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Executive Director, Gift Planning

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Competition Number: J1017-0286
Position Title: Executive Director, Gift Planning
Employee Group: Managerial & Professional
Job Category: Executive
Department or Area: ADV Gift Planning
Location: Kingston, Ontario, Canada
Grade: 12
Hours per Week: 35
Job Type: Permanent (Continuing)
Shift: 7 Monday - Friday
Number Of Positions: 1
Date Posted: October 20, 2017
Closing Date: November 27, 2017

About Queen's University

Queen’s University is the Canadian research intensive university with a transformative student learning experience. Here the employment experience is as diverse as it is interesting. We have opportunities in multiple areas of globally recognized research, faculty administration, engineering & construction, athletics & recreation, power generation, corporate shared services, and many more.

We are committed to employment equity and diversity in the workplace and welcome applications from individuals from equity seeking groups such as women, racialized/visible minorities, Indigenous/Aboriginal peoples, persons with a disability, persons who identify in the LGBTQ+ community and others who reflect the diversity of Canadian society.

Come work with us!

Job Summary

Reporting to the Chief Development Officer, the Executive Director, Gift Planning is responsible for the strategic oversight and leadership of the gift planning function at Queen’s University. The Executive Director will play a prominent role in a new family wealth initiative, spear-headed by the Office of Advancement. The incumbent works closely with other senior Development staff involved in top prospect activities, facilitating strategies, monitoring and coordinating initiatives; ensuring that next steps are completed in a timely manner with the goal of furthering the university’s development goals. The Executive Director manages a diverse and sophisticated portfolio of major and principal gift level benefactors, estates, corporations and foundations. The incumbent will be a recognized leader in the field of gift planning and serve as a key advisor to the Vice-Principal (Advancement), Development Leadership Team, volunteers, and the university more broadly, providing high level expertise, strategic direction and facilitation in the areas of gift planning, tax and family wealth management.

This position requires travel within and outside of Canada. Work on evenings and weekends is occasionally required.

Job Description

DUTIES & RESPONSIBILITIES:
• Leads a comprehensive gift planning program designed to obtain maximum long-term financial support for the university from a wide range of potential benefactors. Program elements include mass marketing and mass appeals, in-person visits, data-mining, working with allied professionals, implementing a family wealth initiative, and other means of inspiring planned gifts.
• Develops strategies, identifies, evaluates, cultivates, solicits, and stewards net-worth prospects and major gift benefactors with a primary focus on securing integrated gifts (in-life and future gifts) with a combined present value above $500,000. Personally manages a portfolio of 50-75 of Gift Planning’s prospective and major gift benefactors.
• Collaborates with Stewardship & Benefactor Relations to establish timely and appropriate stewardship plans, ensuring gifts are handled and recognized according to sound Advancement practices.
• Serves as a central resource and liaison to benefactors, the Office of Advancement, senior university officials, volunteers, allied professionals, executors, and others, to help secure planned gift commitments; family wealth management; and provide legislative, tax and regulatory expertise. Stays abreast of philanthropic developments, giving vehicles, and/or relevant legislation that may assist in maximizing revenue.
• Motivates and organizes a broad range of influential volunteers (including leadership of the Advancement Gift Planning Advisory Committee), and university senior administrators, who will assist in securing philanthropic commitments.
• Researches, coordinates and prepares internal and external communications, briefing notes, research profiles, funding proposals, gift agreements, stewardship reports, activity reports, and accountability reports.
• Develops and maintains an in-depth knowledge of the university’s activities, priorities and needs in both teaching and research. Applies this knowledge in matching the interests and needs of prospective benefactors with the strategic needs of the university.
• Contributes to the strategy for comprehensive and project specific fundraising campaigns.
• Analyzes data and prepares reports required to formulate, execute, evaluate and benchmark strategic and priority driven implementation plans. Reports findings and implements changes in strategy as required.
• Prepares annual budget documents, and manages the operating budget for the Gift Planning unit, plus other related fundraising budgets (e.g. Family Wealth).
• Serves as part of the Development Leadership Team.
• Represents the university and the Office of Advancement on committees and to internal and external audiences, ensuring understanding and adoption of Advancement policies and procedures.
• Plans, prioritizes and manages the work of employees, providing strategic and tactical advice, guidance and coaching. Identifies the need for staff resources, participates on staffing committees, and makes effective recommendations regarding employee selection.
• Manages performance by establishing performance standards, reviewing and evaluating performance, and conducting formal performance reviews on an ongoing basis.
• Assesses staff training and development needs, and ensures that employees receive training required to improve and sustain successful performance.
• Investigates, addresses and resolves employee/labour relations issues, including making decisions regarding disciplinary and discharge matters.
• Undertakes other duties as assigned in support of the unit and/or department.

