Director of Planned Giving and Philanthropic Strategies
6 days ago
The Director of Planned Giving and Philanthropic Strategies will play a vital role in executing the Office's vision, identifying, cultivating, soliciting, and stewarding prospects and donors with a particular focus on planned giving and complex gift strategies. This position will participate in the administration and strategic direction of the Office of Planned Giving and Philanthropic Strategies and will play a key role in promoting planned giving across the University.
Key Responsibilities- Represent the Planned Giving and Philanthropic Strategies team across the nation and campus, and step in for the Executive Director on occasions when the ED is unavailable.
- Provide expertise and guidance on all aspects of planned giving and charitable giving rooted in illiquid, alternative, and complex assets.
- Closing or facilitating the closure of significant gifts of seven and eight-figure gifts in support of Brown University.
- Collaborate with gift officers and internal constituencies to support complex planned giving conversations across the University.
- Assist in team administration, including gift documentation, estate administration, CGA registrations, stewardship, and administration of the University's pooled income funds, and charitable trusts.
- Organize and conduct internal training on charitable planning, gift planning vehicles, and tax-wise philanthropic strategies.
- Maintain technical expertise while staying current on tax and other legislative changes that impact donors and planned giving.
- Bachelor's degree required.
- Minimum of 7 years of experience in a related field such as tax, estate planning, planned giving, or the equivalent.
- Advanced degree or study in a related field (business administration, tax, or law) or rigorous professional designation (CPA, CFA, securities license) is required.
- Proven ability to solicit high-level gifts or equivalent proven experience, particularly in relationship and trust building, in another field.
- High ethical standards of behavior, sound judgment, thoughtfulness, respect for confidential personal information, and attention to detail.
- Ability to work with and command the respect of faculty, senior officers, and other high-level volunteers.
- Excellent interpersonal skills.
- Excellent organizational and time-management skills.
Brown University is committed to advancing diversity, inclusion, and equity and is an Affirmative Action/Equal Opportunity Employer.
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Providence, Rhode Island, United States Brown University Full timeAbout the RoleBrown University is seeking a highly skilled and experienced professional to join our team as a Director of Planned Giving and Philanthropic Strategies. This is a key leadership position that plays a pivotal role in executing the Office's vision, identifying, cultivating, soliciting, and stewarding prospects and donors with a focus on planned...
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Providence, Rhode Island, United States Brown University Full timeAbout the RoleBrown University is seeking a highly skilled and experienced professional to serve as the Director of Planned Giving and Philanthropic Strategies. This key leadership position plays a pivotal role in executing the Office's vision, identifying, cultivating, soliciting, and stewarding prospects and donors with a focus on planned giving and...
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