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Senior Advisor, Gift Planning - University Advancement (Part-Time)

Expired Job

Carnegie Mellon University Pittsburgh , PA 15201

Posted 2 months ago

Job Function:

Carnegie Mellon is enjoying its most productive fundraising years in its history, raising more than $500M over the last three years. University Advancement supports the entire CMU community in securing the financial resources the university needs to continue its ascent.

As the division grows, we are seeking a Senior Advisor, Gift Planning, with a passion for higher education and who appreciate the role of philanthropy in enabling the university to accomplish its mission. We are looking for talented individuals with a passion for their work and a dedication to the mission of CMU. The gift planning officer is responsible for identification, introduction, and qualification of influential business leaders from the estate planning and financial services industries.

Such individuals will have the ability to identify and influence major and planned gifts from the communities where significant numbers of university alumni live and work, primarily in Pittsburgh.

This person will be expected to travel locally and possibly to other key university markets.

Minimum Requirements:

  • Education: Bachelor's degree required; Master's degree preferred

  • Experience: 7-10 years of experience as a senior leader within the legal, banking, or financial services sectors. Demonstrated success in working collaboratively with estate planning attorneys and financial advisors. Holds existing relationships with senior executives at law firms, banks, and other financial services firms.

  • Licenses: Valid state driver's license. Must successfully complete a driver's license verification on an annual basis and successfully complete the National Safety Council's Defensive Driving Training once every three years.

  • Skills:
    Knowledge of the principles of fundraising; introductory knowledge of the financial, tax, and legal aspects of charitable giving as well as an enthusiastic willingness to expand that knowledge base; familiarity with the various gift planning vehicles and how to apply them in an individual situation; ability to understand and articulate the objectives of the University Advancement division, and to integrate and execute individually assigned goals within those objectives; an interest in all aspects of education and a dedication to promoting the university's priorities through developing excellent working relationships with university constituencies; excellent oral, written and interpersonal skills required; personal belief in mission, goals and objectives of private higher education. Demonstrated success as a team player and a good sense of humor.

  • Working Conditions: Required to travel to other locations, both on and off campus.

    Required to travel around the region and possibly to other areas of the country. Work is usually performed in an office setting or remotely when travel needs dictate. Evening and weekend work may occasionally be required.

  • Mental: Adherence to the highest ethical standards, empathetic disposition, perseverance, optimistic, intellectually curious and positive attitude.

    Sensitive to matching the needs and priorities of a donor with those of the university. Ability to work both independently and as part of a high performing team. Capacity to work quickly while paying attention to details. Must be able to work under pressure of deadlines and well-defined goals.

  • Must be available occasional evening and weekend hours.

Additional Requirements:

Accountability: This gift officer is expected to identify approximately 20 key leaders holding high levels of influence in legal, banking, or financial services firms, primarily in Pittsburgh.

This officer will personally meet with each identified individual and perform the necessary engagement steps to determine the feasibility of a deeper relationship with the university. Follow up as appropriate with the identified individual and with other individuals identified through such interactions. Periodically report results to appropriate university supervisors.

Direction: Works independently and provides updates to supervisor and related stakeholders as needed.

Generally prioritizes, initiates contacts and sets own travel schedule. Must be self-motivated in initiating contacts with prospects, also expected to work in a collegial manner with development team in creating and implementing overall department strategies leading to new gift opportunities.

Decision Making: Prioritizes direct interaction with identified individuals.

Qualifies prospects and implements plans to increase engagement with the university. Determines if other university representatives need to be involved in initial or subsequent interactions with identified prospects.

Supervisory: None.

Responsibilities:

  • Set deliverable goals based on position expectations. Track and report progress in cooperation with supervisor. Prepare reports and communications for management.

  • Special emphasis on direct personal visits. Follows up appropriately with each contact.

  • Determine ongoing relationship potential with each identified professional advisor; recommend specific "next step" appropriate for each individual circumstance; identify fellow colleagues or university leadership to be involved in subsequent cultivation activities;

  • Track all individual interactions and communication using CMU's centralized donor database. Produce individual contact reports summarizing every prospect visit.

  • Keep current on programs and faculty, research and student initiatives at the university.

  • Collaborate with faculty, deans and other advancement colleagues when necessary.

  • Other duties as assigned.

More Information

Please visit "Why Carnegie Mellon" to learn more about becoming part of an institution inspiring innovations that change the world. http://www.cmu.edu/jobs/why-cmu/index.html. A listing of employee benefits is available at: http://www.cmu.edu/jobs/benefits-at-a-glance/index.html.

Carnegie Mellon University is an Equal Opportunity Employer/Disability/Veteran.

