Executive Director of Gift Planning
Executive Director of Gift Planning
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1 Vacancy
Job Description
Rice University has retained Lindauer an executive search firm to assist in this search. Consideration of candidates will continue until the position is filled. Candidates should submit in confidence a resume and cover letter. Communications nominations applications and inquiries concerning this search should be directed to Faith Montgomery Senior Vice President and Raegan Harvey Senior Consultant
About Rice:
Boasting a 300acre treelined campus in Houston Texas Rice University is ranked among the nations top 20 universities by U.S. News & World Report. Rice has a 6to1 undergraduate studenttofaculty ratio and a residential college system which supports students intellectually emotionally and culturally through social events intramural sports student plays lectures series courses and student government. Developing closeknit diverse college communities is a strong campus tradition which is why Rice is highly ranked for best quality of life and best value among private universities.
Rice is also a wonderful place to work. Rice faculty staff and students share values that are essential to our success as a healthy community. Those values guide our decisions and behaviors and shape Rices culture. They come through in the way we treat each other and the welcome we extend to our visitors. These values can be recalled simply by our name RICE Responsibility Integrity Community and Excellence.
Position Summary:
The Executive Director of Gift Planning envisions manages implements and leads a creative program for identifying cultivating soliciting and stewarding planned and blended gift donors. This role is critical to advancing Rice Universitys mission and strengthening the Universitys philanthropy programs and will play a crucial role in the upcoming campaign.
Reporting to and working closely with the Associate Vice President Individual Giving in the Development and Alumni Relations division the Executive Director of Gift Planning will help cultivate highvalue opportunities for transformational giving and advance longterm support through effective stewardship. Collaborating effectively with the Vice President for Development and Alumni Relations Major Gift and Principal Gift Officers and key stakeholders across campus the Executive Director of Gift Planning will foster relationships and expand the pipeline for planned and blended gifts. This individual will create proactive strategies designed to facilitate legacy and assetbased gifts that accomplish both the donors and Rices mission.
The Executive Director of Gift Planning will manage a small portfolio of donors will lead the Gift Planning team of five will provide gift planning expertise for the larger development team and will work closely with Rice Trust Inc.
Theideal candidate isa highly collaborative leader strategic thinker and independent entrepreneur with a demonstrated track record of securing planned gift commitments and has a proven ability to refine and actualize fundraising priorities in conjunction with key academic partners and administration.
Workplace Requirements:
Must possess(or have the ability to obtain one within 30 days of hire) and maintain a valid Texas drivers license with no more than three moving violations and/or at fault accidents within the past 36 months and no convictions or deferred dispositions for Driving While Intoxicated (DWI) or Driving Under the Influence (DUI) within the past five years.
This position is offered as a hybrid role combining both inoffice and remote work to provide flexibility and support position currently has a hybrid work arrangement with a minimum of two days per week in the office. PerRice policy 440 work arrangements may be subject to change.
*Exempt (salaried) positions underFLSA are not eligible for overtime.
Minimum Requirements:
- Bachelors Degree
- 9 years experience of combinedplanned gift and major gift fundraising including at least five years of demonstrated success in gift planning and closing deferred and complex asset planned gifts at all asset levels.
