Work closely with alumni and friends of Duke University to explore creative, tax-efficient ways to support the university while accomplishing their other financial and personal goals. Advise development officers in central development and Duke’s schools, colleges and programs on matters concerning deferred and complex gifts by prospects and donors. Develop, lead and collaborate with colleagues and volunteers on cross-functional initiatives designed to promote gift planning strategies. The Associate Director of Gift Planning will report to the Assistant Vice President of Gift Planning.
Develop and maintain a portfolio of planned giving prospects and donors, serving as a philanthropic planning advisor to them and their other advisors to produce current and deferred planned gifts to benefit the university. Produce or assist with draft documents, calculations, proposals, endowment agreements and other necessary materials as needed by prospects, donors and advisors with a focus on attention to detail.
Collaborate with others including peers and faculty in Duke’s individual schools, colleges and programs (including a portfolio of assigned school and unit “internal clients”). Develop an understanding of their programs, funding priorities and the broad scope of their activities and provide excellent customer service. Pro-actively assist these colleagues in identifying gift planning prospects and promoting planned gift strategies. Provide development assistance including technical expertise; endowment and gift agreement advice; educational programing and presentations for staff members, boards and prospects; and marketing assistance. Promote innovation and creativity in their approach to gift planning fundraising. Work with central development staff on collaborative approaches to promote and close planned gifts, and partner with annual fund personnel on comprehensive reunion efforts.
Assist with planning and conducting stewardship events and producing gift planning publications in print and web-based formats. Help insure compliance with applicable regulations and university policies. Serve as a team-oriented colleague to all other members of the Gift Planning Office, providing ideas and support and pro-actively seeking ways to accomplish the overall goals of the Office.
Candidates should possess the personal skills and professional expertise necessary to work with individual charitable gift prospects and donors, development colleagues, attorneys, accountants, trust officers, fund managers and other tax, insurance and financial professionals. This position requires travel locally, regionally and nationally, and participation in occasional evening and weekend activities.
Flexibility: The ability to adapt to and work effectively within a variety of situations, and with various individuals or groups. Flexibility entails understanding and appreciating different and opposing perspectives on an issue, adapting one's approach as the requirements of a situation change, and changing or easily accepting changes in one's own organization or job requirements.
Planning, prioritizing and multitasking: The ability to plan, organize, and prioritize work; effectively manages multiple tasks or projects simultaneously.
Continuous learning: Show a commitment to continuous learning and improvement of self, others, and Duke practices.
Collaborating with others: The willingness and ability to work with others to achieve shared success. It includes formal and informal collaborative efforts within one's work group and across the organization.
Encourages drive and productivity: Establishes good interpersonal relationships by helping people feel valued, appreciated, and included in discussions (enhances self-esteem, empathizes, involves, discloses, supports). Involves others in solutions with a goal of improving processes so that they can solve future problems independently. Focuses on desired results.
Promotes innovation and creativity: Improves organizational performance through the application of original thinking to existing and emerging methods, processes, products and services. Identifies issues and takes a proactive approach to dealing with them. Seeks ways to provide added value. Formulates distinctive strategies emphasizing high levels of creative thinking. Can demonstrate recognition and development of new ideas and market opportunities. Employs sound judgment in determining how innovations will be deployed to add value to the organization.
Models integrity and ethics: Acts in an honest and trustworthy manner based on personal accountability and a moral conviction to do the right thing. Behaves in an honest, fair, and ethical manner. Shows consistency in words and actions. Models high standards of ethics. Earns the trust, respect, and confidence through consistent honesty, forthrightness and professionalism in all interactions.
Expressing ideas orally and in writing: The ability to communicate ideas, thoughts, and facts orally and in writin Speaking using correct grammar, appropriate body language, proper tone and inflection, recognizing non-verbal cues, and respecting the audience to effectively communicate ideas. Using proper spelling, sentence and document structure, accepted document formatting, and special literary techniques to communicate a message in writing.
Education and Experience
Bachelor’s degree required. Law, business, finance or other advanced degree preferred.
A minimum of three years in legal, accounting, financial, fund raising or related field required.
Please put "Associate Director of Gift Planning" as the subject line.
Duke University is an Affirmative Action/Equal Opportunity Employer committed to providing employment opportunity without regard to an individual's age, color, disability, gender, gender expression, gender identity, genetic information, national origin, race, religion, sex,sexual orientation, or veteran status.
Internal Number: 401571307
About Duke University Development Office
Duke University is a private research university in Durham, North Carolina. Founded by Methodists and Quakers in the present-day town of Trinity in 1838, the school moved to Durham in 1892.