The Director of Development: Charitable Gift Planning will report to the Associate Vice President of Philanthropy (AVP) and serve as a cornerstone member of the Advancement team. They will be a frontline fundraiser for Guilford College, managing an assigned portfolio of some 150 individuals in the $100K-plus range. Strictly adhering to the Advancement Plan, they will focus on aligning the needs of Guilford College with the interests and motivations of current and prospective benefactors.
The successful candidate will work with the AVP, the Vice President of Advancement (VPA) and communications staff to create appropriate marketing materials for charitable gift planning, including customized charts, graphs and PowerPoint presentations that illustrate how planned giving works. They will prepare proposals, contracts and reports, coming to job well versed in the use of planned giving software, such as Crescendo Interactive and PG Calc. They will be knowledgeable about planned giving trends, as well as federal and state tax laws and regulations. They are experienced and comfortable in identifying, cultivating, soliciting, closing and stewarding life income gift opportunities. They will understand how–when appropriate–to solicit non-cash assets, such as gifts of land/property, stock, jewelry and other valuable/appreciated assets. They will work closely with the AVP, VPA and major gift staff in creating blended gift opportunities, whenever the situation works best for the benefactor and the College. They understand that their performance will be measured by outcomes as well as by their pipeline detailing number of visits, successful moves management of prospects, timely asks and superlative stewardship.
The chosen candidate will become a trusted partner of the AVP and VPA, working closely to establish annual goals as well as effective metrics to measure success. They will be visible in the community as a representative of Guilford and the Office of Advancement, publicly engaging with alumni and parents, retired faculty/staff and external community members and constituents as they seek out new prospective donors.
-A bachelor’s degree from a regionally accredited institution, with preference given to someone with a law degree and/or professional background in financial advising, wealth management and estate planning law. -Demonstrable experience in charitable gift planning vehicles, including annuities, trusts, lead trusts and remainder trusts, etc. -The ability to create charitable gift contracts, such as an airtight trust or annuity document from information received from donors. -Experience with charitable gift planning at a nonprofit organization or higher educational institution a plus. -Well versed in industry trends, donation mechanisms and federal and state tax laws. -An understanding of how to maximize the most appropriate charitable gift planning vehicles. -Demonstrated ability to track their work and plan, organize and coordinate multiple projects at various stages simultaneously and efficiently. -A passion and talent for building and maintaining authentic relationships. -An ability to keep matters confidential and to demonstrate honesty, loyalty and respect. -Knowledge of shared governance, institutional administration and collegial interaction in a nonprofit environment. -The ability to work in a consultative, diverse, inclusive and ever-changing environment–in consultation with and at the direction of others. -Proficiency and comfort level with Crescendo Interactive and PG Calc, Blackbaud Raiser’s Edge, Microsoft software suite, internet applications, etc.
Internal Number: S00416
About Guilford College
With a proud, progressive history and an enlightened change-making agenda, this storied college of distinction is reinventing itself for its next groundbreaking chapter. Its current focus is “doing a few things splendidly,” according to President Jane K. Fernandes. Known widely for its acclaimed academic programs and commitment to social justice, Guilford occupies a lush, 349-acre campus in the growing northwest quadrant of the city.
An independent liberal arts college inspired by its Quaker roots, Guilford celebrates myriad pioneering milestones, including serving as a stop on the Underground Railroad; being the first college in the South to co-educate women and men with male and female faculty members; and enrolling Japanese-American students as well as many students from several European countries escaping Nazi occupation and persecution during World War II.
Guilford continues to break new ground. In 2018, it rolled out The Guilford Edge, a reimagined approach to higher education. The goal is to ensure that every student receives real-world, collaborative learning opportunities, uncommon engagement with faculty, peers and career advisors and ethical leadership skills that prom...ote a lifelong commitment to service.
Its Center for Principled Problem Solving enables students to create solutions to problems at home and abroad. For example, its Every Campus a Refuge initiative launched in 2016 to house and help refugees and has since been replicated at other colleges and universities. Students produce fresh vegetables on the campus farm for College dining as well as local partners.
In addition to new and innovative majors like Sustainable Food Systems, Cyber and Network Security and Experience Design, Guilford has many excellent curricular and co-curricular programs such as the College-sponsored and community-supported Bryan Series of lectures that engages students with world-renowned leaders.