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Assistant Director, Gift Planning Administration
Job No: 497444
Position Type: full-time
Location: Lewisburg, PA
Categories: Other, University Advancement / Alumni Relations
Bucknell University is seeking an organized and self-motivated individual to manage our life income program, develop training and marketing materials and data analysis. The Assistant Director, Gift Planning Administration oversees the administrative and operational functions to align the Gift Planning team for success. This individual works closely with the Gift Planning and Development teams as well as external vendors.
We are in the silent phase of our campaign, and this role presents an opportunity to help shape the future of the University. We welcome you to consider joining University Advancement’s dynamic team at the start of our growing campaign.
In this role you will:
- Manage Bucknell’s life income program, including contracts, illustrations, funding, liquidation tracking, and cash flow projections, working with both existing donors and internal team members.
- Oversee relationships and meet regularly with third-party administrators and Finance to ensure life income gifts and matured gift annuities are administered accurately.
- Consult with life income donors and beneficiaries regarding their plans
- Develop and maintain a library of marketing and training materials, conversation starters, and creative ways to communicate planned giving concepts that can be used during prospect meetings.
- Manage marketing initiative responses to ensure the appropriate follow up with prospects has occurred.
- Coordinate consistent gift planning training with Development Officers and develop and execute training for the student calling program
- Develop and execute strategy for the Bertrand Society (legacy society) stewardship and retention plan, including contacts with donors as required.
- Manage the process for monitoring and recommending prospect ratings in our CRM database
- Analyze CRM reports and data to help achieve Objectives and Key Results
What we are looking for:
- Bachelor’s degree plus 5 years of experience in estate, financial or gift planning, legal, or a comparable field OR an equivalent combination of education and work experience
- Demonstrated ability to comprehend sophisticated financial and legal concepts, the ability to comprehend technical material of complex gift plans, and remain current with changing legal and tax arenas affecting planned giving
- Demonstrated ability to collaborate in a professional manner with alumni and donors, university staff, administrators and faculty, and with outside vendors and service providers
- Demonstrated exceptional customer service skills with the ability to communicate complex ideas, thoughts, and facts clearly and effectively both verbally and in writing.
- Ability to function independently yet relate comfortably to a multifaceted fundraising environment, participating in and contributing to a total team effort
- Experience that demonstrates the ability and commitment to learn how to use a variety of computer-based programs and platforms to perform essential job duties such as Microsoft Office Suite, Google Suite, CRM database functions, and other web-based tools
Preferred Qualifications
- Advanced degree or designation in law, finance, estate, or financial planning such as JD. CPA, CFP
- Experience with planned giving software
- Experience managing external vendors
- Experience working within a CRM system
This position (and all positions in our division) requires the occasional evening and weekend work to support university events including Homecoming & Family Weekend, Reunion Weekend, and large Career events. We do ask staff to mark their calendars in advance for these events.
Additionally, we are looking for exceptional people who will embrace our values:
- Lead with Integrity
- Embrace a Collaborative and Inclusive Spirit
- Be Open and Receptive
- Nurture Creativity and Innovation
- Foster a Culture of Empowerment and Knowledge
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. These values 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 (ETGP) 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 bequests, 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 the control of the University; and by collaborating with University administrators to design plans for using outright and deferred gift contributions. ETGP 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 Director, Estate, Trust, and Gift Planning and Sr. Philanthropic Advisor
Work Type:
This is a full-time, 12-month, exempt benefits-eligible position based in Lewisburg, PA.
This role is not budgeted for visa sponsorship at this time, all candidates must be authorized to work in the US at the time of submission of the application.
Salary Range:
This is a staff exempt position with a hiring range of $77,900-97,375 (E12). The offer rate will be based on a review of the candidate’s credentials compared to the qualifications of the position, internal equity, and our overall compensation philosophy.
Benefits:
Eligible full- and part-time employees are compensated beyond base salary through our total rewards package that includes (but is not limited to):
– flexible scheduling options determined by role;
– medical, prescription drug, vision, dental, life, and long-term disability insurance options
– an outstanding 10% employer contribution to your retirement plan (no contribution requirement for non-exempt positions)
– generous paid time off, including vacation and sick time, a community service day, and 19 paid holidays (including two full weeks off for Winter Break!)
– full-time and part-time members of the faculty and staff are eligible for tuition remission for themselves. Additionally, full-time members of the faculty and staff are eligible for tuition remission for their spouse/spousal equivalent and are eligible for various tuition programs for their children. Credit for full-time benefits eligible employment at other institutions of higher education will be applied to waiting periods.
– a comprehensive employee wellness program including program incentives
– a myriad of other benefits, including parental leave, an employee assistance program, fitness center membership, and the power of your Bucknell ID card
To learn more about Bucknell’s benefits, click! (*Eligibility criteria and waiting periods may apply.)
Diversity, Equity & Inclusion:
Bucknell is committed to fostering an environment that embraces diversity, equity and inclusion, and seeks candidates who will contribute to a climate that supports the growth and development of a diverse campus community. We endeavor to enhance our capacity to value and capitalize on the cultural richness that diversity brings. We encourage all individuals to apply and do not discriminate in admissions, employment, educational programs and/or activities on the basis of race, color, national or ethnic origin, age, religion, disability, pregnancy, sex/gender, gender identity and/or expression, sexual orientation, marital or family status, military or veteran status, or genetic information.
To apply, visit
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