Carnegie Mellon is enjoying its most productive fundraising
years in its history, raising more than $950M over the last three
years. University Advancement (UA) supports the entire CMU
community in building relationships with key constituencies and
securing the financial resources the university needs to continue
its ascent. As the division grows, we are seeking an associate
director, Gift Planning Stewardship and Administration. This is an
exciting opportunity if you thrive in an interesting and
challenging work environment. Reporting to the senior
director, Development and Gift Planning you will be responsible for
establishing and maintaining dynamic and thoughtful stewardship
programming for an assigned portfolio of some of the university’s
most generous and loyal donors. You will work closely with
individual donors and, in some cases, the donors’ family members
and advisors. You will also serve as an integral member of
the University Advancement/Office of Gift Planning team in the area
of bequest administration and day to day oversight of estate and
life income gifts by coordinating activities with gift officers
throughout the university, with selected outside vendors, and with
various university departments (i.e. Advancement Information
Systems, Donor Relations, Office of General Counsel, Investment
Office, Treasury) that intersect with such gifts.
Your core responsibilities will include:
- Working directly with select assigned donors to enhance their
ongoing stewardship experience with the University, including
travel for personal stewardship visits 6-8 times per year.
- Coordinating activities with other gift officers, college-based
activities, Donor Relations, and within the Office of Gift
- Leading the reporting, communication, and administrative
process across the university for all realized bequests and life
income remainder distributions.
- Overseeing vendor relationships for administration and
investment of life-income gifts.
- Actively identifying gift data integrity concerns; identifying
and correcting flaws and inconsistencies in existing policies and
- Other duties as assigned.
Passion, excellence and flexibility are vital qualities within
University Advancement. A commitment to diversity, equity and
inclusion; collaboration; and cultural sensitivity are valued
competencies at CMU. Therefore, we are in search of a team member
who is able to effectively interact with a varied population of
internal and external partners at a high level of integrity. We are
looking for someone who shares our values and who will support the
mission of the university through their work.
You should demonstrate:
- The ability to:
- positively and professionally interact with donors and
- plan and execute new strategies and communications that are
focused on existing estate and life income donors
- work with sensitive information, maintain confidentiality and
- manage difficult situations while maintaining composure
- prioritize work and manage multiple tasks in a dynamic
- be flexible and work well under pressure
- manage multiple inflexible deadlines
- work independently and in a team environment
- Excellent verbal and written communication skills
- Strong analytical, reasoning and problem-solving skills
You should be able to travel domestically and be willing to
work outside of normal business hours as needed.
- A bachelor’s degree is required.
- Three to five years of experience within a high performing
fundraising operation, or estate planning within a legal or
financial service setting, with direct interactions with
- Knowledge and interest in the rules, regulations, and practices
related to gift planning, accounting, investment and gift
administration is preferred.
- Familiarity with the principles of fundraising and/or estate
settlement is preferred.
- Strong interpersonal and organizational skills.
- Proficiency with Microsoft Office and Google applications.
- Familiarity with Salesforce, or other advancement/CRM databases
- Must possess and maintain a valid driver’s license and
successfully complete a driver's license verification on an annual
basis. Must complete the National Safety Council Defensive Driver
Training once every three years
- Successful background check