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Cornell University

Research university in Ithaca, NY

Gift Planning Officer

Account ManagementConfirmed live in the last 24 hours
Full-timeIthaca, NY, USA$95.5k - $116.7k

About the Job

Requirements

  • A bachelor's degree and 3–6 years of relevant experience are required, including a minimum of two years in planned giving or a related field such as trusts and estates or wealth planning.
  • Familiarity with personal financial planning and wealth management strategies.
  • Knowledge of estate, gift, and income tax principles relevant to charitable giving.
  • Ability to communicate technical material in lay terms, verbally and in writing.
  • Demonstrated experience transacting real estate, with an emphasis on evaluating individual real estate transactions for suitability before invoking the mechanics of the process.
  • Accuracy and attention to detail.
  • Ability to work with all levels of the University, donors, alumni, alumni volunteers, and professional advisors.
  • Experience working directly with people from diverse racial, ethnic, and socioeconomic backgrounds.
  • Ability to cultivate and develop inclusive working relationships with colleagues, faculty, staff, and other members of the campus community.

Responsibilities

  • Manage a portfolio of planned giving prospects and donors, developing strategies to cultivate, solicit, and steward gifts ranging from $10,000 to $10 million or more.
  • Develop and close $5 million–$10 million annually in planned and complex gifts, independently and in collaboration with college and unit fundraising partners.
  • Partner with major, principal, and leadership giving officers to identify, structure, and close gifts involving estates, life income agreements, real estate, and other complex assets.
  • Serve as the gift planning liaison to at least two assigned colleges or units, providing technical expertise, fundraising strategy support, and colleague education.
  • Conduct donor visits, lead collaborative strategy discussions, and participate in stewardship activities to advance gift planning opportunities and strengthen donor relationships.
  • Support planned giving marketing and stewardship initiatives by partnering with internal colleagues to ensure consistent messaging and donor engagement.
  • Maintain accurate donor records and activity reporting while collaborating with internal and external partners to facilitate gift closure and administration.
  • Attend donor, stewardship, and university events and travel as needed to support fundraising objectives.

About the Company

Cornell University

Research university in Ithaca, NY

Cornell University is a privately endowed research university and New York's federal land-grant institution, based in Ithaca, New York, with education, research, and public-engagement programs.

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