Managing Senior Director of Gift Planning - Advancement and Alumni Engagement

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Description:

The Division of Advancement and Alumni Engagement utilizes resources, technology, and business for the purpose of constituent engagement, donor research and solicitation, and stewardship throughout Emory University and Health Systems. Our mission is to inspire and steward meaningful, lasting relationships that elevate engagement and giving to fulfill Emory’s mission to serve humanity. AAE is a high-performance team built on innovative ideas, trust, and accountability. We foster collaborative connections and value diversity, equity, and inclusion. We are currently seeking a Managing Senior Director of Gift Planning. 

 

This position will report to the Executive Director of Gift Planning.

 

KEY RESPONSIBILITIES:

• Leads, develops and implements strategies for identifying, cultivating, and successfully soliciting planned gifts to support education, patient care, and research programs for the University and healthcare.
• Manages a portfolio of prospects through an active schedule of solicitation, cultivation, and stewardship calls to donors and new prospects in support of strategic priorities.
• Develops department strategic planning and goal setting.
• Provides gift planning guidance, education, and technical support to the division.
• Builds relationships among prospective donors, alumni, and volunteers to support programs and priorities.
• Builds relationships with faculty, administrators, deans, and division/University leadership to develop, interpret, and align priorities of the University and healthcare with donor goals/interests.
• Partners with division advancement offices to ensure that potential gift prospects are properly qualified, cultivated, and stewarded.
• Enforces the maintenance of information on selected donors and prospects including contact reports in CRM system.
• Communicates in ways that are donor-centric, while furthering the mission of Emory.
• Travels to meet with donors as needed.
• Manages a team of professionals that may include advancement and support staff.
• Performs related responsibilities as required.

ADDITIONAL JOB DETAILS:

In addition to the duties outlined above, the Managing Senior Director may be required to:

• Meet department metrics for visit preparation, qualification, contact reports, visits, referrals, and accurate coding using the CRM system.

MINIMUM QUALIFICATIONS:

• Bachelor's degree and eight years of related experience in gift planning, estate planning, and/or financial planning with management or leadership experience.

PREFERRED QUALIFICATIONS:

• Successful candidates will possess an advanced degree or certification in estate and gift planning (J.D. and/or CFP).
• Experience working with bequests, trusts, taxes, and planned giving with a strong working knowledge of tax, trust, and other laws affecting charitable planning.
• Strong interpersonal and problem-solving skills with attention to detail, the ability to work with ambiguity, and navigate a complex work environment.
• Strong organizational, written, and verbal communication effective presentation skills and possess the ability to manage multiple projects simultaneously.
• Experience leading teams, working independently as well as collaboratively to achieve goals, with a commitment to delivering excellent customer service.
  
• Experience managing projects, budgets, and financial reports, working with various technologies including advanced knowledge and experience with Microsoft Office Suite, mass email applications, database and project management software, and CRM systems.
• Prior experience in advancement, fundraising, alumni engagement, non-profit, or a university setting.
• Flexibility to accommodate changing priorities and deadlines.
• Possess a high level of professionalism and commitment to confidentiality with sound judgment and discretion. 

NOTE: This role will be granted the opportunity to work from home regularly but must be able to commute to Emory University on a flexible weekly schedule based upon business needs Schedule is based on agreed upon guidelines of department. This role requires residency in the state of GA. Emory reserves the right to change remote work status with notice to employee.

Emory Supports a Diverse and Inclusive Culture: Emory University is dedicated to providing equal opportunities and equal access to all individuals regardless of race, color, religion, ethnic or national origin, gender, genetic information, age, disability, sexual orientation, gender identity, gender expression, and veteran's status. Emory University does not discriminate in admissions, educational programs, or employment on the basis of any factor stated above or prohibited under applicable law. Students, faculty, and staff are assured of participation in University programs and in the use of facilities without such discrimination. Emory University complies with Executive Order 11246, as amended, Section 503 of the Rehabilitation Act of 1973, the Vietnam Era Veteran's Readjustment Assistance Act, and applicable executive orders, federal and state regulations regarding nondiscrimination, equal opportunity and affirmative action. Emory University is committed to achieving a diverse workforce through application of its affirmative action, equal opportunity and nondiscrimination policy in all aspects of employment including recruitment, hiring, promotions, transfers, discipline, terminations, wage and salary administration, benefits, and training. Inquiries regarding this policy should be directed to the Emory University Department of Equity and Inclusion, 201 Dowman Drive, Administration Building, Atlanta, GA 30322.
Emory University is committed to providing reasonable accommodations to qualified individuals with disabilities upon request. To request this document in an alternate format or to request a reasonable accommodation, please contact the Department of Accessibility Services at 404-727-9877 (V) | 404-712-2049 (TDD). Please note that one week advance notice is preferred.