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Regional Gift Planning Advisor | Development Officer II

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Back to search results Apply now Job no: 711404
Work type: Support Staff
Pay Grade: 14
Major Administrative Unit / College: University Advancement
Department: Asc Vice Pres For University Development 10069230
Sub Area: AP- Professionals
Salary: Salary Commensurate with Experience
Location: East Lansing
Categories: Administrative/Business/Professional, Financial/Accounting, PR/Media/Graphics/Comm/Fund Raising, Administrative Professionals- AP, Full Time (90-100%), Non-Union

Working/Functional Title

Regional Gift Planning Advisor

Position Summary

This is a non-union position. The Office of Gift Planning in the Individual Giving unit at MSU is seeking a seasoned, independent-working, motivated individual to assist in organization and implementation of comprehensive planned giving cultivation, solicitation, and stewardship responsibilities (focusing on the Southeastern part of the United States) in concert with college/unit development officers, regionally focused fundraising staff, and University Advancement leadership. The Gift Planning Advisor may reside in the Southeast US region and work from home, preferably in one of the major metros, or may reside in Michigan and travel to the Southeast US region.

As a Regional Gift Planning Advisor, the successful candidate will identify/research individuals to strategize and cultivate as potential planned and major gift donors.  In addition, the Regional Gift Planning Advisor will possess comprehensive knowledge of gift planning strategies and vehicles, along with an understanding of tax and trust laws applicable to the basic estate planning fundamentals, including estate and gift tax, income tax, transfer of property, trusts and wills, and privately held assets.

CHARACTERISTIC DUTIES AND RESPONSIBILITIES

Fundraising 

  • Possess, with a drive to continually enhance, a comprehensive knowledge of gift planning strategies and vehicles, along with an understanding of tax and trust laws applicable to the basic estate planning fundamentals, including estate and gift tax, income tax, transfer of property, trusts and wills, and privately held assets.
  • Provide counsel to donors, their advisors and advancement colleagues regarding tax laws, policies and procedures and resolving problems to maintain a positive image of the University.
  • Initiate and/or participate in identification, cultivation and solicitation activities with the university’s major gifts officers and college/unit development colleagues.
  • Develop and maintain consistent professional relationships with college/unit development officers, central fundraising colleagues, university administration, and faculty.
  • Timely response to requests from donors and potential donors; follow up and cultivation, solicitation, and stewardship activities as appropriate.
  • Prepare individual and regional operating plans in collaboration with college/unit colleagues, regional major gift officers, and the Office of Gift Planning.
  • Regular travel to the Southeast US region.

Communications, Research, and Stewardship 

  • As assigned, assist in developing proposals, review of marketing materials, strategies, and technology in support of Office of Gift Planning programs and initiatives.
  • Indirectly consult with the Associate Director of Gift Planning on tasks and projects as assigned by the Senior Director of the Office of Gift Planning.
  • Research selected individuals to identify, develop strategy for and cultivate potential planned and major gift donors.
  • Maintain donor/prospect records to ensure proper gift accounting, receipting, and accurate historical information regarding gifts, conversations and documentation.
  • Exhibit excellent interpersonal communication skills expressed in the form of letters, business correspondence/emails, and personal conversations.
  • Assist in the planning and implementation of gift planning training and seminars.

SUPERVISION RECEIVED

  • Supervision is received from the Associate Director of Gift Planning.

Unit Specific Education/Experience/Skills

Knowledge equivalent to that which normally would be acquired by completing a four year college degree program in Communications, Public Relations, Marketing, Business or a Bachelor's degree in other fields; three to five years of related and progressively more responsible or expansive experience in public relations, volunteer administration, professional and higher education fundraising, trust administration, wealth management, marketing or related field; or an equivalent combination of education and experience. 

Desired Qualifications

  • A Bachelor’s degree, master’s preferred.
  • Five years of related and progressively more responsible or expansive experience in professional fundraising, trust administration, wealth management, marketing or related field.
  • Possess a working knowledge of tax laws governing charitable giving and charitable estate planning including bequests, split income gifts, current giving, charitable and general estate planning.
  • Fundraising experience at an institution of higher education.
  • Demonstrated excellent writing and verbal communication skills.
  • Excellent interpersonal skills.
  • Ability to speak in public and small group environment.
  • Collaborative and team-oriented work style.
  • Strong work ethic.
  • Experience with “Moves Management” or related strategic relationship development techniques and practices.
  • Ability to “close” current and future gifts and/or business deals.
  • Travel involving automobile, airlines and rail; must possess and maintain a valid driver’s license.

 

Equal Employment Opportunity Statement

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, disability or protected veteran status.

Required Application Materials

Resume and Cover Letter

Work Hours

Work hours are 8AM to 5PM with some nights and weekends

Bidding and Eligibility Ends on 6/15/2021 at 11:55 PM

 

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Applications close: Eastern Daylight Time

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