Senior Development Associate, Gift Planning - Office of Advancement

Location
Washington D.C.
Posted
Jun 14, 2019
Institution Type
Four-Year Institution


Senior Development Associate, Gift Planning - Office of Advancement

Located in a historic neighborhood in the nation's capital, Georgetown offers rigorous academic programs, a global perspective, exciting ways to take advantage of Washington, D.C., and a commitment to social justice. Our community is a tight knit group of remarkable individuals interested in intellectual inquiry and making a difference in the world.

Requirements

Senior Development Associate, Gift Planning - Office of Advancement
The Senior Development Associate provides high-level administrative and programmatic support for the Office of Gift Planning, working closely with department and other frontline staff. This position will provide general administrative and development support for the team, including monitoring budgets, maintaining department metrics and revenue tracking, processing gifts, entering contact reports and prospect strategies, reviewing weekly gift reports, updating donor information, and providing full-spectrum administrative support for the department. This position is designed to develop knowledge and understanding of planned giving concepts and prepare candidates for possible development positions in the future. Duties include but are not limited to:

Planned Gift Management
  • Assists Directors with preparation of planned gift proposals, gift illustrations, bequest language, and gift agreements.
  • Responsible for the gift process: entering and tracking asks, proposals, Gift Agreements/Statement of Intents, and gift transmittal forms.
  • Assists with the transfer of assets for both cash and non-cash gifts.
  • Prepares acknowledgment letters to donors upon completion gifts, providing deduction factors, distribution dates and tax information.
  • Works with Gift Accounting to accurately process gifts , including the establishment of planned gifts, creation of required documents, Gambit screens, forms and files upon completion of the gift.
  • Coordinates with Stewardship to ensure appropriate gift acknowledgments.
  • Maintains department metrics and gift tracking spreadsheets.
  • Engages in research and proactive prospecting, including data mining, to assist in identifying new prospects for department gift officers.
  • Coordinates the entry of contact reports, prospect strategies, other substantive actions, and contact information updates on PRM as requested.
  • Assists in managing programmatic and event responsibilities as assigned.

Administration
  • Manages department's daily operations to ensure timely and efficient response, reporting and accountability to all internal and external constituencies.
  • Ensures university guidelines are implemented and observed by the department.
  • Updates department policies and procedures.
  • Develops and maintains office operations and systems.
  • Maintains department files.
  • Orders department office supplies.
  • Researches and prepares correspondence, reports, and budgetary requests.
  • Schedules regular department, probate and marketing meetings.
  • Prepares and distributes meeting materials and minutes.
  • Interacts with University Counsel and Treasurer's Office as necessary to control document flow.
  • Assists with department mailings.
  • Primary responsibility for answering and checking voicemail for department general phone line and email account.
  • Collaborates with Associate Director of Marketing to coordinate organization of office (telephones, files, cubicles, store room, etc.).
  • Assists with department recruiting efforts.
  • Advises Senior Director of any department problems or concerns.

Gifts of Securities Program Management
  • Coordinates daily liquidation of stock contributed via electronic transfer, physical delivery of stock certificates and manual retrieval of mutual fund shares.
  • Maintains program spreadsheets, including UBS and internal Google documents.
  • Tracks incoming stock and mutual fund gifts, confirm receipt of shares with gift officers, and send daily email confirming sale of shares.
  • Assists with gift obstacles, such as the lifting of restrictions on stock gifts, identifying unknown donors, resolving valuation disputes and determining gift designations.
  • Serves as point of contact for phone, fax and email inquiries about gifts of securities with donors, brokers and financial advisors.

Gifts of Securities Program Management
  • Coordinates daily liquidation of stock contributed via electronic transfer, physical delivery of stock certificates and manual retrieval of mutual fund shares.
  • Maintains program spreadsheets, including UBS and internal Google documents.
  • Tracks incoming stock and mutual fund gifts, confirm receipt of shares with gift officers, and send daily email confirming sale of shares.
  • Assists with gift obstacles, such as the lifting of restrictions on stock gifts, identifying unknown donors, resolving valuation disputes and determining gift designations.
  • Serves as point of contact for phone, fax and email inquiries about gifts of securities with donors, brokers and financial advisors.

