, email and class/volunteer meetings), working in collaboration with Donor Relations to acknowledge and steward Guardian Society members and serve as the point of contact for gifts related to planned giving.
  • Identifies, cultivates, solicits and steward 50 to 75 gift planning prospects with the goal of successfully closing outright, bequest and life-income gifts; and work with specific alumnae and reunion classes to accomplish these goals. 

 

 

  • Prepares charitable gift tax calculations for prospects and donors utilizing the selected planned giving software.
  • Contacts prospects, respond to inquiries, prepare planned giving illustrations, make presentation at various College events targeting Spelman constituents. 
  • Monitor all relevant laws and regulations regarding estate planning, tax and charitable gifts.  Coordinate with the Associate Vice President for Development, Business and Financial Affairs, and Financial Services to ensure compliance to relevant laws, regulatory/industry trends and institutional policies.  
  • Ensures IA maintains accurate and updated documents regarding all Planned Gifts and works with Advancement Services and Business & Finances to confirm that we have all required paperwork to acknowledge the gifts.  Maintain all donor history in Banner via contact reports and the Planned Giving module.
  • Supports Spelman College and Institutional Advancement at all cultivation and fundraising events and activities, including but not limited to Homecoming, Christmas Carol Concert, Founders Day and Reunion.
  • Occasional travel will be required.

EDUCATION and/or EXPERIENCE:

Bachelor’s degree required. A minimum of three - five years of professional experience with preference in fundraising, planned giving, or in related field.  A JD degree is preferred.

Must be detail oriented with a strong work ethic, and sensitivity to the stewardship of long-term relationships. Outstanding organizational skills and ability to manage multiple priorities in a fast paced and changing environment. Excellent written and verbal communication skills.  

A collaborative approach to working with internal and external colleagues to maximize the effectiveness of projects and programs.


Demonstrated proficiency in computer technology including applications for project and data management and electronic calendars.

Qualified individuals are encouraged to visit our website and apply via our online application:  www.spelman.edu. We offer a competitive compensation and benefits package and a campus environment filled with unique opportunities and experiences.

        Spelman College is an EOE/Minority/Female/Disability/Veteran/Title IX Employer and we participate in E-Verify.

NO PHONE CALLS PLEASE