Associate Director - Gift Planning Administration

Georgia Institute of Technology; Atlanta (GA); On-site; USD 69,000 - 87,000; Full time

Job summary

Georgia Institute of Technology in Atlanta, Georgia, seeks a Gift Planning professional to steward major donors and manage communications for transformative philanthropy. You will prepare tailored materials, support the Gift Planning team operations, and coordinate documentation for planned gifts with the Institute and GT Foundation.

The role requires 3–4 years of relevant experience, Bachelor's degree, and strong writing/editing skills. Master’s degree is preferred.

Qualifications

• Educational requirements: Bachelor's Degree or an equivalent combination of education and experience.
• Required experience: Three to four years of job related experience.
• Additional preferred qualifications: Working knowledge with the Advance alumni/development system; prior experience in planned giving, trust department, or financial planning.

Responsibilities

• Prepare well-written, timely, and accurate acknowledgement of receipt of major gifts and commitments, including support materials, over the signature of the President of the Institute and the Vice President for Development.
• Prepare customized marketing and communications to major donors in collaboration with Institute Communications.
• Serve as office manager for team of front line gift planning officers and support staff, facilitating communications and prioritizing workflow. Will supervise administrative support staff.
• Coordinate documentation for all planned gifts to the Institute and its affiliated organizations.
• Process and record all planned gift transactions received by the Georgia Institute of Technology and the Georgia Tech Foundation.
• Support planning of major donor events in collaboration with Development Stewardship. Oversees the execution and outcome of annual donor engagement activities and follow-up stewardship.
• Coordinates the creation and funding of Charitable Gift Annuities with the Georgia Tech Foundation and Kaspick.
• Creates and manages weekly reporting of gift and prospect activity for Assistant Vice President of Gift Planning and Associate Vice President of Principal Gifts.
• Perform other job related duties as assigned.

Skills

Writing skills

Editing

Verbal communication

Donor relations

Project management

Organization

Education

Bachelor's degree

Master's degree (preferred)

Tools

Advance alumni/development system

Job description

About Us

Georgia Tech prides itself on its technological resources, collaborations, high-quality student body, and its commitment to building an outstanding and diverse community of learning, discovery, and creation. We strongly encourage applicants whose values align with our institutional values, as outlined in our strategic plan. These values include academic excellence, diversity of thought and experience, inquiry and innovation, collaboration and community, and ethical behavior and stewardship. Georgia Tech has policies to promote a healthy work-life balance and is aware that attracting faculty may require meeting the needs of two careers.

About Georgia Tech

Georgia Tech is a top-ranked public research university situated in the heart of Atlanta, a diverse and vibrant city with numerous economic and cultural strengths. The Institute serves more than 45,000 students through top-ranked undergraduate, graduate, and executive programs in engineering, computing, science, business, design, and liberal arts. Georgia Tech's faculty attracted more than $1.4 billion in research awards this past year in fields ranging from biomedical technology to artificial intelligence, energy, sustainability, semiconductors, neuroscience, and national security. Georgia Tech ranks among the nation's top 20 universities for research and development spending and No. 1 among institutions without a medical school.

Georgia Tech's Mission and Values

Georgia Tech's mission is to develop leaders who advance technology and improve the human condition. The Institute has nine key values that are foundational to everything we do:

• Students are our top priority.
• We strive for excellence.
• We thrive on diversity.
• We celebrate collaboration.
• We champion innovation.
• We safeguard freedom of inquiry and expression.
• We nurture the wellbeing of our community.
• We act ethically.
• We are responsible stewards.

Our Mission

The Georgia Institute of Technology (Georgia Tech) in Atlanta, Georgia, has been an engine of Progress and Service since it was founded in 1885 and is ready to play an even greater role going forward. Georgia Tech is redefining what it means to be a leading public research university in this new era, committed to empowering people of all backgrounds and to integrating our resources across disciplines to create a better future for our community locally, nationally, and globally. As the Institute realizes the strategic plan that was developed under the leadership of Angel Cabrera (https://president.gatech.edu), Georgia Tech will continue to serve as an example of innovation and a leading technological research university of unmatched scale, relentlessly committed to serving the public good; breaking new ground in addressing the biggest local, national, and global challenges and opportunities of our time; making technology broadly accessible; and developing exceptional, principled leaders ready to produce novel ideas and create solutions with real human impact. Additional information about Georgia Tech's commitment to excellence and its strategic plan can be found at: https://strategicplan.gatech.edu/

Georgia Tech Office of Development (DEV)

