Gift Planning Officer/Senior Gift Planning Officer
Lewisburg, PA 
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Job Description


Gift Planning Officer/Senior Gift Planning Officer


R0000000236
301 Market Street (Post Office)

Position Title:
Gift Planning Officer/Senior Gift Planning Officer

Position Type:
Full time

Location:
301 Market Street (Post Office)

Categories:
Staff Exempt

Job Summary:
Are you ready to shape the future of philanthropy at Bucknell University? Join our growing team as a Gift Planning Officer or Senior Gift Planning Officer and be part of an exciting new chapter in our fundraising journey. As we embark on a transformative campaign, you'll have the opportunity to make a significant impact from the outset. Collaborating closely with a dynamic team, you'll manage a diverse portfolio of prospects and donors, crafting and executing innovative gift planning strategies. Your contributions will be instrumental in driving the success of our campaign and helping us achieve our ambitious goals. If you're passionate about making a difference and thrive in a collaborative, forward-thinking environment, we want to hear from you. Join us at Bucknell and be part of something extraordinary. These positions will be considered for remote work pending approval of the specific work location in compliance with University's HR and Payroll requirements. These are full-time, 12-month, exempt, benefits eligible positions.

We are in the silent phase of our campaign, and these roles present the opportunity to help shape the future of the University. They will play a pivotal role in helping donors fulfill their philanthropic goals and make meaningful contributions to the University. We welcome you to consider joining University Advancement's dynamic team at the start of our growing campaign.

Job Duties:

Actively engage, motivate, and inspire constituents to support the University's mission by building relationships and working closely with a portfolio of prospects and donors through the cycle of identification, cultivation, solicitation, and stewardship to meet defined annual metrics. The Senior GPO will have a higher level of performance expectations aligned to their annual metrics.
  • Serve as regional expert in gift planning, including gifts of complex assets, gift vehicles, federal and state tax considerations surrounding charitable giving, and the financial considerations, partner with donors and their professional advisors to establish, facilitate, and close creative and complex gifts including non-liquid and alternative assets.
  • Drive gift planning performance in assigned region to achieve campaign goals for planned giving through individual portfolio work, partnership with regional gift officers and leveraging regional events
  • Consistently engage in strategic face-to-face prospect meetings within the region to move prospects through the donor continuum with a focus on blended and complex gifts.
  • Promote the University's fundraising priorities by developing excellent working relationships with faculty, volunteers, and UA colleagues on strategic objectives for long-term financial sustainability. This includes preparing strategic briefings prior to visits and arranging for appropriate follow up-to-visits and events.
  • Maintain accuracy of donor and prospect records, including ensuring that specific planned gift information is recorded, and updating opportunities, contact reports, and prospect plan steps, in a prompt and timely fashion.
  • Serve as integral member of regional development team participating in strategy discussions, identifying training needs and participating in team meetings
  • Travel extensively (including air travel and travel to major metropolitan areas) for consistent and strategic prospect meetings designed to move prospects through the donor continuum.


Candidates will be hired into the GPO or Senior GPO role following a review of their skills and experience against the minimum qualifications for the positions.
  • The hiring range for the Gift Planning Officer $72,600 to $90,800.
  • The hiring range for the Senior Gift Planning Officer is $88,000 to $110,000.


This position (and all positions in our division) requires the occasional evening and weekend work to support university events including Homecoming & Family Weekend, Reunion Weekend, and large Career events. We do ask staff to mark their calendars in advance for these events. Also required for this role is a commitment to attend, participate, facilitate or lead on-campus and off-campus meetings, events and activities outside of normal business hours as appropriate.

For the Gift Planning Officer we are looking for someone with:
  • Bachelor's degree and four years of successful experience in fundraising, estate, financial or gift planning or related field OR an equivalent combination of education and experience
  • Demonstrated knowledge of the field of gift planning, including gifts of complex assets, gift vehicles, federal and state tax considerations surrounding charitable giving, and the financial considerations involved in administering planned gifts
  • Demonstrated maturity of judgment, high level of accuracy, and close attention to detail, with a strong ethical sense to handle confidential and sensitive information appropriately
  • Demonstrated exceptional customer service skills with the ability to build relationships and communicate complex ideas, thoughts, and facts clearly, effectively, and persuasively both verbally and in writing
  • Demonstrated ability to comprehend sophisticated financial and legal concepts, the ability to comprehend technical material of complex gift plans, and remain current with changing legal and tax arenas affecting planned giving
  • Experience that demonstrates the ability and commitment to learn how to use a variety of computer-based programs and platforms to perform essential job duties such as Microsoft Office Suite, Google Suite, CRM database functions, and other web-based tools
  • Commits to the responsibility of frequent travel and to organizing efficient, productive itineraries including a valid driver's license


And who also has (preferred):
  • Advanced degree or designation in law, finance, estate, or financial planning such as JD, CPA, CFP
  • 2 years of demonstrated success in fundraising
  • Experience in higher education


