Assistant Director, Planned Giving

Posting Summary:
Teachers College is
seeking an Assistant Director, Planned Giving to join the Office of
Institutional Advancement. The Assistant Director, Planned Giving
will be responsible for generating and sustaining a pipeline of
planned giving donors. The successful candidate will cultivate,
solicit, and steward a portfolio of planned giving prospects at the
five- and six-figure levels.

Job Summary/Basic Function:
Teachers College is grateful to have an important group of friends,
parents and alumni who are highly engaged and extremely committed
to the mission. These donors seek multiple ways to deepen and
continue their relationship with TC. They enjoy sharing their own
lives’ most valuable lessons and wish to advance the Teachers
College mission well into the future by making philanthropic gifts
that have an impact on society both during their lifetime and by
including the College in their estate plans.

Reporting to the Executive Director, Philanthropic Giving, the
Assistant Director, Planned Giving is responsible for generating
and sustaining a pipeline of planned giving donors. The successful
candidate will cultivate, solicit, and steward a portfolio of
planned giving prospects at the five- and six-figure levels. The
Assistant Director will work with frontline fundraisers, providing
gift planning expertise and strategy for their top donors. The
Assistant Director will also partner with colleagues throughout the
Institutional Advancement department and other key stakeholders to
increase the awareness of the institution’s planned giving program.
The Assistant Director will collaborate with the Donor Relations
and Stewardship team to secure proposals, donor engagement
communications and touch points, and stewardship reports. The
Assistant Director will have proven experience in closing bequests,
charitable gift annuities, other planned gifts, and outright
gifts.

The Assistant Director will be a highly motivated and an
entrepreneurial professional who excels at relationship building
and administering all aspects of planned giving. A collaborative
and strategic thinker, the Assistant Director will work closely
with the Executive Director and with leaders across the College to
ensure the College has sustainable resources to realize its
mission.

Responsibilities include, but are not limited to, the
following:

Frontline Fundraising and
Partnerships

• Manage a portfolio of approximately 75 prospective donors
  capable of making five- to six-figure planned gifts in all phases
  of development including cultivation, solicitation, and
  stewardship.
• Secure, plan and engage in prospect visits.
• Partner with the frontline fundraising team, including the Vice
  President and Assistant Vice President, to develop gift planning
  strategies for individuals with the capability of making
  leadership, major and principal gifts to Teachers College; prepare
  and present innovative gift planning strategies and proposals that
  provide maximum benefit to both prospect and Teachers College,
  including gift illustrations where applicable.
• Partner with the TC Generation, especially the Omnichannel
  Integrated Marketing team, so that alumni and other prospective
  estate donors, who are either unmanaged or identified with no or
  low capacity (e.g., under $100,000) are aware of the benefits of
  making legacy gifts, are engaged with digital and paper
  communications, and are solicited by the Omnichannel’s Integrated
  Marketing team.
• Follow-up to assigned prospects responding to targeted
  marketing in areas such as bequests, donor advised funds,
  charitable lead trusts, and real estate.
• Travel as needed to meet with prospective and current
  donors.

Gift Planning Administration

• Partner with the Donor Relations and Stewardship team to ensure
  that planned giving donors are stewarded.
• Stewardship will include that Donor Relations team generates
  any narrative proposals needed to make the case for supporting a
  program or restricted area of the college.
• Collaborate with Donor Relations team to generate specialized
  gift agreements that structure gifts using gift planning tools,
  such as life insurance, charitable gift annuities and charitable
  lead or remainder trusts, to ensure that they comply with standard
  College policies and practice.
• Work with the Donor Relations and Stewardship team to recognize
  donors.
• Rely on the Donor Relations and Stewardship team to provide
  logistical support of the Grace Dodge Society.

Lead the College’s efforts to report to State authorities on
our planned giving tools, including coordinating with State Street
Global Advisors to ensure timely and accurate transactions and
reporting relating to gift annuities and pooled income funds.

Oversee and partner with TC Generation team on efforts in
marketing to raise awareness of Grace Dodge Society membership and
to communicate regularly with donors and prospective donors about
the Grace Dodge Society and Emeriti groups.

