Note: Not all unique aspects of the job are covered by this job descriptionJOB PURPOSE:
Support all aspects of gift planning and related tax and legal matters in the Office of Development. Increase the awareness of charitable giving techniques among alumni and friends of the university.
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.
Assist with design and implementation of marketing efforts 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 the Stanford Management Company 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, and the staff of the Charitable Trust Management Group at the Stanford Management Company.
Draft pledge and gift agreements with varying degrees of complexity, charitable trust documents, and sample bequest language for gifts to Stanford.
May lead staff and provide leadership to achieve goals and vision of the organization. May manage or supervise the performance of staff to ensure goals are consistently met in an effective and efficient manner.
* - Other duties may also be assigned MINIMUM REQUIREMENTS:
Education & Experience:
Bachelor's degree. A J.D., LLB, related advanced degree/certification, or combination of education and experience is required. Five years of related professional experience or combination of education and relevant experience. Experience in tax, trust, estate planning, probate, and/or related matters. Knowledge, Skills and Abilities:
Strong writing skills.
Demonstrated ability to initiate and build relationships with individuals.
Ability to work and motivate others, including prospective donors and their advisors, volunteers, and fellow staff.
Strong organizational skills and the ability to prioritize a variety of tasks and demands.
Ability to use current desktop software applications.
Advanced knowledge of standard and complex charitable giving techniques.
Frequently perform desk-based computer tasks, stand/walk, sit, use a telephone.
Occasionally light/fine grasping, lift/carry/push/pull objects that weigh up to 10 pounds, writing by hand.
Ability to obtain and maintain a Non-commercial Class Driver's license.
* - Consistent with its obligations under the law, the University will provide reasonable accommodation to any employee with a disability who requires accommodation to perform the essential functions of his or her job.
May require travel and occasional work during evenings and/or weekends.
When conducting university business, must comply with the California Vehicle Code and Stanford University driving requirements.
Interpersonal Skills: Demonstrates the ability to work well with Stanford colleagues and clients and with external organizations.
Promote Culture of Safety: Demonstrates commitment to personal responsibility and value for safety; communicates safety concerns; uses and promotes safe behaviors based on training and lessons learned.
Subject to and expected to comply with all applicable University policies and procedures, including but not limited to the personnel policies and other policies found in the University's Administrative Guide, http://adminguide.stanford.edu.
Stanford is an equal opportunity employer and all qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by law. Consistent with its obligations under the law, the University will provide reasonable accommodation to any employee with a disability who requires accommodation to perform the essential functions of the job. Job Code: 4302 Classification Level: M
Location: Office of Development, California, United States Schedule: Classification Level:
Stanford is an equal opportunity employer and all qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by law.
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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 an eq...ual 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.