Assistant Director of Gift Planning

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Position Summary:

Florida Atlantic University is seeking an Assistant Director of Gift Planning – Boca Raton, FL.

This full-time position is responsible for drafting and managing gift agreements, managing estate documents through the estate gift acceptance process, and assisting with the gift planning program. This position reports to the Executive Director of Gift Planning.

Summary of Responsibilities include:

• Drafts and reviews Gift Agreements, legal documents, contracts, and grants.
• Interprets and analyzes laws, policies, regulations, and documents.
• Organizes and manages documents and files and prepares and maintains records, while managing communication between units for the gift agreement process.
• Coordinates with Development Officers for the signing of gift agreements and other documents, serving as a liaison between the Office of Gift Planning, FAU Foundation, the FAU legal department, and FAU units.
• Reviews and continually creates and updates master gift agreement templates and pledge forms.
• Provides guidance to Institutional Advancement staff through the gift process.
• Prepares documents for DocuSign distribution, processes documents through DocuSign, and forwards final documents to originating parties.
• Provides light administrative support to the Executive Director of Gift Planning as needed.
• Works with Advancement Services to update constituent records and assists with maintaining and tracking deferred giving and estate activity in the Raiser’s Edge database.
• Drafts deferred gift agreements and life income contracts such as charitable gift annuities, using PG Calc.
• Tracks and files estate documents through the estate settlement process.
• Assists the Executive Director’s efforts to support, educate, and provide assistance to FAU’s development officers, donors, prospects, and FAU stakeholders in the gift planning arena.
• Oversees the documentation and transmittal of planned gifts to the FAU Foundation office.
• Assists with donor activities for the gift planning office, including, but not limited to correspondence, donor stewardship, an annual event for Horizon Society members, and other gift planning events.
• Serves on division task forces/teams and completes other special projects and duties as assigned.
• Demonstrated initiative and critical thinking skills are mandatory. The successful candidate must be a team player.

FAU Benefits and Perks 

• If Benefits & Perks are important to you, then FAU is the place to be! Working at FAU has its perks! In addition to helping drive change and having a positive impact by supporting our students, staff, and faculty, FAU offers: 
• Excellent benefit packages including Medical (PPO/HMO $50 per month single & $180 per month family), Dental, Vision, Life Insurance, Flexible Spending plans, Employee Assistance Program (EAP) and much more. 
• State retirement options including tax-deferred annuities and Roth 403(b) plans. 

• State employees Public Service Loan Forgiveness (PSLF) program - https://studentaid.gov/manage-loans/forgiveness-cancellation/public-service 
• Flexible work arrangement plans - https://www.fau.edu/hr/employee_relations/flexwork.php 
• Sick Leave Pool Program 
• Paid time off (eligible employees) including vacation and sick leave, 1 personal day, 9 paid holidays, and paid winter break (at President’s discretion). 
• Paid Community Engagement Volunteer Service Day - https://www.fau.edu/hr/documents/community-engagement-volunteer-leave4-2015.pdf  

• Employee Educational Scholarship Program (EESP) for eligible Staff/Faculty - Tuition assistance after 6 months of full-time employment. For in-unit faculty, the EESP program may be extended to spouses and dependent children (eligibility rules apply). 

For details on FAU's amazing offers visit us at https://www.fau.edu/hr/benefits/index.php 

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