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Assistant Director of Planned Giving, MCD

Stanford University

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Details

Posted: 11-Jun-22

Location: Stanford, California

Type: Full-time

Salary: Open

Internal Number: 94859

Main work location: Redwood City, CA

The Office of Development (OOD) advances Stanford's mission by raising philanthropic support from alumni, parents, families, friends, and institutional funders. Working in concert with volunteers and academic leaders, OOD staff members strive to accelerate Stanford's purposeful impact in the world. 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.

The Office of Planned Giving works with Stanford alumni and friends to realize their philanthropic and financial goals through bequests, other planned gifts such as charitable gift annuities and charitable remainder trusts, and gifts of complex assets. The Office of Planned Giving also manages the estates program and Stanford University's life income gift program. These generous gifts support Stanford's outstanding students, faculty, and research, ensuring the excellence of the university for future generations.

Your responsibilities will include:

• Drafting pledge and gift agreements with varying degrees of complexity, charitable trust documents, and sample bequest language for gifts to Stanford.
• Initiating gift discussions with and responding to inquiries from donors and prospects for Stanford Medicine in the Office of Development. Collaborating with Medical Center Development (MCD) officers in gift solicitations, providing expertise in connection with life income gifts, charitable lead trusts, gifts of real estate, and other complex assets.
• Working closely with MCD officers to provide technical support and policy construction, including accurate documentation of outright gifts, to increase awareness of complex and deferred gift vehicles, and to cultivate new donors.
• Assisting 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.
• Developing and maintaining current expertise in tax, trust, probate, and other laws affecting charitable giving.
• Working closely on a collaborative basis with other professional staff in the Office of Planned Giving and the General Counsel's office.
• Other duties may also be assigned.

To be successful in this position, you will bring:

• Bachelor's degree, and a J.D. or LLB, or related advanced degree/certification is preferred. Three years of related professional experience or combination of education and experience. Experience in tax, trust, estate planning, probate, and/or related matters.
• 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.
• Knowledge of standard and complex charitable giving techniques.

How to Apply:

To be considered, please submit a cover letter and a resume with your online application. The cover letter should briefly describe why you believe you are a good fit for this position.

PHYSICAL REQUIREMENTS*:

• 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.

WORKING CONDITIONS:

• May require travel and occasional work during evenings and/or weekends.

WORK STANDARDS:

• 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.

Why Stanford is for You

Stanford's dedicated 16,000 staff come from diverse educational and career backgrounds. We are a collaborative environment that thrives on innovation and continuous improvement. At Stanford, we seek talent committed to excellence, driven to impact the future of our legacy, and improve lives on a global sphere. We provide competitive salaries, excellent health care and retirement plans, and a generous vacation policy, including additional time off during our winter closure. Our generous perks align with what matters to you:

• Freedom to grow. Take advantage of career development programs, tuition reimbursement, or audit a course. Join a TedTalk, film screening, or listen to a renowned author or leader discuss global issues.
• A caring culture. We understand the importance of your personal and family time and provide you access to wellness programs, child-care resources, parent education and consultation, elder care and caregiving support.
• A healthier you. We make wellness a priority by providing access to world-class exercise facilities. Climb our rock wall, or participate in one of hundreds of health or fitness classes.
• Discovery and fun. Visit campus gardens, trails, and museums.
• Enviable resources. We offer free commuter programs and ridesharing incentives. Enjoy discounts for computers, cell phones, recreation, travel, entertainment, and more!

We pride ourselves in being a culture that encourages and empowers you.

The job duties listed are typical examples of work performed by positions in this job classification and are not designed to contain or be interpreted as a comprehensive inventory of all duties, tasks, and responsibilities. Specific duties and responsibilities may vary depending on department or program needs without changing the general nature and scope of the job or level of responsibility. Employees may also perform other duties as assigned.

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.

Stanford is an equal employment opportunity and affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by law.

Additional Information

• Schedule: Full-time
• Job Code: 4301
• Employee Status: Regular
• Grade: K
• Requisition ID: 94859

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About Stanford University

Why work at Stanford?Stanford University has changed the world, over and over again.We are one of Silicon Valley's largest employers - and also one of the most unique. Our mission is to educate future leaders and promote interdisciplinary, world-class research and teaching. This passion makes Stanford an intensely creative, rewarding, and challenging place to work. At the same time, our traditions of respect and collaboration sustain a humane, supportive environment in which to pursue your life and your career.At Stanford you'll work with bright, diverse, dedicated people. You'll find encouragement to learn and grow. You'll enjoy excellent benefits and an outstanding environment. How will it change you?

Connections working at Stanford University

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