Director, Planned Giving Operations

Georgetown University • Beloit, WI

2d • $135,188 - $264,292 • Hybrid

About The Position

The Director, Planned Giving Operations in the Office of Advancement at Georgetown University is responsible for providing planned giving services throughout the University, including the main campus and medical center. There is a strong emphasis on documentation of leadership annual fund planned gifts to build a strong financial foundation for the University through philanthropy. This role also provides counsel to fundraisers throughout the organization to facilitate their engagement with donors in their respective units or areas. The Director provides counsel on technical areas such as estate and wealth planning, tax, liquid or hard-to-value assets, complex charitable giving vehicles and structures, and the financial and personal issues affecting wealthy families. Additionally, this role will support development officers when prospective donors may be considering or have the potential for gift planning as an avenue for contributing to the University.

Requirements

• Bachelor’s Degree and Juris Doctorate required
• Minimum of 5-7 years of overall professional experience with at least 5 years of professional experience in Planned Giving or estate and trust administration
• Experience with documenting bequests and reviewing planned giving legal documents
• Working knowledge of the legal, tax, and procedural aspects of estate planning, estate administration, fiduciary responsibilities, estate and trust tax preparation, and accounting required
• Ability to interact professionally and effectively with corporate and individual fiduciaries as well as accountants, financial custodians, surviving family members, and key internal partners within the University
• Strong verbal and writing skills, high attention to detail and follow-up, and excellent organizational and project management skills
• Ability to manage confidential information with discretion and tact
• Ability to work collegially and collaboratively in a team setting
• Exceptional work ethic and track record of personal initiative
• Outstanding interpersonal and communication skills characterized by the ability to listen, speak and write well
• Flexibility and adaptability to new programs in an emerging and changing environment
• Demonstrated skill and knowledge of, or ability to learn quickly, the internal workings of the University as well as the technology tools available to the Office of Advancement, including internal databases and Microsoft Office programs

Responsibilities

• Planned giving cultivation and documentation.
• Estate administration and life income program management.
• Planned giving training and education

Benefits

• Georgetown University offers a comprehensive and competitive benefit package that includes medical, dental, vision, disability and life insurance, retirement savings, tuition assistance, work-life balance benefits, employee discounts and an array of voluntary insurance options.

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Education Level: Ph.D. or professional degree