Celebree School
Senior Director of Development - Gift Planning
Celebree School, Houston, Texas, United States, 77246
Special Instructions to Applicants:To be considered for the Senior Director of Development - Gift Planning opportunity at Rice University, please submit your resume and cover letter in confidence to Paradigm Advancement Group at
david@paradigmadvancementgroup.com
with the subject line: Senior Director of Development - Gift Planning at Rice University.Position Summary:Reporting to the Executive Director of Gift Planning, the Senior Director of Development - Gift Planning is responsible for securing planned and complex asset gifts and/or blended gifts; i.e., a combination of annual, outright, revocable and irrevocable deferred gifts. Primary responsibilities include the identification, cultivation, solicitation and stewardship of alumni, parents and friends, with particular attention to those capable of gifts valued at $250,000 or more. The Senior Director of Development - Gift Planning values collaboration and partners in fundraising activities with a portfolio of school and regional major gift and annual gift officers. This person assists in providing technical expertise to development officers and university administrators. With oversight from the Executive Director of Gift Planning, the Senior Director of Development - Gift Planning participates actively with the rest of the gift planning team in the design and implementation of the gift planning marketing and communications. The Senior Director of Development - Gift Planning mentors, coaches and participates in formal training of fellow gift planning team members, development professionals and volunteers in blended and planned gift fundraising to further the fundraising and donor engagement goals of the organization.The ideal candidate is a highly collaborative leader, strategic thinker, and independent entrepreneur with a demonstrated track record of securing planned gift commitments and has a proven ability to refine and actualize fundraising priorities in conjunction with key academic partners and administration.Workplace RequirementsMust possess (or have the ability to obtain one within 30 days of hire) and maintain a valid Texas driver's license with no more than three moving violations and/or at fault accidents within the past 36 months, and no convictions or deferred dispositions for Driving While Intoxicated (DWI) or Driving Under the Influence (DUI) within the past five years.Minimum Requirements:Bachelor's Degree
In lieu of the education requirement, additional related experience, above and beyond what is required, on an equivalent year for year basis may be substituted
7+ years' experience of combined planned gift and major gift fundraising, including at least three years of demonstrated success in closing deferred and complex asset planned gifts
7+ years successful experience in the fields of professional financial planning, trust officer, or in the practice of law working with clients in estate and/or tax planning will also be considered
Skills:Bachelor's DegreeStrong knowledge of all manner of planned gift vehicles and gifts of complex assetsStrong knowledge of charitable tax lawsWorking knowledge of estate and tax planningAbility to develop and initiate new strategiesAdvanced problem solving skillsExcellent verbal and written communications skillsAbility to work well under pressure and manage projects simultaneouslyExcellent organizational and time management skillsExcellent knowledge of Microsoft Office suiteExcellent data analysis skillsAbility to work independently and as part of a team to meet expected deadlines and schedulesAdept at problem solving, creating contingency plans and handling issues when necessaryExcellent client service orientationAbility to lead and motivate othersStrategic skills to craft and implement fundraising and/or project plansExcellent attention to detail and ability to quickly understand and remember details about alumni/donors and projects to which they are assignedExcellent interpersonal skillsPreferences:J.D or Master's degreeSuccessful fundraising experience in a higher education or other complex non-profit institutionExperience working in a capital campaignExperience using Blackbaud CRM or similar alumni/donor database systemExperience with gift planning software such as PG-CalcExperience in a PC/Windows environment using Microsoft Office toolsBar admission in a U.S. state; CFA, CFP, CTFA, CFRE, or other advanced financial planning or fundraising certificationEssential Functions:Manages a select portfolio of planned, blended and complex asset gift prospects through qualifying visits, cultivation of prospects, prospect solicitations that align with the prospects' passions and financial capacity, securing the commitment and stewarding current donorsAssists in developing gift planning marketing and communicationsCollaborates with other development officers regarding soliciting, securing and documenting planned giftsParticipates in writing topical articles for newsletters and making presentations to external audiences consisting of alumni and Rice supportersPrepares sample illustrations for all potential gift vehicles and assets, including, but not limited to, life income gifts, gifts of real estate and other non-cash assets, lead trusts, bequest intentions through various vehicles, etc.Assists the Executive Director of Gift Planning by participating in policy and procedure constructionPerforms other duties as assignedAdditional FunctionsLocal and national travel to visit with prospects and donors (up to 35% of the time)Making cold calls to potential prospectsOccasional weekend and evening eventsMaintains and develops ongoing knowledge of all manner of planned gift vehicles and gifts of complex assetsStays current with and continues developing knowledge of all existing and changing charitable tax lawsHas frequent and ongoing contact with colleagues in the Development and Alumni Relations division, as well as the Treasurer's OfficeHas some contact with the General Counsel's Office, deans, faculty and other university officesHas extensive contact with alumni, friends and parents, plus attorneys, financial planners and other affiliated professionalsComfortable working in an open office environmentRice University HR | Benefits:
https://knowledgecafe.rice.edu/benefits-overviewRice Mission and Values:
Mission and Values | Rice UniversityRice University is an Equal Opportunity Employer committed to diversity at all levels. It considers for employment qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national or ethnic origin, genetic information, disability, or protected veteran status.
