Assistant Director of Planned Giving
Reporting to a senior Associate Director in the Office of Planned Giving, a unit of the Office of Development (OOD), the Assistant Director will work for Stanford University and Stanford Healthcare in a variety of matters, with a significant amount of time to be spent documenting gifts, identifying and prioritizing actions to modify funds that, because of changed circumstances, have become difficult or impractical to use at Stanford University or Stanford Hospital, reviewing corporate gift agreements, and assisting other Planned Giving officers in preparing documentation for planned gifts.
Your responsibilities will include:
• Draft pledge and gift agreements with varying degrees of complexity for the University and for Stanford Healthcare.
• Determine university compliance with donor restrictions and donor intent in its management of gifts funds.
• In coordination with others, identify funds with outmoded restrictions. Will utilize professional knowledge and apply University policies and precedents to identify and prioritize action to modify such funds.
• Analyze and interpret the governing documents and other relevant records of selected restricted funds, coordinate efforts to identify appropriate alternative uses or other appropriate modifications, and determine what legal action, including court action where necessary, is needed.
• Research and draft court filings, draft donor documents and/or internal memoranda that broaden or release restrictions on restricted funds, monitor the status of such actions, and follow up with the relevant parties to ensure that the solution is finalized.
• Advise management on research into, recommendations for, and status of ongoing restricted funds projects through reports that meet management and University needs.
• Work with corporate and foundation gift professionals, assist in the documentation and review of gift agreements.
• Collaborate with colleagues throughout the Office of Development, the Controller’s Office, and in schools and other units on campus for which restricted funds have been identified for modification. Respond to inquiries about appropriate uses of funds.
• Work collaboratively with planned giving colleagues to assist with communications with donors, prospects, and their legal and financial advisors to establish charitable trusts, bequests, and complex outright gifts to benefit the university.
• Assist in preparing documents including charitable trust documents and sample bequest language for gifts to Stanford.
• Work closely with development staff to provide technical support and policy construction, including accurate documentation of outright gifts.
• Develop and maintain current expertise in tax, trust, probate, and other laws affecting charitable giving.
• Represent the university in discussions with donors regarding the use of their gifts.
• Work closely on a collaborative basis with other professional staff in the Office of Planned Giving, the General Counsel's office, and the Office of Development.
• Legal research.
• Other duties as assigned.
To be successful in this position, you will bring:
• Bachelor's degree. A J.D. or LLB, or related advanced degree/certification is strongly preferred.
• Three years of related professional experience or combination of education and relevant experience.
• Experience in tax, trust, estate planning, probate, and/or related matters.
• Strong writing skills.
• Demonstrated ability to initiate and build relationships with individuals.
• Ability to work and motivate others.
• Strong organizational skills and the ability to prioritize a variety of tasks and demands.
• Ability to use current desktop software applications.