- Also successful experience in the fields of professional financial planning trust officer or in the practice of law working with clients in estate and/or tax planning will also be considered
- Demonstrated success in expanding the donor pipeline for current and deferred gifts and in working with highlevel constituencies
- Successful experience leading a team of professionals
Skills:
- Strong leadership and strategic management skills
- Excellent analytical and problemsolving skills
- Excellent written and verbal communication skills
- Ability to lead and motivate groups of diverse individuals
- Excellent ability to understand constituent needs and show good judgment and diplomacy
- Excellent attention to detail andability to maintain confidentiality of donor information
- Strong practical skills in gift and/or estate planning requirements and techniques
- Strong knowledge of all manner of planned gift vehicles gifts of complex assets charitable tax laws and estate and tax planning
- Excellent data analysis skills
- Excellent client service orientation
- Excellent interpersonal skills
Preferences:
- J.D or Masters degree
- Successful fundraising experience in a higher education or other complex nonprofit institution
- Experience working in a capital campaign
- Experience using Blackbaud CRM or similar CRM
- Experience with gift planning software such as PGCalc
- Experience in a PC/Windows environment using Microsoft Office tools
- Bar admission in a U.S. state; CFA CFP CTFA CFRE or other advanced financial planning or fundraising certification
Essential Functions:
- Gift Planning Program Development: Build and implement a resultsoriented legacy and gift planning program developing strategies to cultivate steward and expand the donor the universitys program for generating philanthropic support through wills and bequests trusts gift annuities pooled income funds insurance and other assets and noncash gift support.
- Educational Leadership and Collaboration: Provide strategic guidance technical expertise and resources to gift officers leadership in Development and Alumni Relationsdean(s) faculty program directors and other university leaders on best practices in legacy and assetbased a creative highly interactive inhouse gift planning curriculum for colleagues prospective donors class volunteers and other identified key leaders.
- Marketing: Partner with the Marketing and Communications team in Development and Alumni Relations to develop and execute a comprehensive communication and marketing strategy to increase Legacy Society membership raise awareness of planned giving opportunities and increase visibility of Rices expertise in accepting charitable donations of complex and noncash gifts.
- Stewardship and Relationship Building: Build and strengthen longterm relationships with legacy giving donors stewarding highcapacity donors and prospects. Partner with donors and their families and/or financial and legal advisors to facilitate a seamless gift planning process that aligns with the donors and Rices objectives. Collaborate with the constituent relations team to ensure strategic donor recognition.
- Program Metrics and Evaluation: Develop and monitor metrics to assess the programs success and ROI continuously refining strategies based on performance data. Partner with outside consultants and vendors as needed to support legacy giving initiatives and ensure program effectiveness.
- Management and Leadership: Oversee the work of the gift planning team leveraging the goalsetting process and performance management system to support team members success and professional development. Serve as a resource role model and coach to the team.
- Portfolio Management and Fundraising: Engage a select portfolio of highcapacity prospects securing philanthropic investments of $100000 in support of the University.
- Knowledge and Compliance: Ensure compliance with relevant regulations and ethical and extend knowledge and expertise in tax investments trusts and estates and other laws affecting gift planning.
- Program Operations:Work in coordination with the Office of Investments to ensure that servicing and administration of all deferred arrangements are handled promptly and as liaison between the Development Office and Rice Trust Inc. a trustee for charitable remainder trusts.
- Perform other duties as assigned.
Additional Functions:
- Local and national travel to visit with prospects and donors (up to 20 of the time)
- Occasional weekend and evening events
- Maintain and develop ongoing knowledge of all manner of planned gift vehicles and gifts of complex assets
- Stay current with and continue developing knowledge of all existing and changing charitable tax laws
- Has frequent and ongoing contact with colleagues in Development and Alumni Relations as well as the Office of Investments
- Has some contact with the General Counsels Office deans faculty and other university offices
- Has extensive contact with alumni friends and parents plus attorneys financial planners and otherprofessionals
Rice University HR Benefits: Mission and Values:Mission and Values Rice University
Rice University is committed to ensuring Equal Employment Opportunity and welcoming the fullness of diversity into our candidate pools. Rice considers qualified applicants for employment without regard to race color religion age sex sexual orientation gender identity national or ethnic origin genetic information disability or protected veteran status. Rice also provides reasonable accommodations to qualified persons with disabilities. If an applicant requires a reasonable accommodation for any part of the application or hiring process please contact Rice Universitys Disability Resource Center ator for support.
If you have any questions please email us at. Thank you for your interest in employment with Rice University.
Required Experience:
Director
Employment Type
Full-Time
