Legacy Gifts & Complex Assets Director

The Claremont Colleges Services; Claremont (CA); Presencial; USD 175 000 - 195 000; Tempo integral

Resumo da oferta

Pomona College seeks a Director of Complex Assets (Legacy) to lead the growth of a sustainable legacy gifts program. You will manage a portfolio of donors and prospects, collaborate with senior leadership and advisors to tailor complex gift strategies, and drive the college's strategic fundraising goals.

The role requires JD and estate planning experience, with a minimum seven years in related work, and a track record in campaigns or academic settings.

Qualificações

• A JD and estate planning experience preferred, or equivalent credentials.
• Minimum seven years of professional work with estate or legacy planning.
• Experience in an academic or campaign setting is preferred.
• Ability to communicate clearly with high-net-worth donors.

Responsabilidades

• Lead growth of a robust pipeline of legacy gifts aligned to fundraising goals.
• Maintain a portfolio of high-level donors and prospects and close gifts.
• Collaborate with college leadership and financial advisors on gift strategies.
• Recruit and supervise one complex assets coordinator.

Descrição da oferta de emprego

Pomona College seeks a Director of Complex Assets (Legacy) to lead the growth of a sustainable legacy gifts program. You will manage a portfolio of donors and prospects, collaborate with senior leadership and advisors to tailor complex gift strategies, and drive the college's strategic fundraising goals.

The role requires JD and estate planning experience, with a minimum seven years in related work, and a track record in campaigns or academic settings.