26 days old

Associate Director, Gift Planning

Dartmouth College
Hanover, NH 03755
  • Job Code
    124195185


Dartmouth College



Dartmouth College is an equal opportunity/affirmative action employer with a strong commitment to diversity. In that spirit, we are particularly interested in receiving applications from a broad spectrum of people, including women, minorities, individuals with disabilities, veterans or any other legally protected group.

Position Information

Position Title
Associate Director, Gift Planning

Department
Gift Planning

Position Number
0040801

Position Purpose

Responsible 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.



SEIU Level
Not an SEIU Position

FLSA
Exempt

Employment Category
Regular Full Time

Department Contact for Cover Letter
Cindy Hodgdon Welch

Special Instructions to Applicants

Employment 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, 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.



Key Accountabilities
  • Responsible 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. 25%
  • Manages 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). 25%
  • Writes, 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. 20%
  • Acquires 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.10%
  • Researches, organizes, and prepares statistical data for donor/beneficiary reports and planned gift activity, monthly reports, special projects, etc. 10%
  • Participates in long-range planning for the department and incorporates the needs of diverse populations in program planning. 10%
-- Demonstrates a commitment to diversity, inclusion, and cultural awareness through actions, interactions, and communications with others. -- Performs other duties as assigned.

PI124195185
Posted: 2020-09-30 Expires: 2020-10-31

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Associate Director, Gift Planning

Dartmouth College
Hanover, NH 03755

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