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Gift Planning Officer

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University of Notre Dame

Job Description

Job Title

Gift Planning Officer

Job Description

Located on the beautiful campus of Notre Dame, this role serves as a front-line fundraiser supporting the University’s development efforts. The Gift Planning Program Director role presents an opportunity to utilize all of your skills, education, talents, experience, and values to become a key driver to unlock the grace of giving in advancing Notre Dame’s mission. By becoming a trusted advisor, you help our benefactors make the best decisions about their assets, creating lasting impacts that align with the values that are most important to them. If you are ready to inspire and help others who are passionate about using their resources to make a lasting impact on the world, there is no better place than the University of Notre Dame.


Also known as a Gift Planning Officer, you will represent the University to benefactors, working closely with Regional Directors and other University fundraisers to cultivate benefactors with the capacity to make planned gifts, and provide expertise with comprehensive gift planning services. Planned gifts include bequests, charitable trusts, donor advised funds, charitable gift annuities, gifts of real estate, gifts of appreciated property and securities, and gifts of retirement plan assets and life insurance policies.
Reporting to the Senior Director of Gift Planning Advancement, you will join a dedicated, University-wide advancement team, working together to establish the financial security of Notre Dame and expand its unique vision for the future.

Key Objectives and Activities:

  • Cultivate benefactors to secure planned gifts at the leadership level.
  • Collaborate with Development colleagues and academic leadership to develop and execute solicitation strategies that merge the philanthropic interests of a benefactor with the priorities of the University.
  • Work closely with benefactors and their advisors to select and implement the use of appropriate gift planning vehicles to maximize the gift to the University and the tax advantages for the benefactor.
  • Assist benefactors and their attorneys, CPAs, and other advisors with research regarding tax, estate planning, and financial implications of various gift structures.
  • Identify and qualify possible benefactors with the potential to make leadership level planned gifts or hybrid gifts and develop giving strategies regarding each such benefactor–in collaboration with Prospect Research and Directors of Regional Development.
  • Manage certain financial and administrative functions of the Gift Planning Office.
  • Plan and participate in special University events including those with Gift Planning Officers in Badin Guild recognition events.
  • Consult with, advise, and train collaborative partners, development staff, volunteers, and professional advisors on planned giving practices and procedures.


If you are ready to embrace each day, knowing that your work advances the mission of Notre Dame to make a positive, lasting impact in the world, then you have found the best role you will ever have.

Though we offer a flexible schedule, this position is located on the beautiful campus of Notre Dame, in South Bend, Indiana.

Our mission is to be a Force for Good in the world, and that means supporting your goals, too! Whatever matters most to you, from childcare to professional development to retirement, the University of Notre Dame offers an amazing array of benefits to support and enhance wherever you are in life. To learn more, visit Our Benefits Page.

If you feel a close connection to Notre Dame – the mission, the people, the campus, and the impact that we make together – this will be the best place you ever call home.

Minimum Qualifications

  • Bachelor’s degree is required
  • 4 or more years of professional experience
  • Excellent verbal and written communication skills
  • Demonstrated interpersonal skills that facilitate positive cooperation with gift planning prospects and their legal and financial advisors
  • Experience with legal research and drafting skills
  • Willingness and ability to travel: approximately 35%

Preferred Qualifications

  • 7 or more years of professional experience, including working directly with clients
  • Working knowledge of estate planning techniques, tax law and the general body of statutory, regulatory, and case law regarding planned gifts would be helpful in this role
  • JD, CPA, or CFP certification

Special Instructions to Applicants

Don’t meet every single requirement? We still encourage you to apply. Studies have shown that Women and People of Color are less likely to apply unless they meet every single qualification. At Notre Dame, we welcome and encourage those with diverse backgrounds and experiences, as we believe varied talents enrich our work and create an inclusive environment for all who care for Notre Dame. If you are excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, please apply anyway.

Department

Development-Gift Planning Admin. (21065)

Department Website

https://giving.nd.edu/ways-to-give/gift-planning/

Family / Sub-Family

External Relations / Planned Giving

Career Stream/Level

EIC 3 Specialist

Department Hiring Pay Range

Starts in the low $110ks and is commensurate with experience

Pay ID

Semi-Monthly

FLSA Status

S1 - FT Exempt

Job Category

Administrator/Professional

Job Type

Full-time

Schedule: # of months

12

Job Posting Date (Campus)

12/11/2024

Job Posting Date (Public)

12/11/2024

Job Closing Date

01/03/2025

Posting Type

Open To All Applicants

Posting Number

S251624

Quick Link for Internal Postings

https://jobs.nd.edu/postings/36525

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