Aspen Leadership Group is proud to partner with Brown University in the search for an Executive Director of Planned Giving and Philanthropic Strategies.
Reporting to the Vice President of Individual Giving and Academic Initiatives, the Executive Director of Planned Giving and Philanthropic Strategies will work with individuals, families, and their advisors to craft cohesive, cost-effective giving strategies that include outright and deferred gifts, while leveraging donor-advised funds, testamentary charitable trusts, lead trusts, and other split-interest gifts using non-cash and complex assets. The Executive Director will collaborate with Advancement colleagues on prospect strategies and provide expertise for planned giving and other complex fundraising activities. The Executive Director will oversee trust and estate settlement for realized bequests and work with executors, personal representatives, and the General Counsel to ensure timely and smooth receipt of estate provisions designated for Brown. The Executive Director will oversee aggressive and systematic solicitation, in partnership with Advancement fundraising colleagues, of all types of planned gifts from Brown alumni, parents, and friends, encompassing the identification, cultivation, and solicitation of prospects for estate provisions, beneficiary designations, charitable remainder trusts, gift annuities, pooled income funds, donor-advised funds, lead trusts, and other complex and non-cash assets. To secure and maintain new and existing planned gifts, the Executive Director will lead a comprehensive marketing and stewardship program along with regular internal training and other strategic initiatives to increase the University’s pipeline of current and deferred gifts.
Brown University is a leading research university distinct for its student-centered learning and deep sense of purpose. Its students, faculty, and staff are driven by the idea that their work will have an impact on the world. Founded in 1764, Brown is home to world-renowned faculty and an innovative educational institution where the curiosity, creativity, and intellectual joy of students drive academic excellence. Brown is a place where rigorous scholarship, complex problem-solving, and service to the public good are defined by intense collaboration, intellectual discovery, and working in ways that transcend traditional boundaries. Providence, Rhode Island—Brown's home for more than two and a half centuries—is a vibrant place to live, work, and study, a stimulating hub for innovation, and a city rich in cultural diversity.
Brown students and faculty are tackling the nation’s opioid crisis. Planning the next Mars landing site. Uncovering the locations of ancient civilizations. Advising world leaders on new political models. Exploring new frontiers in multimedia arts. In each of its intellectual endeavors, its scholars and researchers are uncommonly driven by the belief that their work must—and will—have an impact on their communities, society, and the world. Brown is a learning community grounded in a commitment to respect for the diversity of viewpoints that is fundamentally essential to intellectual discovery. It encourages the right of all individuals to express ideas and perspectives—and it embraces the value of vigorous debate in pursuit of knowledge. Brown brings people together in creative, unexpected ways. By transcending boundaries between fields of study, scholars are better equipped to create opportunities, address challenges, and explore areas of inquiry ripe for discovery. This intensely collaborative culture infuses all of the University’s endeavors.
Both diversity and inclusion are central to Brown’s mission of creating knowledge and preparing students to serve the community, the nation, and the world. Its commitment to diversity, which is highlighted in Brown’s strategic plan, Building on Distinction, means attracting exceptionally talented faculty, students, and staff with the breadth of backgrounds and experiences critical to fostering a vibrant intellectual community. Its commitment to inclusion means sustaining a campus culture in which each individual’s humanity and dignity are acknowledged and accorded the full respect of the entire University community, and in which each individual’s equal standing as a member of that community is assured.
A bachelor's degree and at least 10 years of experience in fundraising, with knowledge and practice of estate planning and tax law as it pertains to charitable giving, and four years of staff management experience are required for this role. Juris Doctor is preferred. Brown University will consider candidates with a broad range of backgrounds. If you are excited about this role and feel that you can contribute to Brown University, but your experience does not exactly align with every qualification listed above, we encourage you to apply. All applications must be accompanied by a cover letter and résumé. Cover letters should be responsive to the mission of Brown University as well as the responsibilities and qualifications presented in the position prospectus.