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david@paradigmadvancementgroup.com
with the subject line: Senior Director of Development - Gift Planning at Rice University.Position Summary:Reporting to the Executive Director of Gift Planning, the Senior Director of Development - Gift Planning is responsible for securing planned and complex asset gifts and/or blended gifts; i.e., a combination of annual, outright, revocable and irrevocable deferred gifts. Primary responsibilities include the identification, cultivation, solicitation and stewardship of alumni, parents and friends, with particular attention to those capable of gifts valued at $250,000 or more. The Senior Director of Development - Gift Planning values collaboration and partners in fundraising activities with a portfolio of school and regional major gift and annual gift officers. This person assists in providing technical expertise to development officers and university administrators. With oversight from the Executive Director of Gift Planning, the Senior Director of Development - Gift Planning participates actively with the rest of the gift planning team in the design and implementation of the gift planning marketing and communications. The Senior Director of Development - Gift Planning mentors, coaches and participates in formal training of fellow gift planning team members, development professionals and volunteers in blended and planned gift fundraising to further the fundraising and donor engagement goals of the organization.The ideal candidate is a highly collaborative leader, strategic thinker, and independent entrepreneur with a demonstrated track record of securing planned gift commitments and has a proven ability to refine and actualize fundraising priorities in conjunction with key academic partners and administration.Workplace RequirementsMust possess (or have the ability to obtain one within 30 days of hire) and maintain a valid Texas driver's license with no more than three moving violations and/or at fault accidents within the past 36 months, and no convictions or deferred dispositions for Driving While Intoxicated (DWI) or Driving Under the Influence (DUI) within the past five years.Minimum Requirements:Bachelor's Degree
In lieu of the education requirement, additional related experience, above and beyond what is required, on an equivalent year for year basis may be substituted
7+ years' experience of combined planned gift and major gift fundraising, including at least three years of demonstrated success in closing deferred and complex asset planned gifts
7+ years successful experience in the fields of professional financial planning, trust officer, or in the practice of law working with clients in estate and/or tax planning will also be considered
Skills:Bachelor's DegreeStrong knowledge of all manner of planned gift vehicles and gifts of complex assetsStrong knowledge of charitable tax lawsWorking knowledge of estate and tax planningAbility to develop and initiate new strategiesAdvanced problem solving skillsExcellent verbal and written communications skillsAbility to work well under pressure and manage projects simultaneouslyExcellent organizational and time management skillsExcellent knowledge of Microsoft Office suiteExcellent data analysis skillsAbility to work independently and as part of a team to meet expected deadlines and schedulesAdept at problem solving, creating contingency plans and handling issues when necessaryExcellent client service orientationAbility to lead and motivate othersStrategic skills to craft and implement fundraising and/or project plansExcellent attention to detail and ability to quickly understand and remember details about alumni/donors and projects to which they are assignedExcellent interpersonal skillsPreferences:J.D or Master's degreeSuccessful fundraising experience in a higher education or other complex non-profit institutionExperience working in a capital campaignExperience using Blackbaud CRM or similar alumni/donor database systemExperience with gift planning software such as PG-CalcExperience in a PC/Windows environment using Microsoft Office toolsBar admission in a U.S. state; CFA, CFP, CTFA, CFRE, or other advanced financial planning or fundraising certificationEssential Functions:Manages a select portfolio of planned, blended and complex asset gift prospects through qualifying visits, cultivation of prospects, prospect solicitations that align with the prospects' passions and financial capacity, securing the commitment and stewarding current donorsAssists in developing gift planning marketing and communicationsCollaborates with other development officers regarding soliciting, securing and documenting planned giftsParticipates in writing topical articles for newsletters and making presentations to external audiences consisting of alumni and Rice supportersPrepares sample illustrations for all potential gift vehicles and assets, including, but not limited to, life income gifts, gifts of real estate and other non-cash assets, lead trusts, bequest intentions through various vehicles, etc.Assists the Executive Director of Gift Planning by participating in policy and procedure constructionPerforms other duties as assignedAdditional FunctionsLocal and national travel to visit with prospects and donors (up to 35% of the time)Making cold calls to potential prospectsOccasional weekend and evening eventsMaintains and develops ongoing knowledge of all manner of planned gift vehicles and gifts of complex assetsStays current with and continues developing knowledge of all existing and changing charitable tax lawsHas frequent and ongoing contact with colleagues in the Development and Alumni Relations division, as well as the Treasurer's OfficeHas some contact with the General Counsel's Office, deans, faculty and other university officesHas extensive contact with alumni, friends and parents, plus attorneys, financial planners and other affiliated professionalsComfortable working in an open office environmentRice University HR | Benefits:
https://knowledgecafe.rice.edu/benefits-overviewRice Mission and Values:
Mission and Values | Rice UniversityRice University is an Equal Opportunity Employer committed to diversity at all levels. It considers for employment qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national or ethnic origin, genetic information, disability, or protected veteran status.
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