The Office of Gift Planning in the Individual Giving unit at MSU is seeking a seasoned, independent-working, motivated individual to assist in organization and implementation of comprehensive planned giving cultivation, solicitation and stewardship responsibilities (focusing in the Western part of the United States) in concert with college directors of development and central development fund raising staff/management.
As a Regional Gift Planning Advisor, the successful candidate will research selected individuals to develop strategy for and cultivate potential planned and major gift donors. In addition, the Regional Gift Planning Advisor will possess and enhance a comprehensive knowledge of gift planning strategies and vehicles, along with an understanding of tax and trust laws applicable to the basic estate planning fundamentals, including estate and gift tax, income tax, transfer of property, trusts and wills, and privately held assets.
Unit Specific Education/Experience/Skills
Knowledge equivalent to that which normally would be acquired by completing a four year college degree program in Communications, Public Relations, Marketing, Business; three to five years of related and progressively more responsible or expansive experience in professional fundraising, trust administration, wealth management, marketing or related field; or an equivalent combination of education and experience.
A Bachelor’s degree, master’s preferred.
Five years of related and progressively more responsible or expansive experience in professional fundraising, trust administration, wealth management, marketing or related field; possess a working knowledge of tax laws governing charitable giving and charitable estate planning; or an equivalent combination of education and experience.
Possess a working knowledge of tax laws governing charitable giving and charitable estate planning.
Fundraising experience at an institution of higher learning.
Demonstrated excellent writing and verbal communication skills.
Excellent interpersonal skills.
Ability to speak in public and small group environment.
Collaborative and team oriented work style.
Strong work ethic.
Experience with “Moves Management” or related strategic relationship development techniques and practices.
Ability to “close” current and future gifts and/or business deals.
Working knowledge of tax laws affecting bequests, split income gifts, current giving, charitable and general estate planning.
Travel involving automobile, airlines and rail; must possess and maintain a valid driver’s license.
Required Application Materials
Work hours are 8 am to 5 pm with some nights and weekends
Bidding eligibility ends on 1/1/2019 at 11:55 PM
Internal Number: 551480
About Michigan State University
Spartans work every day to advance the common good in uncommon ways.Together, we tackle some of the world?s toughest problems to find solutions that make life better?from alternative energy to better food safety to breakthrough medical and environmental applications achieved through rare isotope research.We teach. We explore and we discover. We collaborate and lead. We innovate, inspire, and empower. We achieve our potential and create circumstances that help our students and others achieve theirs.We're good at it, and we've been at it for more than 150 years.The nation?s pioneer land-grant university, MSU began as a bold experiment that democratized higher education and helped bring science and innovation into everyday life. The revolutionary concept became a model for the nation.Today, MSU is one of the top research universities in the world?on one of the biggest, greenest campuses in the nation. Home to nationally ranked and recognized academic, residential college, and service-learning programs, we?re a diverse community of dedicated students and scholars, athletes and artists, scientists and leaders.In ways both practical and profound, we work to create a stronger, more sustainable, and more hopeful future for all.