Director Of Major And Planned Giving

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Director of Major and Planned Giving

The candidate will responsible for promoting, managing, administering, and stewarding major and planned gifts to the University by working with prospects, donors, development staff, and financial and legal advisors. The director is responsible for promoting, managing, administering, and stewarding major and planned gifts to the University by working with prospects, donors, development staff, and financial and legal advisors. Major gifts include those cash or property gifts of $25,000 or more. Planned gifts include those gifts, whether given currently or deferred, that require the assistance of a professional staff person, qualified volunteer, or the donor's advisors to complete the gift, and any gift which is carefully considered by a donor in light of estate and financial plans. Additionally, the director works with senior alumni coordinating 50th reunion and Golden Torero events. This position receives general guidance and direction from the associate vice president for Development. This position directly supervises the Office of Planned Giving’s staff, including a marketing coordinator and an executive assistant. Oversee, manage, and evaluate all aspects of the major and planned giving program including the establishment of appropriate policies and procedures, preparation and administration of annual program budget, and evaluation of the effectiveness of the major and planned giving program. Initiate, cultivate, and solicit major and planned gifts for USD. Actively cultivate a portfolio of major and planned giving donors while working closely with directors of development, faculty and other university personnel throughout USD to assist them with planned giving prospects and act as planned giving liaison and support. Maintain frequent contact with donors, prospective donors, and their legal and financial advisors who are interested in charitable trusts, gift annuities, other planned gifts, gifts of real estate, artwork, and other unusual assets. Formulate cultivation and solicitation strategies for major and planned gift prospects and assist other university fundraisers in implementing these strategies. In particular, care should be taken to match donors’ financial needs and philanthropic concerns with the appropriate gift vehicle and designation while balancing the motivations of donors with the needs of the university. Fully comply with the university’s prospect management / move management system including the filing of donor/prospect Contact Reports. Advise donors on the transfer of assets and the ramification of using different types of assets to fund planned giving vehicles. When discussing tax and legal issues with donors, prospects, and their advisors, provide information; however, emphasize that the university is not providing legal or financial advice on their behalf. Draft necessary documents and agreements between USD and donors as required for their gifts while keeping in mind any potential for conflict of interest (charitable gift annuity agreements, property agreements, assignments of personal property, etc.). Donors should be directed to seek advice from their own legal representatives. Review legal documents generated by outside counsel for accuracy and completeness and take necessary action or direct other outside counsel to do so. Supervise outside counsel in their drafting of wills and trust documents (both charitable remainder trusts as well as living trusts) on behalf of donors to USD. Monitor executors'/trustees' administration of estates of which USD is a beneficiary. Monitor estates throughout the probate process to ensure that the proceedings are efficient and USD’s interests are well represented. Maintain Pending Estates files. Monitor the fiduciaries acting as trustees or advisors to assure that administration of charitable remainder trusts conforms to federal and state laws. Periodically review trust, gift annuity, and pooled income fund accountings and investment performance. Assist trustors with their interactions with third party trustees, especially when changing trustees. Monitor any settlement negotiation, litigation, or conflicts regarding planned gifts. Supervise and coordinate with appropriate general counsel and outside legal counsel to protect the interests of USD. Maintain accurate and complete records (legal, financial, and general correspondence) of all planned giving transactions, major gifts, and pending estates and ensure that all known planned gifts are in compliance with all applicable federal, state, and university laws, policies, and procedures. Maintain strong relationships with the Office of Finance and Administration as well as the Office of Budget and Treasury. Prepare necessary finance reports for the annual audit. Educate members of the community, alumni, parents, volunteers, faculty, current donors and prospects about planned giving by marketing the planned giving program through personal contacts, seminars, luncheons, newsletters, advertising, referrals and mailings. Develop and maintain relationships with the professional community to cultivate charitable gift referrals. Establish, maintain and cultivate the Planned Giving Council. Advise and educate USD personnel and volunteers about major and planned giving issues, with specific regard to legal requirements and consequences of non-compliance. Work with USD personnel and volunteers to help them include planned or blended gifts in their solicitations and assist with prospects when appropriate. As a member of USD’s Gift Acceptance Committee, assess all potential gifts subject to review. Assist USD personnel with legal requirements for acceptance, management, and disposition of real estate, limited partnership interest, closely-held and restricted stock, and non-cash gifts. Prepare annual reports, in cooperation with the Accounting Department, required for the Department of Insurance annual gift annuity report. Maintain a high level of knowledge of current planned giving techniques and relevant laws including areas of taxation, trusts and estates, probate, corporations, partnerships, other business entities, non-profit organizations, contracts, and real estate.

Additional Information

Job: IRC26939

Company info

University of San Diego
5998 Alcala Park
San Diego
California
United States 92110-2492
Phone : 619-260-6806
Website : http://www.sandiego.edu/