Associate Director, Planned Giving

Job description

Associate Director, Planned Giving

Stanford University

Job Number:

Associate Director of Planned Giving

Note: Not all unique aspects of the job are covered by this job description

Stanford University is one of the world's premier academic and research institutions, devoting tremendous intellectual and physical resources toward the betterment of humanity. As a major Silicon Valley employer, Stanford seeks people committed to excellence and to improving our world. In turn, the university is committed to supporting its employees as they develop their careers and enrich their lives. We believe Stanford's future success will be shaped by the diverse perspectives, unique experiences, and inclusive culture of its community.


The Office of Development (OOD) supports the goals and purposes of Stanford University. OOD staff members, working in concert with academic leadership and volunteers, strive to enhance, over the long-term, useful gift support to Stanford. In the process, development staff establish and nurture relationships with students, alumni, parents, friends, corporations, foundations and associations.

Stanford is committed to a donor-centric approach to development. Every member of the Office of Development staff plays a role in providing the university's donors with the service and attention that ensures an exceptionally positive and fulfilling philanthropic experience.

The Associate Director of Planned Giving will support all aspects of gift planning and related tax and legal matters in the Office of Development. Increase the awareness of charitable giving techniques among alumni and friends of the university.

Your responsibilities will include

  • Working with donors, prospects, and their legal and financial advisors to establish charitable trusts, bequests, and complex outright gifts to benefit the university.
  • Initiating gift discussions with and responding to inquiries from donors and prospects. Collaborating with other university development officers in gift solicitations, providing expertise in connection with bequests, charitable remainder trusts, charitable gift annuities, pooled income funds, charitable lead trusts, gifts of real estate, and other complex assets.
  • Providing guidance to development officers relating to due diligence and gift terms for outright gifts.
  • Providing technical support and policy construction including accurate documentation of outright gifts and consultation to increase awareness of complex and deferred gift vehicles and cultivate new donors.
  • Helping to monitor the administration of estate and trust distributions to Stanford, including direct interface with legal counsel, trustees, and administrators for estates and trusts that name Stanford University as beneficiary, and to manage the relationship between Stanford and the estate/trust representatives in a professional manner that results in timely and efficient distributions.
  • Assisting with the design and implementation of marketing efforts to provide information on the methods and benefits of trusts, bequests, and other planned gifts to all whose circumstances might lead to such gifts.
  • Further developing and maintaining current expertise in tax, trust, probate, and other laws affecting charitable giving.
  • Representing the university in discussions with donors regarding the use of their gifts. Determining university compliance with donor restrictions and donor intent in its management of gifts funds.
  • Coordinating with other Stanford offices concerning acceptance, management, and disposition of gift property, including real estate, limited partnership interests, and other non-cash gifts.
  • Assisting with training staff and volunteers on planned giving topics.
  • Working closely on a collaborative basis with other professional staff in the Office of Planned Giving, the Office of Development, Financial Management Services, the General Counsel's office, and other offices in the University.
  • Drafting pledge and gift agreements with varying degrees of complexity, charitable trust documents, and sample bequest language for gifts to Stanford.
  • Possibility of leading staff and providing leadership to achieve goals and vision of the organization. May be managing or supervising staff to ensure goals are consistently met in an effective and efficient manner.

* - Other duties may also be assigned

To be successful in this position, you will bring:
  • Bachelor's degree. A J.D., LLB, related advanced degree/certification, or combination of education and experience is required. Five years of related professional experience or combination of education and relevant experience. Experience in tax, trust, estate planning, probate, and/or related matters. Strong writing skills.
  • Demonstrated ability to initiate and build relationships with individuals.
  • Ability to work and motivate others, including prospective donors and their advisors, volunteers, and fellow staff.
  • Strong organizational skills and the ability to prioritize a variety of tasks and demands.
  • Ability to use current desktop software applications.
  • Advanced knowledge of standard and complex charitable giving techniques.
  • Ability to obtain and maintain a Non-commercial Class Driver's license.

  • Frequently perform desk-based computer tasks, stand/walk, sit, use a telephone.
  • Occasionally light/fine grasping, lift/carry/push/pull objects that weigh up to 10 pounds, writing by hand.

* - Consistent with its obligations under the law, the University will provide reasonable accommodation to any employee with a disability who requires accommodation to perform the essential functions of the job.

  • May require travel and occasional work during evenings and/or weekends.

  • When conducting university business, must comply with the California Vehicle Code and Stanford University driving requirements.
  • Interpersonal Skills: Demonstrates the ability to work well with Stanford colleagues and clients and with external organizations.
  • Promote Culture of Safety: Demonstrates commitment to personal responsibility and value for safety; communicates safety concerns; uses and promotes safe behaviors based on training and lessons learned.
  • Subject to and expected to comply with all applicable University policies and procedures, including but not limited to the personnel policies and other policies found in the University's Administrative Guide,

Why Stanford is for you:

Imagine a world without search engines or social platforms. Consider lives saved through first-ever organ transplants and research to cure illnesses. Stanford University has revolutionized the way we live and enrich the world. Supporting this mission is our diverse and dedicated 17,000 staff. We seek talent driven to impact the future of our legacy. Our culture and unique perks empower you with:
  • Freedom to grow. We offer career development programs, tuition reimbursement, or audit a course. Join a TedTalk, film screening, or listen to a renowned author or global leader speak.
  • A caring culture. We provide excellent retirement plans, generous time-off, and family care resources.
  • A healthier you. Climb our rock wall, swim in our Olympic-sized pool, or choose from hundreds of health and fitness classes at our world-class exercise facilities. We also provide highly competitive health care benefits.
  • Discovery and fun. Stroll through historic sculptures, trails and museums.
  • Enviable resources. Enjoy free commute programs, ridesharing incentives, discounts and more!

Stanford is an equal employment opportunity and affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by law.
Additional Information
  • Schedule: Full-time
  • Job Code: 4302
  • Employee Status: Regular
  • Grade: M
  • Requisition ID: 87596


Location: Office of Development, Redwood City, California, United States
Classification Level:

To be considered for this position please visit our web site and apply on line at the following link:

Stanford is an equal opportunity employer and all qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by law.

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Job No:
Posted: 10/22/2020
Application Due: 10/22/2032
Work Type: Full Time