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Gift Planning Associate

Organization: Stony Brook University
Date Posted: 4/10/2017
City: Stony Brook
Location: New York
Country: United States
Primary Category: Non-Profit

Description & Details

Gift Planning Associate

Stony Brook University Advancement seeks a Gift Planning Associate to join its growing development team. Reporting to the Senior Director of Gift Planning, the Associate will play a significant role in increasing the number of known estate gifts to the University through the successful identification, cultivation, and solicitation of viable prospects. The ideal candidate will be both a self-started and a team player who can successfully collaborate with other Advancement colleagues in presenting planned gift options to prospects.

Primary responsibilities include:

  • Meet and exceed specific measurable goals for face-to-face donor visits and donor-related contacts, solicitations, and verified bequests and planned gifts.
  • Prepare gift planning documents relating to the solicitation and closing of charitable gift annuities.
  • Review legal documents necessary to close planned gifts.
  • Draft correspondence to donors, personal representatives, trustees, attorneys and insurance companies.

Required Qualifications

  • Bachelor’s Degree
  • Three years of full time professional fundraising experience in gift planning, estate planning, trust and estate management, charitable giving tax law, major gift fundraising or other directly related fields.

Stony Brook University is a comprehensive research-intensive university located in beautiful Stony Brook, New York, just 60 miles from New York City on Long Island’s scenic North Shore. Our 1,100-acre campus is home to 24,000 undergraduate, graduate, and doctoral students and more than 13, 500 faculty and staff. SBU is a member of the prestigious Association of American Universities (AAU), and consists of 12 schools and colleges and a teaching hospital that provides state-of-the-art healthcare in the Long Island region.

How to Apply / Contact

For a full position description, or to apply online, visit: www.stonybrook.edu/jobs (Req. # 1700643)

Stony Brook University is an Affirmative Action/Equal Opportunity employer. We encourage protected veterans, individuals with disabilities, women and minorities to apply. 

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