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Director of Planned Giving Operations

Employer
FUNDRAISINGCROSSING
Location
Washington, DC
Closing date
Aug 26, 2019

View more

Industry
Other
Function
Executive, Management, Director
Hours
Full Time
Career Level
Experienced (Non-Manager)
Director of Planned Giving Operations Location Washington, DC, United States Posted on Aug 07,2019 Apply for this job your email: upload resume: Profile Sign In Employers Post Jobs Free Resume Builder Job Tools Local Jobs Salary Estimator Contact Us United States United States Canada Argentina Australia Belgie Brasil Deutschland Espana France India Ireland Italia Mexico Nederland Osterreich Portugal Schweiz South Africa Sverige United Kingdom (C) 2019 SH Inc. | Privacy | Terms 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. Application Guidelines: To apply, please visit search for position listing JR07006. Please note that in order to be considered an applicant for any position at **MEMBERS ONLY**SIGN UP NOW . you must submit a cover letter and resume for each position of interest for which you believe you are qualified. These documents are not kept on file for future positions. EEO Statement: **MEMBERS ONLY**SIGN UP NOW . is an Equal Opportunity/Affirmative Action Employer fully dedicated to achieving a diverse faculty and staff. All qualified applicants are encouraged to apply and will receive consideration for employment without regard to race, color, religion, national origin, age, sex (including pregnancy, gender identity and expression, and sexual orientation), disability status, protected veteran status, or any other characteristic protected by law. Job Type: Full-time Experience: relevant: 5 years (Required) Education: Bachelor's (Required) Work Location: One location ,location:Washington, DC,company:**MEMBERS ONLY**SIGN UP NOW .,companyRating:4.1,time:1565205912000,indeedApply:true,indeedApplyAttributes:{resume:required,jk:a4aab28356511950,postUrl: of Planned Giving Operations,questions:nigma://Wmh2bl1XFlRTF0dRREQ?locale=en_US&v=3,pingbackUrl: DC,jobCompanyName:**MEMBERS ONLY**SIGN UP NOW .,jobmeta: &partnerApiToken=3104322b831a591659ae09f5428af3cc9663a7cb28ac7a65daecf96494dc4549& ,jobUrl: hours ago,isSalaryEstimate:true,errorHeader:null} data-react-class=ViewJob data-reactroot=> Director of Planned Giving Operations **MEMBERS ONLY**SIGN UP NOW . Washington, DC 4.1 3 hours ago Full-time Estimated: $69,000 - $93,000 a year &partnerApiToken=3104322b831a591659ae09f5428af3cc9663a7cb28ac7a65daecf96494dc4549& data-indeed-apply-joburl= data-indeed-apply-coverletter=optional> Save Education Bachelor's Degree Skills Supervising Experience Tax Experience 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. Qualifications: Bachelor's degree required; JD 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. Application Guidelines: To apply, please visit search for position listing JR07006. Please note that in order to be considered an applicant for any position at **MEMBERS ONLY**SIGN UP NOW . you must submit a cover letter and resume for each position of interest for which you believe you are qualified. These documents are not kept on file for future positions. EEO Statement: **MEMBERS ONLY**SIGN UP NOW . is an Equal Opportunity/Affirmative Action Employer fully dedicated to achieving a diverse faculty and staff. All qualified applicants are encouraged to apply and will receive consideration for employment without regard to race, color, religion, national origin, age, sex (including pregnancy, gender identity and expression, and sexual orientation), disability status, protected veteran status, or any other characteristic protected by law. Job Type: Full-time Experience: relevant: 5 years (Required) Education: Bachelor's (Required) Work Location: One location &partnerApiToken=3104322b831a591659ae09f5428af3cc9663a7cb28ac7a65daecf96494dc4549& data-indeed-apply-joburl= data-indeed-apply-coverletter=optional> Save 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. Application Guidelines: To apply, please visit search for position listing JR07006. Please note that in order to be considered an applicant for any position at **MEMBERS ONLY**SIGN UP NOW . you must submit a cover letter and resume for each position of interest for which you believe you are qualified. These documents are not kept on file for future positions. EEO Statement: **MEMBERS ONLY**SIGN UP NOW . is an Equal Opportunity/Affirmative Action Employer fully dedicated to achieving a diverse faculty and staff. All qualified applicants are encouraged to apply and will receive consideration for employment without regard to race, color, religion, national origin, age, sex (including pregnancy, gender identity and expression, and sexual orientation), disability status, protected veteran status, or any other characteristic protected by law. Job Type: Full-time Experience: relevant: 5 years (Required) Education: Bachelor's (Required), Bachelor's Degree, Bachelor's degree required; JD 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.

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