6 days old

Gift Planning Officer

university of Notre Dame
Notre Dame, IN 46556
Position Information

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Job Title Gift Planning Officer
Job Description
Were expanding our Gift Planning team! If the description below intrigues you, but you have a few questions before deciding to apply, we invite you to learn more with a 20 minute chat: simply click this link to schedule time with the Sr. Recruiter to learn more!

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 in creating a legacy of Good. 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.

In this fundraising role, you 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, charitable gift annuities, gifts of real estate, gifts of appreciated property and securities, and gifts of retirement plan assets and life insurance policies. You may also manage and grow your own small portfolio of prospective benefactors who have the capacity to give in this special way.

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.
    • Work 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.
  • In collaboration with Prospect Research and Directors of Regional Development, identify and qualify possible benefactors with potential to make leadership level planned gifts or hybrid gifts and develop giving strategies regarding each such benefactor.
  • 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 deferred giving practices and procedures.

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!
Minimum Qualifications
  • Bachelors degree is required.
  • 2 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
  • 4 or more years of professional experience
  • Experience 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
  • At least one of the following would be helpful: Law degree, CPA, or CFP certification
Special Instructions to Applicants
Department Development-Gift Planning Admin. (21065)
Department Website https://giving.nd.edu/ways-to-give/gift-planning/
Family / Sub-Family Ext/Int Relations / Planned Giving
Career Stream/Level EIC 3 Specialist
Department Hiring Pay Range Commensurate with experience
Pay ID Semi-Monthly
FLSA Status S1 - FT Exempt
Job Category Administrator/Professional
Job Type Full-time
Schedule: Days of Week & Hours
Schedule: Hours/Week
Schedule: # of months


Posted: 2022-05-13 Expires: 2022-06-12

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Gift Planning Officer

university of Notre Dame
Notre Dame, IN 46556

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