Pomona College

Pomona College

Interim Director, Pomona Plan

Claremont, USA · Director · Part-time

Sponsorship not specified$150k-$170kDetected 18 hours ago
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About the role

  • Located near Los Angeles, California, Pomona College is widely regarded as one of the nation's premier liberal arts colleges.
  • Established in 1887, Pomona College is known for small classes, a challenging curriculum, close relationships between students and faculty, and a range of student research and leadership opportunities.
  • Pomona is a member of The Claremont Colleges.

Responsibilities

  • Provides day-to-day gift planning support for the Office of the Pomona Plan.
  • Helps support the pipeline of Pomona Plan gifts for future growth through technical expertise, strategic consultation, and operational support.
  • Advises the Pomona Plan team and other internal constituencies on, and helps develop strategies for, life-income proposals to prospective new and repeat Pomona Plan donors based on the donor's financial, tax and philanthropic circumstances.
  • Provides technical gift planning and tax assistance within the Advancement division as requested and collaborates with other fundraisers to provide guidance on blended gifts that may combine major, life-income gifts.
  • Maintains a working style that is open and fluid, and capable of inspiring, empowering and motivating colleagues and staff.
  • Collaborates with Finance, Investments, Pomona's General Counsel, outside legal and gift planning counsel, TIAA Kaspick, and Advancement Services as needed to ensure the highest standards of accountability and compliance with applicable federal and state laws, including tax laws, state registration requirements, and fiduciary and reporting obligations to annuitants.
  • The position reports to the Senior Director, Pomona Plan and provides strategic consultation, technical guidance, and operational support to the College's gift planning efforts.
  • This interim position also provides gift planning expertise for the Advancement division in support of the most aspirational, comprehensive capital campaign in the history of the College, and beyond.
  • The Interim Director will inspire to maintain and innovate the Pomona Plan's commitment to quality customer service.
  • The Interim Director provides strategic support on Pomona Plan life-income agreements (annuities and trusts) and special projects concerning Pomona's nationally recognized life-income program as assigned.

Requirements

  • Licenses/Certificates: A valid driver's license is required or equivalent means of reliable transportation to off-site meetings and events.
  • It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this position.
  • Education: Advanced degree or equivalent combination of education and experience in tax, estate planning or financial planning is required, such as a Juris Doctorate (J.D.) degree or professional designations like Certified Financial Planner (CFP), Certified Public Accountant (CPA), or Certified Specialist in Planned Giving (CSPG). Must show evidence of passing the state bar examination if J.D. is presented.
  • REQUIRED KNOWLEDGE AND CRITICAL SKILLS: The Interim Director must possess the knowledge, skills, and abilities to be able to successfully perform the essential functions of the position or be able to demonstrate how the essential functions will be performed, with or without reasonable accommodation, using other skills and abilities not listed below.
  • Demonstrated effectiveness and clarity of verbal and written communication with excellent interpersonal communication and leadership skills to advise, facilitate, motivate and inspire a diverse group of employees, volunteers and stakeholders. Must handle all activities with discretion, tact, and a keen eye for detail.
  • Able to operate computers with basic Microsoft Office software (such as Word, Excel, Outlook), associated customer relationship management software (such as Salesforce) and social media networking. Demonstrated understanding of the use of technology in assessing and improving departmental systems and processes to achieve annual goals and maintain confidentiality.
  • Able to meet multiple deadlines and work both independently and as a collaborative executive member of Advancement and the College in support of the College's strategic vision and the division's annual goals with a high standard of integrity and ethics.

Skills

  • A proven track record of success in personally qualifying, cultivating, soliciting, and stewarding life-income gifts from individuals.
  • Have experience and expertise in the tax, estate, and financial planning subject areas relevant to gift planning fundraising.
  • Have experience and a high level of comfort in dealing with and advising high-net-worth donors and prospects.
  • Current on tax laws relevant to gift planning fundraising and willing to continuously learn as donors present new issues to be resolved.
  • Must understand and communicate the mission and history of the College's liberal arts environment.
  • Experience working in comprehensive and large-scale campaigns in a higher education setting.
  • Working knowledge of basic math and statistics.
  • REQUIRED HOURS: The regular hours for this interim, part-time position are 8:00 a.m. to 5:00 p.m. Weekend and evening work may be required.
  • Regular hours may vary due to needs of the College or division.
  • ADDITIONAL POSITION DETAILS: This is a temporary, full-time, exempt position, benefits eligible.
  • 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

  • The yearly salary for this role is between $150,000 to $170,000 per year.
  • 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.
  • Helps execute the team's annual operating plan, annual and long-term revenue and campaign forecasts, and strategies for long-term growth of revenue streams for the Pomona Plan program.

Benefits

  • This is a temporary, full-time, exempt position, benefits eligible.
  • The College expects that employees hired for this interim position can perform the essential functions of this job without imposing risk of substantial harm to the health or safety of themselves or others.
  • It may also include marginal functions, generally defined within Title I of the Americans with Disabilities Act (ADA) and the Occupational Safety and Health Administration (OSHA).

Visa & Work Authorization

  • All staff positions are ineligible for visa or permanent resident card sponsorship.
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This listing is sourced directly from Pomona College's careers page and normalized into a canonical job model.