Communicate regularly with the Prospect Development team to
manage and analyze the planned giving portfolio and identify and
qualify new and emerging prospects.

Ensure that all contact reports with donors are accurate,
up-to-date and recorded in Raiser’s Edge, the College’s database of
record for all donor information.

Gift Planning Strategy and Coaching

• Provide current expertise and guidance to the overall
  Institutional Advancement department on issues related to gift
  planning vehicles, tax implication of various gifts, federal and
  state legislative developments that affect charitable gifts, and
  other relevant items.
• Contribute to the development of policies and procedures for
  complex gifts, gift acceptance and crediting, and the like.
• Assist with development and presentation of gift planning
  trainings for frontline fundraising team.
• Build strong collaborative relationships with the Frontline
  Fundraising team by providing expertise and identifying and
  pursuing strategic opportunities to enhance giving through
  inclusion of gift planning components.

Minimum Qualifications:

• Bachelor’s degree or commensurate experience required.
• 4-6 years of related work experience in a gift planning, legal,
  or financial environment, or other similar setting with a focus on
  philanthropic planning.
• Expertise in planned giving vehicles, current trends in
  philanthropy, and estate and financial planning for individuals,
  including tax implications of charitable giving.
• Ability to apply this knowledge to address individual donor
  needs and goals, and keep abreast of changes and emerging issues in
  Planned Giving.
• Demonstrated experience working successfully with
  high-net-worth individuals and successful closure of major level
  planned gifts.
• Ability to travel to meet with donors and prospects and to
  participate in some weekend and/or evening events.
• Experience using Raiser’s Edge and PG Calc required; technology
  expertise is important.

Preferred Qualifications:

• Advanced degrees and/or related certifications a plus.
• Experience working in higher education or environments with
  comparable complexity and scale.
• Highly developed interpersonal skills and the ability to work
  with a diverse population of donors and prospects.
• Excellent written and oral communication skills.
• Sound judgment and discretion.
• Strong organizational and time-management skills; proven
  ability to prioritize and deliver on time.
• Ability to work both independently and in a dynamic,
  cross-functional team structure.
• Ability to manage and work through change in a proactive and
  positive manner.
• Have a can-do attitude with a flexible disposition to respond
  to fast-paced, shifting priorities.

Salary Range:

$105,000-$115,000

Work Modality:

Hybrid

Competitive Compensation and
Benefits

The salary range reflects the College’s good faith and
reasonable estimate of the compensation for the position at the
time of the job posting. Salary decisions are dependent on several
factors including but not limited to market and organizational
considerations, experience, and qualifications of a selected
candidate as well as internal and external equity.

Our benefits contribute significantly to the total
compensation package that includes medical, dental, vision, and
supplemental insurance plans; flexible and hybrid work schedules;
tuition remission; life insurance; short and long-term disability
insurance; an exceptional employer retirement matching program;
health savings accounts (HSA), flexible spending accounts (FSA),
Public Service Loan Forgiveness eligibility, and a robust Employee
Assistance Program (EAP).

If you would like to request any disability related
accommodations to complete the job application or to participate in
the interview process, please email:oasid@tc.columbia.edu.

Hybrid/Remote

Teachers College maintains a hybrid work environment,
which provides employees with flexible work arrangements, while
ensuring we preserve the important aspects of our unique in-person
college-campus culture. Depending on role and business needs,
colleagues will either work onsite or in a hybrid model
(combination of in-office and virtual days). Employees are expected
to live within a 150-mile radius of the College.

We will consider qualified candidates that reside
beyond this radius based on the responsibilities and duties
expected of the position. All qualified candidates are encouraged
to apply.

Equal Employment Opportunity

Teachers College is committed to fostering a diverse and
inclusive academic community and to providing equal opportunity in
employment. All qualified applicants will receive
consideration regardless of race, color, sex (including
pregnancy, gender identity or gender expression), religion, creed,
national origin, age, citizenship, disability, marital status,
sexual orientation, veteran status, or any other legally protected
status.

jeid-2545d072c9847c4eb6de9044987c6616