Georgetown University comprises two unique campuses in the nation’s capital. With the Hilltop Campus located in the heart of the historic Georgetown neighborhood, and the Capitol Campus, just minutes from the U.S. Capitol and U.S. Supreme Court, Georgetown University offers rigorous academic programs, a global perspective, and unparalleled opportunities to engage with Washington, D.C. Our community is a close-knit group of remarkable individuals driven by intellectual inquiry, a commitment to social justice, and a shared dedication to making a difference in the world.
Requirements
Job Overview
The Director, Planned Giving in the Office of Advancement at Georgetown University is responsible for providing planned giving services throughout the University, including the main campus and medical center. There is a strong emphasis on documentation of leadership annual fund planned gifts to build a strong financial foundation for the University through philanthropy. This role also provides counsel to fundraisers throughout the organization to facilitate their engagement with donors in their respective units or areas. The Director provides counsel on technical areas such as estate and wealth planning, tax, liquid or hard-to-value assets, complex charitable giving vehicles and structures, and the financial and personal issues affecting wealthy families. Additionally, this role will support development officers when prospective donors may be considering or have the potential for gift planning as an avenue for contributing to the University.
Duties include but are not limited to:
Planned giving cultivation and documentation.
Estate administration and life income program management.
Planned giving training and education
Work Interactions
This position will report to either the Assistant Vice President & Chief of Staff or the Associate Vice President, Regional Development, and work with members of the Planned Giving Operations team and the Senior Philanthropic Advisor for Planned Giving. Collaboration and a positive work relationship with development officers and schools/units to develop gift planning strategies for individuals with the capability of making gifts will be critical for success. This role will also work with members of the University’s administration, staff, and faculty, engage with external constituents, such as attorneys, accountants, trust officers, financial advisors, to provide planned giving information, and may engage with prospective donors.
Requirements and Qualifications
Bachelor’s Degree and Juris Doctorate required
Minimum of 5-7 years of overall professional experience with at least 5 years of professional experience in Planned Giving or estate and trust administration
Experience with documenting bequests and reviewing planned giving legal documents
Working knowledge of the legal, tax, and procedural aspects of estate planning, estate administration, fiduciary responsibilities, estate and trust tax preparation, and accounting required
Ability to interact professionally and effectively with corporate and individual fiduciaries as well as accountants, financial custodians, surviving family members, and key internal partners within the University
Strong verbal and writing skills, high attention to detail and follow-up, and excellent organizational and project management skills
Ability to manage confidential information with discretion and tact
Ability to work collegially and collaboratively in a team setting
Exceptional work ethic and track record of personal initiative
Outstanding interpersonal and communication skills characterized by the ability to listen, speak and write well
Flexibility and adaptability to new programs in an emerging and changing environment
Demonstrated skill and knowledge of, or ability to learn quickly, the internal workings of the University as well as the technology tools available to the Office of Advancement, including internal databases and Microsoft Office programs
Work Mode Designation
This position has been designated as Hybrid. Please note that work mode designations are regularly reviewed in order to meet the evolving needs of the University. Such review may necessitate a change to a position’s mode of work designation. Complete details about Georgetown University’s mode of work designations for staff positions can be found on the Department of Human Resources website: https://hr.georgetown.edu/mode-of-work-designation.
Pay Range:
The projected salary or hourly pay range for this position which represents the full range of anticipated compensation is:
$135,188.00 - $264,291.85
Compensation is determined by a number of factors including, but not limited to, the candidate’s individual qualifications, experience, education, skills, and certifications, as well as the University’s business needs and external factors.
Current Georgetown Employees:
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Submission Guidelines:
Please note that in order to be considered an applicant for any position at Georgetown University you must submit a resume for each position of interest for which you believe you are qualified. Documents are not kept on file for future positions.
Need Assistance:
If you are a qualified individual with a disability and need a reasonable accommodation for any part of the application and hiring process, please click here for more information, or contact the Office of Institutional Diversity, Equity, and Affirmative Action (IDEAA) at 202-687-4798 or [email protected].
Need some assistance with the application process? Please call 202-687-2500. For more information about the suite of benefits, professional development and community involvement opportunities that make up Georgetown's commitment to its employees, please visit the Georgetown Works website.
EEO Statement:
GU is an Equal Opportunity Employer. All qualified applicants are encouraged to apply, and will receive consideration for employment without regard to age, citizenship, color, disability, family responsibilities, gender identity and expression, genetic information, marital status, matriculation, national origin, race, religion, personal appearance, political affiliation, sex, sexual orientation, veteran status, or any other characteristic protected by law.
Benefits:
Georgetown University offers a comprehensive and competitive benefit package that includes medical, dental, vision, disability and life insurance, retirement savings, tuition assistance, work-life balance benefits, employee discounts and an array of voluntary insurance options. You can learn more about benefits and eligibility on the Department of Human Resources website.
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