Associate Director, Gift Planning Stewardship and Administration - University Advancement

Your core responsibilities will include:

• Developing, executing, and evaluating an ongoing gift planning donor stewardship program.
• Working directly with select assigned donors to enhance their ongoing stewardship experience with the University, including travel for personal stewardship visits 6-8 times per year.
• Coordinating activities with other gift officers, college-based activities, Donor Relations, and within the Office of Gift Planning to ensure a seamless stewardship experience for donors.
• Day to day management of the reporting, communication, and administrative process across the university, including working with senior leadership, for all realized bequests and life income remainder distributions. Training provided.
• Other duties as assigned.

Passion, excellence and flexibility are vital qualities within University Advancement. A commitment to diversity, equity and inclusion; collaboration; and cultural sensitivity are valued competencies at CMU. Therefore, we are in search of a team member who is able to effectively interact with a varied population of internal and external partners at a high level of integrity. We are looking for someone who shares our values and who will support the mission of the university through their work.

You should demonstrate:

• The ability to:
  • positively and professionally interact with donors, university alumni, and colleagues
  • initiate, plan and execute new strategies and communications that are focused on existing gift planning donors
  • work with sensitive information, maintain confidentiality and use discretion
  • manage difficult situations while maintaining composure
  • prioritize work and manage multiple tasks in a dynamic environment
  • be flexible and work well under pressure
  • manage multiple inflexible deadlines
  • work independently and in a team environment
• Excellent verbal and written communication skills
• Strong analytical, reasoning and problem-solving skills

You should be able to travel domestically and be willing to work outside of normal business hours as needed.

Qualifications

• A bachelor’s degree is required.
• Three to five years of experience within a high performing fundraising operation, preferably with a focus on donor stewardship.
• Familiarity with the principles of fundraising and/or estate settlement is preferred.
• Some knowledge of, or interest in learning, the rules, regulations, and practices related to gift planning, accounting, investment and gift administration is preferred.
• Strong self-motivation, interpersonal and organizational skills.
• Proficiency with Microsoft Office and Google applications.
• Familiarity with Salesforce, or other advancement/CRM databases is preferred.

Requirements

• Must possess and maintain a valid driver’s license and successfully complete a driver's license verification on an annual basis. Must complete the National Safety Council Defensive Driver Training once every three years
• Successful background check

Location

Job Function

Position Type

Full Time/Part time

Pay Basis

More Information:

• Please visit “Why Carnegie Mellon” to learn more about becoming part of an institution inspiring innovations that change the world.
• Click here to view a listing of employee benefits
• Carnegie Mellon University is an Equal Opportunity Employer/Disability/Veteran.
• Statement of Assurance