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Emory Healthcare/Emory University Executive Director of Gift Planning in Atlanta, Georgia

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Description

The Gift Planning team within the division of Advancement and Alumni Engagement supports the development officers and donor’s efforts to create new planned gifts. This position will report to the Assistant Vice President for Individual Giving.

JOB DESCRIPTION:

  • Responsible for managing the Office of Gift Planning.

  • Manages a staff comprised of gift planning officers and support staff who ensure that a high level of donor identification, cultivation, and solicitation occurs.

  • Evaluates and updates gift planning operations, procedures and marketing and training programs.

  • Implements programs and processes that will ensure a high level of gift planning activity which will serve as a major source of gifts in a campaign environment.

  • Collaborates with school and unit based development offices in tailoring donor cultivation and solicitation to specific units.

  • Maintains a portfolio of gift planning prospects, making a designated number of calls each month.

  • Performs related responsibilities as required.

ADDITIONAL JOB DETAILS:

  • Meet department metrics for visit preparation, qualification, contact reports, visits, referrals, and accurate coding using the CRM system.

MINIMUM QUALIFICATIONS:

  • A bachelor's degree and seven years experience in gift and estate planning in the private sector, higher education or other non-profit organization or an equivalent combination of education, training and experience.

  • A JD is preferred.

  • Expertise with various gift and estate planning instruments and technical expertise with various gift planning strategies.

PREFERRED QUALIFICATIONS:

  • Successful candidates will possess an advanced degree or certification in estate and gift planning (J.D. and/or CFP).

  • Experience working with bequests, trusts, taxes, and planned giving with a strong working knowledge of tax, trust, and other laws affecting charitable planning.

  • Strong interpersonal and problem-solving skills with attention to detail, the ability to work with ambiguity, and navigate a complex work environment.

  • Strong organizational, written, and verbal communication effective presentation skills and possess the ability to manage multiple projects simultaneously.

  • Experience leading teams, working independently as well as collaboratively to achieve goals, with a commitment to delivering excellent customer service.

  • Experience managing projects, budgets, and financial reports, working with various technologies including advanced knowledge and experience with Microsoft Office Suite, mass email applications, database and project management software, and CRM systems.

  • Prior experience in advancement, fundraising, alumni engagement, non-profit, or a university setting.

  • Flexibility to accommodate changing priorities and deadlines.

  • Possess a high level of professionalism and commitment to confidentiality with sound judgment and discretion.

NOTE: This role will be granted the opportunity to work from home regularly but must be able to commute to Emory University on a flexible weekly schedule based upon business needs. Schedule is based on agreed upon guidelines of department of work. Emory reserves the right to change remote work status with notice to employee.

Emory Supports a Diverse and Inclusive Culture

To ensure the safety of our campus community, the COVID-19 vaccine is required. For more information on the University and Hospital policies and potential exemptions, please see our website.

Emory University is dedicated to providing equal opportunities and equal access to all individuals regardless of race, color, religion, ethnic or national origin, gender, genetic information, age, disability, sexual orientation, gender identity, gender expression, and veteran's status. Emory University does not discriminate in admissions, educational programs, or employment on the basis of any factor stated above or prohibited under applicable law. Students, faculty, and staff are assured of participation in University programs and in the use of facilities without such discrimination. Emory University complies with Executive Order 11246, as amended, Section 503 of the Rehabilitation Act of 1973, the Vietnam Era Veteran's Readjustment Assistance Act, and applicable executive orders, federal and state regulations regarding nondiscrimination, equal opportunity and affirmative action. Emory University is committed to achieving a diverse workforce through application of its affirmative action, equal opportunity and nondiscrimination policy in all aspects of employment including recruitment, hiring, promotions, transfers, discipline, terminations, wage and salary administration, benefits, and training. Inquiries regarding this policy should be directed to the Emory University Department of Equity and Inclusion, 201 Dowman Drive, Administration Building, Atlanta, GA 30322.

Emory University is committed to providing reasonable accommodations to qualified individuals with disabilities upon request. To request this document in an alternate format or to request a reasonable accommodation, please contact the Department of Accessibility Services at 404-727-9877 (V) | 404-712-2049 (TDD). Please note that one week advance notice is preferred.

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Job Number 81948

Job Type Regular Full-Time

Division Advancement &Alumni Engagement

Department ADV: Individual Giving

This position may involve the following Health and Safety issues: Not Applicable

Job Category Advancement & Fundraising

Location : Name Emory Campus-Clifton Corridor

Campus Location (For Posting) : Location US-GA-Atlanta

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