For a Senior-level Gift Planning Officer, we are looking for someone with:
  • Bachelor's degree and six years of successful experience in fundraising, estate, financial or gift planning, or related field OR an equivalent combination of education and experience
  • Demonstrated advanced knowledge of the field of gift planning, including gifts of complex assets, gift vehicles, federal and state tax considerations surrounding charitable giving, and the financial considerations involved in administering planned gifts
  • Demonstrated maturity of judgment, high level of accuracy, and close attention to detail, with a strong ethical sense to handle confidential and sensitive information appropriately
  • Demonstrated exceptional customer service skills with the ability to build relationships and communicate complex ideas, thoughts, and facts clearly, effectively, and persuasively both verbally and in writing
  • Demonstrated ability to comprehend sophisticated financial and legal concepts, the ability to comprehend technical material of complex gift plans, and remain current with changing legal and tax arenas affecting planned giving
  • Experience that demonstrates the ability and commitment to learn how to use a variety of computer-based programs and platforms to perform essential job duties such as Microsoft Office Suite, Google Suite, CRM database functions, and other web-based tools
  • Commits to the responsibility of frequent travel and to organizing efficient, productive itineraries including a valid driver's license


And who also has (preferred):
  • Advanced degree or designation in law, finance, estate, or financial planning such as JD, CPA, CFP
  • 4 years of demonstrated success in fundraising
  • Demonstrated success in six-figure fundraising
  • Demonstrated success securing larger and more complex and blended gift situations
  • Experience in higher education


Who we are

University Advancement (UA) is here to advance the mission of Bucknell University by engaging the Bucknell community. It is only through the support of alumni, parents and friends - by opening doors to career opportunities, engaging others to join the conversation and community, and entrusting us with their philanthropic commitments -- that we can further elevate Bucknell as a leader in undergraduate education.

Our team is dedicated to this mission and unified by five values:
  • Lead with Integrity
  • Embrace a Collaborative and Inclusive Spirit
  • Be Open and Receptive
  • Nurture Creativity and Innovation
  • Foster a Culture of Empowerment and Knowledge


These values also illustrate how we bring, as a division, the University's strategic plan to life and exercise our commitment to diversity, equity and inclusion on a daily basis.

As part of UA, the Office of Estate, Trust, & Gift Planning (ETGP) strengthens Bucknell University by increasing the value, size, and utility of gifts contributed to the University. These goals are achieved by working with donors and their advisors to plan and arrange bequests, life income, and other blended and complex gifts; by conducting strategy meetings with development staff for blended gift visits and proposals; by managing, in conjunction with Bucknell's finance department, all life income and trust asset investments under the control of the University; and by collaborating with University administrators to design plans for using outright and deferred gift contributions. ETGP streamlines the estate settlement for University gifts to ensure correct distributions and donor intent, and, with the support of outside charitable tax counsel, advises and counsels University staff on legal issues related to charitable contributions and plans.

Job Exempt:
Yes
Salary Range
0.00-0.00

The offer rate will be based on a review of the candidate's credentials compared to the qualifications of the position, internal equity, and our overall compensation philosophy.

This role is not budgeted for visa sponsorship at this time, all candidates must be authorized to work in the US at the time of submission of the application.

Advertised:
2024-05-08

Benefits:

Eligible full- and part-time employees are compensated beyond base salary through our total rewards package that includes (but is not limited to):
  • Flexible scheduling options determined by role;
  • Medical, prescription drug, vision, dental, life, and long-term disability insurance options
  • An outstanding 10% employer contribution to your retirement plan (no contribution requirement for non-exempt positions)
  • Generous paid time off, including vacation and sick time, a community service day, and 19 paid holidays (including two full weeks off for Winter Break!)
  • Full-time and part-time members of the faculty and staff are eligible for tuition remission for themselves. Additionally, full-time members of the faculty and staff are eligible for tuition remission for their spouse/spousal equivalent and are eligible for various tuition programs for their children. Credit for full-time benefits eligible employment at other institutions of higher education will be applied to waiting periods.
  • A comprehensive employee wellness program including program incentives
  • A myriad of other benefits, including parental leave, an employee assistance program, fitness center membership, and the power of your Bucknell ID card


To learn more about Bucknell's benefits, click here! (*Eligibility criteria and waiting periods may apply.)

Diversity, Equity & Inclusion:
Bucknell is committed to fostering an environment that embraces diversity, equity and inclusion, and seeks candidates who will contribute to a climate that supports the growth and development of a diverse campus community. We endeavor to enhance our capacity to value and capitalize on the cultural richness that diversity brings. We encourage all individuals to apply and do not discriminate in admissions, employment, educational programs and/or activities on the basis of race, color, national or ethnic origin, age, religion, disability, pregnancy, sex/gender, gender identity and/or expression, sexual orientation, marital or family status, military or veteran status, or genetic information.
E-VerifyBucknell University participates with the United States Customs and Immigration Services (USCIS) E-Verify program. We will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.For additional information regarding Bucknell's E-Verify requirements, please contact the office of Talent, Culture & Human Resources (570) 577-1631 or email hr@bucknell.edu.E-Verify Posters (sharing the link to the posters, which are also attached)

To apply, visit https://bucknell.wd1.myworkdayjobs.com/en-US/External/job/301-Market-Street-Post-Office/Gift-Planning-Officer-Senior-Gift-Planning-Officer_R0000000236.



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Job Summary
Company
Bucknell University
Start Date
As soon as possible
Employment Term and Type
Regular, Full or Part Time
Required Education
Bachelor's Degree
Required Experience
4+ years
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