Experience
3 yrs required
Location
Chicago, IL, United States
Posted on
Jul 04, 2016
Profile
Director of Gift Planning
The candidate will serve as a fundraising specialist in the area of planned giving arrangements and work collaboratively with colleagues across the University to provide technical support and guidance related to gift planning. Secures major and planned giving commitments (both outright and deferred) for the University. Secures major and planned giving commitments (both outright and deferred). Serves as liaison for matters related to drafting and processing gift documents. Works primarily as a consultant and expert and secondarily as a portfolio manager. Provides accurate and timely advice, calculations, proposals, documents, and other assistance to development officers, outside advisors, newsletter respondents, donors, and other inquiring parties with regard to the technical aspects of outright and deferred gifts; including tax, estate, and financial considerations. Provides guidance to prospects and donors regarding charitable giving options as well as funding opportunities pertaining to colleges, departments, and programs. Assists with coordinating programs and activities designed to market planned giving to prospects and donors. Assists with developing and delivering training to Advancement staff in cooperation with Advancement talent management staff on gift planning techniques and administrative guidelines related to gift documents.
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