Emory University · 1 month ago
Lead Director of Gift Planning - Advancement and Alumni Engagement
Atlanta, GA
Full-time
Hybrid
Director/Executive
6+ years expEmory University is a leading research university that fosters excellence and attracts world-class talent. They are currently seeking a Lead Director of Gift Planning to support the development of planned gifts through donor engagement and collaboration with advancement teams.
E-LearningEducationHealth Care
Responsibilities
Identifies, cultivates, solicits and stewards a portfolio of planned giving donors
Provides gift planning guidance and technical support to major and principal gifts staff
Works collaboratively with school and unit advancement teams to increase planned gifts
Performs related responsibilities as required
Meet department metrics for visit preparation, qualification, contact reports, visits, referrals, and accurate coding using the CRM system
Qualification
Required
A bachelor's degree and six years of related experience in fundraising, estate or financial planning
Preferred
Successful candidates will possess experience working with bequests, trusts, taxes, and planned giving with a strong working knowledge of tax, trust, and other laws affecting charitable planning
Strong interpersonal, organizational, problem-solving skills with attention to detail, the ability to work with ambiguity, navigate a complex work environment, and manage multiple projects simultaneously
The ability to work independently as well as collaboratively to achieve goals with a commitment to delivering exceptional customer service
Strong written and verbal communication skills as well as effective presentation skills
Prior experience in advancement, fundraising, alumni engagement, non-profit, or a university setting
Juris Doctor and/or financial certification preferred
Experience working with various technologies including advanced knowledge and experience with Microsoft Office Suite, database and project management software, and CRM systems
Flexibility to accommodate changing priorities and deadlines
Possess a high level of professionalism and commitment to confidentiality with sound judgment and discretion
Company
Emory University
Emory University is an institute of higher learning and a private research university.
10001+ employees
H1B Sponsorship
Emory University has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (417)
2024 (370)
2023 (308)
2022 (266)
2021 (164)
2020 (162)
Funding
Current Stage
Late StageTotal Funding
$719.87MKey Investors
GettyNational Institutes of HealthHyundai Hope On Wheels
2025-08-20Grant· $0.28M
2024-11-13Grant· $15M
2024-08-28Grant· $0.4M
Leadership Team
Claire E Sterk
President Emerita and Charles Howard Candler Professor of Public Health
Gregory Fenves
Chancellor
Recent News
News-Medical.Net
2025-11-23
Genetic Engineering News
2025-11-06
2025-11-05
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