Senior Philanthropic Advisor, Office of Alumni Relations & Development
About the role
The Senior Philanthropic Advisor is responsible for providing gift planning expertise and strategy for top donors and prospects. Reporting to the Executive Director of Gift Planning, the Senior Philanthropic Advisor will have proven experience in technical areas such as estate and wealth planning. The incumbent serves as a senior subject matter expert on complex charitable gift planning matters and plays a leadership role in shaping gift planning strategy, partnering with chief development officers and prospect managers for assigned schools and units. The successful candidate will collaborate extensively with colleagues throughout Development and Alumni Relations, developing and evaluating sophisticated gift planning strategies, and advising on complex gift structures that advance University fundraising priorities.
Requirements
- A bachelor’s degree is required.
- A minimum of seven (7) to nine (9) years of related work experience required in gift planning, legal, and financial or other similar settings with a focus on philanthropic planning.
- Demonstrated experience working successfully with high-net-worth individuals and successful closure of principal-level planned gifts.
Qualifications
- Advanced degree strongly preferred, such as J.D., LL.M., MBA, or other relevant graduate degree.
- Professional designation such as Certified Financial Planner (CFP®), Chartered Advisor in Philanthropy (CAP®), Certified Trust and Fiduciary Advisor (CTFA), Chartered Financial Analyst (CFA®), or equivalent.
Pay
$165,000 – $180,000
Schedule
Subject to business needs, the Office of Alumni Relations and Development supports a hybrid work arrangement for this position. Options will be discussed during the interview process.