Working title (if applicable): Senior Director of Gift Planning
Role/Level/Range: L LI 05
Starting Salary Range ($s): Commensurate with experience
Employee group (Full time/Part-time/Limited/Casual): Full Time
Schedule (hours/days): 37.5
Employee subgroup (FLSA Status): Exempt
Department name: DAR Gift Planning
Personnel area (School):UN10
The Senior Director of Gift Planning/Senior Philanthropic Advisor for Gift Planning reports to the Assistant Vice President, Development and Alumni Relations. This position is a senior leader of a centralized office and is responsible for the gift planning program for all schools, divisions and units of Johns Hopkins University and Johns Hopkins Medicine.
The Senior Director will provide strategic leadership, development, promotion and implementation of a comprehensive gift planning program at Johns Hopkins. The goals of the program include to increase the volume and size of gifts – principal gifts, outright gifts, complex gifts, planned gifts and bequests; provide exceptional service that yields satisfied donors; and to reduce institutional risk. The Senior Director will develop and execute strategy for the core components of the gift planning program at Johns Hopkins: marketing, gift planning and fiduciary services.
The Senior Director for Gift Planning works closely with the Vice President for Development and Alumni Relations and the Executive Team, as well as university and hospital administration/leadership, including the Chief Investment Officer, Chief Finance Officer/Treasurer, VP and General Counsel and Vice President, Facilities and Real Estate.
The Senior Director is also responsible for working with the university's senior leaders, colleagues in development, associate deans for development for schools and directors of the units on the development, implementation, tracking and strategies for planned gifts. The Senior Director will lead the effort to increase the pipeline for principal and leadership gifts through gift planning.
Gift Planning Program:
Lead an aggressive and creative fundraising program which will result in approximately 30% of annual fundraising efforts.
Lead efforts to identify and develop gift planning prospect pipeline.
Lead the gift planning staff in providing current expertise and counsel to the overall development program on all issues related to gift planning vehicles, tax implications of various gifts, federal and state legislative developments that affect charitable gifts and other relevant items.
Lead and inspire, ensuring the highest level of gift planning customer service to the University and Hospital leadership, development colleagues, donors and prospects.
Evaluate, analyze and develop new opportunities based on legislation, regulatory changes or other opportunities and develop and implement new giving structures, policies and procedures.
Lead all efforts for gifts involving non-traditional giving vehicles or complex assets.
Lead Johns Hopkins efforts to Develop and implement Gift Acceptance Policies and Procedures for Johns Hopkins for all types of giving and serve as a member of the Gift Policy and Acceptance Committee along with the Sr. V.P. for Development, Chief Investment Officer, Treasurer, and General Counsel.
Along with a small leadership committee, revise and implement Campaign Counting Guidelines.
Prepare and present reporting to leadership and the Board of Trustees concerning the progress of the gift planning program and to assist with financial planning.
Participate as committee member or identify a member of the gift planning team to serve on leadership committees for development and alumni relations as needed.
Lead and supervise a staff of thirteen (ten professional staff and three administrative staff) including the ability to hire, terminate and evaluate. Direct staff in annual work plans, goal setting and evaluate progress accordingly.
Manage an annual budget of approximately $1.75M
Develop a comprehensive gift planning training program and tools for all fundraisers including classes about bequest, life-income gifts, real estate gifts, gifts-in-kind, wealth transfer, and how to maximize giving; lead training and education efforts about gift planning for Trustees, advisory boards and other key volunteers and faculty.
Develop and implement a strong program of donor stewardship for donors who have made legacy commitments (bequests and planned gifts).
Senior Philanthropic Advisor:
Partner with senior leadership and fundraisers across the schools and divisions to develop gift planning strategies for individuals who have the capability of making principal gifts to Johns Hopkins; prepare and present innovative gift planning strategies and proposals, including gift illustrations where applicable, to maximize the giving of principal gift prospects.
Partners with colleagues (primary relationship managers) to meet with leadership/principal gift prospects and their attorneys, financial advisors and other allied professional advisors to create comprehensive giving strategies which provide the maximum benefit to both the prospects and Johns Hopkins.
Supervise two Directors of Gift Planning/Senior Philanthropic Advisors.
Gift Planning Marketing:
Provide strategic leadership for gift planning marketing and communications by overseeing a comprehensive marketing program to increase gift planning awareness and interests among the various constituencies of Johns Hopkins (alumni, friends, grateful patients, parents, faculty, etc.). This includes promotional materials, advertisements, website, e-communications, social media and mailings. This includes supervision of the Gift Planning Marketing Manager.
