Assistant/Associate Director of Planned Giving

  • Colgate University
  • Hamilton, NY, USA
Full Time Fundraising

Job Description

Colgate University


Assistant/Associate Director of Planned Giving


Requisition Number: 2021S068Posting


Full Time/Part Time: Full Time


Division: Office of Advancement


Department: Planned Giving


Department Statement:


Colgate University, a top-ranked liberal arts college, is seeking an Assistant/Associate Director of Planned Giving to support planned and estate gift administration. This position is accountable for the proper execution, recording and administration of planned gifts, tracks overall planned giving outcomes, supports fundraising staff with planned giving proposals, processes gifts-in-kind, and is responsible for understanding gift acceptance policies and the stewardship of planned gifts.

Founded in 1819, Colgate is a small, highly selective residential liberal arts college for students of talent who are preparing for lives of leadership and productive citizenship. Colgate University enjoys a strong tradition of philanthropy and engagement, having successfully raised over $480 million from more than 34,500 community members during Passion for The Climb: The Campaign for Colgate, completed in 2012. On an annual basis, more than 56% of Colgate’s alumni engage with the University through philanthropy, volunteering, or engaging at online and in person programs, including signature events like Reunion that draws in more than 2500 alumni and guests. This tradition of philanthropy paired with strong levels of alumni affinity position Colgate well for even greater success, as the Vice President and his team prepare to lead the community into an historic and comprehensive campaign.

At this pivotal moment in the University’s history, Colgate is seeking an Assistant/Associate Director of Planned Giving to play an integral role in supporting the Advancement team. The successful candidate will possess strong communication and “customer service” skills, the ability to collaborate with a variety of internal and external entities, must be accurate and detail oriented, and possess relevant skills that can include experience in fundraising, administration, financial services, bookkeeping, or legal areas.




Level of appointment will be determined by experience and education level.


Accountable for the proper execution and administration of planned gifts. Ensures planned gifts are accurately accounted for, properly received and correctly documented. Accountable for providing expert advice on technical aspects of planned giving, including acceptance of gifts-in-kind. Responsible for stewardship of planned gifts. Demonstrated knowledge of best practices in planned gift administration.


Professional Experience/Qualifications


  • Outstanding skills in oral and written communication required.
  • Ability to travel, often extensively.
  • Familiarity or aptitude for tax law.
  • Ability to connect well with volunteers.
  • Must be well organized and a self-starter.
  • Must be capable of working collegially with a diverse group of constituents on a daily basis.


Preferred Qualifications


Planned Giving, Advancement, legal or financial experience preferred.

Experience and/or degree in para-legal preferred.




Education and/or experience in the activities listed in the Accountabilities section is preferred.


Other Information


Work Schedule:


Weekdays, with occasional weekends.


Job Open Date:




Job Close Date:




Open Until Filled




Special Instructions Summary


EEO Statement


It is the policy of Colgate University not to discriminate against any employee or applicant for employment on the basis of their race, color, creed, religion, age, sex, pregnancy, national origin, marital status, disability, protected Veterans status, sexual orientation, gender identity or expression, genetic information, being or having been victims of domestic violence or stalking, familial status, or any other categories covered by law. Colgate is an Equal Opportunity/Affirmative Action employer. Candidates from historically underrepresented groups, women, persons with disabilities, and protected veterans are encouraged to apply.


Clery Act



The Campus Safety Department will provide upon request a copy of Colgate’s Annual Security and Fire Safety Report. This report includes statistics as reported to the United States Department of Education for the previous three years concerning reported: 1. crimes that occurred on-campus; in certain off-campus buildings or property owned or controlled by Colgate University; and on public property within, or immediately adjacent to and accessible from, the campus and 2. fires that occurred in student housing facilities. The report also includes institutional policies concerning campus security and fire safety, such as policies concerning sexual assault, life safety systems, and other related matters. To obtain a copy, contact the Campus Safety Compliance Manager via e-mail at You may also access the report from the Campus Safety web page at:


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