Director, Planned Giving

Georgetown University Center on Education and the Workforce

Director of Planned Giving at Georgetown University responsible for planned giving services and donor engagement strategies. Collaborates with development officers and provides counsel on estate planning and philanthropy.

Posted 7/1/2026full-timeWashington • District of Columbia, Washington • 🇺🇸 United StatesLead💰 $135,188 - $264,291 per yearWebsite

About the role

Key responsibilities & impact

The Director, Planned Giving in the Office of Advancement at Georgetown University is responsible for providing planned giving services throughout the University, including the main campus and medical center.
There is a strong emphasis on documentation of leadership annual fund planned gifts to build a strong financial foundation for the University through philanthropy.
This role also provides counsel to fundraisers throughout the organization to facilitate their engagement with donors in their respective units or areas.
The Director provides counsel on technical areas such as estate and wealth planning, tax, liquid or hard-to-value assets, complex charitable giving vehicles and structures, and the financial and personal issues affecting wealthy families.
Additionally, this role will support development officers when prospective donors may be considering or have the potential for gift planning as an avenue for contributing to the University.

Requirements

What you’ll need

Bachelor’s Degree and Juris Doctorate required
Minimum of 5-7 years of overall professional experience with at least 5 years of professional experience in Planned Giving or estate and trust administration
Experience with documenting bequests and reviewing planned giving legal documents
Working knowledge of the legal, tax, and procedural aspects of estate planning, estate administration, fiduciary responsibilities, estate and trust tax preparation, and accounting required
Ability to interact professionally and effectively with corporate and individual fiduciaries as well as accountants, financial custodians, surviving family members, and key internal partners within the University
Strong verbal and writing skills, high attention to detail and follow-up, and excellent organizational and project management skills
Ability to manage confidential information with discretion and tact
Ability to work collegially and collaboratively in a team setting
Exceptional work ethic and track record of personal initiative
Outstanding interpersonal and communication skills characterized by the ability to listen, speak and write well
Flexibility and adaptability to new programs in an emerging and changing environment
Demonstrated skill and knowledge of, or ability to learn quickly, the internal workings of the University as well as the technology tools available to the Office of Advancement, including internal databases and Microsoft Office programs

Benefits

Comp & perks

medical, dental, vision, disability and life insurance
retirement savings
tuition assistance
work-life balance benefits
employee discounts
an array of voluntary insurance options

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Planned GivingEstate PlanningTrust AdministrationTax LawCharitable Giving VehiclesLegal Document ReviewFiduciary ResponsibilitiesAccountingBequest DocumentationFinancial Analysis

Soft Skills

Attention to DetailOrganizational SkillsCollaborationDiscretionAdaptability

Certifications

Bachelor’s DegreeJuris Doctorate