Our fundraising team at Georgia Tech currently consists of more than 100 professionals who are focused on securing transformative philanthropy (major and principal gifts) to support the strategic priorities of the Institute and its colleges, schools, and programs, including Georgia Tech Athletics. For fiscal year 2024 (closed 6/30/2024), the Development team's efforts resulted in over $243 million in new gifts and commitments in support of Transforming Tomorrow: The Campaign for Georgia Tech which will secure more than $2 billion in new commitments and gifts from individuals, foundations, corporations, and other organizations. One of the most significant priorities within Transforming Tomorrow is ensuring access of the brightest undergraduate, graduate, and professional students to Georgia Tech, regardless of their socioeconomic backgrounds. To learn more about Transforming Tomorrow and other campaign priorities, visit https://transformingtomorrow.gatech.edu/

Job Summary

Responsible for providing excellent customer service to major donors through providing stewardship, management, and recognition to donors and prospective donors. The individual prepares customized communications and assists with the office management of the Gift Planning team. Responsible for setting employee goals, assessing employee performance and providing feedback, and making pay recommendations.

This position will interact on a regular basis with: Senior development leadership, staff, major donors, prospects, and their advisors, and Georgia Tech Foundation (GTF) officers.

This position typically will advise and counsel: Senior Development leadership, staff, major donors, prospects, and their advisors, and Georgia Tech Foundation (GTF) officers.

This position will supervise: Assigned staff

Responsibilities

• Job Duty 1 - Prepare well-written, timely, and accurate acknowledgement of receipt of major gifts and commitments, including support materials, over the signature of the President of the Institute and the Vice President for Development.
• Job Duty 2 - Prepare customized marketing and communications to major donors in collaboration with Institute Communications.
• Job Duty 3 - Serve as office manager for team of front line gift planning officers and support staff, facilitating communications and prioritizing workflow. Will supervise administrative support staff.
• Job Duty 4 - Coordinate documentation for all planned gifts to the Institute and its affiliated organizations.
• Job Duty 5 - Process and record all planned gift transactions received by the Georgia Institute of Technology and the Georgia Tech Foundation.
• Job Duty 6 - Support planning of major donor events in collaboration with Development Stewardship. Oversees the execution and outcome of annual donor engagement activities and follow-up stewardship.
• Job Duty 7 - Coordinates the creation and funding of Charitable Gift Annuities with the Georgia Tech Foundation and Kaspick.
• Job Duty 8 - Creates and manages weekly reporting of gift and prospect activity for Assistant Vice President of Gift Planning and Associate Vice President of Principal Gifts.
• Job Duty 9 - Perform other job related duties as assigned.

Required Qualifications

Educational Requirements Bachelor's Degree or an equivalent combination of education and experience

Required Experience Three to four years of job related experience

Preferred Qualifications

Additional Preferred Qualifications Working knowledge with the Advance alumni/development system; prior experience in planned giving, trust department, or financial planning

Preferred Educational Qualifications Master's Degree

Proposed Salary

Proposed Salary: $68,558 - $87,000. Commensurate with education and experience.

Knowledge, Skills, & Abilities

This job requires demonstrated understanding of the role and process of the development function in a university environment

Demonstrated excellent writing, editing, and verbal skills with previous experience meeting deadlines

Minimum 3 years experience in marketing, donor stewardship, donor relations, communications, and project management

Ability to interact effectively and diplomatically with donors, faculty, staff, students, alumni, and others

Advanced ability to build and effectively utilize relationships with faculty, staff, and vendors to enable project completion

Strong organizational skills and attention to detail

Strong initiative and self-motivation

A solid knowledge of PC applications and operations.

USG Core Values

• Integrity
• Excellence
• Accountability
• Respect

These values serve as the foundation for all that we do as an organization, and each USG community member is responsible for demonstrating and upholding these standards. More details on the USG Statement of Core Values and Code of Conduct are available in USG Board Policy 8.2.18.1.2 and can be found on-line at https://www.usg.edu/policymanual/section8/C224/#p8.2.18_personnel_conduct.

Additionally, USG supports Freedom of Expression as stated in Board Policy 6.5 Freedom of Expression and Academic Freedom found on-line at https://www.usg.edu/policymanual/section6/C2653.

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.

Other Information

This is not a supervisory position. This position does not have any financial responsibilities. This position will not be required to drive. This role is considered a position of trust. This position does require a purchasing card (P-Card). This position will not travel. This position does not require security clearance.

Background Check

A successful candidate must be able to pass a background check. Please visit: https://usg.policystat.com/policy/19298143/latest