Executive Director, Gift Planning

Job Summary/Basic Functions:

The Executive Director is responsible for the development, growth, and management of a comprehensive gift planning program. This role engages alumni, parents, friends, and other constituents in a donor-centric way to making the largest gift possible through estate and blended gift commitments (including bequest intentions, beneficiary designations, life income plans such as charitable gift annuities and charitable remainder trusts); in support of the institution’s mission, students, faculty, and academic priorities. The Executive Director reports to the Assistant Vice President of Leadership Giving and supervises an Assistant Director, Planned Giving. Key responsibilities include:

Frontline Fundraising
Engage prospects and donors in meaningful conversations about ways to support TC in the future by managing a portfolio of approximately 50-75 prospects with six- and seven-figure giving capacity. Qualify donors; develop cultivation strategies and plans to optimize donor’s tax position and maximize their interest in supporting TC; and ensure appropriate gift agreements are in place to document bequest intentions.
Assist donors with bequest intentions, beneficiary designations, life income plans such as charitable gift annuities and charitable remainder trusts, and complex asset gifts.
Partner with the Donor Relations and Stewardship team to ensure that all donors within the officer’s portfolio are stewarded appropriately as individuals and through the Grace Dodge Society membership.
Travel as needed to meet with prospective and current donors.

Strategy & Program Leadership
Develop and execute a comprehensive planned giving strategy aligned with Teachers College priorities in coordination with the AVP of Leadership Giving and the VP for Institutional Advancement.
Serve as the College’s senior expert on planned giving and estate gifts, including bequest intentions, beneficiary designations, life income plans such as charitable gift annuities and charitable remainder trusts, and complex asset gifts.
Collaborate closely with colleagues to support a culture of planned giving across Institutional Advancement, including providing frontline guidance on structuring gifts that include planned gift vehicles and partnering with alumni relations, annual giving, stewardship, and communications teams to embed planned giving messaging throughout the donor lifecycle.
Management of the Grace Dodge Society, including increasing visibility through effective marketing, communications, and partnership with Donor Relations on an annual Grace Dodge Society signature event.
Oversee Planned Giving marketing and communications efforts, including interfacing with outside vendors.
Manage an Assistant Director, Planned Giving.

Administrative
Partner with the Assistant Vice President of Operations on all administrative and compliance matters related to administration of realized planned gifts, ensuring compliance with applicable laws, regulations, and institutional gift acceptance policies.
Oversee, working with the Assistant Director of Planned Giving, the College’s efforts to report to New York State authorities on our life income gifts, including coordinating as needed with State Street Global Advisors to ensure timely and accurate transactions and annual reporting relating to gift annuities and charitable trusts.
Ensure timely and accurate record keeping of all outreach, donor activity, and proposals in Raiser’s Edge, TC's database of record for all donor information.
Collaborate as needed with colleagues on the development of gift planning proposals and gift agreements.
Identify and attend professional development opportunities to stay current in the field of gift planning.

Minimum Qualifications:

Bachelor’s degree or the equivalent of education and experience required
Minimum of 8–10 years of experience in planned giving, major gifts, or related advancement roles
Deep knowledge of estate planning, tax considerations, and charitable gift vehicles
Ability to translate complex financial and legal concepts into accessible language for donors and campus partners
Demonstrated success securing planned gifts and blended gifts
Strategic and analytical thinking with a long-term, institutional perspective
High level of discretion, integrity, and professionalism
Ability to navigate complex academic environments and multiple stakeholders
Experience working with fundraising databases
Experience managing staff and leading collaborative, cross-functional initiatives
Ability to travel regularly for donor visits and alumni events, including occasional evening and weekend commitments
Strong organizational and planning skills

Preferred Qualifications:

Advanced degree and/or professional credentials such as JD, CPA, CFP
Experience with Raiser’s Edge and Salesforce
Experience in higher education preferred