Reports to the Managing Director of University Planned Giving. Works with donors and their advisors to finalize gifts and transfer gift assets to Harvard. Responds to inquiries on a wide variety of topics and negotiates planned gifts from new and repeat donors, consulting with Managing Director as necessary. Drafts correspondence and proposals for front-line fundraisers. Maintains planned giving files and database and ensures security of donor confidential information. Conducts extensive gift and donor analysis. Trains and helps supervise new and/or casual staff. Trains staff on various computer applications as needed. Manages special projects for the Managing Director and Executive Director of University Planned Giving as needed.
DUTIES AND RESPONSIBILITIES:
May be required to work during some designated University holidays.
Work with donors University-wide, their attorneys, financial advisors and brokers regarding the legal and tax implications of complex planned gifts, to finalize gift terms, and to transfer gift assets to Harvard.
Prepare legal documentation for gifts University-wide, including annuities, pooled income funds, donor advised funds, estate pledges, severances. Review trust documents prepared by Ropes & Gray. Calculate charitable deduction for all planned gifts and prepare acknowledgement package for all planned gifts, including tax information, for signature by Harvard Recording Secretary and for the donor's tax filings.
Respond to inquiries from prospects and donors University-wide, and their attorneys and financial advisors, on a wide variety of topics and negotiates planned gifts from new and repeat donors, consulting with Managing Director as necessary.
Understand the financial, legal and tax implications of planned gifts and drafts related proposals. Responsible for timely and accurate execution of planned gift proposals. Use specialized gift software for gift tax calculations and projections.
Consult with planned giving and other fundraisers University-wide on the technical aspects of complex planned and outright gifts.
Create, maintain and update various department databases using numerous systems, including a specialized shared system with Harvard Management Company. Responsible for metrics on giving trends, demographics of Planned Giving donors, and other statistical analysis.
Draft correspondence for the signatures of UPG front-line fundraisers, including gift proposals.
Assist Managing Director of University Planned Giving with special projects.
Train and supervise new and/or casual staff. Delegate projects and provide sufficient explanation, training and feedback for successful completion of assigned duties.
Must adhere to all departmental and University policy and procedures. Keep informed of any changes to such guidelines. Receive and read all University publications.
The above covers the most significant responsibilities of the position. It does not, however, exclude other duties, the inclusion of which would be in conformity with the level of the position.
Please include a cover letter with your application.
Skills testing may be a component of the interview process for this position.
The department of Alumni Affairs and Development at Harvard University is committed to diversity. We welcome applicants who bring varied experience, thought, and practice to the department's mission to maintain and enhance an engaged community of alumni and friends worldwide and to lead the University's fundraising efforts.
Harvard University Benefits Package Vacation/Sick/Personal/Holidays: Harvard offers 3 (union roles) - 4 (exempt) weeks paid vacation, a paid holiday break between Christmas and New Year's Day, 12 paid sick days, 11.5 paid holidays, and 3 paid personal days each year. Medical/Dental/Vision Benefit: Harvard offers a variety of excellent medical, dental, and vision plans which all begin on the first day of employment. Retirement: University-funded retirement plan with full vesting after 3 years of service. Tuition Assistance Program: Competitive tuition assistance program, $40 per class at the Harvard Extension School and discounted study options through participating Harvard Graduate Schools. Transportation: Harvard offers a 50% discounted MBTA pass as well as parking options to assist employees in their daily commute to campus. Wellness Options: Harvard offers programs and classes at little or no cost, including stress management, massages, nutrition, meditation, and complimentary health services. There are also fee-based athletic facility memberships available at various locations around the university for employees.
Salary Grade: 055
Union: 55 - Hvd Union Cler & Tech Workers
Bachelor's degree or equivalent preferred.
A minimum of three years related experience in a non-profit, planned giving or finance setting.
Must be professional, confidential, honest and reliable. Must have an even disposition, poised confidence and the ability to deal effectively and politely with people with varied backgrounds, ages, and levels of experience and in all types of professional situations. Must have definite capability to evaluate problems accurately and display good, sound and confidential judgment.
Must be highly organized, detail oriented and have the ability to work competently and efficiently in a multi-task environment with set deadlines.
Must possess strong communication skills, both verbal and written. Outstanding knowledge of English grammar, spelling and punctuation required. Must possess the ability to compose, proofread and edit technical materials and correspondence.
Solid computer skills in a PC environment with the capabilities to master new software applications and technologies in database management. Excellent word processing and thorough understanding of Excel required.
Experience working with confidential data. Familiarity with financial terminology, concepts and data analysis preferred.
Experience with PGCalc and Advance software applications preferred.
EQUAL OPPORTUNITY EMPLOYER: We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Internal Number: 49954BR
About Harvard University Alumni Affairs and Development
Harvard University is devoted to excellence in teaching, learning, and research, and to developing leaders in many disciplines who make a difference globally. The University, which is based in Cambridge and Boston, Massachusetts, has an enrollment of over 20,000 degree candidates, including undergraduate, graduate, and professional students. Harvard has more than 360,000 alumni around the world. The University has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a truly global education. Established in 1636, Harvard is the oldest institution of higher education in the United States.