Gift Planning Officer

  • University of Notre Dame
  • Notre Dame, IN, USA
  • May 13, 2022
Full time Marketing

Job Description

Gift Planning Officer


University of Notre Dame


The University of Notre Dame ( is accepting applications for a Gift Planning Officer.


Applications will be accepted until 5/31/2022.


We're expanding our Gift Planning team! If the description below intrigues you, but you have a few questions before deciding to apply, we invite you to learn more with a 20 minute chat: with the Sr. Recruiter to learn more!

The Gift Planning Program Director role presents an opportunity to utilize all of your skills, education, talents, experience, and values to become a key driver in creating a legacy of Good. By becoming a trusted advisor, you help our benefactors make the best decisions about their assets, creating lasting impacts that align with the values that are most important to them. If you are ready to inspire and help others who are passionate about using their resources to make a lasting impact on the world, there is no better place than the University of Notre Dame.

In this fundraising role, you represent the University to benefactors, working closely with Regional Directors and other University fundraisers to cultivate benefactors with the capacity to make planned gifts, and provide expertise with comprehensive gift planning services. Planned gifts include bequests, charitable trusts, charitable gift annuities, gifts of real estate, gifts of appreciated property and securities, and gifts of retirement plan assets and life insurance policies. You may also manage and grow your own small portfolio of prospective benefactors who have the capacity to give in this special way.

Reporting to the Senior Director of Gift Planning Advancement, you will join a dedicated, University-wide advancement team, working together to establish the financial security of Notre Dame and expand its unique vision for the future.


Key Objectives and Activities:


  • Cultivate benefactors to secure planned gifts at the leadership level.


  • Work with Development colleagues and academic leadership to develop and execute solicitation strategies that merge the philanthropic interests of a benefactor with the priorities of the University.
  • Work closely with benefactors and their advisors to select and implement the use of appropriate gift planning vehicles to maximize the gift to the University and the tax advantages for the benefactor.
  • Assist benefactors and their attorneys, CPAs, and other advisors with research regarding tax, estate planning, and financial implications of various gift structures.


  • In collaboration with Prospect Research and Directors of Regional Development, identify and qualify possible benefactors with potential to make leadership level planned gifts or hybrid gifts and develop giving strategies regarding each such benefactor.
  • Manage certain financial and administrative functions of the Gift Planning Office.
  • Plan and participate in special University events including those with Gift Planning Officers in Badin Guild recognition events.
  • Consult with, advise, and train collaborative partners, development staff, volunteers, and professional advisors on deferred giving practices and procedures.


Though we offer a flexible schedule, this position is located on the beautiful campus of Notre Dame, in South Bend, Indiana.


Our mission is to be a Force for Good in the world, and that means supporting your goals, too! Whatever matters most to you, from childcare to professional development to retirement, the University of Notre Dame offers an amazing array of benefits to support and enhance wherever you are in life. To learn more, visit!


Minimum Qualifications:


  • Bachelor’s degree is required.
  • 2 or more years of professional experience
  • Excellent verbal and written communication skills
  • Demonstrated interpersonal skills that facilitate positive cooperation with gift planning prospects and their legal and financial advisors
  • Experience with legal research and drafting skills
  • Willingness and ability to travel: approximately 35%


Preferred Qualifications:


  • 4 or more years of professional experience
  • Experience working directly with clients
  • Working knowledge of estate planning techniques, tax law and the general body of statutory, regulatory, and case law regarding planned gifts would be helpful in this role
  • At least one of the following would be helpful: Law degree, CPA, or CFP certification



The University of Notre Dame, founded in 1842 by Rev. Edward F. Sorin, C.S.C., of the Congregation of Holy Cross, is an independent, national Catholic university located in Notre Dame, Ind. For the fifth consecutive year, the University of Notre Dame has received Honor Roll distinctions as one of the top 10 higher education workplaces in the country in the Chronicle of Higher Education's annual "Great Colleges to Work For" survey...and we are proud of it!


This appointment is contingent upon the successful completion of a background check. Applicants will be asked to identify all felony convictions and/or pending felony charges. Felony convictions do not automatically bar an individual from employment. Each case will be examined separately to determine the appropriateness of employment in the particular position. Failure to be forthcoming or dishonesty with respect to felony disclosures can result in the disqualification of a candidate. The full procedure can be viewed at


Equal Opportunity Employment Statement

The University of Notre Dame seeks to attract, develop, and retain the highest quality faculty, staff and administration. The University is an Equal Opportunity Employer, and is committed to building a culturally diverse workplace. We strongly encourage applications from female and minority candidates and those candidates attracted to a university with a Catholic identity. Moreover, Notre Dame prohibits discrimination against veterans or disabled qualified individuals, and requires affirmative action by covered contractors to employ and advance veterans and qualified individuals with disabilities in compliance with 41 CFR 60-741.5(a) and 41 CFR 60-300.5(a).



Please apply online at to Job # For additional information about working at the University of Notre Dame and various benefits available to employees, please visit The University of Notre Dame supports the needs of dual career couples and has a Dual Career Assistance Program in place to assist relocating spouses and significant others with their job search.


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