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SENIOR DIR, GIFT PLANNING RELATIONS
Job Title: SENIOR DIR, GIFT PLANNING RELATIONS
Job Code: 1822
FLSA: E
Job Level: 17
Revised Date: 07/01/2016
Job Family: JF 34
Occupational Summary
Reporting to the Assistant Vice President for Gift Planning, primary responsibility is to nurture new and existing planned gift relationships, with a special focus on high level Gift Planning donors. This includes donors who have created life income gifts, revocable deferred gift/bequest intentions, and complex current and deferred gifts of real estate and other illiquid assets. A secondary goal is to maintain high level of visibility for the opportunities gift planning can offer for donors across the University.
Work Performed
Create a strategic, annual stewardship plan for execution by the University Development Gift Planning team and other relationship managers outside of University Development.
Annually review the plan for stewardship and outreach, focusing on high level Gift Planning (GP) donors ($500,000 and larger).
Manage strategic deployment of GP staff and other development officers to maintain continuous, meaningful, contact with these donors.
Personally make 50 GP donor visits per year to thank them, validate their intentions, problem solve as needed and close new gifts.
The position will also manage other special relationships as needed.
Identify a portfolio of 50-75 individuals at the highest level of support/legacy commitment for strategic focus.
Partner with University Development Special Events, Marketing and Communications, Donor Relations, and School and Unit peers to strategically plan and staff multiple annual events for high-level GP donors.
Primary focus will be on Heritage Society and other high-level donor stewardship events including dinners, receptions, and educational events with Duke speakers.
Serve as a senior partner for the Duke Gift Planning Office and represent GP at University functions and annual university, school or unit development meetings.
Represent the GP Office at University events in order to maintain a high level of visibility within the Duke Community and as part of relationship building with high-level GP donors.
Serve as an emeriti partner for the Duke Gift Planning/Trust and Estate Administration Program.
Assist in the training, mentoring, review and evaluation of staff, proposed policies and procedures and to make recommendations for improvements in the trust and estate planning program.
Maintain oversight of the GP Office reports relevant to counting, school and unit reporting, analyses setting forth progress, trends and appropriate recommendations or conclusions.
Manage Program Coordinator position for Trust and Estate Administration.
Help identify, plan and implement one or more special projects annually that will benefit donors and build closer relationships with the University.
Examples might be a clean up of the Duke Life Insurance Program or serving on a university wide Stewardship Committee to make sure efforts are coordinated.
Serve on BNY Mellon (or other GP vendor) Client Advisory Council or participate in other industry wide strategic conversations with Duke's vendor/agent for trust services.
At times, deploy work on such Council or external efforts to GP staff.
Serve on Duke Philanthropies (DUPI) Board or as an officer or in a similar role for related Duke entities.
Other duties that support gift planning outreach across the university as assessed or assigned.
Required Qualifications at this Level
Education/Training
Work requires communications, analytical and organizational skills acquired through completion of a bachelor's degree program.
Experience
Work requires a broad knowledge of and familiarity with investments, law, charitable planned giving, and related accounting functions acquired through a minimum of ten years' related experience.
Knowledge of all aspects related to the establishment of various trust and annuity agreements. Knowledge of tax laws and regulations and how this relates to trusts and other legal documents. Excellent customer service skills to be able to explain all of this to donors and/or prospects who have a variety of knowledge and experience with these agreements, terms, etc.
Skills
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.
