Director of Endowments and Gift Planning
Job Description :
Seattle Pacific University (SPU) is a vibrant community that is committed to engaging the culture and changing the world.
We are seeking a dynamic and experienced professional to join our team as the Director of Endowments and Gift Planning.
As the Director of Endowments and Gift Planning, you will play a crucial role in planning and executing a comprehensive endowment and gift planning program.
Reporting to the Vice President for University Advancement, you will steward relationships with university constituents who include SPU in their estate plans (Wellspring Society members) and those who establish endowments, with the ultimate goal of growing the bequest pipeline and endowment contributions.
Responsibilities
Models and promotes the mission and objectives of Seattle Pacific University, University Advancement and the Seattle Pacific Foundation.
Adopts a caring and ministerial attitude in cultivating prospects and in obtaining endowment and planned gifts.
- Is the institutional expert for estate planning and deferred gift planning, possessing an extensive and current knowledge of Federal and State laws governing various gift planning vehicles and asset types in addition to a complete understanding of institutional policy and processes for accepting and completing gift planning transactions.
- Manages a personal portfolio of prospects capable of making major current and planned gifts with an emphasis on irrevocable planned gifts, bequests and gifts to endowment.
- Oversees the establishment of new endowments to insure compliance with University standards and procedures.
- Works closely with the major gift officers, Seattle Pacific Foundation staff and other University personnel to promote the acquisition of major current and deferred gifts, working independently while also working as a member of the overall University Advancement team.
- Manages all bequest administration processes and communicates with personal representatives and estate counsel to secure estate gifts to the University.
- Designs a comprehensive strategic plan and marketing initiative to promote gifts to endowment and planned gifts. Cultivates relationships with donors, educates and teaches about the benefits of planned gifts, and presents Estate and Gift Planning seminars.
- Responsible to conceive, direct, and assist with stewardship activities related to Wellspring Society members and Endowments and Gift Planning constituents, collaborating closely with the the Associate Vice President and staff members.
- Provides supervision to the Senior Gift Planning Officer and assist gift planning and foundation support staff. Provides training and assistance to major gift officers and other Advancement staff with regard to gift planning issues and donor proposals.
Requirements :
- Bachelors degree in a related field or equivalent.
- Five years of progressively responsible related experience with evidence of professional gift planning competency.
- Demonstrated professional gift planning training or JD with estate planning specialization.
- Ability to work independently and to thrive in a self-directed environment. Strong interpersonal and communication skills and aptitude to work well with diverse constituencies.
- Knowledgeable about business and current tax law dealing with Planned Gifts and current in education relative to this field.
Includes as a minimum being proficient with charitable remainder unitrusts and annuity trusts, lead trusts, gift annuities, pooled income funds, wills and real estate.
- Must be able and willing to travel within United States.
- A maturing and contagious Christian faith., knowledge of and the willingness to actively support the Christian mission of the University and accept the lifestyle standards of the Christian community.
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