Assistant Director of Gift Planning

Stony Brook, NY
Sep 14, 2017
Executive Administration Jobs
C-Level & Executive Directors
Institution Type
Four-Year Institution
Job Description

Assistant Director of Gift Planning-1702762

Required Qualifications: (As Evidenced by an Attached Resume)

Bachelor's degree. Three (3) years of full time professional fundraising experience in charitable gift planning or major gift fundraising.

Preferred Qualifications:

Additional years of fundraising experience in charitable gift planning or major gift fundraising. Planned giving experience with in­-depth knowledge of estate planning law as it impacts charitable giving. Experience within a higher education/research institution. Demonstrated success in managing a portfolio of prospects and securing six figure charitable gifts from individuals. Proficient in contact management software (i.e. Raiser’s Edge). Proficient in planned giving software (i.e. PG Calc).

Brief Description of Duties:

Primary responsibilities include: qualifying, cultivating, soliciting, and stewarding prospects with a focus on bequests, life-income gifts, and other complex gift transactions. The ideal candidate will be both a self-starter and a team player who can successfully collaborate with other Advancement colleagues in presenting planned gift options to viable prospects. The incumbent will also be required to attend gift planning or other University cultivation events and will assist with the administration and processing of planned and outright gifts as needed. Excellent interpersonal, written, and oral communication skills are a must.


  • Meet and exceed specific measurable goals for face-to-face donor visits and donor-related contacts, solicitations, and verified bequests and planned gifts.
  • Prepare gift planning documents relating to the solicitation and closing of charitable gift annuities. This will include CGA proposals as well as annuity contracts.
  • Review legal documents necessary to close planned gifts.
  • Draft correspondence to donors, personal representatives, trustees, attorneys and insurance companies.
  • Other duties or projects as assigned as appropriate to rank and departmental mission.
Personal Characteristics:

Must have comfort level in speaking with donors and prospects about planned gifts.

Intelligent, articulate, highly motivated self-starter.

Superior organizational skills, verbal and written communication skills, and the ability to articulate the needs, interests, and accomplishments of the university and the donor.

Ability to relate effectively with upper management, peers and others.

Ability to independently carry out multiple and diverse tasks concurrently.

Ability to take on added responsibility as it is presented.

Ability to articulate complicated gift planning concepts to donors, professional advisors and internal constituents.

Demonstrated record of meeting specific annual goals for contacts and solicitations.

Team player who is highly motivated and dedicated to the goals of advancing higher education.

Ability to work collaboratively within a large Advancement Office and perform in an intellectually rigorous and complex academic environment.

Ability to apply sound judgment skills in all situations, especially related to donor issues.

Meticulous attention to detail.

Special Notes: This is a full time position. FLSA Exempt position, not eligible for the overtime provisions of the FLSA.

Pursuant to Executive Order 161, no State entity, as defined by the Executive Order, is permitted to ask, or mandate, in any form, that an applicant for employment provide his or her current compensation, or any prior compensation history, until such time as the applicant is extended a conditional offer of employment with compensation. If such information has been requested from you before such time, please contact the Governor’s Office of Employee Relations at (518) 474-6988 or via email at

Stony Brook University is 100% tobacco-free as of January 1, 2016. See our policy and learn more at

About Stony Brook:

Stony Brook University, home to many highly ranked graduate research programs, is located 60 miles from New York City on Long Island's scenic North Shore. Our 1,100-acre campus is home to 24,000 undergraduate, graduate, and doctoral students and more than 13,500 faculty and staff. SBU is a comprehensive research-intensive university and a member of the prestigious Association of American Universities (AAU), which includes 34 public universities among its 62 members. SBU consists of 12 schools and colleges and a teaching hospital that provides state-of-the-art healthcare in the Long Island region. SBU also manages and performs joint research with Brookhaven National Laboratory, the only Department of Energy Laboratory in the Northeast, and shares doctoral programs with Cold Spring Harbor Laboratory, a world-renowned molecular biology institute. Home to the Emerson String Quartet, the Pollock-Krasner House in East Hampton, New York, the Humanities Institute, and the Southampton Arts Program, and with endeavors that extend to the Turkana Basin Institute in Kenya and the Ranomafana National Park in Madagascar, SBU sustains an international reputation that cuts across the arts, humanities, social sciences, and natural sciences.

Stony Brook University is an Affirmative Action/Equal Opportunity employer. We encourage protected veterans, individuals with disabilities, women and minorities to apply.

If you need a disability related accommodation, please call the University Human Resource Services Department at (631) 632- 6161 or the University Hospital Human Resources Department at (631) 444-4700. In accordance with the Title II Crime Awareness and Security Act, a copy of our crime statistics is available upon request by calling (631) 632- 6350. It can also be viewed on line at the University Police website at

Official Job Title: Senior Staff Assistant
Job Field: Administrative & Professional (non-Clinical)
Primary Location: US-NY-Stony Brook
Department/Hiring Area: Advancement-Stony Brook University
Schedule: Full-time Day Shift 8:30 am - 5:00 pmAdvancement-Stony Brook University
Posting Start Date: Sep 13, 2017
Posting End Date: Oct 13, 2017, 11:59:00 PM
Salary: $70,000 - $90,000 (Commensurate with experience)
Salary Grade: SL3


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