Senior Philanthropic Advisor, Gift Planning, Office of Alumni Relations & Development

Columbia University in the City of New York; New York (NY); Hybrid; USD 170,000 - 180,000; Full time

Job summary

Columbia University in the City of New York seeks a Senior Philanthropic Advisor, Gift Planning, to lead advanced gift planning strategies for top donors and prospects. The role reports to the Executive Director of Gift Planning and collaborates with chief development officers and prospect managers across schools and units.

The successful candidate will develop sophisticated gift planning strategies, work with colleagues throughout Development and Alumni Relations, and advise on complex gift

Qualifications

• Bachelor’s degree is required.
• 7–9 years of related work experience in gift planning or related fields.
• Experience with high-net-worth individuals and closure of principal-level planned gifts.
• Advanced degree and professional designation preferred (CFP, CAP, CTFA, CFA, or equivalent).

Responsibilities

• Provide gift planning expertise and strategy for top donors and prospects.
• Collaborate with chief development officers and prospect managers for schools and units.
• Shape gift planning strategy and advise on complex gift structures to advance fundraising priorities.
• Report to the Executive Director of Gift Planning and work with Development and Alumni Relations colleagues.

Skills

Gift planning

High-net-worth engagement

Strategic fundraising

Estate planning knowledge

Education

Bachelor's degree

Advanced degree (JD/LL.M./MBA)

Job description

The Senior Philanthropic Advisor, Gift Planning, is responsible for providing gift planning expertise and strategy for top donors and prospects. Reporting to the Executive Director of Gift Planning, the Senior Philanthropic Advisor will have proven experience in technical areas such as estate and wealth planning. The incumbent serves as a senior subject matter expert on complex charitable gift planning matters and plays a leadership role in shaping gift planning strategy, partnering with chief development officers and prospect managers for assigned schools and units. The successful candidate will collaborate extensively with colleagues throughout Development and Alumni Relations, developing and evaluating sophisticated gift planning strategies, and advising on complex gift structures that advance University fundraising priorities.

• A bachelor’s degree is required.
• A minimum of seven (7) to nine (9) years of related work experience required in gift planning, legal, and financial or other similar settings with a focus on philanthropic planning.
• Demonstrated experience working successfully with high-net-worth individuals and successful closure of principal-level planned gifts.
• Preferred qualifications: Advanced degree strongly preferred, such as J.D., LL.M., MBA, or other relevant graduate degree. Professional designation such as Certified Financial Planner (CFP®), Chartered Advisor in Philanthropy (CAP®), Certified Trust and Fiduciary Advisor (CTFA), Chartered Financial Analyst (CFA®), or equivalent.
• Salary Range: $170,000 - $180,000

Subject to business needs, the Office of Alumni Relations and Development supports a hybrid work arrangement for this position. Options will be discussed during the interview process.