Claremont McKenna
Assistant Director of Planned Giving
Claremont McKenna, Claremont, California, United States, 91711
Equal Opportunity and Nondiscrimination Statement
In addition to its commitment to a harassment-free educational and working environment, the College is an equal employment opportunity employer. The College is committed to a policy of equal employment opportunities for all applicants and employees and complies with all applicable state and federal laws on the matter. The College does not unlawfully discriminate on the basis of race, color, religion, sex (including gender, pregnancy, childbirth, or related medical conditions), gender identity, gender expression, national origin, ancestry, age, physical disability, mental disability, medical condition or medical leave, marital status, sexual orientation, or any other category protected by law. The College also prohibits the harassment of any employee on any of these bases.
Location:
Claremont, CA
Job Posting Title:Assistant Director of Planned Giving
Job Details and Requirement:
BASIC FUNCTION:
The Assistant Director of Planned Giving, under the supervision of the Director of Planned Giving, will be responsible for planning, executing, and promoting a comprehensive planned giving program. The position will focus on activities relating to the administration and investment of the College's life income gifts while also managing a system of constituent follow up for planned gifts, in coordination with other members of the advancement/fundraising team.
The Assistant Director will, in coordination with the Director, analyze, prepare and transmit summaries of appropriate financial data to donors and administration, serve as a liaison between the College, life income donors and beneficiaries, outside planned giving advisors, and financial services personnel. The Assistant Director will engage prospective donors, alumni, parents and friends of the College using a donor-centric process, with the ultimate goal of developing relationships that lead to philanthropic support for College priorities while achieving personal, financial and legacy goals of the donors.
The Assistant Director must have strong interpersonal skills and the ability to work well with others, including donors, professional advisors and colleagues. The Assistant Director should have a clear understanding of the role philanthropy can play in fulfilling an individual's personal and financial objectives as well as the objectives of the College.
DESCRIPTION OF DUTIES AND RESPONSIBILITIES:
Trust and Estate Administration - 50%
1. Provide continual coordination with the College's planned gift administration, investment manager, donors/beneficiaries, and regulatory agencies.Assist in trust management functions including sending monthly and quarterly reports to trust beneficiaries with updates on market conditions.Monitor trust investments, asset allocations and performance of individual portfolios, with the assistance of the Director.Maintain reporting to validate payments made to trust beneficiaries and annuitants are accurate.Submit and maintain quarterly and yearly reports as required by various state and federal regulatory agencies.2. Working closely with trustees, executors and attorneys, facilitate all aspects of estate distributions to CMC
Review estate documents to confirm donor intention align with gift acceptance policiesDonor Management - 30%
3. Manage a portfolio of donors and prospective donors with the following goals:
Steward existing donors and beneficiaries through regular communication; updating them on the College and the planned giving program and assist in quickly resolving problems or questions as they arise.Cultivate and solicit donor prospects, answer questions about the various planned giving options, the planned giving program, the College and related topics.Research and prepare detailed proposals to educate and inform prospective donors as to the benefits and concerns related to a planned gift. Meet, as necessary, with prospective donors and/or advisers and provide any required information that might assist the prospective donor in making a fully informed decision.Prepare appropriate documents and provide drafts, as requested, to the prospective donors and advisers for review and comment.Data Management and Other Duties - 20%
4. Assist in the preparation of trust and annuity contracts and designation agreements ensuring the later comply with the College's gift acceptance, endowment, and spending policies.
5. Prepare initial, quarterly and yearly reports for states with annuity registration and notification requirements.
6.Maintain accurate and comprehensive records of communications with donors and prospects.
7. Maintain technical expertise in the areas of planned giving, charitable estate planning, and income, gift, and estate taxation. Be prepared to provide advice and assistance to other members of the College staff in these areas.
Participate in professional organizations in charitable gift planning and tax matters.
8. Assume other duties and responsibilities as assigned.
QUALIFICATION STANDARDS & SKILLS:
EDUCATION : Bachelor's degree required with an advanced degree preferred, plus two to three years of related experience, or an equivalent combination of education and experience.
