Senior Director of Development – Gift Planning

4 months ago

Houston, United States Rice University Full time

Special Instructions to Applicants: 

Position Summary:

Reporting to the Executive Director of Gift Planning, the Senior Director of Development - Gift Planning is responsible for securing planned and complex asset gifts and/or blended gifts; i.e., a combination of annual, outright, revocable and irrevocable deferred gifts. Primary responsibilities include the identification, cultivation, solicitation and stewardship of alumni, parents and friends, with particular attention to those capable of gifts valued at $250,000 or more. The Senior Director of Development - Gift Planning values collaboration and partners in fundraising activities with a portfolio of school and regional major gift and annual gift officers. This person assists in providing technical expertise to development officers and university administrators. With oversight from the Executive Director of Gift Planning, the Senior Director of Development - Gift Planning participates actively with the rest of the gift planning team in the design and implementation of the gift planning marketing and communications. The Senior Director of Development - Gift Planning mentors, coaches and participates in formal training of fellow gift planning team members, development professionals and volunteers in blended and planned gift fundraising to further the fundraising and donor engagement goals of the organization.

The ideal candidate is a highly collaborative leader, strategic thinker, and independent entrepreneur with a demonstrated track record of securing planned gift commitments and has a proven ability to refine and actualize fundraising priorities in conjunction with key academic partners and administration.

Workplace Requirements 

Must possess (or have the ability to obtain one within 30 days of hire) and maintain a valid Texas driver’s license with no more than three moving violations and/or at fault accidents within the past 36 months, and no convictions or deferred dispositions for Driving While Intoxicated (DWI) or Driving Under the Influence (DUI) within the past five years.

Minimum Requirements: 

Bachelor’s Degree In lieu of the education requirement, additional related experience, above and beyond what is required, on an equivalent year for year basis may be substituted 7+ years’ experience of combined planned gift and major gift fundraising, including at least three years of demonstrated success in closing deferred and complex asset planned gifts 7+ years successful experience in the fields of professional financial planning, trust officer, or in the practice of law working with clients in estate and/or tax planning will also be considered

Skills: 

Bachelor’s Degree Strong knowledge of all manner of planned gift vehicles and gifts of complex assets Strong knowledge of charitable tax laws Working knowledge of estate and tax planning Ability to develop and initiate new strategies Advanced problem solving skills Excellent verbal and written communications skills Ability to work well under pressure and manage projects simultaneously Excellent organizational and time management skills Excellent knowledge of Microsoft Office suite Excellent data analysis skills Ability to work independently and as part of a team to meet expected deadlines and schedules Adept at problem solving, creating contingency plans and handling issues when necessary Excellent client service orientation Ability to lead and motivate others Strategic skills to craft and implement fundraising and/or project plans Excellent attention to detail and ability to quickly understand and remember details about alumni/donors and projects to which they are assigned Excellent interpersonal skills

Preferences:

J.D or Master’s degree Successful fundraising experience in a higher education or other complex non-profit institution Experience working in a capital campaign Experience using Blackbaud CRM or similar alumni/donor database system Experience with gift planning software such as PG-Calc Experience in a PC/Windows environment using Microsoft Office tools Bar admission in a U.S. state; CFA, CFP, CTFA, CFRE, or other advanced financial planning or fundraising certification

Essential Functions:

Manages a select portfolio of planned, blended and complex asset gift prospects through qualifying visits, cultivation of prospects, prospect solicitations that align with the prospects’ passions and financial capacity, securing the commitment and stewarding current donors Assists in developing gift planning marketing and communications Collaborates with other development officers regarding soliciting, securing and documenting planned gifts Participates in writing topical articles for newsletters and making presentations to external audiences consisting of alumni and Rice supporters Prepares sample illustrations for all potential gift vehicles and assets, including, but not limited to, life income gifts, gifts of real estate and other non-cash assets, lead trusts, bequest intentions through various vehicles, etc. Assists the Executive Director of Gift Planning by participating in policy and procedure construction Performs other duties as assigned

Additional Functions

Local and national travel to visit with prospects and donors (up to 35% of the time) Making cold calls to potential prospects Occasional weekend and evening events Maintains and develops ongoing knowledge of all manner of planned gift vehicles and gifts of complex assets Stays current with and continues developing knowledge of all existing and changing charitable tax laws  Has frequent and ongoing contact with colleagues in the Development and Alumni Relations division, as well as the Treasurer’s Office Has some contact with the General Counsel’s Office, deans, faculty and other university offices Has extensive contact with alumni, friends and parents, plus attorneys, financial planners and other affiliated professionals Comfortable working in an open office environment

Rice Mission and Values: 

Rice University is an Equal Opportunity Employer committed to diversity at all levels. It considers for employment qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national or ethnic origin, genetic information, disability, or protected veteran status.

