Senior Development Officer for Planned Giving
1 week ago
Brown 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 complex gift strategies.
Key Responsibilities:- Represent the Planned Giving and Philanthropic Strategies team across the nation and campus, and assume leadership in the Executive Director's absence.
- Provide expertise and guidance on all aspects of planned giving and charitable giving rooted in illiquid, alternative, and complex assets.
- Closely collaborate with gift officers and internal constituencies to support complex planned giving conversations across the University.
- Partner, coach, equip, and encourage colleagues in the pursuit of planned giving opportunities while assisting in the design and implementation of gifts and individualized donor strategies.
- 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.
- 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, organizational and time-management skills, project management and problem-solving skills, and analytical and strategic thinking capabilities.
- Knowledge of PG Calc planned gift software.
- Knowledge of and commitment to the values and mission of higher education.
- Demonstrated commitment to Diversity, Equity, Inclusion, and Belonging (DEIB), including experience/ability to identify and emphasize diverse perspectives in programming, communications, and strategy.
- Superlative written and verbal communication skills, entrepreneurial spirit, and strategic mindset for developing and implementing short and long-term goals.
- Ability to handle multiple assignments and changing priorities as circumstances develop, and ability to work both independently and collaboratively.
Brown University offers a comprehensive benefits package, including competitive salary, comprehensive health insurance, retirement plan, and generous paid time off.
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