Director, Planned Giving-MCD - 76373
Direct and manage the planned giving program for Stanford Medicine in the Office of Development. Set program goals, manage relationships, and lead marketing and education efforts internally and externally. Support all aspects of gift planning and related tax and legal matters for Stanford Medicine in the Office of Development. Increase the awareness of charitable giving techniques among alumni and friends of the university.
Stanford is committed to a donor-centric approach to development. Every member of the Office of Development staff plays a role in providing the university’s donors with the service and attention that ensures an exceptionally positive and fulfilling philanthropic experience.
• Manage, lead, and inspire a small team of Planned Giving staff for Stanford Medicine. Direct staff efforts to carry out planned giving initiatives, including proactive efforts to increase the number of bequests and life income gifts, outreach, field staff training, donor recognition, and stewardship. Set program goals and provide regular and constructive performance communication.
• Work with donors, prospects, and their legal and financial advisors to establish charitable trusts, bequests, and complex outright gifts to benefit the university.
• Initiate gift discussions with and respond to inquiries from donors and prospects. Collaborate with other university development officers in gift solicitations, providing expertise in connection with bequests, charitable remainder trusts, charitable gift annuities, pooled income funds, charitable lead trusts, gifts of real estate, and other complex assets.
• Provide technical support and policy construction, including accurate documentation of outright gifts, to increase awareness of complex and deferred gift vehicles and cultivate new donors.
• Oversee the design and implementation of marketing efforts for Stanford Medicine providing information on the methods and benefits of trusts, bequests, and other planned gifts to all whose circumstances might lead to such gifts.
• Further develop and maintain current expertise in tax, trust, probate, and other laws affecting charitable giving.
• Represent the university in discussions with donors regarding the use of their gifts. Determine university compliance with donor restrictions and donor intent in its management of gifts funds.
• Coordinate with other Stanford offices concerning acceptance, management, and disposition of gift property, including real estate, limited partnership interests, and other non-cash gifts.
• Assist with training staff and volunteers on planned giving topics.
• Work closely on a collaborative basis with other professional staff in the Office of Planned Giving, the General Counsel's office, Stanford School of Medicine and Stanford Health Care.
• Draft pledge and gift agreements with varying degrees of complexity, charitable trust documents, and sample bequest language for gifts to Stanford.
• Lead staff and provide leadership to achieve goals and vision of the organization. Manage and supervise the performance of staff to ensure goals are consistently met in an effective and efficient manner.
* - Other duties may also be assigned
Education & Experience:
Bachelor's degree. A J.D. or LLB, or related advanced degree/certification is preferred. Five years of related professional experience or combination of education and experience. Seven + (7) years of experience is highly desired. Experience in tax, trust, estate planning, probate, and/or related matters.
Knowledge, Skills and Abilities:
• Strong writing skills.
• Strong leadership skills
• Demonstrated ability to initiate and build relationships with individuals.
• Ability to work and motivate others, including prospective donors and their advisors, volunteers, and fellow staff.
• Strong organizational skills and the ability to prioritize a variety of tasks and demands.
• Ability to use current desktop software applications.
• Knowledge of standard and complex charitable giving techniques.
Certifications and Licenses:
• Valid Non-commercial Class California Driver's License
• Frequently perform desk-based computer tasks, stand/walk, sit, use a telephone.
• Occasionally light/fine grasping, lift/carry/push/pull objects that weigh up to 10 pounds, writing by hand.
• Ability to obtain and maintain a Non-commercial Class Driver's license
* - Consistent with its obligations under the law, the University will provide reasonable accommodation to any employee with a disability who requires accommodation to perform the essential functions of his or her job.
• May require travel and occasional work during evenings and/or weekends.
• When conducting university business, must comply with the California Vehicle Code and Stanford University driving requirements.
• Interpersonal Skills: Demonstrates the ability to work well with Stanford colleagues and clients and with external organizations.
• Promote Culture of Safety: Demonstrates commitment to personal responsibility and value for safety; communicates safety concerns; uses and promotes safe behaviors based on training and lessons learned.
• Subject to and expected to comply with all applicable University policies and procedures, including but not limited to the personnel policies and other policies found in the University's Administrative Guide, http://adminguide.stanford.edu .
Stanford is an equal opportunity employer and all qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by law.
: Office of Development
Job Code: 4302
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