CA STATE POLYTECHNIC UNIV POMONA

Director of Complex Assets (Legacy)

Claremont, USA · Director · Full-time

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

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About the role

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.
The director has primary responsibility for the strategic growth of the legacy giving program.

Responsibilities

Maintain a personal portfolio of high-level donors and prospects, including complex assets and major gifts, and demonstrate frontline fundraising success through identification, cultivation, solicitation, and stewardship.
Serve as the College's recognized expert in complex assets, collaborating with senior leadership and donors' financial, tax, and estate advisors to develop and present tailored complex gift strategies.
Recruit and supervise one complex assets coordinator or assistant director. Develop a comprehensive, metrics-based, fundraising plan and set aspirational goals.
Operationalize short and long-term complex assets goals and strategies, with an emphasis on legacy 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 legacy giving prospects, particularly legacy gift donors.
Build and nurture strong relationships with financial, legal and tax advisors in support of complex assets and legacy giving to Pomona College; and serve as an expert on simple and complex donor gift agreements and statements of intention.
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.
The director will also manage one complex assets, assistant director / coordinator (TBD).
The director must demonstrate familiarity in building collaborations with other high-performing fundraising teams.

Requirements

Required Knowledge and Critical Skills
Thorough knowledge of various gift planning options including bequests, trusts, outright gifts, gifts of securities, insurance, real estate and other financial vehicles
Have experience in tax, estate, and financial planning and in dealing with and advising donors and prospects.
A proven track record of success in personally identifying, qualifying, cultivating, soliciting, and stewarding gifts of complex assets or complex giving vehicles from individuals.
Education: A Juris Doctor (J.D.) degree and estate planning experience are preferred, or equivalent combination of education and experience, such as a professional designation like Certified Financial Planner (CFP), Certified Public Accountant (CPA), or Certified Specialist in Planned Giving (CSPG).
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.
Understand and communicate the mission and history of the College's liberal arts environment.
charitable giving tax laws
and methods and means of planned giving.
An understanding of basic investment concepts in addition to familiarity with charitable trust accounting.
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.

Nice to have

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.

Compensation

Lead the growth and development of a robust pipeline of significant legacy gifts, ensuring alignment with Pomona College's long-term fundraising strategy and achievement of annual and multi-year campaign goals.
Lead in the creation, design and execution of Pomona College's complex asset strategies and goals and develop metrics to measure ongoing success and ROI.
Achieve personal annual fundraising goals with a focus on legacy giving from alumni, families, donors, and prospects.
Collaborate with and support major gift, life-income gift (Pomona Plan), reunion and family giving fundraisers in cultivating complex assets and legacy gifts from alumni, families, donors, and prospects that may combine major, life-income, complex assets and legacy gifts into their annual planning and strategy sessions.
Develop and coordinate annual marketing strategies and materials that promote complex assets and legacy giving, in partnership with the Office of Advancement Communications.

Benefits

The successful candidate will be an inspiring leader, good listener, and an effective advocate for the value of a liberal arts education.
The rate for this role is between $175,000 to $195,000 with a competitive benefits package.
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.

Visa & Work Authorization

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

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