Regional Gift Planning Advisor / Development Officer II

CLASSIFICATION DESCRIPTION

Title: Development Officer II
Level: AP14
Working Title: Regional Gift Planning Advisor

BASIC FUNCTION AND RESPONSIBILITY

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 in the Northeastern part of the United States with
primary focus on New York, Boston, and the DC Metro area) in
concert with college directors of development and central
development fund raising staff/management.A strong candidate will
reside in the region and work from home, preferably in or near one
of the major metros.

As a Regional Gift Planning Advisor, the successful candidate will
research selected individuals to develop strategy for and cultivate
potential planned and major gift donors. In addition, the Regional
Gift Planning Advisor will possess and 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.

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 within the region and occasional travel to
  Michigan State University.

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 Office of Gift Planning leadership
  on tasks and projects as assigned.
• 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 Director of Gift
  Planning.

MINIMUM QUALIFICATIONS

Knowledge equivalent to that which normally would be acquired by
completing a four-year college degree program in Communications,
Public Relations, Marketing, and/or Business; three to five years
of related and progressively more responsible or expansive
experience in public relations, volunteer administration,
professional and higher education fundraising, 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.

We will continue evaluation applications until the position is
filled.

If you review this job description and, have done many of the
responsibilities or have transferable skills, we want to hear from
you and, welcome your application! We are seeking successful,
ambitious fundraisers who want to become part of our team and, help
us help us in our ambitious campaign!

HOW TO APPLY

If you have any questions regarding this position, please contact
Patricia Karam, Director of Recruitment at [email protected].

All candidates must submit an application resume and cover letter
through the Michigan State University Human Resources web-based
system, the URL for this website is careers.msu.edu. Please indicate the position
number 937181 when submitting your application.

Screening of applicants will continue until the position is
filled.

MSU is committed to achieving excellence through a diverse
workforce and inclusive culture that encourages all people to reach
their full potential. The University actively encourages
applications and/or nominations of women, persons of color,
veterans, and persons with disabilities.

To apply, visit https://careers.msu.edu/en-us/job/518056/regional-gift-planning-advisor-development-officer-ii

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