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Vanderbilt University Associate Director of Development, Planned Giving in Nashville, Tennessee

Associate Director of Development, Planned Giving (Job Number: 1900946)

Description

The Department of Development and Alumni Relations (DAR) assists Vanderbilt University in securing the resources, both human and financial, that are required to achieve its mission and goals. The Department is responsible for the identification, cultivation, solicitation, and stewardship of individuals and organizations whose charitable objectives are consistent with those of Vanderbilt University’s teaching and research programs.

The Associate Director of Planned Giving works with alumni and university friends in an assigned geographic area to solicit both outright and estate gifts that supports Vanderbilt’s mission in accordance with Development and Alumni Relation’s (DAR) Planned Giving Office policies and procedures.

Key Functionsand Expected Performance:

  • Interact directlywith donors to address all aspects of the personal, financial, legal and taxconsequences of charitable giving, especially life income gifts and bequests,including preparation of letter proposals, personalized calculations and use ofprinted materials.

  • Consult with andprovide support to VU staff, including Development and Alumni Relations (DAR)executives and administrators, Development Officers, academic deans andothers.

  • Respond in timelyfashion to inquiries from the staff and donors relating to Planned Gifts byproviding useful information, calculations and options for planned gifts.

  • Concentrate onincreasing the number of gifts being finalized each year by the Planned GivingOffice by identifying and cultivating new prospects, including acting ascontact person between Planned Giving and donor research department.

  • Manage a portfolioof approximately 70-75 major gift prospects and donors.

  • Perform variousadministrative tasks related to the solicitation and administration of gifts toVU, including transmitting necessary documentation and information to VU’soffice of Investment, General Counsel or others, as necessary.

  • This position willinteract with a wide variety of University leaders, faculty, staff, andconstituents, including the Board of Trust;

  • Further enhancementof the University’s marketing and publicity efforts related to planned giving.

  • Work with theExecutive Director to establish fundraising goals and strategies for annual andcomprehensive campaigns.

  • Continuously compile, review, and analyzeproject outcomes against established goals, objectives, and timelines;

  • Recommend process improvement for program andservices;

  • Use appropriate resources to effectively andefficiently resolve problems.

  • Uphold departmental and institutional policiesregarding confidential information.

  • Work cooperatively with DAR colleagues anddevelop strong working relationships with other University offices.

  • Perform other duties as assigned.

SupervisoryRelationships

This position has no direct management duties. This position reports administratively and functionally to the Senior Director of Planned Giving.

Education andCertifications

  • A bachelor’s degree, or the equivalent, isrequired

  • Relevant Master’s degree is preferred with knowledge of estateplanning, federal and state tax law as it impacts charitable giving

Experienceand Skills

  • One year of relevantexperience is required

  • Preference willbe given to candidates with at least 3 years within a higher education/researchinstitution.

  • Demonstratedsuccess in managing a portfolio of prospects and securing six figure gifts fromindividuals.

  • Superiororganizational skills, verbal and written communication skills, and the abilityto articulate the needs, interests, and accomplishments of VanderbiltUniversity

  • Candidate mustalso have the capacity to perform in an intellectually rigorous and complexacademic environment. The ability toapply sound judgment skills in all situations, especially related tomanagement, donor issues, and budget, is required.

  • A detailed working knowledge of VanderbiltUniversity is preferred.

  • Meticulousattention to detail is a must.

  • Travel, alongwith occasional evening and weekend work, is required.

  • Exhibitpersonal characteristics enabling effective interaction with importantconstituencies and possess a genuine commitment to the advancement of educationand research.

  • Valuesthe importance of equity as an organizational operating principle and iscommitted to equity, diversity, and inclusion

About Vanderbilt University

Vanderbilt University, located in Nashville, Tennessee, is a top-15 private research university offering a full range of undergraduate, graduate and professional degrees. Vanderbilt is situated on a 330-acre campus near the thriving city center, serving more than 12,000 students and employing almost 7,000 faculty and staff. The university’s students, staff, and faculty frequently cite Nashville and the surrounding area as one of the many perks of being a part of the Vanderbilt community. Vanderbilt University is a place where your expertise will be valued, your knowledge expanded, and your abilities challenged. It is a place where your diversity is sought and celebrated. Vanderbilt was recently named as one of “America’s Best Large Employers” and the top employer in Tennessee and the Nashville metropolitan area in 2019 (Forbes).

About Vanderbilt Benefits

Vanderbilt University offers a competitive, flexible benefits package including health, dental, vision, life, accidental death & dismemberment, disability insurance, paid time off, and a 403(b) retirement plan with employer match. Vanderbilt offers tuition assistance to employees, spouses, and dependent children.

Commitment to Equity, Diversity andInclusion

Vanderbilt University is committed to achieving the goal of a diverse and inclusive academic community of faculty, staff, and students. We seek individuals who are committed to this goal and our campus values.

DARListing

Vanderbilt University is an equal opportunity, affirmative action employer. Women, minorities, people with disabilities and protected veterans are encouraged to apply.

Primary Location: United States-Tennessee-Nashville

Organization: 42312 - Development Teams

Job: External Affairs & Communications Professionals

Vanderbilt University is committed to principles of equal opportunity and affirmative action

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