Colgate University, a top-ranked liberal arts college, is seeking
an Assistant/Associate Director of Planned Giving to support
planned and estate gift administration. This position is
accountable for the proper execution, recording and administration
of planned gifts, tracks overall planned giving outcomes, supports
fundraising staff with planned giving proposals, processes
gifts-in-kind, and is responsible for understanding gift acceptance
policies and the stewardship of planned gifts.
Founded in 1819, Colgate is a small, highly selective residential
liberal arts college for students of talent who are preparing for
lives of leadership and productive citizenship. Colgate University
enjoys a strong tradition of philanthropy and engagement, having
successfully raised over $480 million from more than 34,500
community members during Passion for The Climb: The Campaign for
Colgate, completed in 2012. On an annual basis, more than 56% of
Colgate’s alumni engage with the University through philanthropy,
volunteering, or engaging at online and in person programs,
including signature events like Reunion that draws in more than
2500 alumni and guests. This tradition of philanthropy paired with
strong levels of alumni affinity position Colgate well for even
greater success, as the Vice President and his team prepare to lead
the community into an historic and comprehensive campaign.
At this pivotal moment in the University’s history, Colgate is
seeking an Assistant/Associate Director of Planned Giving to play
an integral role in supporting the Advancement team. The successful
candidate will possess strong communication and “customer service”
skills, the ability to collaborate with a variety of internal and
external entities, must be accurate and detail oriented, and
possess relevant skills that can include experience in fundraising,
administration, financial services, bookkeeping, or legal
Level of appointment will be determined by experience and education
Accountable for the proper execution and administration of planned
gifts. Ensures planned gifts are accurately accounted for, properly
received and correctly documented. Accountable for providing expert
advice on technical aspects of planned giving, including acceptance
of gifts-in-kind. Responsible for stewardship of planned gifts.
Demonstrated knowledge of best practices in planned gift
Professional Experience/ Qualifications
- Outstanding skills in oral and written communication
- Ability to travel, often extensively.
- Familiarity or aptitude for tax law.
- Ability to connect well with volunteers.
- Must be well organized and a self-starter.
- Must be capable of working collegially with a diverse group of
constituents on a daily basis.
Planned Giving, Advancement, legal or financial experience
Experience and/or degree in para-legal preferred.
Education and/or experience in the activities listed in the
Accountabilities section is preferred.
Job Open Date
Job Close Date
Open Until Filled
Special Instructions Summary
It is the policy of Colgate University not to discriminate against
any employee or applicant for employment on the basis of their
race, color, creed, religion, age, sex, pregnancy, national origin,
marital status, disability, protected Veterans status, sexual
orientation, gender identity or expression, genetic information,
being or having been victims of domestic violence or stalking,
familial status, or any other categories covered by law. Colgate is
an Equal Opportunity/Affirmative Action employer. Candidates from
historically underrepresented groups, women, persons with
disabilities, and protected veterans are encouraged to apply.
For more information, click the "How to Apply" button.