Job Information
Brown University Director, Planned Giving in Providence, Rhode Island
Job Description:
The Director plays an integral role in executing the Office’s vision identifying, cultivating, soliciting, and stewarding prospects and donors with a particular focus on planned giving and complex gift strategies. This position participates in the administration and strategic direction of the Office of Planned Giving and Philanthropic Strategies and plays a vital role in promoting planned giving across the University. Incumbent serves as the second-in-command of the Planned Giving and Philanthropic Strategies team, playing a vital role in the Office’s current and future operations and growth. Incumbent also collaborates with and provides technical expertise in all aspects of planned giving, including the tax and charitable components, to colleagues and prospective and current donors as well as their advisors and families.
Specifically, the Director:
Represents the Planned Giving and Philanthropic Strategies team across the nation and campus, and steps in for the Executive Director on occasions when the ED is unavailable.
Provides expertise and guidance on all aspects of planned giving and charitable giving rooted in illiquid, alternative, and complex assets.
Closes or facilitates the closure of significant gifts of seven and eight-figure gifts in support of Brown University.
Collaborates with gift officers and internal constituencies to support complex planned giving conversations across the University. Partners, coaches, equips and encourages colleagues in the pursuit of planned giving opportunities while assisting in the design and implementation of gifts and individualized donor strategies.
Assists in team administration, including, but not limited to: gift documentation, estate administration, CGA registrations, stewardship and administration of the University’s pooled income funds, and charitable trusts.
Organizes and conducts internal training on charitable planning, gift planning vehicles, and tax-wise philanthropic strategies.
Maintaining technical expertise while staying current on tax and other legislative changes that impact donors and planned giving.
Brown University is committed to advancing diversity, inclusion, and equity and is an Affirmative Action/Equal Opportunity Employer.
Job Qualifications
Education and Experience
Bachelor’s degree required
Minimum of 7 years of experience in a related field such as tax, estate planning, planned giving, or the equivalent (may include both professional experience and relevant advanced education).
Advanced degree or study in a related field (business administration, tax, or law) or rigorous professional designation (CPA, CFA, securities license) is required
Required Qualifications
Proven ability to solicit high-level gifts or equivalent proven experience, particularly in relationship and trust building, in another field
High ethical standards of behavior, sound judgment, thoughtfulness, respect for confidential personal information, and attention to detail
Ability to work with and command the respect of faculty, senior officers, and other high-level volunteers
Excellent interpersonal skills
Excellent organizational and time-management skills. Demonstrated project management and problem-solving skills, including organizational skills to meet goals and objectives through effective program and project planning. Meticulous attention to detail.
Skilled analytical and strategic thinking capabilities
Preferred Qualifications
Knowledge of PG Calc planned gift software
Knowledge of and commitment to the values and mission of higher education
Job Competencies
Demonstrated commitment to Diversity, Equity, Inclusion, and Belonging (DEIB), including experience/ability to identify and emphasize diverse perspectives in programming, communications, and strategy.
Superlative written and verbal communication skills
Entrepreneurial spirit coupled with excellent judgment and risk assessment
Strategic mindset for developing and implementing short and long-term goals.
Ability to handle multiple assignments and changing priorities as circumstances develop
Ability to work both independently and collaboratively
Computing proficiency, including MS Word, Excel, Access, and PowerPoint, and the ability to use technology to gather, interpret, and organize data.
Applicants are asked to submit a cover letter and resume with their application. All offers of employment are contingent upon a completed criminal background check and education verification satisfactory to Brown
Benefits of Working at Brown:
Information on the Benefits of Working at Brown can be found here (https://www.brown.edu/a-z/benefits-working-brown) .
Recruiting Start Date:
2024-07-11
Job Posting Title:
Director, Planned Giving
Department:
Advancement
Grade:
Grade 13
Worker Type:
Employee
Worker Sub-Type:
Regular
Time Type:
Full time
Scheduled Weekly Hours:
37.5
Position Work Location:
Remote Eligible
Submission Guidelines:
Please note that in order to be considered an applicant for any staff position at Brown University you must submit an application form for each position for which you believe you are qualified. Applications are not kept on file for future positions. Please include a cover letter and resume with each position application.
Still Have Questions?
If you have any questions you may contact employment@brown.edu.
EEO Statement:
Brown University is an E-Verify Employer.
As an EEO/AA employer (https://go.brown.edu/equal-employment-opportunity) , Brown University provides equal opportunity and prohibits discrimination, harassment and retaliation based upon a person’s race, color, religion, sex, age, national or ethnic origin, disability, veteran status, sexual orientation, gender identity, gender expression, or any other characteristic protected under applicable law, and caste, which is protected by our University policies.