Assistant Director of Development, Gift Planning

• Manages a portfolio of assigned gift planning prospects and serves as a front-line fundraiser, with a focus of growing planned gift and blended gift activity across the university.
• Assists the Executive Director with the gift planning program. These duties include making individual decisions on ways to improve the gift planning program, as well as being the initial contact person for many of the gift planning marketing responses and correspondence.
• Works with Advancement Services to update constituent records in Raiser’s Edge database.
• Assists with maintaining and tracking deferred giving and estate activity in the Raiser’s Edge database in conjunction with the Advancement Services Office and pulls weekly update reports for the Executive Director.
• Drafts deferred giving agreements and contracts for a variety of gift planning vehicles, such as charitable gift annuities, charitable remainder trusts, lead trusts, grantor trusts, and other gift planning vehicles, using PG Calc or other gift planning software.
• Responds to, tracks and files estate documents through the estate settlement process and serves as liaison to the legal department at FAU in the estate review and settlement process.
• Assists the Executive Director’s efforts to support, educate, and provide assistance to FAU’s development officers, donors, prospects, and FAU stakeholders in the gift planning arena.
• Assists with the documentation, transmittal and recording of planned gifts in conjunction with the FAU Foundation and Advancement Services offices.
• Serves as point person to the division for gift instruments, the gift acceptance process, and legal reviews.
• Assists with donor relations activities for the gift planning office, including, but not limited to an annual event for Horizon Society members and educational/engagement events for constituents.
• Serves on division task forces/teams and completes other special projects and job related duties as assigned.

• If Benefits & Perks are important to you, then FAU is the place to be! Working at FAU has its perks! In addition to helping drive change and having a positive impact by supporting our students, staff, and faculty, FAU offers:
• Excellent benefit packages including Medical (PPO/HMO $50 per month single & $180 per month family), Dental, Vision, Life Insurance, Flexible Spending plans, Employee Assistance Program (EAP) and much more.
• State retirement options including tax-deferred annuities and Roth 403(b) plans.
• State employees Public Service Loan Forgiveness (PSLF) program -
  https://studentaid.gov/manage-loans/forgiveness-cancellation/public-service
• Flexible work arrangement plans -
  https://www.fau.edu/hr/employee_relations/flexwork.php

• Sick Leave Pool Program
• Paid time off (eligible employees) including vacation and sick leave, 1 personal day, 9 paid holidays, and paid winter break (at President’s discretion).
• Paid Community Engagement Volunteer Service Day -
  https://www.fau.edu/hr/files/COMMUNITY_ENGAGEMENT_VOLUNTEER_LEAVE4-2015.pdf
• Employee Educational Scholarship Program (EESP) for eligible Staff/Faculty - Tuition assistance after 6 months of full-time employment. For in-unit faculty, the EESP program may be extended to spouses and dependent children (eligibility rules apply).

Master's degree from an accredited institution in an appropriate area of specialization and two years of experience; or a bachelor's degree from an accredited institution in an appropriate area of specialization and four years of appropriate experience required.

Preferred Qualifications:

Experience as a paralegal, or evidence of successful experience with utilizing a paralegal skillset.

Excellent communication skills, clear writer, attention to detail, research and investigative skills, multitasking ability, observation skills, good memory, critical thinking, and willingness to learn.

The successful candidate must be a team player.

Experience with Raisers Edge

Experience with DocuSign

Fluency in Microsoft Office products $50,000 - $80,000 per year. Planned Giving and Outreach Boca Raton Monday - Friday, 8 a.m. - 5 p.m. with additional hours as needed. 2023-06-13 Individuals with disabilities requiring accommodation, please call 561-297-3057. 711

Final candidate will be required to have official, sealed transcripts and original NACES evaluation, if applicable, sent from their educational institution to Human Resources prior to the start of employment.

Successful completion of a background check, which may include a motor vehicle check, credit check, fingerprinting or additional screening, is required for the selected candidate prior to the start date.

A resume and a cover letter are required for this position. Make sure to attach these required documents in the Attachments section of the application. Any missing required documents will result to disqualification.