Assistant Director, Estate and Gift Agreement Specialist
Johns Hopkins University
Location: Baltimore, Maryland
Internal Number: 102796-en_US
The Estate and Gift Agreement Specialist reports to the Director, Complex Gifts and Gift Agreements, and supports the gift agreement vetting and signature process. The Specialist tracks gift agreements and ensures they are signed in a timely manner.
The Specialist will also provide support to the Associate Director for Estates and Securities Gift Administration. These duties will include, but not be limited to, opening and closing estate files, entering estate gifts in to JHU's database, and preparing estate gift acknowledgment letters.
Collaborate with JHU&M colleagues to ensure gift agreements are prepared in an accurate and timely manner.
With supervision from the Director, Complex Gifts and Gift Agreements, prepare documents for signature and coordinate signatures using Docusign.
Collect data regarding qualitative and quantitative metrics regarding types of gift agreements and gift agreement approval process (preparation, approval and signature of gift agreements).
Liaise with internal colleagues regarding gift agreement approval and signature process.
Schedule meetings related to gift agreements and gift acceptance.
Ensure estate gifts are accurately recorded in JHU&M's donor database by updating files for existing donors, creating new files for new estate donors, and recording estate gift activity.
Prepare estate gift acknowledgments and other correspondence related to estate distributions.
Enter estate distributions into JHU&M's donor database.
Close files once JHU&M has received its distribution from an estate and transfer stewardship obligations to internal colleagues as appropriate.
Under the direction of the Associate Director, respond to requests for documentation in estate litigation.
Schedule meetings with internal colleagues and outside professionals in complex estates.
Office of Gift Planning
Support other members of Office of Gift Planning as needed.
Participate in office-wide initiatives, such as donor events and mailings.
Become proficient on day-to-day responsibilities in the Office of Gift Planning, so that the Specialist is able to serve as backup to other members of the Office of Gift Planning.
Other duties as assigned.
Five years related experience in development or in the financial services industry in a position with significant client contact.
Additional education may substitute for required experience, to the extent permitted by the JHU equivalency formula.
Detail-oriented with exceptional organizational skills, strong written and oral communication skills, and the ability to manage multiple projects simultaneously.
Ability to develop and maintain a comprehensive tracking and reporting system.
Demonstrated experience developing multiple mailing and distribution lists and analyzing large datasets.
Strong computer skills, including Microsoft Office with advanced knowledge of Excel, and fundraising database software (preferably ALADIN).
Excellent interpersonal skills are necessary to relate and work well with gift-planning team members, fundraisers throughout Johns Hopkins, donors, and outside professionals.
Ability to understand gift planning concepts and giving vehicles.
All applicants are expected to uphold the university's core values which include diversity and inclusion. All staff treats people with dignity and respect by being fair and consistent. We demonstrate an open-minded approach to understanding people regardless of their race, gender, age, national origin, religion, ethnicity, disability status or other characteristics. We show respect for the beliefs and traditions of others; encourage and promote practices that support cultural diversity; and discourage behaviors or practices that may be perceived as unfair, biased, or critical toward people with certain backgrounds.
Classified Title: Gift Planning Administrator Working Title: Assistant Director, Estate and Gift Agreement Specialist Role/Level/Range: ATP/03/PC Starting Salary Range: Employee group: Full Time Schedule: Monday-Friday 8:30 am - 5:00 pm Exempt Status: Exempt Location: 01-MD:Homewood Campus Department name: 10001632-Gift Planning Personnel area: University Administration
Please refer to the job description above to see which forms of equivalency are permitted for this position. If permitted, equivalencies will follow these guidelines: JHU Equivalency Formula: 30 undergraduate degree credits (semester hours) or 18 graduate degree credits may substitute for one year of experience. Additional related experience may substitute for required education on the same basis. For jobs where equivalency is permitted, up to two years of non-related college course work may be applied towards the total minimum education/experience required for the respective job.
**Applicants who do not meet the posted requirements but are completing their final academic semester/quarter will be considered eligible for employment and may be asked to provide additional information confirming their academic completion date.
The successful candidate(s) for this position will be subject to a pre-employment background check.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
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Johns Hopkins University remains committed to its founding principle, that education for all students should be grounded in exploration and discovery. Hopkins students are challenged not just to learn but also to advance learning itself. Critical thinking, problem solving, creativity, and entrepreneurship are all encouraged and nourished in this unique educational environment. After more than 130 years, Johns Hopkins remains a world leader in both teaching and research. Faculty members and their research colleagues at the university's Applied Physics Laboratory have each year since 1979 won Johns Hopkins more federal research and development funding than any other university. The university has nine academic divisions and campuses throughout the Baltimore-Washington area. The Krieger School of Arts and Sciences, the Whiting School of Engineering, the School of Education and the Carey Business School are based at the Homewood campus in northern Baltimore. The schools of Medicine, Public Health, and Nursing share a campus in east Baltimore with The Johns Hopkins Hospital. The Peabody Institute, a leading professional school of music, is located on Mount Vernon Place in downtown Bal...timore. The Paul H. Nitze School of Advanced International Studies is located in Washington's Dupont Circle area.