  • Staff Assistant

    1 week ago

    Houston, United States Rice University Full time

    Special Instructions to Applicants: Please attach a cover letter and a resume in the Supporting Documents section of the application. About Rice:Boasting a 300-acre tree-lined campus in Houston, Texas, Rice University is ranked among the nation’s top 20 universities by U.S. News & World Report. Rice has a 6-to-1 undergraduate student-to-faculty ratio and...

  • Director of Business Development

    4 weeks ago

    Houston, United States The Aspenwood Company Full time

    The Aspenwood Company, a leader in the senior living industry, has an opportunity for an experienced Director of Business Development at our Village of Southampton and Village of Tanglewood locations. The Director of Business Development is responsible for creating lead referral sources by developing professional business-to-business relationships. This...

  • Senior Manager of Development Events

    4 weeks ago

    Houston, United States Kipp Full time

    Department: Regional Support and Leadership Company Description KIPP Texas Public Schools is a network of 59 public charter, open-enrollment, pre-k-12 schools educating nearly 34,000 students across Austin, Dallas-Ft. Worth, Houston, and San Antonio. Together with families and communities, our mission is to create joyful, academically excellent schools that...

  • Director of Development

    2 weeks ago

    houston, United States LVI Associates Full time

    Job Summary:The Director of Project Development will be integral to advancing my client’s energy initiatives, primarily focused on natural gas-fired power generation projects. This role is responsible for managing all aspects of project development, from creating detailed plans, schedules, and budgets to coordinating teams and stakeholders to ensure timely...

  • Director of Development

    2 weeks ago

    Houston, United States LVI Associates Full time

    Job Summary:The Director of Project Development will be integral to advancing my client’s energy initiatives, primarily focused on natural gas-fired power generation projects. This role is responsible for managing all aspects of project development, from creating detailed plans, schedules, and budgets to coordinating teams and stakeholders to ensure timely...

  • Director of Development

    1 week ago

    houston, United States LVI Associates Full time

    Job Summary:The Director of Project Development will be integral to advancing my client’s energy initiatives, primarily focused on natural gas-fired power generation projects. This role is responsible for managing all aspects of project development, from creating detailed plans, schedules, and budgets to coordinating teams and stakeholders to ensure timely...

  • Director of Advancement

    2 weeks ago

    Houston, United States The EmeryWeiner School Full time

    Director of AdvancementThe Emery/Weiner SchoolHouston, TexasReports to: Head of SchoolClassification: ExemptStatus: Full-time Job Summary:The Director of Advancement will lead the development, implementation, and fulfillment of Emery/Weiner School’s strategic initiatives and philanthropic goals. Reporting to the Head of School and a member of the Head’s...

  • Director of Advancement

    2 weeks ago

    houston, United States The EmeryWeiner School Full time

    Director of AdvancementThe Emery/Weiner SchoolHouston, TexasReports to: Head of SchoolClassification: ExemptStatus: Full-time Job Summary:The Director of Advancement will lead the development, implementation, and fulfillment of Emery/Weiner School’s strategic initiatives and philanthropic goals. Reporting to the Head of School and a member of the Head’s...

  • Director of Advancement

    2 weeks ago

    houston, United States The EmeryWeiner School Full time

    Director of AdvancementThe Emery/Weiner SchoolHouston, TexasReports to: Head of SchoolClassification: ExemptStatus: Full-time Job Summary:The Director of Advancement will lead the development, implementation, and fulfillment of Emery/Weiner School’s strategic initiatives and philanthropic goals. Reporting to the Head of School and a member of the Head’s...

