Gift Planning Officer - Manhattan
Company: Kansas State University Foundation
Posted on: October 12, 2019
Level ExperiencedJob Location Kansas State University Foundation -
Manhattan, KSPosition Type Full TimeTravel Percentage Road
WarriorKansas State University Foundation is K-State's strategic
partner for philanthropy. We inspire and guide philanthropy toward
university priorities to boldly advance K-State. Foundation staff
members work in close partnership with university administrators,
deans and faculty to secure charitable contributions from
individuals, corporations and foundations to support identified
priorities for the university and K-State 2025. Gifts received
through the foundation fund undergraduate and graduate student
scholarships, establish faculty chairs and professorships, provide
college and departmental support, and enhance the campus
infrastructure. After the money is raised, it must be prudently
managed. This function is managed by foundation staff members who
work under the guidance of an advisory committee of trustees.KSU
Foundation supports the K-State 2025 vision by:
- Leading the $1.4 billion-- Innovation and Inspiration Campaign
- Supporting economic development in our local economy through
our-- K-State Research Park and K-State Office Park
- Promoting a culture of philanthropy on campus through K-State
Proud and-- K-State Student Foundation Want to learn more?-- Read
about philanthropic achievements at K-StateJob detailsPosition
The Gift Planning Officer will identify planned gift prospects and
build a portfolio to meet individual and unit goals. This position
builds relationships with and inspires the confidence of donors and
their legal and financial advisors. He/she will meet with
stakeholders to think strategically and creatively through the gift
planning process, translating the donor?s wishes into action. This
position is highly collaborative with other development colleagues,
and works closely with university and foundation leadership. This
position also requires extensive public contact with high-level
alumni, donors, and volunteers.Core Responsibilities include but
are not limited to:
- Implement strategies and activities that promote planned giving
vehicles (real estate, unitrusts, annuity trusts, bequests, life
insurance, etc), convey the tax advantages and describe how these
gifts are beneficial components in charitable estate planning.
- Manage a portfolio of prospects to meet individual and unit
- Partner with development officers to build and implement
planned gift strategies for their constituents.
- Maximize the organization?s prospect management database and
other institutional resources to ensure appropriate management of
donors, prospects, alumni, and volunteers in coordination with
donors? wishes, university objectives and Foundation strategic
- Maintain strong relationships with current donors and respond
to donor requests for information on planned giving and charitable
- Educate development staff, donors, and financial advisors on
planned giving tools, estate planning tools and techniques.
- Bachelor?s degree and 3-5 years professional transferrable
experience in a related field such as trusts and estate law,
financial planning, or trust or wealth management, ideally within a
- Fondness for and appreciation of the wisdom and experience of
mature donors and a proven ability to gain their trust.
- Experience with building cross functional, interdisciplinary
and/or intra-institutional partnerships.
- Proven ability to communicate effectively and persuasively with
a diverse client base, university leadership partners, foundation
leadership and peers through verbal and written means.
- Customer centric approach with the ability to listen and
translate the needs of the donor into action.
- A valid motor vehicle operator?s license with an acceptable
driving record required. Travel:
- Significant travel required. Physical Demands:
- Work is primarily sedentary. Must be able to sit for long
periods of time. May require occasional physical exertion such as
long periods of sitting or standing; recurring bending, crouching,
stooping, stretching, reaching, or similar activities. Desired
Skills & Experience:
- Advanced degree, JD, CPA, CFP and/or CFRE certification
- Experience in the transactions of real estate to include
investments, sales, site selection, partnership agreements, market
analysis, oil interests, mineral rights, farm property and land use
- Knowledge of federal and state laws and IRS rulings that effect
cash, securities, real estate and personal property gifts.
- Ability to strategize and organize complex projects and plans
to deliver results.
- Results-orientated, quality-driven and team oriented.
- Ability to meet deadlines and follow through on projects.
- Solid understanding of development techniques and systems based
on past performance.
- Passion and enthusiasm for the university, the mission of the
foundation and the college unit.
- Driven and hard working.
Keywords: Kansas State University Foundation, Manhattan , Gift Planning Officer - Manhattan, Other , Manhattan, Kansas
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