Fundraising subject matter expert in the area of charitable giving arrangements who serves as a consultative resource for fundraising staff, internal financial/legal colleagues, donors, and professional advisors on matters associated with charitable gift planning, related administrative policies, tax matters, and gift documentation requirements. Secures major and planned giving commitments (both outright and deferred), along with annual gifts, through the management of personal portfolio. Travels extensively seeking philanthropic support.

• Identifies, qualifies, cultivates, solicits, and stewards prospects and donors for the position’s own portfolio – with a focus on alumni in or approaching their 50th class reunion year – through donor-initiated gift planning inquiries, gift planning marketing responses, and analytics related to gift planning.
• Provides accurate and timely advice, calculations, proposals, documents, and other assistance to development officers, outside advisors, donors, and other inquiring parties with regard to the technical aspects of outright and deferred gifts (including tax, estate, and financial considerations).
• Ensures that all university/division/department standards, procedures and processes are followed, both personally and in guidance provided to others.
• Stays current with and maintains professional knowledge about tax laws, regulatory changes, industry best practices, standards and other technical aspects of charitable gift planning.