EXPERIENCE : Experience in planned giving or educational development preferred. Formal training in charitable gift and estate planning preferred. Familiarity with financial and tax planning preferred. Demonstrated ability in written and oral communication required
OTHER:
REQUIRED HOURS:
The regular hours for this position are 8:00 a.m. to 5:00 p.m., Monday through Friday. Weekend and evening work will at times be expected. Travel may be required. Regular hours may vary due to needs of the College or department. This is a 12-month position.
CLASSIFICATION AND STATUS:
This is an exempt, full-time, benefits-eligible position.
IPEDS Category Job Code: 13-0000 - Business and Financials Operations Occupations
Physical Requirements: Sedentary (up to 10 lbs.)
REPORTS TO:
Director of Planned Giving
SUPERVISORY RESPONSIBILITY:
This position does not have any supervisory responsibilities.
SALARY RANGE:
The anticipated salary range is $68,000 - $72,000 per year. Salary will be commensurate with qualifications and experience.
GROOMING AND APPEARANCE:
The Claremont Colleges seek to maintain a neat and professional image at all times.
BACKGROUND CHECK:
The successful candidate will be required to undergo a full consumer background check. Employment is contingent on the satisfactory results of the aforementioned, in addition to compliance with requirements cited in this job description.
ADA/OSHA:
This job description defines the essential or fundamental job duties of this position. It is assumed that employees hired for this position can perform the essential functions of this job without imposing risk of substantial harm to the health or safety of themselves or others. It may also include marginal functions, generally defined within Title 1 of the Americans with Disabilities Act (ADA) and the Occupational Safety and Health Administration (OSHA). Reasonable accommodations will be provided for qualified applicants with disabilities who self-disclose.
DISCLAIMER:
This job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this position. When duties and responsibilities change and develop over time, accordingly the College reviews this job description on a periodic basis and make changes of business necessity.
AT-WILL EMPLOYMENT:
Employment with the College is "at-will" meaning that the terms of employment may be changed with or without notice, with or without cause, including, but not limited to termination, demotion, promotion, transfer, compensation, benefits, duties, and location of work. There is no agreement express or implied between the College and you for continuing or long-term employment. While the College has every hope that employment relationships will be mutually beneficial and rewarding, employees and the College retain the right to terminate the employment relationship at will, at any time, with or without cause. The President is the only person who can modify or alter the at-will employment relationship.
Claremont McKenna College hires and promotes individuals on the basis of their qualifications, consistent with applicable state and federal laws, without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, pregnancy, breastfeeding or related medical condition, national origin, ancestry, citizenship, age, marital status, physical disability, mental disability, medical condition, genetic characteristic or information, military and veteran status, or any other characteristic protected by state or federal law. Inquiries may be directed to the Director for Human Resources, 528 N. Mills Avenue, Claremont, California 91711-4015, (909) 621-8490. All applicants must complete and submit an online application to be considered for an open position.
Employment is contingent upon new employee providing documents verifying U.S. citizenship or, for aliens, documents verifying legal permission to work in the United States, applicant's acceptability for positions requiring use of a college vehicle is contingent upon a driving record acceptable to the College's automobile liability insurance. Promotion from within is encouraged whenever qualified employees of Claremont McKenna College are available. Interested employees of the College are urged to contact the Office of Human Resources if qualified for any open position. Please do not contact departments directly.
Disability Accommodations
In compliance with applicable laws ensuring equal opportunities to qualified individuals with a disability, CMC will make reasonable accommodations for the known physical or mental limitations of an otherwise qualified individual (applicant or employee) with a disability if the disability affects the performance of essential job functions, unless the accommodation results in an undue hardship for the College. Employment decisions are based on the merit and not an individual's disability.
An applicant or employee who requires an accommodation should contact the immediate supervisor and the Human Resources Office. If multiple accommodations are identified that do not pose an undue hardship for the College, the selection of an accommodation will be at CMC's discretion. To request disability accommodation for any part of the application or hiring process, please contact Human Resources at (909) 621-8490 or hr@cmc.edu for assistance.
