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.
DIR, PLANNED GIVING
Job Title: DIR, PLANNED GIVING
Job Code: 1856
FLSA: E
Job Level: 98
Revised Date: 06/01/2021
Job Family: JF 34
Occupational Summary
Administer the Planned Giving Program within the Office of University Development and provide professional legal advice on matters concerning deferred gifts to Duke University by alumni, faculty and friends of the University.
Work Performed
Coordinate planned giving activities and functions with various professional schools; complete gifts involving unitrusts, annuity trusts, bequests and insurance contracts.
Prepare University development proposals and present development projects to prospects for deferred and outright gifts; coordinate activities on various legal issues with the Office of University Counsel to protect the donor and to ensure compliance with governmental regulations and University investment policies.
Serve as a senior staff member in formulating and enunciating policy relating to University development activities; direct and staff the Duke University Estate Planning Council, direct the Estate Planning Conference and conduct appropriate financial planning seminars to maximize effectiveness of Planned Giving efforts.
Develop and maintain personal contact with prospects to develop their interest in deferred gifts and to provide information concerning the utilization of the gift at Duke University; coordinate activities with prospects attorney and/or financial advisor to determine the most appropriate method of deferred giving and to ensure necessary arrangements for collection of the gift.
Determine fiscal requirements and prepare budgetary recommendations; monitor, verify and reconcile expenditure of budgeted funds.
Direct various personnel actions including, but not limited to, hiring, performance appraisals, promotions, transfers and vacation schedules.
Perform other related duties incidental to the work described herein.
The above statements describe the general nature and level of work being performed by individuals assigned to this classification. This is not intended to be an exhaustive list of all responsibilities and duties required of personnel so classified.
Required Qualifications at this Level
Education/Training
Work requires communications, analytical and organizational skills generally acquired through completion of a bachelors degree program. Juris Doctor Degree or advanced degree and equivalent related professional certification/credentials in tax, finance, business or other related field strongly preferred.
Experience
Minimum of 8 - 10 years of related fundraising experience in a health care/academic medical center setting or equivalent experience in a non- profit institution, estate or financial planning field. Demonstrated success in fundraising and experience with major gift donors is required. A track record of soliciting and closing six- and seven-figure gifts is preferred and experience in eight-figure gifts a plus.
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.
