Director of Gift Planning

Marist College

Director of Gift Planning

Department/School:

Advancement Office

Salary/Pay Rate:

$100,000 – $120,000

Job Summary:

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.

Minimum Qualifications:

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

Essential Functions:

• 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.

Preferred Qualifications:

• 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.

To apply:
https://careers.marist.edu/cw/en-us/job/493561?lApplicationSubSourceID

Required Application Documents:

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

Benefits:

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.

About the Department/School:

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.

About Marist College:

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

Type of Position:

Full-time

Classification:

Administrative (Exempt)

Months per Year:

12

Work Schedule:

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

Hours per Week:

37.5

Location:

Marist College Main Campus, Poughkeepsie, NY.

Number of Position Openings:

1

Equal Employment Statement:

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.