Lead Director of Gift Planning

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Description

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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Additional Details

Emory is an equal opportunity employer, and qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status or other characteristics protected by state or federal law. Emory University does not discriminate in admissions, educational programs, or employment, including recruitment, hiring, promotions, transfers, discipline, terminations, wage and salary administration, benefits, and training. Students, faculty, and staff are assured of participation in university programs and in the use of facilities without such discrimination. Emory University complies with Section 503 of the Rehabilitation Act of 1973, the Vietnam Era Veteran's Readjustment Assistance Act, and applicable executive orders, federal and state regulations regarding nondiscrimination, equal opportunity, and affirmative action (for protected veterans and individuals with disabilities). Inquiries regarding this policy should be directed to the Emory University Department of Equity and Civil Rights Compliance, 201 Dowman Drive, Administration Building, Atlanta, GA 30322. Telephone: 404-727-9867 (V) | 404-712-2049 (TDD).

Emory University is committed to ensuring equal access and providing reasonable accommodations to qualified individuals with disabilities upon request. To request this document in an alternate format or to seek a reasonable accommodation, please contact the Department of Accessibility Services at [email protected] or call 404-727-9877 (Voice) | 404-712-2049 (TDD). We kindly ask that requests be made at least seven business days in advance to allow adequate time for coordination.