Working title (if applicable): ASSISTANT DIRECTOR OF FIDUCIARY SERVICES (Gift Planning Administration)
Employee group (Full time/Part-time/Limited/Casual): Full Time
Schedule (hours/days): 37.5
Employee subgroup (FLSA Status): 03
Department name: University Administration
Personnel area (School): UN10
The Assistant Director of Fiduciary Services (Gift Planning Administration) is a member of the Office of Gift Planning (OGP) for Johns Hopkins University and Medicine. This central unit of the Development and Alumni Relations Office (DAR) is responsible for management, administration, execution and oversight of all gift planning activities for Johns Hopkins. The position reports to the Director of Fiduciary Services and is a member of the Fiduciary Services Team. The Assistant Director of Fiduciary Services (Gift Planning Administration) handles the administration of all life income gifts (charitable gift annuities, charitable remainder trusts, pooled income funds, and outside managed trusts) to Johns Hopkins, and provides support on life income gifts to its affiliated hospitals.
I. NEW GIFT SUPPORT (35%)
Serves as primary contact for repeat life income gift donors throughout the gift process.
Produces gift planning calculations, correspondence, and other necessary materials needed by donors, their advisors, or internal colleagues.
Prepares final gift illustrations, tax documentation, and annuity contracts for all life income gifts for the office. Coordinates preparation and signature of contracts.
Provides instructions and monitors transfer of securities to fund life income gifts; alerts Director of Fiduciary Services if donor is interested in funding a life income gift with complex assets.
Works with outside counsel to provide appropriate documentation to donors who make a gift of their income interest in life income gifts.
Responds to incoming new gift inquiries to the office when a Gift Planning Advisor is unavailable.
II. GIFT PLANNING ADMINISTRATION (35%)
Oversees the administration of all life income gifts (charitable gift annuities, charitable remainder trusts, pooled income funds, and outside managed trusts) to Johns Hopkins Institutions (both the University and Hospital) for routine matters.
Serves as the office's primary liaison for routine matters with vendor that assists Johns Hopkins with the management and investment of its life income gifts.
Provides Office of the Treasurer, Chief Investment Office, General Accounting, and audit team with information necessary for life income gift reporting.
Coordinates annual report to trust donors; responds to all inquiries from life income gift donors who have questions about their payments, documentation, or banking information.
Upon termination of life income gifts, coordinates severance of gift, asset transfer to assure that school/division receives proper amount due to it, gift and tax documentation, collection of beneficiary payments and all other matters concerning the termination of all life income gifts.
Coordinates charitable gift annuity registration with vendor and internal colleagues. This includes preparation of annual and quarterly reports to states that require registration to keep the University compliant.
Tracks all outside managed trusts.
III. OFFICE OF GIFT PLANNING (30%)
In conjunction with the Director of Fiduciary Services and others, assists with the strategy and implementation of ongoing gift planning initiatives, including:
Annual Gift Annuity Slicitation: Assists the OGP's marketing team with annual solicitation of current gift annuity donors.
Training: Alng with other members of the OGP, conducts semi-annual training class for DAR colleagues on life income gifts.
Prepares timely and accurate monthly gift activity report for OGP; supplies critical, detailed data for OGP's annual reporting.
Serves as a member of the office's fiduciary services team and a resource to team members about various gift planning vehicles, asset transfers and audit issues and other matters.
Trains, and delegates work to, the Fiduciary Services Coordinator with respect to life income gift administration and outside managed trusts.
Performs other duties as assigned.
Bachelor's degree required with a minimum of 3 years of relevant experience.
Able to work with minimal supervision, manage projects and determine priorities, and maintain a high degree of professionalism and confidentiality.
Possesses strong interpersonal skills and ability to work with broadly diverse groups of constituents including donors, alumni, patients, faculty, professional advisors, hospital and university administration, fundraising colleagues and institutional leadership.
Demonstrates strong organizational and time management skills to successfully handle a wide variety of responsibilities.
Understands complex institutional environments.
Internal Number: 15303-en_US
About Johns Hopkins University
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.