Associate Director, Planned Giving

2 weeks ago

Dayton, United States University of Dayton Full time
Associate Director, Planned Giving

Job No: 502092
Work Type: Staff Full Time (1500 hours or greater)
Location: Dayton, OH
Category: University Staff
Department: Planned Giving - 300230
Pay Grade: B - Exempt
Advertised: August 21, 2024
Applications close: September 05, 2024

Position Summary:
Become an expert in complex philanthropy. The University of Dayton provides life-changing opportunities for exceptional learning and teaching. To promote this, the University has undertaken its first campaign in more than 20 years. Our team uses sophisticated charitable and tax planning to help donors maximize their philanthropy and accomplish their goals. As the Associate Director of Planned Giving, you can become an expert in complex philanthropy and help our students and faculty Soar

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 Assistant Director will be expected to maintain significant local and national travel to personally engage prospective donors.

Minimum Qualifications:
•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.

Preferred Qualifications:
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.
•Advanced problem solving skills.
•Exemplary interpersonal skills.
•Ability to work with socially, culturally and generationally diverse constituents.

Special Instructions to Applicants:
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.

Closing Statement:
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.

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