Working/Functional Title
Regional Gift Planning Advisor
Position Summary
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 the organization and implementation of comprehensive planned giving cultivation, solicitation, and stewardship responsibilities (focusing in the Northeastern part of the United States with a primary focus on New York, Boston, and the DC Metro area) in concert with college directors of development and central development fundraising 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 a 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.
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, 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, and 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 environments.
- 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
Special Instructions
HOW TO APPLY
If you have any questions regarding this position, please contact Patricia Karam, Director of Recruitment, at karampat@msu.edu.
Screening of applicants will continue until the position is filled.
Work Hours
8 am - 5 pm with some evenings and weekends
Website
Advancement.msu.edu
Remote Work Statement
MSU strives to provide a flexible work environment and this position has been designated as remote-friendly. Remote-friendly means some or all of the duties can be performed remotely as mutually agreed upon.
Bidding and eligibility ends on 4/2/2024 at 11:55 PM
