Regional Gift Planning Advisor
Deadline: 11-16-2022
Job No.: 791357
Department: University Advancement
Type: Administrative Professional
Salary Range: Negotiable
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Description
University Advancement, Office of Gift Planning in the Individual Giving unit at MSU is seeking a seasoned, independent-working, motivated individual to assist in the organization and implementation of comprehensively planned giving cultivation, solicitation, and stewardship responsibilities (focusing on the West Coast of the United States including California, Oregon, Washington, Colorado, Arizona, New Mexico, Nevada) in concert with college/unit development officers, regionally focused fundraising staff, and University Advancement leadership. This position is remote-friendly; a strong candidate may reside in the West Coast region and work from home, preferably in one of the major metros.
As a Regional Gift Planning Advisor, the successful candidate will identify/research individuals to strategize and cultivate as potential planned and major gift donors. In addition, the Regional Gift Planning Advisor will possess comprehensive knowledge of gift planning strategies and vehicles, along with an understanding of tax and trust laws applicable to the basic estate planning fundamentals, including estate and gift tax, income tax, transfer of property, trusts and wills, and privately held assets.
CHARACTERISTIC DUTIES AND RESPONSIBILITIES
Fundraising
Possess, with a drive to continually enhance, a comprehensive knowledge of gift planning strategies and vehicles, along with an understanding of tax and trust laws applicable to the basic estate planning fundamentals, including estate and gift tax, income tax, transfer of property, trusts and wills, and privately held assets.
Provide counsel to donors, their advisors and advancement colleagues regarding tax laws, policies and procedures and resolving problems to maintain a positive image of the University.
Initiate and/or participate in identification, cultivation and solicitation activities with the university’s major gifts officers and college/unit development colleagues.
Develop and maintain consistent professional relationships with college/unit development officers, central fundraising colleagues, university administration, and faculty.
Timely response to requests from donors and potential donors; follow up and cultivation, solicitation, and stewardship activities as appropriate.
Prepare individual and regional operating plans in collaboration with college/unit colleagues, regional major gift officers, and the Office of Gift Planning.
Regular travel within the West Coast region and occasional travel to Michigan State University.
Communications, Research, and Stewardship
As assigned, assist in developing proposals, review of marketing materials, strategies, and technology in support of Office of Gift Planning programs and initiatives.
Indirectly consult with the Associate Director of Gift Planning on tasks and projects as assigned by the Senior Director of the Office of Gift Planning.
Research selected individuals to identify, develop strategy for and cultivate potential planned and major gift donors.
Maintain donor/prospect records to ensure proper gift accounting, receipting, and accurate historical information regarding gifts, conversations and documentation.
Exhibit excellent interpersonal communication skills expressed in the form of letters, business correspondence/emails, and personal conversations.
Assist in the planning and implementation of gift planning training and seminars.
Qualifications
Knowledge equivalent to that which normally would be acquired by completing a four-year college degree program in Communications, Public Relations, Marketing and/or Business; three to five years of related and progressively more responsible or expansive work experience in public relations, volunteer administration, professional and higher education fundraising, marketing or related field; or an equivalent combination of education and experience.
Desired Qualifications
- A Bachelor’s degree, master’s preferred.
- Five years of related and progressively more responsible or expansive experience in professional fundraising, trust administration, wealth management, marketing or related field.
- Possess a working knowledge of tax laws governing charitable giving and charitable estate planning including bequests, split income gifts, current giving, charitable and general estate planning.
- Fundraising experience at an institution of higher education.
- Demonstrated excellent writing and verbal communication skills.
- Excellent interpersonal skills.
- Ability to speak in public and small group environment.
- Collaborative and team-oriented work style.
- Strong work ethic.
- Experience with “Moves Management” or related strategic relationship development techniques and practices.
- Ability to “close” current and future gifts and/or business deals.
- Travel involving automobile, airlines and rail; must possess and maintain a valid driver’s license.
How to apply
If you have any questions regarding this position, please contact Patricia Karam, Director of Recruitment at karampat@msu.edu.
All candidates must submit an application and resume through the Michigan State University Human Resources web-based system, the URL for this website is careers.msu.edu. Please indicate the position number 791357 when submitting your application.
Screening of applicants will continue until the position is filled.
MSU is an affirmative action, equal opportunity employer.
MSU is committed to achieving excellence through a diverse workforce and inclusive culture that encourages all people to reach their full potential. The University actively encourages applications and/or nominations of women, persons of color, veterans, and persons with disabilities.