CA STATE POLYTECHNIC UNIV POMONA

CA STATE POLYTECHNIC UNIV POMONA

Director, Complex Assets (Principal Gifts)

Claremont, USA · Director · Full-time

Sponsorship not specified$175k-$195kDetected 25 days ago
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About the role

  • Interested applicants should submit a cover letter and resume to Don Hasseltine: donhasseltine@aspenleaderhipgroup.com and reference "Pomona College" in the subject line.
  • If you are an internal applicant, please apply here.
  • ABOUT POMONA COLLEGE: Located near Los Angeles, California, Pomona College is widely regarded as one of the nation's premier liberal arts colleges.

Responsibilities

  • Maintain a personal portfolio of high-level donors and prospects, including complex assets and principal gifts, and demonstrate frontline fundraising success through identification, cultivation, solicitation, and stewardship.
  • Serve as one of the College's recognized experts in complex assets, collaborating with senior leadership and donors' financial, tax, and estate advisors to develop and present tailored principal gift cultivation and solicitation strategies.
  • Develop a comprehensive, metrics-based, fundraising plan and set aspirational goals for principal gifts.
  • Operationalize short and long-term complex assets goals and strategies, with an emphasis on principal giving, to build upon existing commitments and expand the current donor base of support.
  • Develop and implement strategies to maximize the acquisition and retention of alumni, families, donors, and complex assets and principal gift prospects.
  • Build and nurture strong relationships with financial, legal and tax advisors in support of complex assets and principal gifts to Pomona College.
  • Partner, coach, equip and encourage development staff to pursue complex assets gift opportunities, assisting them in the design and implementation of individualized strategies for the identification, qualification, cultivation, solicitation and stewardship of planned, major and blended gifts as appropriate.
  • Perform other duties as requested, delegated, or assigned.
  • Lead in the creation, design and execution of Pomona College's principal gift strategies and goals and develop metrics to measure ongoing success and ROI.

Requirements

  • Experience: The ideal candidate has a minimum of seven years of professional work with high-net-worth clients or donors in the areas of principal gifts of $1M+.
  • Education: A bachelor's degree with complex assets and principal gifts experience are preferred, or equivalent combination of education and experience, such as a professional designation like Certified Financial Planner (CFP), Certified Fundraising Executive (CFRE), Certified Public Accountant (CPA), or Certified Specialist in Planned Giving (CSPG).
  • Experience: The ideal candidate has a minimum of seven years of professional work with high-net-worth clients or donors in the areas of principal gifts of $1M+. Management experience is preferred. Experience in an academic setting is strongly preferred, as is working in a campaign environment.
  • This individual must possess the knowledge, skills, and ability to successfully perform the essential functions of the job or must be able to demonstrate how the essential functions will be performed through knowledge, skills, and abilities not listed below.
  • Thorough knowledge of the methods and means of principal gifts, including various gift planning options including bequests, trusts, outright gifts, gifts of securities, insurance, real estate and other financial vehicles
  • and charitable giving tax laws.
  • A proven track record of success in personally identifying, qualifying, cultivating, soliciting, and stewarding principal gifts of complex assets or complex giving vehicles from individuals.

Nice to have

  • The ideal candidate has a minimum of seven years of professional work with high-net-worth clients or donors in the areas of principal gifts of $1M+.
  • Management experience is preferred.
  • Experience in an academic setting is strongly preferred, as is working in a campaign environment.
  • Comfort and effectiveness in working with high-net-worth individuals
  • experience in international settings a plus.

Skills

  • Understand and communicate the mission and history of the College's liberal arts environment.
  • An understanding of basic investment concepts in addition to familiarity with charitable trust accounting.
  • Have experience in tax, estate, and financial planning and in dealing with and advising donors and prospects.
  • Remain current on tax laws and be willing to learn every day as donors present new issues to be resolved.
  • Experience working in a comprehensive capital campaign, preferably in a higher education setting.
  • Comfort and effectiveness in working with high-net-worth individuals; experience in international settings a plus.
  • Must handle all activities with discretion, tact, and a keen eye for detail.
  • Working knowledge of basic math and statistics.
  • Proficient use of Microsoft Office Suite (such as Word, Excel, Outlook) and customer relationship management software (such as Salesforce).
  • ADDITIONAL POSITION DETAILS: Regular, full-time, exempt position.
  • All staff positions are ineligible for visa or permanent resident card sponsorship.
  • As a California employer, Pomona College requires all employees to be residents of California.

Compensation

  • $175,000 to $195,000.The specific factors that the College will consider when offering a salary to an individual will include, but not be limited to: education, training, relevant prior experience, and performance in prior roles.
  • All staff positions are ineligible for visa or permanent resident card sponsorship.
  • As a California employer, Pomona College requires all employees to be residents of California.
  • The regular hours for this full-time position are 8:00 a.m. to 5:00 p.m., Monday - Friday.
  • Regular hours may vary due to needs of the College or division.
  • This job description defines the essential job duties of this position.
  • Lead the growth and development of a robust pipeline of principal gifts, ensuring alignment with Pomona College's long-term fundraising strategy and achievement of annual and multi-year campaign goals.
  • Achieve personal annual fundraising goals with a focus on principal gifts from alumni, families, donors, and prospects.
  • Develop and coordinate annual marketing strategies and materials that promote complex assets and principal gifts, in partnership with the Office of Advancement Communications.

Visa & Work Authorization

  • All staff positions are ineligible for visa or permanent resident card sponsorship.
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