Assistant Director of Planned Giving

Job Details and Requirement

BASIC FUNCTION :

The Assistant Director of Planned Giving, under the supervision of the Director of Planned Giving, will be responsible for planning, executing, and promoting a comprehensive planned giving program.

The position will focus on activities relating to the administration and investment of the College’s life income gifts while also managing a system of constituent follow up for planned gifts, in coordination with other members of the advancement / fundraising team.

The Assistant Director will, in coordination with the Director, analyze, prepare and transmit summaries of appropriate financial data to donors and administration, serve as a liaison between the College, life income donors and beneficiaries, outside planned giving advisors, and financial services personnel.

The Assistant Director will engage prospective donors, alumni, parents and friends of the College using a donor-centric process, with the ultimate goal of developing relationships that lead to philanthropic support for College priorities while achieving personal, financial and legacy goals of the donors.

The Assistant Director must have strong interpersonal skills and the ability to work well with others, including donors, professional advisors and colleagues.

The Assistant Director should have a clear understanding of the role philanthropy can play in fulfilling an individual’s personal and financial objectives as well as the objectives of the College.

DESCRIPTION OF DUTIES AND RESPONSIBILITIES :

Trust and Estate Administration 50%

1. Provide continual coordination with the College’s planned gift administration, investment manager, donors / beneficiaries, and regulatory agencies.

• Assist in trust management functions including sending monthly and quarterly reports to trust beneficiaries with updates on market conditions.
• Monitor trust investments, asset allocations and performance of individual portfolios, with the assistance of the Director.
• Maintain reporting to validate payments made to trust beneficiaries and annuitants are accurate.
• Submit and maintain quarterly and yearly reports as required by various state and federal regulatory agencies.

2. Working closely with trustees, executors and attorneys, facilitate all aspects of estate distributions to CMC

Review estate documents to confirm donor intention align with gift acceptance policies

Donor Management 30%

3. Manage a portfolio of donors and prospective donors with the following goals :

• Steward existing donors and beneficiaries through regular communication; updating them on the College and the planned giving program and assist in quickly resolving problems or questions as they arise.
• Cultivate and solicit donor prospects, answer questions about the various planned giving options, the planned giving program, the College and related topics.
• Research and prepare detailed proposals to educate and inform prospective donors as to the benefits and concerns related to a planned gift.

Meet, as necessary, with prospective donors and / or advisers and provide any required information that might assist the prospective donor in making a fully informed decision.

Prepare appropriate documents and provide drafts, as requested, to the prospective donors and advisers for review and comment.

Data Management and Other Duties 20%

4. Assist in the preparation of trust and annuity contracts and designation agreements ensuring the later comply with the College’s gift acceptance, endowment, and spending policies.

5. Prepare initial, quarterly and yearly reports for states with annuity registration and notification requirements.

6.Maintain accurate and comprehensive records of communications with donors and prospects.

7. Maintain technical expertise in the areas of planned giving, charitable estate planning, and income, gift, and estate taxation.

Be prepared to provide advice and assistance to other members of the College staff in these areas.

Participate in professional organizations in charitable gift planning and tax matters.

8. Assume other duties and responsibilities as assigned.

QUALIFICATION STANDARDS & SKILLS :

EDUCATION : Bachelor’s degree required with an advanced degree preferred, plus two to three years of related experience, or an equivalent combination of education and experience.

EXPERIENCE : Experience in planned giving or educational development preferred. Formal training in charitable gift and estate planning preferred.

Familiarity with financial and tax planning preferred. Demonstrated ability in written and oral communication required

OTHER :

REQUIRED HOURS : The regular hours for this position are 8 : 00 a.m. to 5 : 00 p.m., Monday through Friday. Weekend and evening work will at times be expected.

Travel may be required. Regular hours may vary due to needs of the College or department. This is a 12-month position.

CLASSIFICATION AND STATUS :

This is an exempt, full-time, benefits-eligible position.

IPEDS Category Job Code : 13-0000 - Business and Financials Operations Occupations

Physical Requirements : Sedentary (up to 10 lbs.)

REPORTS TO :

Director of Planned Giving

SUPERVISORY RESPONSIBILITY :

This position does not have any supervisory responsibilities.

SALARY RANGE :

The anticipated salary range is $68,000 - $72,000 per year. Salary will be commensurate with qualifications and experience.

GROOMING AND APPEARANCE :

The Claremont Colleges seek to maintain a neat and professional image at all times.

BACKGROUND CHECK :

The successful candidate will be required to undergo a full consumer background check. Employment is contingent on the satisfactory results of the aforementioned, in addition to compliance with requirements cited in this job description.