Assistant/Associate Director of Planned GivingFull Time/Part Time:
Office of AdvancementDepartment:
Planned GivingDepartment Statement:
Colgate University, a top-ranked liberal arts college, is seeking an Assistant/Associate Director of Planned Giving to support planned and estate gift administration. This position is accountable for the proper execution, recording and administration of planned gifts, tracks overall planned giving outcomes, supports fundraising staff with planned giving proposals, processes gifts-in-kind, and is responsible for understanding gift acceptance policies and the stewardship of planned gifts. Accountabilities:
Founded in 1819, Colgate is a small, highly selective residential liberal arts college for students of talent who are preparing for lives of leadership and productive citizenship. Colgate University enjoys a strong tradition of philanthropy and engagement, having successfully raised over $480 million from more than 34,500 community members during Passion for The Climb: The Campaign for Colgate, completed in 2012. On an annual basis, more than 56% of Colgate’s alumni engage with the University through philanthropy, volunteering, or engaging at online and in person programs, including signature events like Reunion that draws in more than 2500 alumni and guests. This tradition of philanthropy paired with strong levels of alumni affinity position Colgate well for even greater success, as the Vice President and his team prepare to lead the community into an historic and comprehensive campaign.
At this pivotal moment in the University’s history, Colgate is seeking an Assistant/Associate Director of Planned Giving to play an integral role in supporting the Advancement team. The successful candidate will possess strong communication and “customer service” skills, the ability to collaborate with a variety of internal and external entities, must be accurate and detail oriented, and possess relevant skills that can include experience in fundraising, administration, financial services, bookkeeping, or legal areas.
Level of appointment will be determined by experience and education level. Name:
Accountable for the proper execution and administration of planned gifts. Ensures planned gifts are accurately accounted for, properly received and correctly documented. Accountable for providing expert advice on technical aspects of planned giving, including acceptance of gifts-in-kind. Responsible for stewardship of planned gifts. Demonstrated knowledge of best practices in planned gift administration.
Data Synthesis and UseDescription:
Demonstrated expertise in relevant data sets sufficient to identify errors and inconsistencies in reports and data tables. Demonstrated expertise in data analysis sufficient to leverage effectiveness in pursuit of department goals. Demonstrated ability to identify key metrics, specify requirements in building these metrics and inform key decisions based upon the results of same.Name:
Customer Service/Problem SolvingDescription:
Demonstrated ability to anticipate and respond to requests and informational needs of assigned IA function. Ability to solve operational issues and suggest improvements for applicable IA functions.Name:
Demonstrated knowledge of best practices within stewardship as related to planned giving. Demonstrated ability to report to and correspond with donors regarding planned gifts.Name:
Demonstrated ability to effectively access and navigate relevant technology systems used in advancement such as databases, CRMs, etc.Name:
Planned Gift AdministrationDescription:
Demonstrated ability to create and manage all forms of planned gifts (from inception to termination) including creating gift illustrations and gift agreements. Demonstrated ability to work collaboratively with vendors, attorneys, executors, trustees, and internal university offices on issues related to planned gifts and gift acceptance. Subject matter expert on planned gift acceptance, planned gift instruments, the probate process, and gifts-in-kind.Name:
Planned Gift ExpertiseDescription:
Demonstrated expertise in planned giving vehicles such as life income arrangements, bequests, and beneficiary designations. Demonstrated understanding of income tax landscape and advantageous charitable gift vehicles. Demonstrated ability to articulate complicated giving vehicles to donors and prospective donors.
Personal Accountability for ResultsDescription:
Takes responsibility for decisions, performance, and outcomes; behaves in a responsible manner with a positive attitude; shows self-awareness and openness to feedback.Name:
Demonstrates effective written and oral communication skills; shares information and seeks input from others; adapts communication to diverse audiences; protects private and confidential information.Name:
Problem Solving and Decision MakingDescription:
Analyzes and prioritizes situations to identify and solve problems; generates solutions to improve efficiency and quality; involves others in solving problems and making decisions; factors organizational goals into decisions; makes clear, transparent, and timely decisions.Name:
Responds positively to changing university initiatives and readily adapts behavior to maintain effective performance; understands the long-term direction of the university and can relate this to departmental area; adapts to new methodologies; identifies and acts on areas where change is appropriate.Name:
Leadership and TeamworkDescription:
Applies skills and knowledge to provide a climate to achieve departmental and organizational success; balances individual and department goals; helps others perform at their best; builds productive relationships to enhance individual and organizational effectiveness; treats others with respect; resolves conflicts among team members.Name:
Creativity and InnovationDescription:
Generates, explores, encourages, and implements innovative ways of creating strategic value for the university, division, department, and individual level; critically assesses the effectiveness of new initiatives.Name:
Diversity and InclusionDescription:
Demonstrates respect for people and their differences; understands the benefits of a diverse workforce; earns the trust and respect of others; includes and welcomes others; works to understand the perspective of others; promotes opportunities to experience diversity within our community.Name:
Understands the impact of decision making and personal behavior in achieving the university’s commitment to a sustainable and carbon-neutral campus; supports and advances the university’s sustainability initiatives; influences others to use sustainable practices.Professional Experience/ Qualifications:
- Outstanding skills in oral and written communication required.
- Ability to travel, often extensively.
- Familiarity or aptitude for tax law.
- Ability to connect well with volunteers.
- Must be well organized and a self-starter.
- Must be capable of working collegially with a diverse group of constituents on a daily basis.
Planned Giving, Advancement, legal or financial experience preferred. Education:
Experience and/or degree in para-legal preferred.
Education and/or experience in the activities listed in the Accountabilities section is preferred.Requisition Number:
Weekdays, with occasional weekends.Job Open Date:
07/28/2021Open Until Filled:
It is the policy of Colgate University not to discriminate against any employee or applicant for employment on the basis of their race, color, creed, religion, age, sex, pregnancy, national origin, marital status, disability, protected Veterans status, sexual orientation, gender identity or expression, genetic information, being or having been victims of domestic violence or stalking, familial status, or any other categories covered by law. Colgate is an Equal Opportunity/Affirmative Action employer. Candidates from historically underrepresented groups, women, persons with disabilities, and protected veterans are encouraged to apply.Clery Act:
CAMPUS CRIME REPORTING AND STATISTICS
The Campus Safety Department will provide upon request a copy of Colgate’s Annual Security and Fire Safety Report. This report includes statistics as reported to the United States Department of Education for the previous three years concerning reported: 1. crimes that occurred on-campus; in certain off-campus buildings or property owned or controlled by Colgate University; and on public property within, or immediately adjacent to and accessible from, the campus and 2. fires that occurred in student housing facilities. The report also includes institutional policies concerning campus security and fire safety, such as policies concerning sexual assault, life safety systems, and other related matters. To obtain a copy, contact the Campus Safety Compliance Manager via e-mail at [email protected]. You may also access the report from the Campus Safety web page at: www.colgate.edu/offices/support/campussafety.