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University of Southern California
Los Angeles, California, United States (hybrid)
10 days ago
Children's Hospital Los Angeles
Los Angeles, California, United States (hybrid)
24 days ago
University of Southern California
Los Angeles, California, United States
(hybrid)
10 days ago
Industry
4-Year College Or University/Higher Education Institution
Min Experience
Management
Min Education
BA/BS/Undergraduate
Job Function
Major Gifts

Description

University Advancement is seeking a Senior Director of Gift Planning to join its central Gift Planning team. Reporting to the Associate Vice President for Gift Planning, the incumbent will serve as a lead subject matter expert and development professional in a highly specialized planned giving program. The ideal candidate has excellent communication skills, an ability to build bridges and strong collaborative relationships across a complex organization with astuteness and agility, and a demonstrated commitment to diversity, equity, inclusion, and belonging.

This is a hybrid or fully remote position based on business needs and candidate residence. If candidate is based in LA, this position will be hybrid and include moderate travel. If candidate is based elsewhere (including SF and NY), this position may be fully remote with extensive travel. This position includes evening and weekend work as needed.

Responsibilities

  • Manage multiple major gift planning prospects, donors and initiatives at the same time to secure planned gifts.

  • Strategize and collaborate with internal colleagues and external professional advisors to support the University’s planned giving efforts and maximize the University’s interactions with major gift prospects.

  • Serve as a lead subject matter expert and consultant to donors, development officers, and outside professionals with respect to complex gifting techniques and tax issues, including but not limited to charitable gift annuities, donor advised funds, charitable remainder trusts, revocable gifts made through living trusts, estate planning instruments, current tax legislation. 

  • Organize and implement specialized gift planning activities as part of specific development programs.

  • Equip specialized gift planning knowledge to evaluate donors’ financial situations and goals to assess and recommend optimal gifting options.

  • Prepare gift agreements and other documents to establish charitable gift annuities, charitable reminder trusts, charitable lead trusts, and other forms of planned gifts. 

  • Prepare and present planned giving proposals to major donors and prospects. 

  • Educate USC development officers — as well the broader USC community — on issues surrounding planned and other major gifting techniques and developments.

  • Participate in professional organizations and maintain visibility in the local planned giving community. 

  • Continuously acquire and maintain a high level of planned giving technical proficiency.

  • Perform other duties, as assigned.



Requirements

Minimum Qualifications

  • Bachelor’s degree.

  • Excellent interpersonal and communication (written/verbal) skills, including the ability to interact effectively with internal staff and external stakeholders.

  • Excellent organizational and planning skills.

  • Knowledge of various planned giving vehicles and expertise with financial planning techniques and related tax laws.

  • 5+ years of related experience, specifically in planned giving or fundraising.

Preferred Qualifications

  • MBA, JD, CPA, CAP, CSPG or CFRE.

  • 7+ years of related experience, specifically in planned giving or fundraising. Experience with trusts and estates, tax, accounting, financial planning or wealth management with increasing levels of responsibility is highly preferred.

Job ID: 72838579

USC is a leading private research university located in Los Angeles – a global center for arts, technology and international business. As the city’s largest private employer, responsible for more than $8 billion annually in economic activity in the region, we offer the opportunity to work in a dynamic and diverse environment, in careers that span a broad spectrum of talents and skills across a variety of academic schools and units. As a USC employee, you will enjoy excellent benefits and perks, and you will be a member of th...

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