Gift Planning Associate Director

Mayo Clinic • Jacksonville, FL

4d • Remote

About The Position

This position will develop and implement gift planning strategies and activities to carry forward the mission and vision of Mayo Clinic. The Gift Planning Associate Director will provide strategic support for development officers and other development professionals to advance planned and complex gifts. The Gift Planning Associate Director also will close planned gifts made by unassigned benefactors and will build and manage a portfolio of planned giving prospects. Development professionals at Mayo Clinic are required to adhere to the "Donor Bill of Rights" and ethical standards set forth for the department and the institution.

Requirements

• A Bachelor's degree is required.
• Requires five years' experience in gift planning or financial planning, with a demonstrated record of advising individuals on deferred gift options and/or estate plans.
• Requires excellent oral and written communications skills, a broad-based knowledge of gift planning vehicles, the ability to translate complex gifting options for gift officers and benefactors, and the ability to work in a diverse environment with varied points of view.
• The incumbent must be able to work effectively in a consensus-style operation that expects and promotes teamwork.
• Must be a self-motivated, self-directed and highly organized individual who will promote a productive, collegial workplace and be a professional ambassador for Mayo Clinic.
• Belief in the mission and strong ethical conduct is essential.
• Must be comfortable with ambiguity.
• Must possess the ability to inspire trust and confidence, and communicate effectively with internal and external audiences.
• The ability to work independently, manage multiple projects and maintain a high degree of professionalism and confidentiality is essential.
• Must be proficient in the use of information technology and management of database systems.
• A valid driver's license and a good driving record are required, along with the ability to travel extensively on all forms of major public transportation.
• This position is remote, but the candidate must live within driving distance of the Mayo Clinic Jacksonville campus, with the flexibility to work on-site intermittently in accordance with business needs.
• Occasional travel is required per business needs.

Nice To Haves

• A Master's degree in Business or Finance or a Law degree is preferred.
• Any of the following certifications: CPA, CFP, ChFC, CAP, CFRE or CLU, are also preferred.
• Work experience in non-profit healthcare is a plus.

Responsibilities

• develop and implement gift planning strategies and activities to carry forward the mission and vision of Mayo Clinic
• provide strategic support for development officers and other development professionals to advance planned and complex gifts
• close planned gifts made by unassigned benefactors
• build and manage a portfolio of planned giving prospects

What This Job Offers

• Job Type: Full-time
• Career Level: Director