Associate Director Of Planned Giving

Profile

Associate Director of Planned Giving

The Candidate will be responsible to manage, lead, and inspire a small team of Planned Giving staff for Stanford Medicine. Direct staff efforts to carry out planned giving initiatives, including proactive efforts to increase the number of bequests and life income gifts, outreach, field staff training, donor recognition, and stewardship. Set program goals and provide regular and constructive performance communication. Work with donors, prospects, and their legal and financial advisors to establish charitable trusts, bequests, and complex outright gifts to benefit the university. Initiate gift discussions with and respond to inquiries from donors and prospects. Collaborate with other university development officers in gift solicitations, providing expertise in connection with bequests, charitable remainder trusts, charitable gift annuities, pooled income funds, charitable lead trusts, gifts of real estate, and other complex assets. Provide technical support and policy construction, including accurate documentation of outright gifts, to increase awareness of complex and deferred gift vehicles and cultivate new donors. Oversee the design and implementation of marketing efforts for Stanford Medicine providing information on the methods and benefits of trusts, bequests, and other planned gifts to all whose circumstances might lead to such gifts. Further develop and maintain current expertise in tax, trust, probate, and other laws affecting charitable giving. Represent the university in discussions with donors regarding the use of their gifts. Determine university compliance with donor restrictions and donor intent in its management of gifts funds. Coordinate with other Stanford offices concerning acceptance, management, and disposition of gift property, including real estate, limited partnership interests, and other non-cash gifts. Assist with training staff and volunteers on planned giving topics. Work closely on a collaborative basis with other professional staff in the Office of Planned Giving, the General Counsel's office, Stanford School of Medicine and Stanford Health Care. Draft pledge and gift agreements with varying degrees of complexity, charitable trust documents, and sample bequest language for gifts to Stanford. Lead staff and provide leadership to achieve goals and vision of the organization. Other duties may also be assigned.

Company info

Stanford University.
Crown Quadrangle 559 Nathan Abbott Way
Stanford
California
United States 94305-8610
Website : http://www.stanford.edu/