Located in a historic neighborhood in the nation's capital, Georgetown offers rigorous academic programs, a global perspective, exciting ways to take advantage of Washington, D.C., and a commitment to social justice. Our community is a tight knit group of remarkable individuals interested in intellectual inquiry and making a difference in the world.

Requirements

Director of Planned Giving Operations - Office of Advancement

Located in a historic neighborhood in the nation's capital, Georgetown offers rigorous academic programs, a global perspective, exciting ways to take advantage of Washington, D.C., and a commitment to social justice. Our community is a tight knit group of remarkable individuals interested in intellectual inquiry and making a difference in the world.

The Office of Advancement supports the mission of Georgetown University, its faculty, and students by developing relationships with key constituencies, connecting with alumni, and working with donors to help them know and understand opportunities for partnership with the university.

The Director of Planned Giving (PG) Operations, a newly created position, is responsible for managing key operations functions for the Office of Planned Giving. The Director will manage PG operations staff and oversee the execution of their day to day work. In coordination with the Executive Director, the Director will be the office's initial contact person for the enforcement of key PG operations policies, including those pertaining to life income gifts, gift acceptance, campaign counting, and applicable donor disclosures. The Director has responsibility for administrative functions pertaining to planned gifts, internally and externally managed annuities and trusts, estate and trust distributions, IRA gifts, outright gifts of securities, non-cash gifts including real estate, art, tangible personal property, life insurance, and complex asset gifts. This role will ensure compliance with all applicable policies and law pertaining to planned gifts. The Director is also responsible for the administration and monitoring of the department budget, and for campaign and other reporting for the Office of Planned Giving.

The successful candidate will lead a team that collaborates extensively with colleagues in the Office of Advancement and other key offices throughout the University, including University Counsel, Finance, and Tax. This position will report to the Executive Director of Planned Giving.

The Director of Planned Giving Operations will have duties that include, but are not limited to the following:

Policies and Compliance

• Serve as the initial point of contact for key policies related to planned gifts including the Gift Acceptance Policy and Campaign Counting Policy.
• Manage legal compliance and reporting for the charitable gift annuity program and providing University Finance and Tax information for the IRS Form 990 and audits.
• Manage state registration requirements related to the University's gift annuity program.

Estate and Trust Administration

• Responsible for the settlement and realization of estate gifts to the University in partnership with University Counsel and Finance, including gifts by will or trust, retirement funds, payable on death accounts, life insurance, etc.
• Interacts with outside attorneys, executors, and trust administrators who are responsible for transferring assets to the University.
• Reviews and improves processes, where appropriate, to achieve goals of receiving full value of bequests in a timely manner; following donor intent regarding use of gifts; managing the process and workload efficiently; and providing timely and accurate information to University Finance and the Office of Gift Administration (OGA).
• In coordination with the Executive Director, University Counsel and other key stakeholders, manage ongoing gifts of real estate, complex assets, and tangible personal property.
• Coordinate the activities of internal counsel, external counsel, and occasional outside counsel hired to represent the interests of the University where legal challenges or interpretations have jeopardized our interests.
• Oversee the authorization process from University Counsel and Finance of all legal documents pertaining to bequest distributions including wills, trusts, beneficiary designations, fiduciary accounts, and receipt and release agreements.
• Oversee the internal reporting process that informs appropriate parties of pending estate matters and incoming revenue.
• Collaborate with Stewardship and other parties to ensure appropriate stewardship is provided for planned gifts.

