Position Information
Posting date04/25/2024Closing dateOpen Until FilledYesPosition Number0040801Position TitleAssociate Director, Gift PlanningDepartment this Position Reports toGift PlanningHiring Range Minimum$77,800Hiring Range Maximum$90,000Union TypeNot a Union PositionSEIU LevelNot an SEIU PositionFLSA StatusExemptEmployment CategoryRegular Full TimeScheduled Months per Year12Scheduled Hours per Week40ScheduleLocation of PositionLebanon, NH
41 Centerra Parkway
Remote Work Eligibility?Onsite onlyIs this a term position?NoIf yes, length of term in months.Is this a grant funded position?NoPosition PurposeResponsible for probate and estate settlement, for the undergraduate college and its professional schools. Manages the administration of life income plans, and engages with alumni, parents, friends, and Advancement colleagues to further relationship cultivation. Manages marketing, communications, engagement and stewardship strategies to support and raise awareness of planned gift vehicles.
DescriptionRequired Qualifications - Education and Yrs ExpBachelors plus 3-5 years' experience or equivalent combination of education and experienceRequired Qualifications - Skills, Knowledge and Abilities* Bachelor’s degree with at least five years’ experience as a paralegal or in banking (trust department), deferred giving, fundraising or a related field
Preferred Qualifications* Knowledge of PG Calc planned giving software
Department Contact for Recruitment InquiriesLesa KnappDepartment Contact Phone Number603-646-1317Department Contact for Cover Letter and TitleLesa Knapp, Director of Advancement Business OperationsDepartment Contact's Phone Number603-646-1317Equal Opportunity EmployerDartmouth College is an equal opportunity/affirmative action employer with a strong commitment to diversity and inclusion. We prohibit discrimination on the basis of race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, disability, veteran status, marital status, or any other legally protected status. Applications by members of all underrepresented groups are encouraged.
Background CheckEmployment in this position is contingent upon consent to and successful completion of a pre-employment background check, which may include a criminal background check, reference checks, verification of work history, conduct review, and verification of any required academic credentials, licenses, and/or certifications, with results acceptable to Dartmouth College. A criminal conviction will not automatically disqualify an applicant from employment. Background check information will be used in a confidential, non-discriminatory manner consistent with state and federal law.
Is driving a vehicle (e.g. Dartmouth vehicle or off road vehicle, rental car, personal car) an essential function of this job?Not an essential functionSpecial Instructions to ApplicantsDartmouth College has a Tobacco-Free Policy. Smoking and the use of tobacco-based products (including smokeless tobacco) are prohibited in all facilities, grounds, vehicles or other areas owned, operated or occupied by Dartmouth College with no exceptions. For details, please see our policy. https://policies.dartmouth.edu/policy/tobacco-free-policy
Additional InstructionsQuick Linkhttps://searchjobs.dartmouth.edu/postings/73533
Key Accountabilities
DescriptionResponsible for probate and estate settlement trust administration in accordance with Dartmouth’s guidelines, fiduciary standards, trust agreements, wills, powers of attorney and all contracts. Communicates directly with attorneys, trustees, and advisors as well as with internal constituents in Finance, Legal Affairs, and Endowment Administration. Manages family expectations vs. governing document requirements. Acknowledges all estate planned gifts. Advises donors, volunteers and staff officers of the College and its professional schools of the various options and plans for planned giving. Prepares written materials about the intricacies of financial, legal, and tax-related aspects of charitable gift planning in order to engage donors. Supports other staff members working with donors on deferred and planned gifts such as trusts, charitable annuities, life insurance, wills, and bequests.
Percentage Of Time25DescriptionManages the administration of the College’s life income plans by working closely with donors, beneficiaries, the Endowment Administration and Investment offices, and the program’s outside trust administrator. Develops an expertise in the management and administration of planned gifts. Manages/administers Dartmouth accounts with Kaspick & Company, including termination of trusts and gift annuity contracts, new gift information, and processing donor/beneficiary/advisor tax information. Acts as liaison and serves as an on-campus resource between Dartmouth and beneficiaries and among the offices of Endowment, Investments, General Counsel, and Kaspick & Company (Dartmouth’s current life income plan administrator).
Percentage Of Time25DescriptionWrites, edits, and proofreads gift proposals, solicitation and stewardship materials for donors, based on donors’ interests, resources and philanthropic priorities. Produces customized plan termination documents for estate executors and attorneys.
Percentage Of Time20DescriptionAcquires technical knowledge in tax, investment, and legal aspects of charitable giving and articulates clearly and effectively in discussions with prospective donors, their counsel, colleagues, and volunteers. Develops an expertise in the management and administration of planned gifts.
Percentage Of Time10DescriptionResearches, organizes, and prepares statistical data for donor/beneficiary reports and planned gift activity, monthly reports, special projects, etc.
Percentage Of Time10DescriptionParticipates in long-range planning for the department and incorporates the needs of diverse populations in program planning.
Percentage Of Time10
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Optional Documents