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Life Income Gift Manager

Employer
Johns Hopkins University
Location
Maryland, United States
Salary
Salary Not Specified
Posted date
Aug 26, 2021

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Position Type
Administrative, Business & Administrative Affairs, Development & Advancement, Chief Business Officers & Vice Presidents
Salary Band
Not specified
Employment Type
Full Time
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LIFE INCOME MANAGER

The Life Income Manager is a member of the Office of Gift Planning (OGP) for Johns Hopkins University and Medicine. This central unit of the Development and Alumni Relations Office (DAR) is responsible for management, execution and oversight of all life income gift activities for Johns Hopkins. The position reports to the Gift handles the administration of all life income gifts (charitable gift annuities, charitable remainder trusts, pooled income funds, and outside managed trusts) to Johns Hopkins, and provides support on life income gifts to its affiliated hospitals.

RESPONSIBILITIES

I. NEW GIFT SUPPORT (35%)

  • Serves as primary contact for repeat life income gift donors throughout the gift process.
  • Produces gift planning calculations, correspondence, and other necessary materials needed by donors, their advisors, or internal colleagues.
  • Prepares final gift illustrations, tax documentation, and annuity contracts for all life income gifts for the office. Coordinates preparation and signature of contracts.
  • Provides instructions and monitors transfer of securities to fund life income gifts; alerts Gift Planning staff if donor is interested in funding a life income gift with complex assets.
  • Works with outside counsel to provide appropriate documentation to donors who make a gift of their income interest in life income gifts.
  • Responds to incoming new gift inquiries to the office when appropriate Gift Planning Staff is unavailable.

II. LIFE INCOME GIFT MANAGEMENT (35%)

  • Oversees the administration of all life income gifts (charitable gift annuities, charitable remainder trusts, pooled income funds, and outside managed trusts) to Johns Hopkins Institutions (both the University and Hospital) for routine matters.
  • Serves as the office's primary liaison for routine matters with vendor (Kaspick in Boston) that assists Johns Hopkins with the management and investment of its life income gifts.
  • Provides Office of the Treasurer, Chief Investment Officer, General Accounting, and audit team with information necessary for life income gift reporting.
  • Coordinates annual report to trust donors; responds to all inquiries from life income gift donors who have questions about their payments, documentation, or banking information.
  • Upon termination of life income gifts, coordinates severance of gift, asset transfer to assure that school/division receives proper amount due to it, gift and tax documentation, collection of beneficiary payments and all other matters concerning the termination of all life income gifts.
  • Coordinates charitable gift annuity registration with vendor and internal and outside colleagues. This includes preparation of annual and quarterly reports to states that require registration to keep the University compliant.
  • Tracks all outside managed trusts.

III. OFFICE OF GIFT PLANNING (30%)

  • Assists with the strategy and implementation of ongoing gift planning initiatives, including:
  • Annual Gift Annuity Solicitation: Assists the OGP's marketing team with annual solicitation of current gift annuity donors.
  • Training: Along with other members of the OGP, conducts/assists with semi-annual training class for DAR colleagues on life income gifts.
  • Prepares timely and accurate monthly gift activity report for OGP; supplies critical, detailed data for OGP's annual reporting.
  • Serves as a resource to team members about various gift planning vehicles, asset transfers and audit issues and other matters.
  • Performs other duties as assigned.
  • MINIMUM QUALIFICATIONS:

    • Bachelor's degree required with a minimum of two years of relevant experience.

    PREFERRED QUALIFICATIONS:

    • Able to work with minimal supervision, manage projects and determine priorities, and maintain a high degree of professionalism and confidentiality.
    • Possesses strong interpersonal skills and ability to work with broadly diverse groups of constituents including donors, alumni, patients, faculty, professional advisors, hospital and university administration, fundraising colleagues and institutional leadership.
    • Demonstrates strong organizational and time management skills to successfully handle a wide variety of responsibilities.
    • Understands complex institutional environments.

