University of Notre Dame — Program Director, Gift Planning

The University of Notre Dame (http://ND.jobs) is accepting applications for a Program Director, Gift Planning.

Applications will be accepted until 8/21/2016.

Notre Dame seeks an innovative, collaborative, personable and proven leader to expand its outreach to alumni and philanthropic individuals and families to encourage alumni, parents and friends to invest in University priorities. The Gift Planning officer will join the University of Notre Dame at an important time in its history as it continues its quest to raise $1 billion in planned gifts in a comprehensive capital campaign. This position will work closely with benefactors, other development officers, faculty, staff, and key volunteers to explore creative, tax-efficient ways for donors to support the university while accomplishing various financial and personal goals. The successful candidate will personally manage a dynamic pool of individual planned giving and major gift prospects who have demonstrated or been identified as having an interest in a current or deferred gift. He/she will also assist other front-line fundraisers with planned giving discussions and donor presentations, serve as a mentor and resource, and provide formal training on relevant topics. The development officer will develop and implement prospect-specific strategies to identify, qualify, cultivate, solicit, steward and recognize University-wide major and planned gift prospects through individual visits, personal communication, event participation, and volunteer activities. He/she will also contribute to the development and production of electronic and print marketing materials for the Office of Gift Planning. This position requires travel and occasional participation in evening and weekend activities. Applicants with previous development experience, specialized training and knowledge of financial, gift and estate planning and current knowledge of tax legislation that affect the gift planning process will receive the most favorable consideration. He or she will report to the Senior Director of Gift Planning and will join a dedicated, University wide advancement team, working together to establish Notre Dame’s financial security and expand its unique vision for the future. The Director of Gift Planning will represent the University with leading benefactors within a certain geographic area in the United States, to identify, cultivate and successfully manage a portfolio of prospective benefactors with a capacity to make planned gifts (including charitable trusts, charitable gift annuities, bequests, gifts of real estate, gifts of appreciated property and securities, and gifts of retirement plan assets and life insurance policies).

Minimum Qualifications:

  • Bachelor’s degree (4 years).
  • 7 or more years experience.
  • Formal academic course work in disciplines that address federal and state income and estate tax laws and regulations.
  • Excellent verbal and written communication skills; demonstrated ability to manage an area; interpersonal skills to meet and work with gift planning prospects and their legal and financial advisers; excellent legal research and drafting skills; willingness to travel extensively; knowledge of estate planning techniques, tax law and the general body of statutory, regulatory, and case law regarding planned gifts; supervisory and administrative skills.
  • Experience with estate planning and tax law.
  • Experience in marketing and sales of financial instruments.
  • Experience in managing relationships with clients, customers and colleagues.

Preferred Qualifications:

  • Law degree or certification as a CPA preferred.
  • Previous experience in fundraising in general or planned giving specifically is preferable.
  • A license to practice law and/or CPA or CFP certification would be preferable.

ABOUT NOTRE DAME:
The University of Notre Dame, founded in 1842 by Rev. Edward F. Sorin, C.S.C., of the Congregation of Holy Cross, is an independent, national Catholic university located in Notre Dame, Ind. For the fifth consecutive year, the University of Notre Dame has received Honor Roll distinctions as one of the top 10 higher education workplaces in the country in the Chronicle of Higher Education’s annual “Great Colleges to Work For” survey…and we are proud of it!

The University of Notre Dame seeks to attract, develop, and retain the highest quality faculty, staff and administration. The University is an Equal Opportunity Employer, and is committed to building a culturally diverse workplace. We strongly encourage applications from female and minority candidates and others that will enhance our community. Moreover, Notre Dame prohibits discrimination against veterans or disabled qualified individuals, and requires affirmative action by covered contractors to employ and advance veterans and qualified individuals with disabilities in compliance with 41 CFR 60-741.5(a) and 41 CFR 60-300.5(a).

APPLICATION PROCESS:
Please apply online at http://ND.jobs to Job # http://apptrkr.com/853294. For additional information about working at the University of Notre Dame and various benefits available to employees, please visit http://hr.nd.edu/why-nd. The University of Notre Dame supports the needs of dual career couples and has a Dual Career Assistance Program in place to assist relocating spouses and significant others with their job search.

 

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