FT/PT Status: Part TimeOrganization: PLANNED GIVING (UNIV ADVANCEMENT)Minimal Education Level Bachelor's Degree or equivalent

Salary: NegotiableDescription:

Carnegie Mellon is enjoying its most productive fundraising years in its history, raising more than $500M over the last three years. University Advancement supports the entire CMU community in securing the financial resources the university needs to continue its ascent.

As the division grows, we are seeking a Senior Advisor, Gift Planning, with a passion for higher education and who appreciate the role of philanthropy in enabling the university to accomplish its mission. We are looking for talented individuals with a passion for their work and a dedication to the mission of CMU. The gift planning officer is responsible for identification, introduction, and qualification of influential business leaders from the estate planning and financial services industries.

Such individuals will have the ability to identify and influence major and planned gifts from the communities where significant numbers of university alumni live and work, primarily in Pittsburgh.

This person will be expected to travel locally and possibly to other key university markets.

Minimum Requirements:

  • Education: Bachelor's degree required; Master's degree preferred

  • Experience: 7-10 years of experience as a senior leader within the legal, banking, or financial services sectors. Demonstrated success in working collaboratively with estate planning attorneys and financial advisors. Holds existing relationships with senior executives at law firms, banks, and other financial services firms.

  • Licenses: Valid state driver's license. Must successfully complete a driver's license verification on an annual basis and successfully complete the National Safety Council's Defensive Driving Training once every three years.

  • Skills:
    Knowledge of the principles of fundraising; introductory knowledge of the financial, tax, and legal aspects of charitable giving as well as an enthusiastic willingness to expand that knowledge base; familiarity with the various gift planning vehicles and how to apply them in an individual situation; ability to understand and articulate the objectives of the University Advancement division, and to integrate and execute individually assigned goals within those objectives; an interest in all aspects of education and a dedication to promoting the university's priorities through developing excellent working relationships with university constituencies; excellent oral, written and interpersonal skills required; personal belief in mission, goals and objectives of private higher education. Demonstrated success as a team player and a good sense of humor.

  • Working Conditions: Required to travel to other locations, both on and off campus.

    Required to travel around the region and possibly to other areas of the country. Work is usually performed in an office setting or remotely when travel needs dictate. Evening and weekend work may occasionally be required.

  • Mental: Adherence to the highest ethical standards, empathetic disposition, perseverance, optimistic, intellectually curious and positive attitude.

    Sensitive to matching the needs and priorities of a donor with those of the university. Ability to work both independently and as part of a high performing team. Capacity to work quickly while paying attention to details. Must be able to work under pressure of deadlines and well-defined goals.

  • Must be available occasional evening and weekend hours.

Additional Requirements:

Accountability: This gift officer is expected to identify approximately 20 key leaders holding high levels of influence in legal, banking, or financial services firms, primarily in Pittsburgh.

This officer will personally meet with each identified individual and perform the necessary engagement steps to determine the feasibility of a deeper relationship with the university. Follow up as appropriate with the identified individual and with other individuals identified through such interactions. Periodically report results to appropriate university supervisors.

Direction: Works independently and provides updates to supervisor and related stakeholders as needed.

Generally prioritizes, initiates contacts and sets own travel schedule. Must be self-motivated in initiating contacts with prospects, also expected to work in a collegial manner with development team in creating and implementing overall department strategies leading to new gift opportunities.

Decision Making: Prioritizes direct interaction with identified individuals.

Qualifies prospects and implements plans to increase engagement with the university. Determines if other university representatives need to be involved in initial or subsequent interactions with identified prospects.

Supervisory: None.

Responsibilities:

  • Set deliverable goals based on position expectations. Track and report progress in cooperation with supervisor. Prepare reports and communications for management.

  • Special emphasis on direct personal visits. Follows up appropriately with each contact.

  • Determine ongoing relationship potential with each identified professional advisor; recommend specific "next step" appropriate for each individual circumstance; identify fellow colleagues or university leadership to be involved in subsequent cultivation activities;

  • Track all individual interactions and communication using CMU's centralized donor database. Produce individual contact reports summarizing every prospect visit.

  • Keep current on programs and faculty, research and student initiatives at the university.

  • Collaborate with faculty, deans and other advancement colleagues when necessary.

  • Other duties as assigned.

More Information

Please visit "Why Carnegie Mellon" to learn more about becoming part of an institution inspiring innovations that change the world. http://www.cmu.edu/jobs/why-cmu/index.html. A listing of employee benefits is available at: http://www.cmu.edu/jobs/benefits-at-a-glance/index.html.

Carnegie Mellon University is an Equal Opportunity Employer/Disability/Veteran.



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Senior Advisor, Gift Planning - University Advancement (Part-Time)

Expired Job

Carnegie Mellon University