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Gift Planning Officer

Employer
Bates College
Location
Maine, United States
Salary
Commensurate with experience
Date posted
Feb 4, 2018

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About

Bates is one of the nation’s leading liberal arts colleges, with a long history of commitments to principles of human dignity and diversity.

Since its founding by abolitionists in 1855, Bates has welcomed men and women from diverse racial, ethnic, religious, and economic backgrounds. Bates was the first co-educational college in New England, and some of its earliest students were former slaves. The college continues to live that promise of inclusiveness.

Bates offers a rigorous and highly personalized education that centers on deep and sustained interactions among students, faculty, and community. Bates engages the forces — intellectual trends, demographic changes, and technology — that are transforming higher education and the world into which our students graduate.

Bates has highly competitive admission, graduates over 90% of its entering students, and over half of its alumni earn graduate degrees. Bates has 1,700 students, 200 faculty members and 550 staff and administrative employees.

The college is proud of it deep roots in the Lewiston/Auburn community, Maine’s second largest urban area, with a population of approximately 65,000. Bates is located on a beautiful, 109-acre, traditional New England campus in Lewiston, a small city with an entrepreneurial climate, a lively arts scene, and a dynamic business community. Bates is 35 miles north of Portland, 140 miles north of Boston, and 350 miles north of New York City.

The Position

The Gift Planning Officer is responsible for identifying, cultivating, soliciting and stewarding a portfolio of current and potential donors with the capacity to make life-income gifts, estate gifts and complex outright gifts of $50,000, or greater, in support of college initiatives. The Gift Planning Officer will work closely with individuals and their professional advisors (financial, real estate, investment, tax and legal) regarding the structure of lifetime and testamentary plans that will benefit the college.  This position will assist in the development and stewardship of the Bates legacy giving society (the Phillips Society).  The successful candidate will develop and implement strategic plans aimed at maximizing each individual’s support of the college by working with colleagues in the Office of College Advancement, faculty, Career Development, Admissions and high-level volunteers. 

QUALIFICATIONS

The successful candidate will have a bachelor’s degree or equivalent combination of education and experience.

The ideal candidate will have:

  • 5+ years of work experience in a higher education advancement setting or non-profit institution of comparable complexity and scale. 
  • 5+ years of volunteer management experience.
  • Experience in managing gift planning vehicles, portfolio management and solicitation.
  • Experience working directly with clients in private banking, financial services or estate planning.
  • Demonstrated experience with tax, financial; and estate planning issues.
  • Demonstrated experience in and ability to cultivate and close major or deferred gift commitments is required.
  • Demonstrated track record of progressive achievement in fundraising, financial services, marketing/sales or educational management.
  • Demonstrated ability to work with a broad and diverse range of people. An ability to engage with a variety of constituencies with varying interests and perspectives in important.
  • A good understanding and working knowledge of database, systems, business office software, and prospect moves management platform is essential.
  • Strong analytical and problem solving skills.
  • Strong oral and written communication skills.
  • Strong organizational and interpersonal skills.
  • Ability to work under pressure and meet deadlines.
  • Ability to work individually and as part of a team.
  • Successful completion of a background check.
  • Successful completion of a driving record check.

Benefits

Bates College offers competitive salaries, excellent benefits (health, dental, 9% retirement contribution with potential for an additional 3% match, 24 days of vacation, 12 paid holidays, free parking, access to library and athletic facilities & more) and a supportive, collegial environment in a drug- and smoke-free workplace. 

APPLICATION INSTRUCTIONS

Please submit a cover letter, resume, and contact information for three professional references. This position requires successful completion of a pre-employment background screening. Review of applications begins immediately and will continue until the position is filled. (References will not be contacted without your permission.)

This institution is using Interfolio's Faculty Search to conduct this search. Applicants to this position receive a free Dossier account and can send all application materials, including confidential letters of recommendation, free of charge.

Apply Now

For help signing up, accessing your account, or submitting your application please check out our help and support section or get in touch via email at help@interfolio.com or phone at (877) 997-8807.

Bates College is committed to the principle of equal opportunity and providing an educational and work environment free from discrimination. The college prohibits discrimination on the basis of race, color, national or ethnic origin, religion, sex, sexual orientation, gender identity or gender expression, age, disability, genetic information or veteran status and other legally protected statuses in the recruitment and admission of its students, in the administration of its education policies and programs, or in the recruitment of its faculty and staff.  Bates College adheres to all applicable state and federal equal opportunity laws and regulations.  All college faculty, staff, students, contractors, visitors, and volunteers are responsible for understanding and complying with the Non-Discrimination Policy.

Inquiries concerning the college’s policies, compliance with applicable laws, statutes, and regulations (such as Title VII, Title IX, and ADA/Section 504), and complaints may be directed to Gwen Lexow, Title IX Officer, 207-786-6445 or via email at glexow@bates.edu.

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