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Northwestern University – Assistant Director, Gift Planning

  • 10/05/2018 11:13 AM
    Message # 6708948
    Christine Teed (Administrator)

    Northwestern University – Assistant Director, Gift Planning

    Department: Alumni Relations and Development
    Position Title: Assistant Director, Gift Planning 

    Alumni Relations and Development at Northwestern University is dedicated to advancing the mission of Northwestern University as a premier research and teaching institution. Guided by the University’s strategic priorities, we nurture lifelong, mutually beneficial relationships with alumni, parents, friends, and organizations that result in volunteer engagement and philanthropic support. We seek to employ a diverse range of people who understand the importance of our mission and vision. When you consider a career at Northwestern University, you know that you are joining an institution with a deep history of academic, professional and personal excellence. 

    Job Summary: Reporting to the Director of Gift Planning Administration, the Assistant Director is a functional expert responsible for the tactical execution of one or more gift planning functions, including but not limited to: managing a portfolio of open estates and trusts, supporting a sophisticated life income gift program, and producing complex reports for the purpose of monitoring overall gift activity.

    Specific Responsibilities:

    • Collaboration
      • Involves moderate-to-high level of collaboration with internal department partners and moderate level of collaboration with broader University partners to identify and integrate resources in order to accomplish strategic goals and objectives. 

    ·         Estate Administration

      • Monitor open estates and identify estate requiring follow up with estate representatives to ensure timely collection of bequests.
      • Maintain the estate database and files for all estates and generate status reports
      • Work directly with attorneys and advisors to ensure the appropriate management of open estates. May cultivate relationships with attorneys or advisors who have multiple “files” that connect to Northwestern.
    • Life Income Administration
      • Creates sophisticated letters describing complex vehicles and gifting strategies.
      • Produces complex illustrations and related documents for delivery to senior level fundraisers and/or donors themselves.
      • Works with Director, Gift Planning Administration, to manage and process reported gifts from donors through their estates, trusts, and other planned gift vehicles.
      • Maintains policies and procedures that directly impact the solicitation and stewardship of new planned gifts.

    Reporting and Training

    • Creates and maintains detailed reports that describe progress towards various benchmarks. 
    • Analyzes data related to planned gift activity and delivers this analysis to senior members of the gift planning team .Assist in the preparation of training materials on critical aspects of gift planning process for use by frontline staff.


    • Completes other duties as assigned.

    Minimum Qualifications:

    • Successful completion of a full 4-year course of study in an accredited college or university leading to a bachelor's or higher degree; OR 2 years of equivalent experience in development function or legal profession.
    • 2 years development, marketing, sales, estate and trust administration, or the equivalent experience is required.

    Minimum Competencies: (Skills, knowledge, and abilities.)

    • High degree of proficiency with the Microsoft Office Suite, especially Microsoft Excel and Power Point, and Adobe Acrobat Reader. 
    • Familiarity with a large alumni database. 
    • Strong writing skills and the ability to communicate effectively with a diverse set of staff around the organization, including members of the senior management team

    Preferred Qualifications:

    • Experience in the legal profession.
    • Experience in the non-profit sector, particularly higher education.

     Northwestern University is an Equal Opportunity, Affirmative Action Employer of all protected classes, including veterans and individuals with disabilities. Women, racial and ethnic minorities, individuals with disabilities, and veterans are encouraged to apply. Hiring is contingent upon eligibility to work in the United States.

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