  • Director of Advancement

    2 weeks ago

    Houston, United States The EmeryWeiner School Full time

    Director of AdvancementThe Emery/Weiner SchoolHouston, TexasReports to: Head of SchoolClassification: ExemptStatus: Full-time Job Summary:The Director of Advancement will lead the development, implementation, and fulfillment of Emery/Weiner School’s strategic initiatives and philanthropic goals. Reporting to the Head of School and a member of the Head’s...

  • Senior Tax Director

    4 weeks ago

    Houston, United States Creative Financial Staffing Full time

    About the Senior Director, Tax opportunityOur client is a large recognized brand in their industry looking for a strong tax leader with international tax and income tax provisions with C-corps experience. The ideal candidate will enjoy complicated and unique tax deals. This position is a succession plan to VP of Tax. This opportunity does come with a...

  • Senior Tax Director

    4 weeks ago

    Houston, United States Creative Financial Staffing Full time

    About the Senior Director, Tax opportunityOur client is a large recognized brand in their industry looking for a strong tax leader with international tax and income tax provisions with C-corps experience. The ideal candidate will enjoy complicated and unique tax deals. This position is a succession plan to VP of Tax. This opportunity does come with a...

  • Senior Tax Director TX

    5 days ago

    houston, United States Creative Financial Staffing Full time

    About the Senior Director, Tax opportunityOur client is a large recognized brand in their industry looking for a strong tax leader with international tax and income tax provisions with C-corps experience. The ideal candidate will enjoy complicated and unique tax deals. This position is a succession plan to VP of Tax. This opportunity does come with a...

  • Senior Financial Planning Analyst

    3 weeks ago

    Houston, United States Big4Advisor Full time

    Summary:Newly created Senior Financial Planning Analyst to help the CEO, COO, and CFO improve operations and drive business. You will work closely with the Finance Director to create KPIs and analyze the company’s financial results.The Senior FP&A Analyst will support the financial planning, budgeting, and forecasting processes, providing critical...

  • Senior Financial Planning Analyst

    3 weeks ago

    houston, United States Big4Advisor Full time

    Summary:Newly created Senior Financial Planning Analyst to help the CEO, COO, and CFO improve operations and drive business. You will work closely with the Finance Director to create KPIs and analyze the company’s financial results.The Senior FP&A Analyst will support the financial planning, budgeting, and forecasting processes, providing critical...

  • Senior Financial Planning Analyst

    3 weeks ago

    Houston, United States Big4Advisor Full time

    Summary:Newly created Senior Financial Planning Analyst to help the CEO, COO, and CFO improve operations and drive business. You will work closely with the Finance Director to create KPIs and analyze the company’s financial results.The Senior FP&A Analyst will support the financial planning, budgeting, and forecasting processes, providing critical...

  • Senior Financial Planning Analyst

    3 weeks ago

    houston, United States Big4Advisor Full time

    Summary:Newly created Senior Financial Planning Analyst to help the CEO, COO, and CFO improve operations and drive business. You will work closely with the Finance Director to create KPIs and analyze the company’s financial results.The Senior FP&A Analyst will support the financial planning, budgeting, and forecasting processes, providing critical...

  • Senior Tax Director TX

    1 day ago

    Houston, United States Creative Financial Staffing Full time

    About the Senior Director, Tax opportunityIf you want to know about the requirements for this role, read on for all the relevant information.Our client is a large recognized brand in their industry looking for a strong tax leader with international tax and income tax provisions with C-corps experience. The ideal candidate will enjoy complicated and unique...

  • Business Development Director

    6 months ago

    Houston, United States HealthSouth Full time

    The Business Development Director is responsible for hospital inpatient and outpatient census in the IRF and/or LTCH and mix through the design and implementation of referral programs and customer service strategies. This position oversees inpatient admission process. The Business Development Director manages, trains and develops hospital-wide Business...

  • Senior Tax Manager, Planning

    2 weeks ago

    Houston, United States Halliburton Full time

    We are looking for the right people - people who want to innovate, achieve, grow and lead. We attract and retain the best talent by investing in our employees and empowering them to develop themselves and their careers. Experience the challenges, rewards and opportunity of working for one of the world's largest providers of products and services to the...