Director of Gift Planning

first_imgBachelor’s degree or the equivalent in education andexperience; advanced coursework and additional certification suchas CPA, CFP, CSPG a plusA minimum of 5 years of planned gift fundraising experience,legal, or financial experience with charitable gift planning,including tax and inheritance lawSuperb written and oral communication skillsKnowledgeable in the use of gift planning software and thepreparation of illustrations for gift proposalsDemonstrated success in soliciting and closing giftsExperience in developing comprehensive prospect strategies andtalent to think and work strategicallyAppreciation of Colby’s mission and the ability to effectivelycommunicate itWillingness and ability to work outside normal workinghoursMust be willing to travel; valid driver’s license required andmust meet the College’s Fleet Safety Policy requirementsProven ability to work independently and as a member of a team,establish priorities, and work collaboratively across campus and asa member of a diverse communityAn entrepreneurial spirit and positive attitude Serve as chief strategist for gift planning and provideleadership and vision for the strategic direction and management ofthe gift planning program to substantially increase the number andsize of gifts established through life income gifts, bequestdocumentations, and other deferred giftsDevelop, lead, and implement strategies to substantially growmembership of the Colby Legacy Society, Colby’s gift planningsociety, as a key component of Colby’s comprehensive campaign andin coordination with annual giving and leadership gifts teamsManage a portfolio of assigned prospects to strategize,solicit, and close comprehensive gifts from planned givingprospects; achieve an average of four to six face-to-face visitsper week with long-term revenue goalsOversee the cultivation and solicitation of all planned giftprospects, in collaboration with other leadership gifts andprincipal gifts staff; develop donor strategies and providetechnical support and assistance in closing planned gifts andmembership in the Colby Legacy SocietyDeliver training as appropriate on planned gifts to advanceknowledge and foster opportunities in gift conversations andstrategy developmentPrepare reports, briefing materials, correspondence, proposals,statistics, and related documents for solicitation ofprospectsServe as a member of the College Advancement letter of intentteam, advise on gift acceptance policies, and share responsibilityfor communication and execution of gift agreementsOversee associate director of gift planning’s management of acomprehensive gift planning marketing plan and stewardship of ColbyLegacy Society membersManage director of milestone reunion’s close collaboration withthe leadership gifts, engagement, and annual philanthropy teams onintegrating gift planning solicitations into reunion fundraising,with an emphasis on the 25th and 50th Reunion milestonesEnsure technical, legal, fiduciary, and ethical integrity ofthe gift planning program; work with the Office of FinancialServices and general counsel as needed to ensure proper life incomegift documentation and estate administration, management,acceptance, and disposition of contributed non-liquid assets;compliance with state and federal regulations; and necessarydisclosures in gift proposals and agreementsRemain current on relevant activity and trends in giftplanning, financial and estate planning, federal tax law andregulations that govern charitable giving, and new services offeredby other non-profit groups and organizationsPerform additional duties as assigned; duties,responsibilities, and activities may change at any time with orwithout notice QUALIFICATIONS: KEY RELATIONSHIPS:Reporting to the assistant vice president for college advancement,the director of gift planning will have direct contact with thevice president for college advancement, chief campaign officer,leadership gift officers, president, trustees, senioradministration, alumni, parents, and key faculty members.WORKING CONDITIONS/PHYSICAL REQUIREMENTS :General open office and campus environment. Position involvessitting, although frequent movement is necessary. Computer usageinvolving repetitive hand/wrist motion is also necessary. Abilityto move around campus and interact with faculty, staff, students,alumni and external constituencies regularly is crucial. Travel isrequired. The option to work remotely will be considered on acase-by-case basis.TO APPLY :Interested candidates should apply electronically by clicking the”Apply” button on the Colby Careers website. Please submit a letterof interest including salary requirements, resume, and the contactinformation of three professional references. Materials should beaddressed to:Director of Gift Planning – Search CommitteeOffice of Human ResourcesColby College5500 Mayflower HillWaterville, ME 04901-8855 Job DescriptionDepartment:Office of AdvancementPay Rate Type:SalaryEmployee Type:Job Summary:College AdvancementFull-Time, Exempt, Salaried, Administrative Staff AppointmentOver the past five years, outreach efforts to communicate the valueand impact of a Colby education have resulted in more than doublingthe number of students seeking admission to Colby and settingseveral institutional records for funds raised. Major initiativesmade possible through Colby’s campaign, Dare Northward, areenriching the student experience and positioning Colby’s home city,Waterville, as a destination for the arts and culture.Propelled by visionary leadership, a compelling array ofinitiatives, and record fundraising in fiscal year 2017, Colbylaunched the largest fundraising campaign ever at a liberal artscollege—$750 million—in October 2017. With the success of the DareNorthward campaign, the College will be known for a distinctive setof multidisciplinary academic offerings; an even more cohesive andaccessible institutional culture for students from all backgrounds;the foremost art and athletic facilities in the educational sector;a welcoming, thriving, and dynamic surrounding community; increasedglobal connections and resulting perspectives; the richest set ofuniversal student experiences to enhance the Colby academicprogram; and the capacity to support the postgraduate success ofevery one of their students.Thus far, more than 24,000 alumni and friends have made donationsin support of initiatives such as the downtown Watervillerevitalization, academic partnerships, financial aid, and globalexperiences and internships—collectively raising more than $610million to date toward the Dare Northward campaign. Colby now ranksas a national leader among the nation’s colleges and universitiesin alumni giving participation. To learn about the Colby DareNorthward campaign, visit https://darenorthward.colby.edu/ .The director of gift planning provides overall guidance andstrategic direction for Colby’s gift planning program.Responsibilities include identification, cultivation, solicitation,and stewardship of prospective and existing gift planning donors;oversight of gift planning marketing; and administration andstewardship of life income gifts, bequest expectancies, realizedbequests, gifts-in-kind, real estate gifts, and other complexassets in conjunction with the leadership and principal giftsstaff. The director manages the associate director of giftplanning, director of milestone reunions, and an administrativeassistant. We encourage inquiries from candidates who willcontribute to the diversity of our College, including its culturaland ethnic diversity.ESSENTIAL FUNCTIONS AND RESPONSIBILITIES:last_img read more