Assistant/Associate Director of Gift Planning

Denison University

United States, Ohio, Granville

100 West College Street (Show on map)

Jan 24, 2025

Job Posting Information

Position Type	Administrative Staff
Classification Title	Administrative Staff
Position Title	Assistant/Associate Director of Gift Planning
Position Number	A00237
Pay Grade Level	AD 01
Salary
Department	Gift Planning
Posting Number	S 121301417
Full or Part Time	Full Time
Number of Months	12
Position End Date
FTE	1
Work Schedule
Basic Function	Fundraising subject matter expert in the area of charitable giving arrangements who serves as a consultative resource for fundraising staff, internal financial/legal colleagues, donors, and professional advisors on matters associated with charitable gift planning, related administrative policies, tax matters, and gift documentation requirements. Secures major and planned giving commitments (both outright and deferred), along with annual gifts, through the management of personal portfolio. Travels extensively seeking philanthropic support.
Essential Job Functions	Identifies, qualifies, cultivates, solicits, and stewards prospects and donors for the position's own portfolio - with a focus on alumni in or approaching their 50th class reunion year - through donor-initiated gift planning inquiries, gift planning marketing responses, and analytics related to gift planning. Provides accurate and timely advice, calculations, proposals, documents, and other assistance to development officers, outside advisors, donors, and other inquiring parties with regard to the technical aspects of outright and deferred gifts (including tax, estate, and financial considerations). Ensures that all university/division/department standards, procedures and processes are followed, both personally and in guidance provided to others. Stays current with and maintains professional knowledge about tax laws, regulatory changes, industry best practices, standards and other technical aspects of charitable gift planning.
Minimum Qualifications	Bachelor's Degree Assistant Director: Experience of 3 years in fundraising, charitable gift planning or related areas of law, taxation, trusts or investments. Associate Director: Experience of 4-6 years in fundraising, charitable gift planning or related areas of law, taxation, trusts or investments.
Preferred Qualifications	Direct experience in a gift planning role at a non-profit or higher education organization. Juris Doctorate (JD), a Certified Financial Planner (CFP) designation, and/or similar professional designation.
Physical Demands	Occasional 10 lbs or more.
Contact(s)	Jason Shuba
Contact Phone/Extension
Contact Email
Open Date
Close Date
Open Until Filled	No
Special Instructions to Applicants
Additional Information
Denison University Background Check Statement	The final candidate will undergo a background check as a conditional offer of employment.
Denison University EEO Statement	Denison is an equal opportunity employer. All qualified applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. Title IX Notice: Sex discrimination is prohibited by federal law through Title IX of the Education Amendments of 1972. Denison does not discriminate on the basis of sex in the education programs or activities that it operates including admissions and employment. For Denison's official Notice of Non-Discrimination, please visit https://denison.edu/forms/non-discrimination-notice. You can learn more about Title IX at Denison at https://denison.edu/campus/title-ix. Job seekers who may need a reasonable accommodation to complete the application process should contact the Office of Human Resources at (740) 587-6299 or by email at HR@denison.edu.