Gift Planning Director - Hybrid (Estate & Donor Relations)

Dartmouth College; Lebanon (NH); Hybrid; USD 79.000 - 90.000; Vollzeit

Zusammenfassung

Dartmouth College in Lebanon, NH, seeks an Associate Director of Gift Planning to manage probate and estate settlements for the undergraduate college and professional schools. The role oversees life income plan administration and engages donors, alumni and volunteers to promote planned gifts.

Required is a bachelor’s degree with at least five years in paralegal, banking, deferred giving or related fundraising. Strong communication, discretion, and project management are essential for success.

Qualifikationen

• At least five years’ experience as a paralegal or in banking (trust department), deferred giving, fundraising or a related field
• Knowledge of estate planning, wills, trusts, IRA, gift annuities and beneficiary insurance policies and tax laws
• Excellent communication and interpersonal skills, both written and verbal
• Ability to handle sensitive and confidential matters with appropriate discretion
• Strong organizational skills and ability to plan and schedule work, set priorities, and manage multiple projects and deadlines
• Ability to work independently and as part of the team; strong collaboration skills
• Good judgment and decision-making skills
• Expertise in operating database, spreadsheet, and Web-based software applications in a complex computer information system environment
• Strong accuracy and attention to detail

Aufgaben

• Responsible for probate and estate settlement, for the undergraduate college and its professional schools.
• Manages the administration of life income plans, and engages with alumni, parents, friends, and Advancement colleagues to further relationship cultivation.
• Manages marketing, communications, engagement and stewardship strategies to support and raise awareness of planned gift vehicles.
• Responsible for probate and estate settlement trust administration in accordance with Dartmouth’s guidelines, fiduciary standards, trust agreements, wills, powers of attorney and all contracts.
• Communicates directly with attorneys, trustees, and advisors as well as with internal constituents in Finance, Legal Affairs, and Endowment Administration.
• Manages family expectations vs. governing document requirements.
• Advises donors, volunteers and staff officers of the College and its professional schools of the various options and plans for planned giving.
• Prepares written materials about the intricacies of financial, legal, and tax-related aspects of charitable gift planning in order to engage donors.

Kenntnisse

Fundraising

Estate planning

Excellent communication

Discretion & confidentiality

Organization & planning

Team collaboration

Judgment & decision making

Analytical skills

Database & software proficiency

Ausbildung

Bachelor's degree or equivalent

Tools

PG Calc

Jobbeschreibung

Dartmouth College in Lebanon, NH, seeks an Associate Director of Gift Planning to manage probate and estate settlements for the undergraduate college and professional schools. The role oversees life income plan administration and engages donors, alumni and volunteers to promote planned gifts.

Required is a bachelor’s degree with at least five years in paralegal, banking, deferred giving or related fundraising. Strong communication, discretion, and project management are essential for success.