Direct and manage the planned giving program for Stanford Medicine in the Office of Development. Set program goals, manage relationships, and lead marketing and education efforts internally and externally. Support all aspects of gift planning and related tax and legal matters for Stanford Medicine in the Office of Development. Increase the awareness of charitable giving techniques among alumni and friends of the university. Stanford is committed to a donor-centric approach to development. Every member of the Office of Development staff plays a role in providing the university's donors with the service and attention that ensures an exceptionally positive and fulfilling philanthropic experience.
Manage, lead, and inspire a small team of Planned Giving staff for Stanford Medicine. Direct staff efforts to carry out planned giving initiatives, including proactive efforts to increase the number of bequests and life income gifts, outreach, field staff training, donor recognition, and stewardship. Set program goals and provide regular and constructive performance communication.
Work with donors, prospects, and their legal and financial advisors to establish charitable trusts, bequests, and complex outright gifts to benefit the university.
Initiate gift discussions with and respond to inquiries from donors and prospects. Collaborate with other university development officers in gift solicitations, providing expertise in connection with bequests, charitable remainder trusts, charitable gift annuities, pooled income funds, charitable lead trusts, gifts of real estate, and other complex assets.
Provide technical support and policy construction, including accurate documentation of outright gifts, to increase awareness of complex and deferred gift vehicles and cultivate new donors.
Oversee the design and implementation of marketing efforts for Stanford Medicine providing information on the methods and benefits of trusts, bequests, and other planned gifts to all whose circumstances might lead to such gifts.
Further develop and maintain current expertise in tax, trust, probate, and other laws affecting charitable giving.
Represent the university in discussions with donors regarding the use of their gifts. Determine university compliance with donor restrictions and donor intent in its management of gifts funds.
Coordinate with other Stanford offices concerning acceptance, management, and disposition of gift property, including real estate, limited partnership interests, and other non-cash gifts.
Assist with training staff and volunteers on planned giving topics.
Work closely on a collaborative basis with other professional staff in the Office of Planned Giving, the General Counsel's office, Stanford School of Medicine and Stanford Health Care.
Draft pledge and gift agreements with varying degrees of complexity, charitable trust documents, and sample bequest language for gifts to Stanford.
Lead staff and provide leadership to achieve goals and vision of the organization. Manage and supervise the performance of staff to ensure goals are consistently met in an effective and efficient manner.
* - Other duties may also be assigned
Internal Number: 264052
About Stanford University
Located between San Francisco and San Jose in the heart of Silicon Valley, Stanford University is recognized as one of the world's leading research and teaching institutions. Leland and Jane Stanford founded the University to "promote the public welfare by exercising an influence on behalf of humanity and civilization." Stanford opened its doors in 1891, and more than a century later, it remains dedicated to finding solutions to the great challenges of the day and to preparing students for leadership in a complex world. The University's thriving diverse community is comprised of nearly 7000 undergraduate students, 9000 graduate students, 2000 faculty members, 1900 postdoctoral scholars, and over 11,000 academic and administrative staff in seven schools including several interdisciplinary research centers and institutes. The campus spreads over 8000 contiguous acres and nearly all undergraduates live on campus. Stanford offers bachelor's and master's degrees in addition to doctoral degrees (PhD, MD, DMA and JD) plus a number of professional and continuing education programs and certifications. More at http://facts.stanford.edu and http://www.stanford.edu.
Stanford University is a...n equal opportunity employer and is committed to increasing the diversity of its faculty. It welcomes nominations of and applications from women, members of minority groups, protected veterans and individuals with disabilities, as well as from others who would bring additional dimensions to the university’s research, teaching and clinical missions.