Director, Planned Giving

Jobtailor; Washington (District of Columbia); On-site; USD 120,000 - 180,000; Full time

Job summary

Jobtailor seeks a seasoned Planned Giving Counsel to provide comprehensive guidance across the University, including the main campus and medical center.

You will document leadership annual fund gifts, support fundraisers, and advise on estate planning, tax, and complex giving vehicles, ensuring confidential handling of sensitive donor information.

Qualifications

• Bachelor’s Degree and Juris Doctorate required.
• Minimum of 5–7 years of overall professional experience with at least 5 years 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.
• Ability to interact professionally with corporate and individual fiduciaries, accountants, financial custodians, family members, and internal partners.

Responsibilities

• Provide planned giving services across the University, including main campus and medical center.
• Document leadership annual fund planned gifts to build a strong financial foundation through philanthropy.
• Counsel fundraisers to facilitate donor engagement within their units.
• Advise on technical areas such as estate and wealth planning, tax, liquid assets, and complex giving vehicles.
• Support development officers when donors consider gift planning as a contribution avenue.

Skills

Verbal communication

Written communication

Attention to detail

Project management

Discretion

Team collaboration

Interpersonal skills

Initiative

Flexibility

Education

Bachelor’s Degree

Juris Doctorate

Job description

Responsibilities

• Provide planned giving services throughout the University, including the main campus and medical center.
• Emphasize documentation of leadership annual fund planned gifts to build a strong financial foundation for the University through philanthropy.
• Provide counsel to fundraisers throughout the organization to facilitate their engagement with donors in their respective units or areas.
• Provide 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.
• 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

• 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