Associate Director, Planned Giving And Parent Program Operations

Job Summary:

The Associate Director Planned Giving and Parent Program Operations leads the operational strategy and administration of gift planning initiatives and parent/family major giving programs. Reporting to the Executive Director of Gift Planning with additional supervision from the Senior Director of Development this role serves as a strategic partner in the development implementation and stewardship strategy for gift planning and parent/family philanthropy programs.

The Associate Director directs and oversees documentation compliance and administration of life-income gifts charitable bequests and other complex or non-traditional gift structures. The position serves as a primary operational liaison for donors their families legal counsel financial advisors and internal College partners to ensure accurate execution regulatory compliance and effective stewardship.

This position works independently and collaboratively across the Division to promote proactive donor engagement effective stewardship of Founders Circle and Parent Giving Societies and strong operational infrastructure in support of gift planning and major giving efforts.

Job Responsibilities:

Gift Planning Administration & Compliance

• Directs and oversees the documentation execution and administration of charitable gift annuities charitable remainder trusts charitable lead trusts retained life estates charitable bequests beneficiary designations and other non-traditional gifts.
• Lead coordination of estate settlement records management reporting and communication with internal units including the College Finance Office as well as with external clients including insurance underwriters donor legal counsel trustees and financial advisors.
• Ensure compliance with applicable state and federal regulations related to life-income gifts including required documentation and reporting.
• Provide strategic technical guidance to development officers to support the solicitation of complex gifts.
• Prepare financial illustrations gift agreement information proposals acknowledgments and routine correspondence.
• Maintain organized records for all planned gift vehicles from inception through maturity or termination.
• Monitor contracts and serve as liaison with external vendors supporting the Office of Gift Planning. Technical & Proposal Support
• Lead research and analysis informing complex asset and blended gift strategies.
• Assist in coordinating development officer training programs and support gift planning marketing and communications initiatives. Stewardship & Giving Society Management
• Lead and develop engagement initiatives for donors with planned giving history or capacity.
• Provide high-touch and customized stewardship of Founders Circle members including surviving spouses and family members; may include travel event attendance and personalized outreach.
• Partner with Donor Relations to promote effective stewardship for new and existing Founders Circle members. Parent & Family Giving Program Operations
• Partner with the Senior Director of Development in recruiting managing and assisting parent volunteers for the Parents Society.
• Oversee operational strategy and execution of Parents Society fundraising initiatives.
• Maintain accurate tracking reporting and follow-up related to parent and family giving initiatives. Database Budget & Administrative Support
• Maintain constituent interactions in the CRM database through timely and accurate entry of reports notes estate updates and other information.
• Use database and other tools to prepare lists reports and analysis related to donors and prospects.
• Manage administrative and operational coordination supporting gift planning leadership including budget monitoring and travel logistics.
• Manage execution and distribution of external communications. Ithaca College Commitment
• Develop and demonstrate multicultural awareness and contribute to cultivating an inclusive diverse and respectful College community.
• Demonstrate civil and inclusive behavior when interacting with staff faculty students alumni volunteers and visitors.
• Promote a flexible collaborative and inclusive work environment.
• Other duties as assigned.

Qualifications

• Bachelors degree with 5-7 years of experience preferred in planned giving estate administration development operations finance or related field; or a combination of education and work experience.
• Prefer experience with life-income gift vehicles estate settlement processes and complex gift documentation.
• Experience supporting volunteer engagement and donor stewardship programs.
• Provide reliable research and content related to gift proposal documentation and aggregation of gift data.
• Strong organizational analytical and financial skills.
• Ability to interpret legal and financial documents related to trusts and estates.
• Excellent written and verbal communication skills and professional demeanor.
• Ability to work independently with minimal supervision while managing confidential donor information.
• Experience using CRM databases and planned giving software (e.g. PG Calc PGM Anywhere) preferred.
• This position requires a high level of discretion technical proficiency financial acumen and independent judgment.
  

This position is 37.5 hours per week 52 weeks per year.

Application Instructions:

Interested applicants must apply online and attach a resume cover letter and list of three professional references. Questions about online applications should be directed to the Office of Human Resources at or

Ithaca College is committed to building a diverse academic community and encourages members of underrepresented groups to apply. Experience that contributes to the diversity of the college is appreciated.

Visa sponsorship is not provided for this position.

Hiring Range:

$68000-$70000 commensurate with qualifications and experience.

We pride ourselves on providing our benefit-eligible employees with comprehensive benefits including:

Healthcare including vision and dental

Generous Paid Time Off Policies

403B Retirement Savings Plan with Matching Employer Contribution

EAP

Flexible Work Plans

Educational Benefits

Career-Enhancing Trainings

For an overview of our benefit offerings please visit an effort to promote campus safety and the security of College resources Ithaca College will consistent with the requirements of the law and prudent practices conduct criminal background investigations per College policy. This position is subject to a criminal background check. All offers of employment are contingent upon review of the criminal background check.