Director of Gift Planning

Location

Poughkeepsie, NY | United States

Job description

Position Title:

Director of Gift Planning

Advancement Office

$100,000 - $120,000

Reporting to the Associate Vice President of Development, the Director of Gift and Legacy Planning leads, administers, and evaluates a Planned Giving Program that secures philanthropic support for key institutional priorities through bequest intentions, charitable gift annuities, trusts, and other gift planning vehicles. The director will also provide consulting-like services to colleagues to aid in philanthropic conversations.

• 5 years of experience in securing philanthropic gifts, six figures and higher, and knowledgeable about planned giving methods.
• Bachelor’s Degree.

• Direct all aspects of the Gift and Legacy Planning Program, including leading communication and marketing initiatives. Assist gift officers with planned giving proposals related to their portfolios.
• Actively manage a portfolio of Gift and Legacy Planning, and Major Gift donors and prospects.
• Develop and manage landmark reunion programs, including class leadership recruitment, significant volunteer management and committee programming, engagement, and fundraising initiatives.
• Administer the Marist Legacy Society, providing high-level stewardship and recruitment efforts.
• Oversee Gift and Legacy Planning marketing efforts.
• Plan and execute targeted gift planning and strategic event both for in-person and virtual formats.
• Create and manage strategic engagement and fundraising programs for select constituent; collaborate with academic leadership on development of advisory boards and assist with strategic initiatives.
• Stay current with state and federal planned giving regulations and developments impacting charitable giving.
• Other duties as assigned.

• 5+ years of experience of soliciting and closing six and seven figure gifts, including extensive experience with bequests, trusts, and using other tax efficient giving methods.
• Certified Fund Raising Executive (CFRE) or other certification relevant to estate planning.
• Experience in higher education.
• Graduate/professional degree.

Resume, Cover Letter, & Contact Information of 3 Professional References.

The position includes a comprehensive benefit package*. Benefits for this position include but are not limited to the following:

• 3 weeks of paid vacation. 4 weeks of paid vacation beginning in the 6th year of employment. 
• Unlimited paid sick time.
• 14+ paid holidays per year.
• Medical, Dental & Vision insurance programs at a 15% employee / 85% employer contribution rate. Flexible Spending Accounts (FSA) and Dependent Care (FSD).
• Life insurance.
• Generous short-term and long-term disability programs and workers compensation.
• 403(b) defined contribution plan:
  • First 6 years College contributes 7.5%, Employee contributes a mandatory 4%.
  • College contribution increases to 10.5% in year 7, and 12% after 15 years.
  • Employee contribution decreases to 1% in year 7. Remains 1% thereafter.
• 403(b) Tax Deferred Annuity – Roth option available. Voluntary, up to IRS maximum contribution.
• Tuition Benefits:
  • Up to 16 undergraduate credits per semester. Up to 18 graduate credit per academic calendar. Eligibility extends to employee, spouse, and dependent children under age 26.
  • College pays 100% tuition only.
  • Eligible dependents may be Reimbursed up to $2,000 per semester towards tuition at another accredited institution.

*Eligibility requirements including waiting periods and/or employee probationary periods may apply at the discretion of the College.

The Advancement Office promotes a culture of philanthropy that attracts vital resources in support of the goals and objectives of the College’s strategic plan and its core educational mission.

The Advancement team accomplishes this by nurturing life-long relationships with and among alumni, parents, trustees, friends, students, faculty, staff and other constituencies; and by communicating regularly with them through meaningful personal contacts, targeted print and web-based publications, and high-impact special events.

Located on the banks of the historic Hudson River and at its Florence, Italy campus, Marist College is a comprehensive, independent institution grounded in the liberal arts. Its mission is to “help students develop the intellect, character, and skills required for enlightened, ethical, and productive lives in the global community of the 21st century.” Marist educates approximately 5,000 traditional-age undergraduate students and 1,200 adult and graduate students in 53 undergraduate majors and numerous graduate programs, including fully online MBA, MPA, MS, and MA degrees, and also Doctor of Physical Therapy and Physician Assistant programs. Marist is consistently ranked among the best colleges and universities in America by The Princeton Review (Colleges That Create Futures and The Best 386 Colleges), U.S. News & World Report (3rd Most Innovative School/North), Kiplinger’s Personal Finance (“Best College Values”), and others. Marist’s study abroad program is ranked #1 in the nation by the U.S. State Department’s “Open Doors Report” and has also received the Senator Paul Simon Award for First Year Abroad programs in Italy and Ireland. Marist’s Joint Study partnership with IBM, which began in 1988, has brought the College the kind of world-class technology platform typically found at leading research institutions. To learn more, please visit https://www.marist.edu/about  

Full-time

Administrative (Exempt)

12

Monday-Friday 8:30am-5:00pm

37.5

Marist College Main Campus, Poughkeepsie, NY.

1

Marist College is committed to creating a diverse workforce on our campus by ensuring that barriers to equal employment opportunity and upward mobility do not exist here. To this end, the College will strive to achieve the full and fair participation of minorities, women, people with disabilities, and any other protected groups found to be under represented.

Equal opportunity means employment, development, and promotion of individuals without consideration of race, color, disability, religion, age, sex, marital status, national origin, sexual orientation, or veteran status unless there is a bona fide occupational requirement which excludes persons in one of these protected groups. The College will review its employment policies and procedures to ensure that barriers which may unnecessarily exclude protected groups are identified and eliminated. The College will also explore alternative approaches if any policy or practice is found to have a negative impact on protected groups.

Marist's policy of non-discrimination includes not only employment practices but also extends to all services and programs provided by the College. It shall be considered a violation of College policy for any member of the community to discriminate against any individual or group with respect to employment or attendance at Marist College on the basis of race, color, disability, religion, age, sex, marital status, national origin, sexual orientation, veteran status, or any other condition established by law.

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