Stanford University Hiring for Assistant Director, Planned Giving at Office of Development, Redwood City, California, United States Full Time

Assistant Director, Planned Giving🔍Office of Development, Redwood City, California, United StatesNew📁Development📅10 hours ago Post Date📅100891 Requisition #

Main Work Location: Redwood City, CA

Schedule: Hybrid (at least 2 days per week on site)

Stanford University is one of the world’s premier academic and research institutions, devoting tremendous intellectual and physical resources toward the betterment of humanity. As a major Bay Area employer, Stanford seeks people committed to excellence and to improving our world. In turn, the university is committed to supporting its employees as they develop their careers and enrich their lives. We believe Stanford’s future success will be shaped by the diverse perspectives, unique experiences, and inclusive culture of its community.

The Office of Development (OOD) advances Stanford’s mission by raising philanthropic support from alumni, parents, families, friends, and institutional funders. Working in concert with volunteers and academic leaders, OOD staff members strive to accelerate Stanford’s purposeful impact in the world. Stanford is committed to a donor-centric approach to development. Every member of the Office of Development staff plays a role in providing the university’s donors with the service and attention that ensures an exceptionally positive and fulfilling philanthropic experience.

The Office of Planned Giving works with Stanford alumni and friends to realize their philanthropic and financial goals through bequests, other planned gifts such as charitable gift annuities and charitable remainder trusts, and gifts of complex assets. The Office of Planned Giving also manages the estates program and Stanford University’s life income gift program. These generous gifts support Stanford’s outstanding students, faculty, and research, ensuring the excellence of the university for future generations.

JOB PURPOSE:

The Assistant Director of Planned Giving Support all aspects of gift planning for Stanford University Office of Development and understand related tax and legal matters with the goal of educating donors and colleagues. Increase awareness of charitable giving techniques among Office of Development colleagues, alumni, and friends of the university.

In this role you will:

• Draft pledge and gift agreements with varying degrees of complexity, charitable remainder trust and charitable gift annuity documents, and sample bequest language for gifts to Stanford.
• Initiate gift discussions with and responding to inquiries from donors and prospects. Collaborate with other university development officers in gift solicitations, provide expertise in connection with bequests, charitable remainder trusts, charitable gift annuities, pooled income funds, charitable lead trusts, gifts of real estate, and other non-cash assets.
• Work closely with university development colleagues to provide guidance relating to due diligence and gift acceptance.
• Provide technical support and policy construction, including accurate documentation of outright gifts, to increase awareness of complex and deferred gift vehicles, and to cultivate new donors.
• Help to monitor the administration of estate and trust distributions to Stanford, including direct interface with legal counsel, trustees, and administrators for estates and trusts that name Stanford University as beneficiary, and to manage the relationship between Stanford and the estate/trust representatives in a professional manner that results in timely and efficient distributions.
• Assist with research and compliance with donor restrictions and donor intent in the university’s management of gifts funds.
• Develop and maintain current expertise in tax, trust, probate, and other laws affecting charitable giving.
• Work closely on a collaborative basis with other professional staff in the Office of Planned Giving, the Office of Development, Financial Management Services, the General Counsel’s office and other offices in the University.
• Demonstrate a commitment to promoting and supporting an environment of diversity and inclusion.

· Other duties may also be assigned.

To be successful in this position, you will bring:

• Bachelor’s degree. A J.D., or related advanced degree/certification is preferred. Three years of related professional experience or combination of education and experience. Experience in tax, trust, estate planning, probate, and/or related matters.
• Knowledge of standard and complex charitable giving techniques.
• Strong writing skills.
• Demonstrated ability to initiate and build relationships with individuals.
• Ability to work and motivate others, including prospective donors and their advisors, volunteers, and fellow staff.
• Strong organizational skills and the ability to prioritize a variety of tasks and demands.
• Ability to use current desktop software applications.

The expected pay range for this position is $142,000 to $163,000 per annum. Stanford University provides pay ranges representing its good faith estimate of what the university reasonably expects to pay for a position. The pay offered to a selected candidate will be determined based on factors such as (but not limited to) the scope and responsibilities of the position, the qualifications of the selected candidate, departmental budget availability, internal equity, geographic location and external market pay for comparable jobs.

At Stanford University, base pay represents only one aspect of the comprehensive rewards package. The Cardinal at Work website (https://cardinalatwork.stanford.edu/benefits-rewards) provides detailed information on Stanford’s extensive range of benefits and rewards offered to employees. Specifics about the rewards package for this position may be discussed during the hiring process.

How to Apply:

To be considered, please submit a cover letter and a resume with your online application. The cover letter should briefly describe why you believe you are a good fit for this position.

PHYSICAL REQUIREMENTS*:

• Frequently perform desk-based computer tasks, stand/walk, sit, use a telephone.
• Occasionally light/fine grasping, lift/carry/push/pull objects that weigh up to 10 pounds, writing by hand.
• Ability to obtain and maintain a Non-commercial Class Driver’s license.

WORKING CONDITIONS:

• May require travel and occasional work during evenings and/or weekends.

WORK STANDARDS:

• When conducting university business, must comply with the California Vehicle Code and Stanford University driving requirements.
• Interpersonal Skills: Demonstrates the ability to work well with Stanford colleagues and clients and with external organizations.
• Promote Culture of Safety: Demonstrates commitment to personal responsibility and value for safety; communicates safety concerns; uses and promotes safe behaviors based on training and lessons learned.
• Subject to and expected to comply with all applicable University policies and procedures, including but not limited to the personnel policies and other policies found in the University’s Administrative Guide, http://adminguide.stanford.edu.

Why Stanford is for You

Stanford’s dedicated 16,000 staff come from diverse educational and career backgrounds. We are a collaborative environment that thrives on innovation and continuous improvement. At Stanford, we seek talent committed to excellence, driven to impact the future of our legacy, and improve lives on a global sphere. We provide competitive salaries, excellent health care and retirement plans, and a generous vacation policy, including additional time off during our winter closure. Our generous perks align with what matters to you:

• Freedom to grow. Take advantage of career development programs, tuition reimbursement, or audit a course. Join a TedTalk, film screening, or listen to a renowned author or leader discuss global issues.
• A caring culture. We understand the importance of your personal and family time and provide you access to wellness programs, child-care resources, parent education and consultation, elder care and caregiving support.
• A healthier you. We make wellness a priority by providing access to world-class exercise facilities. Climb our rock wall, or participate in one of hundreds of health or fitness classes.
• Discovery and fun. Visit campus gardens, trails, and museums.
• Enviable resources. We offer free commuter programs and ridesharing incentives. Enjoy discounts for computers, cell phones, recreation, travel, entertainment, and more!

We pride ourselves in being a culture that encourages and empowers you.

*The job duties listed are typical examples of work performed by positions in this job classification and are not designed to contain or be interpreted as a comprehensive inventory of all duties, tasks, and responsibilities. Specific duties and responsibilities may vary depending on department or program needs without changing the general nature and scope of the job or level of responsibility. Employees may also perform other duties as assigned.

*Consistent with its obligations under the law, the University will provide reasonable accommodation to any employee with a disability who requires accommodation to perform the essential functions of the job.

*Stanford is an equal employment opportunity and affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by law.

Additional Information

• Schedule: Full-time
• Job Code: 4301
• Employee Status: Regular
• Grade: K
• Requisition ID: 100891
• Work Arrangement : Hybrid Eligible