Lead Director of Gift Planning, Advancement and Alumni Engagement
Emory University
full-time
Posted on:
Location: 🇺🇸 United States
Visit company websiteJob Level
Senior
About the role
- Identifies, cultivates, solicits and stewards a portfolio of planned giving donors.
- Provides gift planning guidance and technical support to major and principal gifts staff.
- Works collaboratively with school and unit advancement teams to increase planned gifts.
- Performs related responsibilities as required.
- Meet department metrics for visit preparation, qualification, contact reports, visits, referrals, and accurate coding using the CRM system.
Requirements
- A bachelor's degree and six years of related experience in fundraising, estate or financial planning.
- Experience working with bequests, trusts, taxes, and planned giving.
- Strong working knowledge of tax, trust, and other laws affecting charitable planning.
- Strong interpersonal, organizational, problem-solving skills with attention to detail.
- Ability to work with ambiguity, navigate a complex work environment, and manage multiple projects simultaneously.
- Ability to work independently as well as collaboratively to achieve goals.
- Commitment to delivering exceptional customer service.
- Strong written and verbal communication skills as well as effective presentation skills.
- Prior experience in advancement, fundraising, alumni engagement, non-profit, or a university setting.
- Juris Doctor and/or financial certification preferred.
- Experience working with various technologies including advanced knowledge and experience with Microsoft Office Suite, database and project management software, and CRM systems.
- Flexibility to accommodate changing priorities and deadlines.
- Possess a high level of professionalism and commitment to confidentiality with sound judgment and discretion.