Gift Planning Officer - Franklin & Marshall College

Job Description:

Franklin & Marshall College is recruiting for a full-time Gift Planning Officer.

Job Details:

• Location: F&M Campus

• Lancaster, PA

• Classification: Full-time / Exempt

• Schedule: 40 hours, Monday

• Friday.

• Reports to: Senior Director of Trusts, Estates, and Gift Planning

• Department: Gift Planning

Job Description:

The Gift Planning Officer enhances awareness and use of gift planning vehicles as a means of supporting Franklin & Marshall College. This position is also responsible for the cultivation and solicitation of assigned prospects, the management of the internal systems of the Office of Gift Planning and the implementation of a comprehensive gift planning marketing and stewardship program.

Essential Functions:

• Cultivate relationships with approximately 75 - 80 assigned prospects, traveling frequently to meet with donor prospects and solicit both outright (major) and planned gifts.

• Formulate strategies for building relationships with donor prospects, inspiring philanthropy and soliciting gifts to the College.

• Provide gift planning technical assistance to prospects and front-line fundraisers; oversee and communicate with attorneys and personal representatives of estates where F&M has been named as a beneficiary.

• Manage the internal systems of the Office of Gift Planning including monthly gift planning progress reports and pipeline forecast reports, and marketing.

• All other duties as assigned.

Requirements:

Minimum Qualifications:

• Bachelor's Degree

• 4-7 years of previous fundraising experience, gift planning or equivalent experience in estate administration and/or financial planning.

• Ability and willingness to provide excellent service and to work in a collegial manner with students, faculty and staff, and other constituencies is essential.

• This position requires driving for college business, the successful candidate must possess a U.S. or Canadian driver's license which has been valid for at least two years, have a driving record that is free from excessive motor vehicle violations within the last three years, and have had no convictions in the last 24 months for driving under the influence of alcohol or drugs.

Preferred Qualifications:

• Advanced degree or designation in law, finance, estate, or financial planning such as JD, CPA, CFP.

Additional Information:

Offers of employment are contingent upon the successful completion of reference checks, a criminal background verification, and verification of credentials. The College will coordinate these verifications.

Franklin & Marshall College strongly encourages all employees to be fully vaccinated against the COVID-19 virus.

Full-time members of the Franklin & Marshall College professional staff receive competitive starting pay and a comprehensive benefits package that includes health coverage, dental, vision, generous retirement savings plan contributions, education benefits for employees, spouses and dependent children, and enjoy access to all College facilities including dining venues to suit all tastes, recreation and fitness facilities, and libraries, plus access to College performances, lectures, and events. To learn more about our Benefits, please visit our Benefits Page.

Franklin & Marshall College is committed to having an inclusive campus community where all members are treated with dignity and respect. As an Equal Opportunity Employer, the College does not discriminate in its hiring or employment practices on the basis of gender/gender-identity, sex, race or ethnicity, color, national origin, religion, age, disability, veteran's status, genetic information, family or marital status, sexual orientation, or any other protected class.

Application Instructions:

All submitted materials must be submitted via this online process. We regret we are unable to accept applications or resumes submitted via mail, email, or fax. As you are submitting your application via this online process, please ensure that you provide an accurate email address. You will then receive an acknowledgment indicating that your application materials have been received. Individuals who need accommodations due to a disability in order to submit an application or attend an employment interview should contact Human Resources at (717) 358-3996.

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