Director- Gift Planning
Charitable Gift Planners of West Virginia, Atlanta, Georgia, United States, 30383
Job Summary
To secure the philanthropic support of individuals and organizations for the benefit of the Institute through the identification, cultivation, solicitation and stewardship of planned gifts. Gift plans may combine different methods/techniques of giving, and require knowledge of a variety of funding assets including cash, publicly traded stock, municipal bonds, real estate, privately held stock, personal property (such as art), or life insurance. This position will interact on a consistent basis with: Office of Development executives and officers, Institute executives and officers, faculty, alumni, other potential donors and staff. This position typically will advise and counsel: development executives, and officers. This position will supervise: N/A.
Responsibilities
Participate in development and implementation of marketing plans to promote planned gifts; prepare presentations and other materials describing tax-wise ways of giving.
Identify and cultivate planned giving prospects, working in concert with major gift officers.
Prepare illustrations and proposals for planned gifts; work with donors and their professional advisors in completing and documenting planned gifts.
Provide stewardship of planned giving donors through regular visits and ongoing communication in coordination with major gift officers assigned.
Provide information, training and orientation on tax-wise gifts to members of the Development staff and external constituencies.
Work in partnership with GT's planning giving legal counsel in coordinating gift planning legal issues.
Perform other duties as assigned.
Required Qualifications
Bachelor's Degree or an equivalent combination of education and experience.
Six to eight years of job related experience.
Preferred Qualifications
Master's Degree or Law Degree.
Knowledge, Skills, & Abilities
Abilities: Overnight travel required for project delivery; flexibility in on-site daily service delivery hours due to client shift schedules, project requirements.
Skills: This job requires expertise in personal financial planning and estate and trust administration, especially as applied within a fundraising environment. Marketing, communications, organization and administrative skills are required, as is the ability to use office-related computer applications. The ability to work within a team environment is required.
Other Information This is a supervisory position. This position does not have any financial responsibilities. This position will be required to drive. This role is considered a position of trust. This position does not require a purchasing card (P-Card). This position will travel. This position does not require security clearance. A cover letter is required for consideration.
Background Check Background: Successful candidate must be able to pass a position of trust + education background check.
Equal Employment Opportunity The Georgia Institute of Technology (Georgia Tech) is an Equal Employment Opportunity Employer. The Institute is committed to maintaining a fair and respectful environment for all. To that end, and in accordance with federal and state law, Board of Regents policy, and Institute policy, Georgia Tech provides equal opportunity to all faculty, staff, students, and all other members of the Georgia Tech community, including applicants for admission and/or employment, contractors, volunteers, and participants in institutional programs, activities, or services. Georgia Tech complies with all applicable laws and regulations governing equal opportunity in the workplace and in educational activities.
Equal opportunity and decisions based on merit are fundamental values of the University System of Georgia ("USG") and Georgia Tech. Georgia Tech prohibits discrimination, including discriminatory harassment, on the basis of an individual's race, ethnicity, ancestry, color, religion, sex (including pregnancy), national origin, age, disability, genetics, or veteran status in its programs, activities, employment, and admissions. Further, Georgia Tech prohibits citizenship status, immigration status, and national origin discrimination in hiring, firing, and recruitment, except where such restrictions are required in order to comply with law, regulation, executive order, or Attorney General directive, or where they are required by Federal, State, or local government contract.
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Responsibilities
Participate in development and implementation of marketing plans to promote planned gifts; prepare presentations and other materials describing tax-wise ways of giving.
Identify and cultivate planned giving prospects, working in concert with major gift officers.
Prepare illustrations and proposals for planned gifts; work with donors and their professional advisors in completing and documenting planned gifts.
Provide stewardship of planned giving donors through regular visits and ongoing communication in coordination with major gift officers assigned.
Provide information, training and orientation on tax-wise gifts to members of the Development staff and external constituencies.
Work in partnership with GT's planning giving legal counsel in coordinating gift planning legal issues.
Perform other duties as assigned.
Required Qualifications
Bachelor's Degree or an equivalent combination of education and experience.
Six to eight years of job related experience.
Preferred Qualifications
Master's Degree or Law Degree.
Knowledge, Skills, & Abilities
Abilities: Overnight travel required for project delivery; flexibility in on-site daily service delivery hours due to client shift schedules, project requirements.
Skills: This job requires expertise in personal financial planning and estate and trust administration, especially as applied within a fundraising environment. Marketing, communications, organization and administrative skills are required, as is the ability to use office-related computer applications. The ability to work within a team environment is required.
Other Information This is a supervisory position. This position does not have any financial responsibilities. This position will be required to drive. This role is considered a position of trust. This position does not require a purchasing card (P-Card). This position will travel. This position does not require security clearance. A cover letter is required for consideration.
Background Check Background: Successful candidate must be able to pass a position of trust + education background check.
Equal Employment Opportunity The Georgia Institute of Technology (Georgia Tech) is an Equal Employment Opportunity Employer. The Institute is committed to maintaining a fair and respectful environment for all. To that end, and in accordance with federal and state law, Board of Regents policy, and Institute policy, Georgia Tech provides equal opportunity to all faculty, staff, students, and all other members of the Georgia Tech community, including applicants for admission and/or employment, contractors, volunteers, and participants in institutional programs, activities, or services. Georgia Tech complies with all applicable laws and regulations governing equal opportunity in the workplace and in educational activities.
Equal opportunity and decisions based on merit are fundamental values of the University System of Georgia ("USG") and Georgia Tech. Georgia Tech prohibits discrimination, including discriminatory harassment, on the basis of an individual's race, ethnicity, ancestry, color, religion, sex (including pregnancy), national origin, age, disability, genetics, or veteran status in its programs, activities, employment, and admissions. Further, Georgia Tech prohibits citizenship status, immigration status, and national origin discrimination in hiring, firing, and recruitment, except where such restrictions are required in order to comply with law, regulation, executive order, or Attorney General directive, or where they are required by Federal, State, or local government contract.
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