In addition to its commitment to a harassment-free educational and working environment, the College is an equal employment opportunity employer. The College is committed to a policy of equal employment opportunities for all applicants and employees and complies with all applicable state and federal laws on the matter. The College does not unlawfully discriminate on the basis of race, color, religion, sex (including gender, pregnancy, childbirth, or related medical conditions), gender identity, gender expression, national origin, ancestry, age, physical disability, mental disability, medical condition or medical leave, marital status, sexual orientation, or any other category protected by law. The College also prohibits the harassment of any employee on any of these bases.
Location:
Claremont, CA
Job Posting Title:Assistant Director of Planned Giving
Job Details and Requirement:
BASIC FUNCTION:
The Assistant Director of Planned Giving, under the supervision of the Director of Planned Giving, will be responsible for planning, executing, and promoting a comprehensive planned giving program. The position will focus on activities relating to the administration and investment of the College's life income gifts while also managing a system of constituent follow up for planned gifts, in coordination with other members of the advancement/fundraising team.
The Assistant Director will, in coordination with the Director, analyze, prepare and transmit summaries of appropriate financial data to donors and administration, serve as a liaison between the College, life income donors and beneficiaries, outside planned giving advisors, and financial services personnel. The Assistant Director will engage prospective donors, alumni, parents and friends of the College using a donor-centric process, with the ultimate goal of developing relationships that lead to philanthropic support for College priorities while achieving personal, financial and legacy goals of the donors.
The Assistant Director must have strong interpersonal skills and the ability to work well with others, including donors, professional advisors and colleagues. The Assistant Director should have a clear understanding of the role philanthropy can play in fulfilling an individual's personal and financial objectives as well as the objectives of the College.
DESCRIPTION OF DUTIES AND RESPONSIBILITIES:
Trust and Estate Administration - 50%
1. Provide continual coordination with the College's planned gift administration, investment manager, donors/beneficiaries, and regulatory agencies.Assist in trust management functions including sending monthly and quarterly reports to trust beneficiaries with updates on market conditions.Monitor trust investments, asset allocations and performance of individual portfolios, with the assistance of the Director.Maintain reporting to validate payments made to trust beneficiaries and annuitants are accurate.Submit and maintain quarterly and yearly reports as required by various state and federal regulatory agencies.2. Working closely with trustees, executors and attorneys, facilitate all aspects of estate distributions to CMC
Review estate documents to confirm donor intention align with gift acceptance policiesDonor Management - 30%
3. Manage a portfolio of donors and prospective donors with the following goals:
Steward existing donors and beneficiaries through regular communication; updating them on the College and the planned giving program and assist in quickly resolving problems or questions as they arise.Cultivate and solicit donor prospects, answer questions about the various planned giving options, the planned giving program, the College and related topics.Research and prepare detailed proposals to educate and inform prospective donors as to the benefits and concerns related to a planned gift. Meet, as necessary, with prospective donors and/or advisers and provide any required information that might assist the prospective donor in making a fully informed decision.Prepare appropriate documents and provide drafts, as requested, to the prospective donors and advisers for review and comment.Data Management and Other Duties - 20%
4. Assist in the preparation of trust and annuity contracts and designation agreements ensuring the later comply with the College's gift acceptance, endowment, and spending policies.
5. Prepare initial, quarterly and yearly reports for states with annuity registration and notification requirements.
6.Maintain accurate and comprehensive records of communications with donors and prospects.
7. Maintain technical expertise in the areas of planned giving, charitable estate planning, and income, gift, and estate taxation. Be prepared to provide advice and assistance to other members of the College staff in these areas.
Participate in professional organizations in charitable gift planning and tax matters.
8. Assume other duties and responsibilities as assigned.
QUALIFICATION STANDARDS & SKILLS:
EDUCATION : Bachelor's degree required with an advanced degree preferred, plus two to three years of related experience, or an equivalent combination of education and experience.