REQUIRED QUALIFICATIONS:
• University degree focusing in law, accounting or finance, with a particular understanding of tax. Degree from Queen’s considered an asset.
• Recognized or working towards a professional designation (e.g. Chartered Professional Accountant (CPA), Certified Fund Raising Executive (CFRE) or equivalent), and a member of the Canadian Association of Gift Planners (CAGP) considered assets.
• Minimum 15 years of progressive experience managing a complex client or gift planning portfolio, with a focus on financial law or planning, major and planned giving, preferably in a university setting.
• Solid understanding of family wealth management (involving business or investable wealth) such as wealth transfer strategies, taxation, philanthropy, family governance and wealth education.
• Demonstrated knowledge of gift planning vehicles (such as charitable bequests, trusts, annuities, insurance, and registered retirement funds), integrated gift strategies, and other non-traditional gift plans is essential.
• Outstanding prospect management and tracking skills including identifying, evaluating, cultivating, stewarding and directing personal solicitation of planned/major gifts or equivalent.
• Proven success developing and implementing strategic plans, and meeting objectives.
• Experience working as part of a large and complex organization considered an asset.
• Demonstrated success working with volunteers to achieve shared goals.
• Proven leadership and human resources management skills including recruiting, organizing, directing, motivating and retaining staff.
• Comprehensive knowledge of federal and provincial Canadian legislation affecting charities and charitable status in order to secure complex planned and major gifts.
• Understanding of the administrative, academic and governance structures of the university environment and the challenges faced by post-secondary institutions.
• A valid driver’s license and passport is required.
• Consideration will be given to an equivalent combination of education and experience.

SPECIAL SKILLS:
• Ability to manage long-term and productive relationships with benefactors, volunteers, colleagues and organizational administrators.
• Ability to convey technical, tax and legal material related to estate planning and charitable giving in both oral and written form effectively, concisely and in a broadly accessible manner.
• Ability to think and act strategically and creatively in a high pressure work environment.
• Ability interpret the interests of prospective benefactors, and match them to the strategic needs of the University.
• The ability to identify optimal approaches to secure cooperation from campus partners – faculties, schools, departments - in support of stakeholder engagement and fundraising strategies.
• Motivated by the opportunity to communicate the impact of a transformational gift.
• Strong analytical and problem solving skills, with an ability to compile and interpret data from a variety of sources, select appropriate methods of analysis, monitor emerging trends and issues, and disseminate information.
• Self-motivated and results-driven.
• Able to make sound decisions with sensitivity to the political environment and to the reputation of the Office of Advancement and the university.
• Strategic planning, budgeting and financial management skills to oversee and forecast the Gift Planning unit’s budget portfolio, and assess budget implications of strategic initiatives.
• Persuasive and creative communication and presentation skills that allow success both within the campus environment and in the field.

DECISION MAKING:
• Determines content for annual and long-term plans and strategies for Gift Planning based on sound fundraising principles and in the best interest of the university. Oversees plans to ensure established fundraising targets are met and philanthropic revenue to the university is maximized.
• Assesses issues/priorities and provides expert guidance to senior administrators including the Principal, Provost, Vice-Principal (Advancement), Dean’s, Department Heads, and the Advancement Leadership Team (ALT) on strategic planning issues, gift planning, family wealth, and integrated gift arrangements. Decides on the best strategic plan for future relations with benefactors and other constituents in collaboration with ALT.
• Makes decisions affecting the policies and procedures for the Gift Planning unit. Decides on the best strategic plan for future relations with benefactors and other constituencies.
• Determines when it is appropriate to involve University administrators (including the Chancellor, the Principal, Vice-Principal’s and Dean’s) and top University volunteers (including members of the Board of Trustees and Advisory Boards) in fundraising cultivation, solicitation or stewardship strategies, and to resolve disputes.
• Recognizes when to call on other staff members in Advancement including Central and Faculty Development, Advancement Communications and Marketing, Advancement Services, and Alumni Relations & Annual Giving to take advantage of their expertise.
• Determines the most effective implementation of innovative gift planning strategies to manage sophisticated and critical donor relationships in order to maximize the benefit to the university.
• Monitors and evaluates progress and impact on assigned work of the Associate Director, Gift Planning, assists in problem-solving, and determines necessary adjustments to courses of action to maximize effectiveness and timely completion of tasks.
• Evaluates job candidates and makes effective recommendations on suitable hires.
• Makes decision and/or effective recommendations regarding transfers and promotions.
• Evaluates employee performance and decides on appropriate training or coaching to address lack of proficiency in carrying out responsibilities, or remedial action for staff disciplinary situations.
• Assesses investigation outcome of grievances and makes effective recommendations on appropriate course of action or next steps on grievances.
• Makes effective recommendations on level of discipline up to discharge and probationary termination.

Closing Statement

The University invites applications from all qualified individuals. Queen’s is committed to employment equity and diversity in the workplace and welcomes applications from women, visible minorities, Aboriginal Peoples, persons with disabilities, and persons of any sexual orientation or gender identity. In accordance with Canadian Immigration requirements, priority will be given to Canadian citizens and permanent residents.

The University provides support in its recruitment processes to applicants with disabilities, including accommodation that takes into account an applicant's accessibility needs. Candidates requiring accommodation during the recruitment process are asked to contact Human Resources at hradmin@queensu.ca.

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