Relationship Management & Communication
  • Communicates effectively with development clients and relay information requests in a timely manner.
  • Exercises clear communication (written and oral) in representing body of work.
  • Understands information management and database structures, and update/input information in such systems routinely.
  • Ensures that work completed has the highest levels of completeness, accuracy of information, and relevance of information to the fundraising process.
  • Interacts with colleagues in Advancement with tact, professionalism and respect; work jointly with colleagues in a team effort to reach Advancement goals.
  • Enters planned gift information, attribute maintenance, and prospect management strategies into Gambit/PRM as requested.
  • Runs Gambit/PRM reports as requested.

Office Representation
  • Represents department effectively and professionally when interacting with Advancement staff, donors, prospects, University administrators, and vendors.
  • Supports department at alumni/constituent events as needed.
  • Ensure courteous, accurate and timely responses to internal and external constituencies.
  • Represents Gift Planning at Advancement and Development meetings.
  • Assists with department initiatives and other duties as assigned.

Requirements
  • Bachelor's degree required; knowledge of gift planning vehicles highly desirable
  • 1-3 years of work experience, preferably in a development/fundraising environment
  • Ability to handle multiple tasks and priorities simultaneously and consistently meet all deadlines
  • Strong organization skills, highly detail-oriented and accurate, and able to work well independently and in a collaborative environment
  • Ability to exercise good professional judgment and ethical behavior in handling confidential material with sensitivity and discretion
  • Highly developed interpersonal, written and oral communications skills
  • Proficiency in word processing, database, and spreadsheet computer applications, specifically Microsoft Office (Word, Excel, and PowerPoint)
  • Experience with planned giving software a plus


Current Georgetown Employees:
If you currently work at Georgetown University, please exit this website and login to GMS (gms.georgetown.edu) using your Net ID and password. Then select the Career worklet on your GMS Home dashboard to view Jobs at Georgetown.

Submission Guidelines:
Please note that in order to be considered an applicant for any position at Georgetown University you must submit a cover letter and resume for each position of interest for which you believe you are qualified. These documents are not kept on file for future positions.

Need Assistance:
If you are a qualified individual with a disability and need a reasonable accommodation for any part of the application and hiring process, please click here for more information, or contact the Office of Institutional Diversity, Equity, and Affirmative Action (IDEAA) at 202-687-4798 or [email protected].

Need some assistance with the application process? Please call 202-687-2500. For more information about the suite of benefits, professional development and community involvement opportunities that make up Georgetown's commitment to its employees, please visit the Georgetown Works website.

EEO Statement:
Georgetown University is an Equal Opportunity/Affirmative Action Employer fully dedicated to achieving a diverse faculty and staff. All qualified applicants are encouraged to apply and will receive consideration for employment without regard to race, color, religion, national origin, age, sex (including pregnancy, gender identity and expression, and sexual orientation), disability status, protected veteran status, or any other characteristic protected by law.

Benefits:
Georgetown University offers a wide variety of comprehensive and competitive benefits. Benefits packages include comprehensive health, dental and vision plans, disability and life insurance coverage, retirement savings programs, tuition assistance, voluntary insurance options (including group legal, accident, and critical illness), and much more. Whatever your need, the Office of Faculty and Staff Benefits will be standing by to support you. You can learn more about the benefits offered to eligible faculty and staff at https://benefits.georgetown.edu or view the online interactive benefits guide for more information.


To apply, visit https://georgetown.wd1.myworkdayjobs.com/en-US/Georgetown_Admin_Careers/job/2115-Wisconsin-Avenue/Senior-Development-Associate--Gift-Planning---Office-of-Advancement_JR05355





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