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Senior Associate Director, Gift Planning

Fordham University

Job Description

Senior Associate Director, Gift Planning

Development - Gift Planning, Lincoln Center

Fordham University

Fordham University has an excellent reputation as a dynamic institution located in New York City. Founded in 1841, Fordham enrolls more than 16,000 undergraduate and graduate students in its 9 Colleges and Schools.

  • Fordham University offers a comprehensive and competitive benefits package to its employees, which includes medical, dental, vision, life, and disability insurance.
  • We offer tuition remission for employees and their dependents.
  • A generous immediate employer match towards a 403(b) retirement plan.
  • As a tax-exempt organization under section 501(c)(3) of the Internal Revenue Code (IRC), Fordham is considered a qualifying employer for the Public Service Loan Forgiveness (PSLF) program, a federal program designed to forgive student loan debt for employees of certain public and certain nonprofit employers.
  • As part of its work-life balance program, the University provides generous PTO including 15 vacation days, 12 sick days, 2 personal days, 6 summer Fridays, and holidays that include paid time off between Christmas and New year.
  • University employees have access to the Employee Assistance Program (EAP). EAP provides no-cost, professional, and confidential services, to help employees and family members address a variety of personal, family, life, and work-related issues.

Position Summary

The Senior Associate Director will report to the Executive Director of Gift Planning. S/he will partner with major gifts officers, Stewardship and Donor Relations, Advancement Services, and outside brokers and vendors on a regular basis to receive the full value of planned gifts in a timely and efficient manner.

The successful candidate will collaborate with the Executive Director of Gift Planning, Senior Director of Gift Planning the Fordham Fund, Alumni Relations, and Communications to develop and implement DAUR’s planned giving communications plan and calendar. S/he will partner with vendors and DAUR colleagues in marketing and communications to ensure that direct mail and electronic communications are sent on time and in alignment with University guidelines.

The Associate Director will have the capacity and demonstrated track record to help administer Fordham’s planned giving program. S/he will be responsible for the following key opportunities:

Essential Functions

  • Advances and supports the University’s Jesuit mission and identity;
  • Leads the collection, conservation, administration, and allocation of realized testamentary gifts to the University;
  • Follow-ups with donors who request planned giving information through planned giving appeals;
  • Utilizing DAUR reporting tools, generates all direct mail and email recipient lists;
  • Continuously considers additional Planned Giving communications by partnering with the Fordham Fund, Alumni Relations, and Communications so that planned giving is included in all appropriate messaging, including reunion appeals, Fordham Magazine, and alumni e-newsletters;
  • Partners with the Fordham Fund and Alumni Relations on Reunion Giving appeals so that Planned Giving options are included and provides Planned Giving training to Reunion volunteers as appropriate;
  • Stewards and cultivates existing 1841 Society members and, when appropriate, secures bequest documentation and/or endowment agreements;
  • Secures consistent, annual outright gifts from existing 1841 Society members and other assigned prospects;
  • Works directly with executors, trustees, fiduciary or financial custodians, and University Counsel and Finance to receive the full value of planned gifts in a timely and efficient manner and ensure against mismanagement and waste;
  • Develops strong relationships with faculty, university administrators, and DAUR colleagues in order to identify and recommend fundraising opportunities to donors that support the University’s programs and priorities, whether through current or planned giving;
  • Assists the Executive Director of Gift Planning on principal gift solicitation and cultivation, including preparing briefings in a timely manner;
  • Provides regular planned giving metrics via reporting tools to DAUR leadership;
  • Assists with the planning and execution of 1841 Society and Doty Society (Planned Giving and Loyal Donor) events;
  • Partners with planned giving colleagues to provide estate plan training to leadership annual fund and major gift officers on a regular basis; and
  • Exemplifies and uphold DAUR’s core values.

Required Qualifications

  • Bachelor’s degree in liberal arts, business or related field.
  • Minimum of 4 years of experience in development and/or planned giving fundraising.
  • Emotionally intelligent and ethical professional with the stature, integrity, and experience to effectively engage and support DAUR colleagues.
  • Demonstrated ability to create mailing lists, partner with outside vendors, and provide excellent customer service in a professional setting.
  • Knowledge of the legal, tax, and procedural aspects of estate planning, estate administration, probate, fiduciary duties, and estate and trust tax preparation and accounting.
  • Ability to thoughtfully and effectively partner with attorneys, corporate and individual fiduciaries, accountants, financial custodians, surviving family members, and key internal partners within the University.
  • Ability to work collegially and collaboratively in a team setting.
  • Strong verbal and writing skills, high attention to detail and follow-up, and excellent organizational and project management skills.
  • Proven ability to manage confidential information with distinction and tact.
  • Demonstrated track record of exceptional work and a high level of personal initiative.
  • Flexibility and adaptability to new programs in an emerging and changing environment.
  • Willingness and ability to quickly learn the University’s internal processes and technological tools, including Ellucian CRM Advance, PG Calc, MS Office Applications, and reporting tools such as PowerBI and Webfocus.
  • Shared values with Fordham and its Jesuit and Catholic identity.
  • Successful candidates should have a knowledge of and commitment to the goals of Jesuit Education.

FLSA CATEGORY: Exempt

START DATE: ASAP

APPLY HERE: https://careers.fordham.edu/postings/3625

ABOUT FORDHAM

Founded in 1841, Fordham is the Jesuit University of New York, offering an exceptional education distinguished by the Jesuit tradition to more than 16,000 students in its 9 colleges and schools. It has residential campuses in the Bronx and Manhattan, a campus in West Harrison, N.Y., the Louis Calder Center Biological Field Station in Armonk, N.Y., and the London Centre in the United Kingdom.

Fordham University is committed to excellence through diversity and welcomes candidates of all backgrounds.

Fordham is an Equal Opportunity Employer – Veterans/Disabled and other protected categories

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