Job Information

Ithaca College DEVELOPMENT ASSOCIATE - GIFT PLANNING United States

Job Summary:

Reporting to the Executive Director of Gift Planning, the Development Associate for Gift Planning Administration works independently and also collaboratively with Department of Development team members and other gift officers to effectively document and administer all life-income gift plans, charitable bequests, and other complex asset/non-traditional gift structures. The Development Associate provides administrative support to the Executive Director, Gift Planning including management of calendar, travel, credit card reconciliation, and other duties as assigned. This position will manage execution of external communications from the Office of Gift Planning, and will oversee distribution of responses received to appropriate staff within the Department of Development. The Development Associate works collaboratively with Office of Donor Relations to promote effective stewardship for new and existing Founder’s Circle members. The Development Associate is a key external contact for donors, their families and advisors. They serve as the primary contact for donor legal counsel, financial and tax advisors to provide complete and accurate information for transmission to state and federal taxing authorities.

Job Responsibilities:

  • Plan, coordinate, and staff specialized opportunities to engage donors, volunteers, and others who have Gift Planning related history or have high capacity and inclination to do so.

  • Assist the Executive Director in coordinating and participating in development officer training programs, volunteer engagement efforts, donor relations events, donor stewardship efforts, marketing and communications products and strategy, and event participation.

  • Provide high-touch and customized stewardship of Founder’s Circle members, their surviving spouses and family members. This can include travel, event attendance and participation, and other personalized outreach.

  • Prepare and draft acknowledgments, proposals and routine correspondence.

  • Maintain entity and prospect records in database through timely and accurate entry of reports, notes, and other information. Use database and other tools to prepare lists and reports, and compile information about individual and groups of donors or prospects.

  • Coordinate travel schedule and arrangements for the Executive Director of Gift Planning.

  • Monitor contracts with external vendors to support work of Office of Gift Planning.

Serve as liaison with external vendors.

  • Monitor budget, and reconcile expenditures, for Office of Gift Planning.

  • Prepare travel authorizations, and reconcile credit card expenses for credit cards, travel for Executive Director of Gift Planning.

  • Works independently and collaboratively to provide gift planning technical and written document support necessary to enable development staff to solicit gifts and create proposals for major and principally rated donors. Includes: gift vehicles such as charitable trusts, gift annuities, charitable remainder trusts, charitable bequests and other non-traditional gifts.

  • Provides and promotes prompt estate settlement, records management, reporting and communication both with internal units including College offices of the Finance, as well as with external clients including insurance underwriters, donor legal counsel and others.

  • Develop and demonstrate a multicultural awareness and contribute to cultivating an inclusive, diverse and respectful College community. Demonstrate civil and inclusive behavior when interacting with staff, faculty, students and visitors to the College. Promote a flexible, collaborative and inclusive work and living environment and engage in educational opportunities to increase awareness and understanding of diversity and inclusion.

  • Other duties as assigned.

Qualifications

  • Associate degree and three years experience in a related field required. Bachelor’s degree preferred.

  • Experience with estate plan designs, probate and intestate law, tax and financial implications of various planned and life-income gift structures preferred.

  • Professional demeanor and ability to convey complex concepts to various stakeholders.

  • Must demonstrate strong organizational, analytical and financial analysis skills.

  • Excellent written/verbal communication and listening skills.

  • Ability to work independently with minimal supervision to accomplish department goals, complete gift documentation, reporting, and stewardship efforts.

  • Experience using CRM database, planned giving software, e.g. PG Calc, PGM Anywhere, favored.

  • Provide reliable research and content related to gift proposal, documentation, and aggregation of gift data.

  • Ability to learn and utilize database management tools, gift-specific software, and visualization software to present data and trends in clear and concise reports or other deliverables.

This position is 37.5 hours per week, 52 weeks per year.

Application Instructions:

Interested applicants must apply online and attach a resume, cover letter, and list of three professional references. Questions about online applications should be directed to the Office of Human Resources at (607) 274-8000 or humanresources@ithaca.edu.

Ithaca College is committed to building a diverse academic community and encourages members of underrepresented groups to apply. Experience that contributes to the diversity of the college is appreciated.

Visa sponsorship is not provided for this position.

Hiring Range:

$19.50 - $20.50 per hour, commensurate with qualifications and experience.

We pride ourselves on providing our benefit-eligible employees with comprehensive benefits, including:

• Healthcare including vision and dental • Generous Paid Time Off Policies • 403B Retirement Savings Plan with Matching Employer Contribution • EAP • Flexible Work Plans • Educational Benefits • Career-Enhancing Trainings • For an overview of our benefit offerings, please visit https://www.ithaca.edu/human-resources/employee-benefits-wellness

In an effort to promote campus safety and the security of College resources, Ithaca College will, consistent with the requirements of the law and prudent practices, conduct criminal background investigations per College policy. This position is subject to a criminal background check. All offers of employment are contingent upon review of the criminal background check.