The University of Notre Dame (ND.jobs) is accepting applications for a Gift Planning, Program Director.
Applications will be accepted until 9/30/2019.
The Director of Gift Planning will represent the University with leading benefactors to identify, cultivate, and successfully manage a portfolio of prospective benefactors with a capacity to make planned gifts (including charitable trusts, charitable gift annuities, bequests, gifts of real estate, gifts of appreciated property and securities, and gifts of retirement plan assets and life insurance policies).
This role presents an opportunity to utilize all of your skills, education, talents, experience, and values to become a key driver in creating a legacy of Good. You may not have known it, but this is the role you're been preparing for your whole career! If you are ready to inspire and help others who are passionate about making a lasting impact on the world with their resources, there is no better place than the University of Notre Dame. By becoming a trusted advisor, you help our benefactors make the best decisions about their assets, creating lasting impacts that align with the values that are most important to them.
The Director will have primary fundraising responsibilities and will also provide comprehensive gift planning services in consultation and coordination with other fundraising units for the University. He or she will report to the Senior Director of Gift Planning and will join a dedicated, University-wide advancement team, working together to establish Notre Dame's financial security and expand its unique vision for the future.
This position is located on the beautiful campus of Notre Dame, in South Bend, Indiana.
Cultivate benefactors to secure planned gifts at the leadership levels.
Work with Development colleagues and academic leadership to develop and execute solicitation strategies that merge the philanthropic interests of a benefactor with the priorities of the University.
Work closely with benefactors and their advisors to select and implement the use of appropriate gift planning vehicles to maximize the gift to the University and the tax advantages for the benefactor.
Develop and present detailed proposals to benefactors to provide information about giving options, tax implications of each option, and University policies regarding the implementation of various gift strategies.
Prepare and review gift documentation with the assistance of Gift Planning support staff including but not limited to trust agreements, gift agreements, and bequest provisions.
Assist benefactors and their attorneys, CPAs, and other advisors with research regarding tax, estate planning, and financial implications of various gift structures.
In collaboration with Development Research, Area Managers, and Directors of Regional Development, identify and qualify possible benefactors with potential to make leadership level planned gifts or hybrid gifts and develop giving strategies regarding each such benefactor.
Manage certain financial and administrative functions of the Gift Planning Office.
Plan and participate in special University events including those with Gift Planning Officers in Badin Guild recognition events.
Consult with, advise, and train collaborative partners, development staff, volunteers, and professional advisors on deferred giving practices and procedures.
Bachelors degree is required.
At least one of the following is required: Law degree or CPA or CFP certification.
3 4 or more years of experience.
Excellent verbal and written communication skills
Demonstrated interpersonal skills that facilitates positive cooperation with gift planning prospects and their legal and financial advisors.
Experience with legal research and drafting skills.
Willingness and ability to travel: 25% 50%.
Preference is for a JD in this role.
Notre Dame degree (undergraduate or graduate).
Experience working directly with clients.
Working knowledge of estate planning techniques, tax law and the general body of statutory, regulatory, and case law regarding planned gifts would be helpful in this role.
ABOUT NOTRE DAME: The University of Notre Dame, founded in 1842 by Rev. Edward F. Sorin, C.S.C., of the Congregation of Holy Cross, is an independent, national Catholic university located in Notre Dame, Ind. For the fifth consecutive year, the University of Notre Dame has received Honor Roll distinctions as one of the top 10 higher education workplaces in the country in the Chronicle of Higher Education's annual 'Great Colleges to Work For' survey...and we are proud of it!
This appointment is contingent upon the successful completion of a background check. Applicants will be asked to identify all felony convictions and/or pending felony charges. Felony convictions do not automatically bar an individual from employment. Each case will be examined separately to determine the appropriateness of employment in the particular position. Failure to be forthcoming or dishonesty with respect to felony disclosures can result in the disqualification of a candidate. The full procedure can be viewed at https://facultyhandbook.nd.edu/?id=link-73597.Equal Opportunity Employment StatementThe University of Notre Dame seeks to attract, develop, and retain the highest quality faculty, staff and administration. The University is an Equal Opportunity Employer, and is committed to building a culturally diverse workplace. We strongly encourage applications from female and minority candidates and those candidates attracted to a university with a Catholic identity. Moreover, Notre Dame prohibits discrimination against veterans or disabled qualified individuals, and requires affirmative action by covered contractors to employ and advance veterans and qualified individuals with disabilities in compliance with 41 CFR 60-741.5(a) and 41 CFR 60-300.5(a).APPLICATION PROCESS: Please apply online at http://ND.jobs to Job # S19679. For additional information about working at the University of Notre Dame and various benefits available to employees, please visit http://hr.nd.edu/why-nd. The University of Notre Dame supports the needs of dual career couples and has a Dual Career Assistance Program in place to assist relocating spouses and significant others with their job search.
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The University of Notre Dame is a Catholic academic community of higher learning, animated from its origins by the Congregation of Holy Cross. The University is dedicated to the pursuit and sharing of truth for its own sake. As a Catholic university, one of its distinctive goals is to provide a forum where, through free inquiry and open discussion, the various lines of Catholic thought may intersect with all the forms of knowledge found in the arts, sciences, professions, and every other area of human scholarship and creativity.The University prides itself on being an environment of teaching and learning that fosters the development in its students of those disciplined habits of mind, body, and spirit that characterize educated, skilled, and free human beings. In addition, the University seeks to cultivate in its students not only an appreciation for the great achievements of human beings but also a disciplined sensibility to the poverty, injustice and oppression that burden the lives of so many. The aim is to create a sense of human solidarity and concern for the common good that will bear fruit as learning becomes service to justice.Notre Dame also has a responsibility to advance... knowledge in a search for truth through original inquiry and publication. This responsibility engages the faculty and students in all areas of the University, but particularly in graduate and professional education and research. The University is committed to constructive and critical engagement with the whole of human culture.