EXPERIENCE : Experience in planned giving or educational development preferred. Formal training in charitable gift and estate planning preferred. Familiarity with financial and tax planning preferred. Demonstrated ability in written and oral communication required
OTHER:
REQUIRED HOURS:
The regular hours for this position are 8:00 a.m. to 5:00 p.m., Monday through Friday. Weekend and evening work will at times be expected. Travel may be required. Regular hours may vary due to needs of the College or department. This is a 12-month position.
CLASSIFICATION AND STATUS:
This is an exempt, full-time, benefits-eligible position.
IPEDS Category Job Code: 13-0000 - Business and Financials Operations Occupations
Physical Requirements: Sedentary (up to 10 lbs.)
REPORTS TO:
Director of Planned Giving
SUPERVISORY RESPONSIBILITY:
This position does not have any supervisory responsibilities.
SALARY RANGE:
The anticipated salary range is $68,000 - $72,000 per year. Salary will be commensurate with qualifications and experience.
GROOMING AND APPEARANCE:
The Claremont Colleges seek to maintain a neat and professional image at all times.
BACKGROUND CHECK:
The successful candidate will be required to undergo a full consumer background check. Employment is contingent on the satisfactory results of the aforementioned, in addition to compliance with requirements cited in this job description.
ADA/OSHA:
This job description defines the essential or fundamental job duties of this position. It is assumed that employees hired for this position can perform the essential functions of this job without imposing risk of substantial harm to the health or safety of themselves or others. It may also include marginal functions, generally defined within Title 1 of the Americans with Disabilities Act (ADA) and the Occupational Safety and Health Administration (OSHA). Reasonable accommodations will be provided for qualified applicants with disabilities who self-disclose.
DISCLAIMER:
This job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this position. When duties and responsibilities change and develop over time, accordingly the College reviews this job description on a periodic basis and make changes of business necessity.
AT-WILL EMPLOYMENT:
Employment with the College is "at-will" meaning that the terms of employment may be changed with or without notice, with or without cause, including, but not limited to termination, demotion, promotion, transfer, compensation, benefits, duties, and location of work. There is no agreement express or implied between the College and you for continuing or long-term employment. While the College has every hope that employment relationships will be mutually beneficial and rewarding, employees and the College retain the right to terminate the employment relationship at will, at any time, with or without cause. The President is the only person who can modify or alter the at-will employment relationship.
Claremont McKenna College hires and promotes individuals on the basis of their qualifications, consistent with applicable state and federal laws, without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, pregnancy, breastfeeding or related medical condition, national origin, ancestry, citizenship, age, marital status, physical disability, mental disability, medical condition, genetic characteristic or information, military and veteran status, or any other characteristic protected by state or federal law. Inquiries may be directed to the Director for Human Resources, 528 N. Mills Avenue, Claremont, California 91711-4015, (909) 621-8490. All applicants must complete and submit an online application to be considered for an open position.
Employment is contingent upon new employee providing documents verifying U.S. citizenship or, for aliens, documents verifying legal permission to work in the United States, applicant's acceptability for positions requiring use of a college vehicle is contingent upon a driving record acceptable to the College's automobile liability insurance. Promotion from within is encouraged whenever qualified employees of Claremont McKenna College are available. Interested employees of the College are urged to contact the Office of Human Resources if qualified for any open position. Please do not contact departments directly.
Disability Accommodations
In compliance with applicable laws ensuring equal opportunities to qualified individuals with a disability, CMC will make reasonable accommodations for the known physical or mental limitations of an otherwise qualified individual (applicant or employee) with a disability if the disability affects the performance of essential job functions, unless the accommodation results in an undue hardship for the College. Employment decisions are based on the merit and not an individual's disability.
An applicant or employee who requires an accommodation should contact the immediate supervisor and the Human Resources Office. If multiple accommodations are identified that do not pose an undue hardship for the College, the selection of an accommodation will be at CMC's discretion. To request disability accommodation for any part of the application or hiring process, please contact Human Resources at (909) 621-8490 or hr@cmc.edu for assistance.