Assistant Director, Estate, Trust and Gift Planning
University Advancement / Alumni Relations
University Advancement (UA) is here to advance the mission of
Bucknell University by engaging the Bucknell community. It is only
through the support of alumni, parents and friends - by opening
doors to career opportunities, engaging others to join the
conversation and community, and entrusting us with their
philanthropic commitments -- that we can further elevate Bucknell
as a leader in undergraduate education.
Our team is dedicated to this mission and unified by five
- Lead with Integrity
- Embrace a Collaborative and Inclusive Spirit
- Be Open and Receptive
- Nurture Creativity and Innovation
- Foster a Culture of Empowerment and Knowledge
These values also illustrate how we bring, as a division, the
University's strategic plan to life and exercise our commitment to
diversity, equity and inclusion on a daily basis.
As part of UA, the Office of Estate, Trust and Gift Planning
strengthens Bucknell University by increasing the value, size, and
utility of gifts contributed to the University. These goals are
achieved by working with donors and their advisors to plan and
arrange bequest, life income, and other blended and complex gifts;
by conducting strategy meetings with development staff for blended
gift visits and proposals; by managing, in conjunction with
Bucknell's finance department, all life income and trust asset
investments under control of the University; and by collaborating
with University administrators to design plans for using outright
and deferred gift contributions. The Office of Estate, Trust and
Gift Planning streamlines the estate settlement process as it
pertains to the University's gifts from estates, thus ensuring
correct distributions and donor intent, and, with the support of
outside charitable tax counsel, advises and counsels University
staff on legal issues related to charitable contributions and
plans. This position reports to the Associate Director of Estate,
Trust and Gift Planning.
The Assistant Director, Estate,
Trust and Gift Planning is responsible for the cultivation,
solicitation, and stewardship of all types of outright and deferred
gifts for the University as part of a high-functioning gift
planning team and manages Bucknell's charitable gift annuity
Gift Annuity Administration:
- Serves as a primary resource for all fundraisers, ensuring
illustration software and marketing material remains current.
- Works with the Finance Office to keep them apprised of and
ensure best practices related to gift annuities, for instance,
suggested gift annuity rates, reviewing whether revocation language
was included in a will, disclosure statement content.
- Coordinates with the Finance Office the accurate and often
complex deposit of life income gifts into the account held by our
outside life income administrator and the transfer matured gift
annuities into the appropriate designation.
- Implements and maintains required documentation, tracks annuity
terminations for cash flow, etc.
- Serves as the primary contact for Bucknell's investment
manager/administrator of planned gift assets regarding data entry
Individual Prospect Work:
- Independently manages a portfolio of planned giving prospects,
ensuring timely steps toward solicitation.
- Develops and implements cultivation, solicitation, and
stewardship plans for assigned prospects.
- Conducts personal visits, telephone calls, and written
correspondence to secure additional planned gift commitments and
strengthen prospect awareness of and interest in planned giving
- Partners with development officers, including faculty and
colleagues outside of UA as appropriate, to conduct joint prospect
visits or consulting opportunities with an emphasis on annual fund
and student calling collaboration to increase planned gifts from
existing loyal donor base.
- Plans campus visits for prospects as appropriate in preparation
for solicitation and/or stewardship of previous commitments.
- Solicits annual leadership level gifts for current
- Completes concise, timely records of contact with
- Creates and implements basic gift planning training for
Bucknell's student calling program, serving as the gift planning
point person for student calling
- Assists with gift planning training of development staff and
volunteers, with emphasis on increasing documented bequests among
Engaged Member of Gift Planning:
- Maintains current knowledge of traditional and innovative gift
planning methods and tax considerations.
- Provides high level of gift planning advice to internal and
external constituents to establish planned giving as an integral
part of UA
- Participates in and contributes to the strategic direction of
gift planning designed to strengthen current planned giving
fundraising and awareness.
- Performs other duties as assigned.
- Bachelor's degree and three (3) years of professional
fundraising or related experience in gift planning, legal,
financial or other similar setting OR an equivalent combination of
education and experience
- Demonstrates attention to detail, accuracy, diplomacy, tact,
discretion, and confidentiality
- Proven written and oral communication skills with the ability
to convey complicated planned gift concepts in transparent
- Valid U. S. driver's license
The successful candidate has the ability to comprehend technical
material of complex gift plans and remain current with changing
legal and tax arenas affecting planned giving. Requires
collaboration with UA colleagues, University administrators and
faculty, volunteers, and prospective donors, and is able to work
independently and productively without direct supervision.
Extensive travel (including air travel and travel to major
metropolitan areas) is required.
This position requires occasional evening and weekend work to
support UA's events including blocks of time for major events such
as Family Weekend, Reunion, and Homecoming, and other event support
as required. Staff should mark their calendars for major events and
events in their department. Exceptions require supervisory
approval. Also required is a commitment to attend, participate,
facilitate or lead on-campus and off-campus events/activities
outside of normal business hours as appropriate.
Exempt employees are required to work as much time as is necessary
to fulfill the requirements of the position without additional
compensation, even if the work is performed beyond standard work
- Advanced degree or designation, such as CFRE, CPA or CFP
- Experience with and/or commitment to proficiency in constituent
database usage and planned giving administrator platforms
This is a full-time, 12-month, exempt, benefits eligible
To apply, visit https://careers.bucknell.edu/en-us/job/496922/assistant-director-estate-trust-and-gift-planning