Gift Administration and Management

• Leadership and Management of Gift Administration
  • Analyze, review and improve processes, policies and procedures where appropriate to increase efficiencies, provide high-quality internal and external customer service and protect the interests of the University.
  • Serve as a point of contact for exceptions to general policies and guidelines and extremely complex or gifts that otherwise need additional attention by the Executive Director.
• Planned Giving Administration
  • Responsible for overseeing the life income program. Serve as main contact for life income program vendor, who is responsible for investment and administration of the planned gift assets.
  • Supervise the Sr. Associate Director who has responsibilities for the day-to-day operations of the life income program.
  • Review all new planned gifts to ensure appropriate documentation for counting and crediting, and compliance with existing policies.
  • Ensure proper processing of planned gifts, including coordinating with other University departments to properly allocate funds and inform the creation of worktags. Monitor and ensure proper counting of planned gifts for campaign and reporting purposes.
  • Oversee acknowledgement process for planned gifts with OA Stewardship, ensuring accurate and timely acknowledgement.
  • Oversee day to day management of the appreciated securities program, including managing communications with donors and brokers concerning the transfer of gifts of stocks and mutual funds.
  • Manage planned gifts in holding, ensuring compliance with University and department processes.
• In-Kind Gifts and Real Estate
  • Assist with due diligence for proposed gifts of art, tangible personal property, and real estate; and, where appropriate, acceptance and processing of the gifts.
  • Oversee regulatory compliance, internal and external, for gifts-in-kind and real estate valued at $5,000 or more.
  • Ensure appropriate information is shared with University Finance and Tax.
  • Manage process for booking gifts with the Office of Gift Administration, ensuring accurate crediting and acknowledgment of the gift.
  • Coordinate IRS Form 8283 and secure appropriate internal signatures in a timely manner.
  • Serve as the office's liaison to University Special Collections; assist with implementation and enforcement of policies and procedures for acceptance, booking and acknowledgement of gifts-in-kind and tangible personal property.

Planned Giving Marketing

• Guide and direct the design and implementation of the PG marketing plan.
• Supervise the Associate Director of Marketing, who has responsibilities for the day-to-day execution of PG marketing initiatives.
• In collaboration with the Associate Director of Marketing, research, review, report, and analyze current planned giving marketing strategies and recommend program changes to increase results.
• Coordinate and manage the production of planned giving marketing materials and solicitations which complement the PG website and electronic resources.
• Track efficiency and response of marketing materials, including website analytics, to suggest and determine useful audience segmentation and/or strategy changes for the future.

Office Administration and Personnel Management

• Budget
  • Manage the annual budgeting process and ensure that detailed annual budgets are completed and submitted in a timely manner.
  • Oversee day-to-day operations for the budget to include procard reconciliations, employee reimbursements, and invoice payments.
  • Oversee and monitor actual expenditure levels against budget projections and funding obligations.
  • Make budget adjustments and other cost improvement measures as needed.
  • Coordinate the preparation and interpretation of financial reports for Executive Director's review.
• Reporting
  • Develop financial reporting for campaign forecasting, analyses and to reflect the gift totals and other goals for the office. Reports range from overall planned giving performance to individual schools' and units' performance.
• Management/Supervision
  • Manage the human resource component for the office, including liaising with University HR and OA Talent Management
  • Supervise the Sr. Associate Director of Estate Administration, Associate Director of Marketing, and PG Operations Development Associate.
  • Conduct annual reviews for PG Operations team and provide ongoing feedback and management.

Qualifications

• Bachelor's degree required; J.D strongly preferred.
• A minimum of 5 years of related work experience, preferably in planned giving, legal, finance or other similar setting required.
• A minimum of 2 years management and supervisory experience including the ability to motivate, set objectives, and manage performance of a multi-disciplinary team.
• A working knowledge of the legal, tax and procedural aspects of estate planning, estate and trust administration, probate, fiduciary duties, estate and trust tax preparation, and accounting.
• Legal and tax knowledge and understanding of charitable giving including current and evolving trends in planned giving.
• Willingness to invest in ongoing professional development and education.
• Ability to design, implement, and direct multiple projects, setting deadlines and ensuring program accountability.
• Ability to make strategic decisions based on analysis, wisdom, experience, and judgment.
• Maintains confidentiality of frequently sensitive and emotionally charged information.
• Superb communications skills; ability to communicate effectively.
• Leverages constructive and effective relationships with development team and leaders within the organization.
• Ability to diffuse high-tension situations comfortably and maintain composure under pressure.