Associate Director, Planned Giving

The Office of Planned Giving is searching for an Associate Director, Planned Giving. Planned giving thoughtfully uses sophisticated assets and tax efficiency to maximize a donor’s charitable impact. While this most often takes the form of wills and revocable trusts, it also includes gifts of real estate, retirement accounts, life insurance, business interests, intellectual property, annuities, and charitable trusts, among many other things. The planned giving team serves as a subject matter expert resource for donors, professional advisors, and internal stakeholders in planning for, soliciting, and receiving these types of gifts. The incumbent will become an invaluable aspect of providing this effort.

A successful applicant will be someone who can build a deep understanding of complex charitable giving and develop impactful relationships with donors who are considering, or may consider, gifts to the University. They will have an appetite for constant learning, adaptability to the constant changes of charitable law and donor engagement, and an effervescent entrepreneurial spirit to engage new donors in the important and diverse work of the University. Additionally, to be successful in this role, the Associate Director will be expected to maintain significant local and national travel to personally engage prospective donors.

• Bachelor’s degree.
• Three years of experience in development/fundraising, law, financial services, accounting, or equivalent. Education in law, financial planning, or accounting may substitute for experience.
• Excellent verbal and written communications skills.

While not everyone may possess all of the preferred qualifications, the ideal candidate will bring many of the following:

• A juris doctorate, or similar advanced degree is particularly desirable.
• Development or fundraising experience in higher education.
• Strong knowledge of all manner of planned gift vehicles and gifts of complex assets
• Experience in estate planning/trust management.
• Advanced certification or license, including Bar Admission in a U.S. State, CFA, CFP, CTFA, CFRE, or license pending examination.
• Advanced problem solving skills.
• Exemplary interpersonal skills.
• Ability to work with socially, culturally and generationally diverse constituents.

To apply please submit a cover letter addressing each minimum qualification and any applicable preferred qualifications that you meet.

Applicants must be currently authorized to work in the United States on a full-time basis. The University does not provide work visa sponsorship for this position.

Informed by its Catholic and Marianist mission, the University is committed to the principles of diversity, equity, and inclusion. Informed by this commitment, we seek to increase diversity, achieve equitable outcomes, and model inclusion across our campus community. As an Affirmative Action and Equal Opportunity Employer, we will not discriminate against minorities, women, protected veterans, individuals with disabilities, or on the basis of age, race, color, national origin, religion, sex, sexual orientation or gender identity.