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Lead Director of Gift Planning - Advancement and Alumni Engagement

Lead Director of Gift Planning - Advancement and Alumni Engagement

Emory UniversityAtlanta, GA, US
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Lead Director Of Gift Planning

Emory University is a leading research university that fosters excellence and attracts world-class talent to innovate today and prepare leaders for the future. We welcome candidates who can contribute to the excellence of our academic community.

The Division of Advancement and Alumni Engagement utilizes resources, technology, and business for the purpose of constituent engagement, donor research and solicitation, and stewardship throughout Emory University and Health Systems. Our mission is to inspire and steward meaningful, lasting relationships that elevate engagement and giving to fulfill Emory's mission to serve humanity. AAE is a high-performance team built on innovative ideas, trust, and accountability. We foster collaborative connections and value inclusion. We are currently seeking a Lead Director of Gift Planning.

The Gift Planning team within the division of Advancement and Alumni Engagement supports the development officers and donors' efforts to create new planned gifts. This position will report to the Managing Senior Director of Gift Planning.

Key Responsibilities :

  • Identifies, cultivates, solicits and stewards a portfolio of planned giving donors.
  • Provides gift planning guidance and technical support to major and principal gifts staff.
  • Works collaboratively with school and unit advancement teams to increase planned gifts.
  • Performs related responsibilities as required.

Additional Job Details : In addition to the duties outlined above, the Lead Director may be required to :

  • Meet department metrics for visit preparation, qualification, contact reports, visits, referrals, and accurate coding using the CRM system.
  • This position requires coming in person two days a week.

    • Minimum Qualifications :

  • A bachelor's degree and six years of related experience in fundraising, estate or financial planning.

    • Preferred Qualifications :

  • Successful candidates will possess experience working with bequests, trusts, taxes, and planned giving with a strong working knowledge of tax, trust, and other laws affecting charitable planning.
  • Strong interpersonal, organizational, problem-solving skills with attention to detail, the ability to work with ambiguity, navigate a complex work environment, and manage multiple projects simultaneously.
  • The ability to work independently as well as collaboratively to achieve goals with a commitment to delivering exceptional customer service.
  • Strong written and verbal communication skills as well as effective presentation skills.
  • Prior experience in advancement, fundraising, alumni engagement, non-profit, or a university setting.
  • Juris Doctor and / or financial certification preferred.
  • Experience working with various technologies including advanced knowledge and experience with Microsoft Office Suite, database and project management software, and CRM systems.
  • Flexibility to accommodate changing priorities and deadlines.
  • Possess a high level of professionalism and commitment to confidentiality with sound judgment and discretion.

    • Note : This role will be granted the opportunity to work from home regularly but must be able to commute to Emory University on a flexible weekly schedule based upon business needs. Schedule is based on agreed upon guidelines of department. This role requires residency in the state of GA. Emory reserves the right to change remote work status with notice to employee.

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    Director Of Planning • Atlanta, GA, US

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