Senior Associate Director, Gift Planning - Princeton University

Overview

Princeton University Office of Advancement is seeking a dedicated Senior Associate Director, Gift Planning to join their Capital Giving team. As a frontline gift officer, the Senior Associate Director will play a key role in securing significant gifts through bequests, trusts, split-interest giving vehicles, illiquid or non-marketable assets, and outright capital gifts. This position is essential in driving the university’s philanthropic efforts and advancing its mission through strategic gift planning and donor engagement.

Responsibilities

• Secure a minimum of $5-10M in new commitments annually in a combination of planned, capital, and annual fund (Annual Giving Legacy) gifts. Document 5-7 new bequest intentions annually.
• Manage a portfolio of donors and potential donors of planned gifts with the capability of making gifts of $250,000 or more. Includes developing long-term fundraising and bequest intention stewardship strategies for each assigned donor or identified in the course of his/her work and in accordance with University priorities and developing a pool of donors to the University.
• Complete a minimum of 75-100 face-to-face visits annually with donors and potential donors of planned gifts for the purpose of securing philanthropic support to Princeton.
• Effectively represent Princeton’s mission and fundraising priorities to a variety of constituencies and stakeholders with donors and potential donors for the purpose of securing continued philanthropic support to Princeton.
• Provide support to Advancement Office and gift officers on complex gifts and gifts of illiquid assets.
• Report and document fundraising activity (related to contacts, visits, proposals, bequests, etc.) in an accurate and timely manner in the database.
• Report expenses in accurate and timely manner.
• Prepare well-written solicitation proposals, stewardship reports, briefings, call reports, and strategy documents, working both independently and with colleagues in Gift Planning.
• Assist and consult with other units in communicating planned giving opportunities.
• Maintain a comprehensive working knowledge of the University and the fundraising priorities across the institution, as well as Advancement Office goals and objectives.
• Perform other duties as assigned.

Qualifications

Essential Qualitifications:

• Bachelor's degree and a minimum of 7 plus years of strongly related experience.
• A proven track record of successful fundraising at the $1 million and above level.
• Technical expertise essential to gift planning, such as estate and financial planning, estate and trust law, state and federal tax law, wealth transfer, accounting, and trust administration.
• Commitment to professional education and being current with changes in regulations, tax code, and other changes affecting gift planning.
• Knowledge of and commitment to the values and mission of Princeton; ability to effectively communicate the case for the support of Princeton
• Exceptional written, oral, listening, and interpersonal communication skills.
• Adept at preparing and presenting detailed gift planning proposals with poise and presentability to prospective donors and/or their advisors or for fundraising staff to present to their prospects.
• Highly self-motivated with the ability to work both independently and in teams.
• Ability to consult and staff volunteers and colleagues at all levels of the organization.
• Strong strategic planning and project management skills necessary to set and monitor progress against goals, to develop plans and timelines, and to measure success toward goals.
• Ability to respond quickly to changing business needs and priorities.
• Ability to handle multiple projects simultaneously and to produce high-quality and compelling work product under tight deadlines. Ability to work with a high degree of flexibility in a highly-collaborative, fast-paced, goal-oriented environment.
• Discretion, good judgment, and commitment to keep confidential all data related to Princeton and its alumni and donors.
• Computing proficiency, including word processing, and the ability to use technology to gather, interpret and organize data.
• Commitment to the Office of Development’s mission of maximizing philanthropic support for Princeton University and to adhering to its guiding principles of High Performance, Innovation, Civility, and Collaboration.

Princeton University is an Equal Opportunity/Affirmative Action Employer and all qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity or expression, national origin, disability status, protected veteran status, or any other characteristic protected by law. KNOW YOUR RIGHTS

Standard Weekly Hours

Eligible for Overtime

Benefits Eligible

Probationary Period

Essential Services Personnel (see policy for detail)

Physical Capacity Exam Required

Valid Driver’s License Required

Experience Level