Continue to refine the strategy and operational plan for the Johns Hopkins Legacy Society (a society to be created within the next year to recognize, steward and cultivate legacy donors) in order to provide excellent stewardship for its members.
Supervise the Directory of Fiduciary Services, who is responsible for:
Draft, review and recommend approval for all Gift Agreements
Comprehensive management oversight of the University's planned gift program which currently has $136 million in assets under management and 1,000 planned gifts.
Primary contact with external vendor, Kaspick & Co., which delivers administration, investment and tax services to the University's trust and charitable gift annuity donors.
Ensure legal compliance and reporting with applicable state and local regulations related to charitable gift annuities.
Comprehensive management and administrative oversight for all estates that benefit any part of the University or Hospital; approximately 150 open estates producing annual revenue of $30 million.
Oversee all bequest intention documentation and crediting for campaign purposes.
Oversee all regulatory compliance, internal and external, for all gifts-in-kind and real estate to the University and Hospital.
Oversee the reporting, distributions and communications for the Donor Advised Fund program.
Oversee the management, receipt and processing of all outright gifts of securities, Charitable IRA gifts and life insurance gifts for the University and Hospital.
Oversee all legal and tax reporting requirements concerning the OGP's operations that are reflected in the University's and Hospital's IRS Form 990 and audits.
Ensure proper crediting in ALADIN and proper acknowledgment to the donor for tax purposes for all gifts processed in the OGP.
Oversee and analyze regular reporting of goal, gift and other significant activity of the OGP.
Administration, management and monitoring of the budget.
Review and approval of all Gift Agreements at $5 million plus, involving complex assets, planned gifts and/or bequests.
Lead the development, implementation and management of the legal, business and planned gift services of the office to reduce institutional risks and fulfill Johns Hopkins' fiduciary duties.
Bachelor's degree required. J.D. or advanced degree or equivalent related professional certification/credentials in tax, finance, business or other related field strongly preferred.
Seven years related experience required. The ideal candidate will be a successful, accomplished gift planning professional with at least ten years of progressively responsible gift planning experience, preferably in a higher education environment or other large, complex non-profit organization.
Will have a proven track record of working with high net worth individuals and successfully securing principal gifts, complex gifts and planned gifts; thorough knowledge of the laws, rules and regulations governing estate, financial and charitable gift planning.
Experience in or preparation for leading and managing a successful gift planning program and team as part of a complex and comprehensive development program including demonstrated ability to manage and successful engage the myriad relationships involved in a successful gift planning program (general counsel, outside counsel, chief investment officer, chief financial officer and professional advisors).
Demonstrated leadership ability to develop strategic plans, implement programs, organize, initiate, and motivate.
Strong management skills and proven ability to lead a team of individuals towards a common goal.
Demonstrated ability to build strong partnerships individually and cross departmentally.
Highest level of technical expertise in planned giving and the tax economics of charitable giving.
Experience with preparation of proposals, calculations for agreements and illustrations for complex outright gifts, charitable lead trusts, charitable remainder trusts, charitable gift annuities, and other planned gifts.
Excellent oral and written communication skills.
High level of creativity, initiative and motivation.
Ability and willingness to travel.
NOTE: The successful candidate(s) for this position will be subject to a pre-employment background check.
Internal Number: 14723-en_US
About Johns Hopkins University
Johns Hopkins University remains committed to its founding principle, that education for all students should be grounded in exploration and discovery. Hopkins students are challenged not just to learn but also to advance learning itself. Critical thinking, problem solving, creativity, and entrepreneurship are all encouraged and nourished in this unique educational environment. After more than 130 years, Johns Hopkins remains a world leader in both teaching and research. Faculty members and their research colleagues at the university's Applied Physics Laboratory have each year since 1979 won Johns Hopkins more federal research and development funding than any other university. The university has nine academic divisions and campuses throughout the Baltimore-Washington area. The Krieger School of Arts and Sciences, the Whiting School of Engineering, the School of Education and the Carey Business School are based at the Homewood campus in northern Baltimore. The schools of Medicine, Public Health, and Nursing share a campus in east Baltimore with The Johns Hopkins Hospital. The Peabody Institute, a leading professional school of music, is located on Mount Vernon Place in downtown Bal...timore. The Paul H. Nitze School of Advanced International Studies is located in Washington's Dupont Circle area.