Full-Time

Gift Planning Officer

Cornell University

Cornell University

Compensation Overview

$132.1k - $161.4k/yr

No H1B Sponsorship

Ithaca, NY, USA

Hybrid

Hybrid: remote three days per week and on-campus two days per week.

Category
Sales & Account Management (1)
Required Skills
Financial analysis
Requirements
  • Bachelor’s degree and seven to ten years of relevant experience required, minimum of three years in planned giving or a related field, such as trusts and estates or wealth planning experience required
  • Well-developed knowledge of financial markets and the business world
  • Extensive knowledge of estate, gift and income tax regulations within the context of charitable giving
  • Demonstrated ability in financial analysis and quantitative reasoning
  • Ability to communicate technical material in lay terms, both verbally and written
  • Demonstrated experience in transacting real estate with an emphasis on evaluating individual real estate transactions to determine suitability prior to invoking the mechanics of the process
  • Accuracy and attention to detail
  • Must have strong interpersonal skills and the ability to work with all levels of the University, as well as with donors, alumni, alumni volunteers, professional advisors
  • Experience working directly with people from diverse racial, ethnic, and socioeconomic backgrounds and the ability to cultivate and develop inclusive working relationships with students, faculty, staff, and community members
Responsibilities
  • Develop and close a high volume of planned and complex gifts, both independently and in collaboration with college and unit colleagues
  • Manage and advance relationships with prospects capable of planned gifts ranging from $10,000 to $10M+
  • Collaborate with major, principal, and annual fund officers to structure and close gifts from estates, life income agreements, real estate, and other complex assets
  • Serve as a liaison to assigned colleges and units, providing technical expertise, strategy support, and colleague education
  • Participate in donor visits, collaborative strategy sessions, and stewardship activities to advance gift planning opportunities
  • Contribute to cohesive marketing and stewardship efforts for planned giving through partnership with internal colleagues
  • Attend events and travel as needed to support fundraising and stewardship goals

Company Size

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Total Funding

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Headquarters

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Founded

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