    Classified Title:Gift Planning Administrator
    Working Title: Life Income Gift Manager
    Role/Level/Range: ATP/03/PC
    Starting Salary Range:Commensurate with experience
    Employee group: Full Time
    Schedule: M-F, 8:30am-5:00pm
    Exempt Status: Exempt
    Location: 01-MD:Homewood Campus
    Department name: 10001632-Gift Planning
    Personnel area: University Administration

    The successful candidate(s) for this position will be subject to a pre-employment background check.

    If you are interested in applying for employment with The Johns Hopkins University and require special assistance or accommodation during any part of the pre-employment process, please contact the HR Business Services Office atjhurecruitment@jhu.edu. For TTY users, call via Maryland Relay or dial 711.

    Johns Hopkins has mandated COVID-19 and influenza vaccines, as applicable. Exceptions to the COVID and flu vaccine requirements may be provided to individuals for religious beliefs or medical reasons or because the individual is pregnant or attempting to become pregnant. Requests for an exception must be submitted to the JHU vaccination registry. For additional information, applicants for SOM positions should visit https://www.hopkinsmedicine.org/coronavirus/covid-19-vaccine/and all other JHU applicants should visit https://covidinfo.jhu.edu/health-safety/covid-vaccination-information/.

    The following additional provisions may apply depending on which campus you will work. Your recruiter will advise accordingly.

    The pre-employment physical for positions in clinical areas, laboratories, working with research subjects, or involving community contact requires documentation of immune status against Rubella (German measles), Rubeola (Measles), Mumps, Varicella (chickenpox), Hepatitis B and documentation of having received the Tdap (Tetanus, diphtheria, pertussis) vaccination. This may include documentation of having two (2) MMR vaccines; two (2) Varicella vaccines; or antibody status to these diseases from laboratory testing. Blood tests for immunities to these diseases are ordinarily included in the pre-employment physical exam except for those employees who provide results of blood tests or immunization documentation from their own health care providers. Any vaccinations required for these diseases will be given at no cost in our Occupational Health office.

    Equal Opportunity Employer
    Note: Job Postings are updated daily and remain online until filled.

    EEO is the Law
    Learn more:
    https://www.eeoc.gov/sites/default/files/migrated_files/employers/poster_screen_reader_optimized.pdf

    Homewood Campus


    The successful candidate(s) for this position will be subject to a pre-employment background check.

    If you are interested in applying for employment with The Johns Hopkins University and require special assistance or accommodation during any part of the pre-employment process, please contact the HR Business Services Office at jhurecruitment@jhu.edu. For TTY users, call via Maryland Relay or dial 711.

    The following additional provisions may apply depending on which campus you will work. Your recruiter will advise accordingly.

    During the Influenza ("the flu") season, as a condition of employment, The Johns Hopkins Institutions require all employees who provide ongoing services to patients or work in patient care or clinical care areas to have an annual influenza vaccination or possess an approved medical or religious exception. Failure to meet this requirement may result in termination of employment.

    The pre-employment physical for positions in clinical areas, laboratories, working with research subjects, or involving community contact requires documentation of immune status against Rubella (German measles), Rubeola (Measles), Mumps, Varicella (chickenpox), Hepatitis B and documentation of having received the Tdap (Tetanus, diphtheria, pertussis) vaccination. This may include documentation of having two (2) MMR vaccines; two (2) Varicella vaccines; or antibody status to these diseases from laboratory testing. Blood tests for immunities to these diseases are ordinarily included in the pre-employment physical exam except for those employees who provide results of blood tests or immunization documentation from their own health care providers. Any vaccinations required for these diseases will be given at no cost in our Occupational Health office.

    Equal Opportunity Employer
    Note: Job Postings are updated daily and remain online until filled.

    EEO is the Law
    Learn more:
    https://www1.eeoc.gov/employers/upload/eeoc_self_print_poster.pdf
    Important legal information
    http://hrnt.jhu.edu/legal.cfm
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