Duke University Job Descriptions
Duke Job Postings
To see if there are current openings for any of the job descriptions listed on this web site, please search Duke Jobs.
ASSOC DIR, PLANNED GIVING
Job Title: ASSOC DIR, PLANNED GIVING
Job Code: 1662
FLSA: E
Job Level: 16
Revised Date: 01/01/2024
Job Family: JF 34
Occupational Summary
Work closely with alumni and friends of Duke University to explore creative and tax-efficient ways to support Duke while accomplishing other financial and personal goals. Advise development officers within Duke Alumni Engagement & Development and in the university's schools, units and programs on matters concerning deferred and complex gifts by prospects and donors. Collaborate with colleagues on initiatives designed to promote gift planning. The Associate Director of Gift Planning will report to the Senior Assistant Vice President of Gift Planning.
Work Performed
Develop and maintain a portfolio of gift planning prospects and donors, serving as a philanthropic planning advisor to help them explore current and deferred gifts to benefit the university. Work with attorneys, accountants and financial advisors to help them assist their clients in considering complex charitable giving strategies. Draft and review related documents, illustrations, proposals, endowment agreements and other materials as needed by prospects, donors and their professional advisors with a focus on clarity and attention to detail.
Collaborate with colleagues including peers in Duke's individual schools, colleges and programs (including a portfolio of assigned school and unit "internal clients"). Develop an understanding of their programs, funding priorities and the broad scope of their activities and provide excellent customer service. Pro-actively assist these colleagues in identifying gift planning prospects and promoting planned gift strategies. Provide development assistance including: gift planning expertise, endowment and gift agreement advice, and educational presentations for staff members, boards and prospects. Promote innovation in their approach to gift planning fundraising. In addition, partner with annual fund colleagues on comprehensive reunion efforts.
Assist with planning and conducting stewardship events and producing gift planning publications. Help insure compliance with applicable regulations and university policies. Serve as a team-oriented colleague to all other members of the Gift Planning Office, providing ideas and support and pro-actively seeking ways to accomplish the overall goals of the Office.
Candidates should possess the personal skills and professional expertise necessary to work with individual charitable gift prospects and donors, development and alumni engagement colleagues, attorneys, accountants, trust officers and other tax, insurance and financial professionals. This position requires travel locally, regionally and nationally, and participation in occasional evening and weekend activities.
Required Qualifications at this Level
Education/Training
Work requires communications, analytical and organizational skills generally acquired through completion of a bachelors degree program. Prefer JD, Certified Financial Planner, CPA or advanced degree in business, finance, or related field.
Experience
Work requires seven years experience in the legal or accounting field, alumni affairs, public relations, fund raising, sales and promotions, marketing or related field in order to acquire skills necessary to develop and coordinate charitable gift plans to promote planned gifts to University by alumni, faculty and friends.
OR AN EQUIVALENT COMBINATION OF RELEVANT EDUCATION AND/OR EXPERIENCE
Skills
N/A
The intent of this job description is to provide a representative and level of the types of duties and responsibilities that will be required of positions given this title and shall not be construed as a declaration of the total of the specific duties and responsibilities of any particular position. Employees may be directed to perform job-related tasks other than those specifically presented in this description.
Duke University is an Affirmative Action/Equal Opportunity Employer committed to providing employment opportunity without regard to an individual's age, color, disability, gender, gender expression, gender identity, genetic information, national origin, race, religion, sex, sexual orientation, or veteran status.
Duke aspires to create a community built on collaboration, innovation, creativity, and belonging. Our collective success depends on the robust exchange of ideas-an exchange that is best when the rich diversity of our perspectives, backgrounds, and experiences flourishes. To achieve this exchange, it is essential that all members of the community feel secure and welcome, that the contributions of all individuals are respected, and that all voices are heard. All members of our community have a responsibility to uphold these values.
Essential Physical Job Functions
Certain jobs at Duke University and Duke University Health System may include essential job functions that require specific physical and/or mental abilities. Additional information and provision for requests for reasonable accommodation will be provided by each hiring department.
