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Director of Gift Planning

Employer
Temple University
Location
Pennsylvania, United States
Salary
Salary Not specified
Posted Date
Jun 19, 2024

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Position Type
Executive
Fields
Education
Employment Type
Full Time

Director of Gift Planning - (24001280)

Grade: T28

The link below will give you information about the University's "T" salary structure.

https://careers.temple.edu/sites/careers/files/documents/T_Salary_Structure.pdf

A variety of important factors are reviewed by HR when considering salary, including job duties, the applicant's education and experience, all relevant internal equity considerations, department budget, and funding source.


Summary:

Reporting to the Assistant Vice President of Principal Gifts & Strategy, the Director of Gift Planning will lead the donor engagement and gift solicitation efforts for Temple's Office of Gift Planning, playing a vital role on the University's central fundraising team. The Director will be an integral team member to college, school and other unit-specific fundraisers in the cultivation and solicitation of prospects who are incorporating deferred gifts or complex assets as part of their overall philanthropy. The Director will also maintain their own portfolio of approximately 75 prospects for cultivation and solicitation of planned, cash, and blended gifts. The Director creates meaningful acts of stewardship for members of Temple's legacy giving society while identifying opportunities for new gift solicitations. The Director will also serve as program lead for gift officer training and marketing and will manage one full-time staff person whose duties include state registration compliance, estate administration, and life-income gift administration.

Performs other duties as assigned.

When you come to Temple, you don't only come to an impressive campus with an abundance of resources and amenities. You come to Philadelphia, where Temple's Main Campus is woven into the city's fabric. Temple is committed to this community and provides several financial programs for full-time faculty and staff who purchase and reside in homes surrounding Main Campus and the Health Sciences Center.

Click here to learn more about the benefits of working at Temple University.

Required Education & Experience:

Bachelor's degree and at least 6 years of directly related experience in gift planning program management and/or gift planning focused solicitations at an educational institution, hospital or not-for-profit organization is required. An equivalent combination of education and experience may be considered.

Required Skills & Abilities:

Highly refined interpersonal skills; strong listening and writing skills; adept at communicating complicated or abstract concepts in simple terms; desire to work with diverse constituency groups.
Background or understanding of gift, estate, and financial planning, as well as of gift planning options for complex assets, life-income gifts and estates.
Knowledge of tax laws governing charitable giving.
Working knowledge of the various aspects, goals, and processes of a broad-based fundraising program including mail and electronic media marketing.
Training in donor-centered, impact-focused gift planning and major gift fundraising.
Highly motivated and able to work both independently and collaboratively as part of a team.
Ability to organize and prioritize, with effective time management skills.
Ability to deal with confidential materials with discretion.
Fully functional in Microsoft Office tools and entering information and producing reports from a database.

Preferred:

Legal or financial background such as JD, CPA, and/or CFP.
Major gift fundraising experience.

This position requires a background check.

This position is assigned a hybrid work arrangement (on-campus and remote), the duration of this hybrid work arrangement is at the discretion of Temple University and the Department.


Temple University is committed to a policy of equal opportunity for all in every aspect of its operations, including employment, service, and educational programs. The University has pledged not to discriminate on the basis of age, color, disability, marital status, national origin or ethnic origin, race, religion, sex (including pregnancy), sexual orientation, gender identity, genetic information or veteran status.

Compliance Statement: In the performance of their functions as detailed in the position description employees have an obligation to avoid ethical, legal, financial and other conflicts of interest to ensure that their actions and outside activities do not conflict with their primary employment responsibilities at the institution. Employees are also expected to understand and be in compliance with applicable laws, University and employment policies and regulations, including NCAA regulations for areas and departments which their essential functions cause them to interact.

To obtain additional information about Temple University please visit our website at www.temple.edu.

Temple University's Annual Security and Fire Safety Report contains statistics, policies, and procedures related to campus safety. Click here.

You may request a copy of the report by calling Temple University's Campus Safety Services at 215-204-7900.

Primary Location: Pennsylvania-Philadelphia-Main Campus
Job: Staff
Schedule: Full-time
Shift: Day Job
Employee Status: Regular

To apply, visit https://temple.taleo.net/careersection/tu_ex_staff/jobdetail.ftl?job=24001280&tz=GMT-04%3A00&tzname=America%2FNew_York

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