Director of Planned Giving and Philanthropic Strategies
4 days ago
About the Role:
The Director, Planned Giving will play a pivotal role in executing the Office's vision by identifying, cultivating, soliciting, and stewarding prospects and donors with a 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, promoting planned giving across the University.
Key Responsibilities:
- Represent the Planned Giving and Philanthropic Strategies team across the nation and campus, stepping in for the Executive Director when necessary.
- Provide expertise and guidance on all aspects of planned giving and charitable giving, including tax and charitable components.
- Closure of significant gifts, including 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 impacting donors and planned giving.
Requirements:
- 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.
Preferred Qualifications:
- Knowledge of PG Calc planned gift software.
- Knowledge of and commitment to the values and mission of higher education.
Benefits of Working at Brown:
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 InsideHigherEd Full timeJob SummaryThe 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...
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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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