The Scripps Research Institute
DIRECTOR, GIFT PLANNING & ESTATE ADMINISTRATION
The Scripps Research Institute, San Diego, California, United States, 92189
Overview
Scripps Research is a nonprofit biomedical institute known for its impact on innovation and leadership in immunology, infectious diseases, neuroscience, heart disease, cancer, and more. Located in La Jolla, California, the institute advances foundational studies and translational science to deliver medical breakthroughs and improve human health. If you have a passion for making a difference, this could be your opportunity to join our team. Position Title
Position Title:
Director, Gift Planning & Estate Administration Position Summary
The Director of Gift Planning and Estate Administration is a frontline fundraising position, reporting directly to the Associate Vice President of Principal & Major Gifts. This role is responsible for managing a portfolio of donors and prospects, with a specific focus on cultivating, soliciting, and securing planned gifts. The Director will engage with external prospects, guiding them through the process of making legacy commitments. Additionally, the role includes overseeing the administration of estate gifts, honoring the donor's intentions while ensuring the timely and accurate receipt of bequests and other deferred gifts. Responsibilities and Duties
Planned Giving Fundraising & Donor Engagement (80%) Manage a portfolio of 100-125 prospects and donors to solicit and document bequests, charitable trusts, beneficiary designations, and other planned gifts. Develop and execute personalized cultivation strategies to deepen relationships with donors and secure legacy commitments. Collaborate with major/principal gifts officers to integrate planned giving into overall fundraising strategies. Partner with financial advisors, attorneys, and other professionals to identify new planned giving prospects and integrate gift planning into overall fundraising efforts. Conduct donor visits, attend events, and give presentations on estate planning and legacy giving. Estate Gift Administration (20%) Oversee the administration of realized estate gifts, working closely with executors, attorneys, and financial institutions to ensure timely distributions. Review estate documents (wills, trusts, retirement accounts, insurance policies) to document intentions and confirm compliance with donor intent. Work with the Development Services team to ensure accurate documentation of gifts, effective tracking of commitments, and lifetime stewardship of Legacy Circle members. Details of established essential functions for this position will be addressed/discussed during the interview process. Requirements
Bachelor's degree required; advanced degree or CFRE/CPA/JD a plus. 5+ years of experience in planned giving, estate administration, or related fundraising. Strong knowledge of charitable gift planning vehicles (bequests, trusts, annuities, beneficiary designations, etc.). Exceptional ability to build relationships, negotiate complex gifts, and engage high-net-worth donors. Comfort discussing estate planning concepts and working with legal and financial professionals. Excellent verbal and written communication skills, with experience presenting to donors and prospects. Ability to travel as needed for donor meetings and events. On-campus position with a requirement of a minimum of 4 days per week onsite from the La Jolla campus, with flexibility to work 1 day per week remotely. Compensation
The expected hiring range for this position is $120,000 to $144,000 annually, commensurate with experience. Consideration will be given to experience that exceeds the listed requirements. Comprehensive Benefits Include
Employer Contributed Retirement Plan - Depending on eligibility, employees receive an employer contributed retirement plan and the option to contribute to a 403(b). Full suite of health and welfare plans including three medical plan options (including an HSA option), dental, vision, life insurance, disability, EAP and more. Access to Flexible Spending Accounts (Medical/Dependent Care). Competitive vacation and sick leave policies. Free on-site parking. EEO Statement
The Scripps Research Institute is an Equal Opportunity Employer. We promote diversity of thought, culture, and background in the fields of science. All qualified applicants are encouraged to apply and will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other legally protected characteristic or status. Equal Opportunity Employer. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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Scripps Research is a nonprofit biomedical institute known for its impact on innovation and leadership in immunology, infectious diseases, neuroscience, heart disease, cancer, and more. Located in La Jolla, California, the institute advances foundational studies and translational science to deliver medical breakthroughs and improve human health. If you have a passion for making a difference, this could be your opportunity to join our team. Position Title
Position Title:
Director, Gift Planning & Estate Administration Position Summary
The Director of Gift Planning and Estate Administration is a frontline fundraising position, reporting directly to the Associate Vice President of Principal & Major Gifts. This role is responsible for managing a portfolio of donors and prospects, with a specific focus on cultivating, soliciting, and securing planned gifts. The Director will engage with external prospects, guiding them through the process of making legacy commitments. Additionally, the role includes overseeing the administration of estate gifts, honoring the donor's intentions while ensuring the timely and accurate receipt of bequests and other deferred gifts. Responsibilities and Duties
Planned Giving Fundraising & Donor Engagement (80%) Manage a portfolio of 100-125 prospects and donors to solicit and document bequests, charitable trusts, beneficiary designations, and other planned gifts. Develop and execute personalized cultivation strategies to deepen relationships with donors and secure legacy commitments. Collaborate with major/principal gifts officers to integrate planned giving into overall fundraising strategies. Partner with financial advisors, attorneys, and other professionals to identify new planned giving prospects and integrate gift planning into overall fundraising efforts. Conduct donor visits, attend events, and give presentations on estate planning and legacy giving. Estate Gift Administration (20%) Oversee the administration of realized estate gifts, working closely with executors, attorneys, and financial institutions to ensure timely distributions. Review estate documents (wills, trusts, retirement accounts, insurance policies) to document intentions and confirm compliance with donor intent. Work with the Development Services team to ensure accurate documentation of gifts, effective tracking of commitments, and lifetime stewardship of Legacy Circle members. Details of established essential functions for this position will be addressed/discussed during the interview process. Requirements
Bachelor's degree required; advanced degree or CFRE/CPA/JD a plus. 5+ years of experience in planned giving, estate administration, or related fundraising. Strong knowledge of charitable gift planning vehicles (bequests, trusts, annuities, beneficiary designations, etc.). Exceptional ability to build relationships, negotiate complex gifts, and engage high-net-worth donors. Comfort discussing estate planning concepts and working with legal and financial professionals. Excellent verbal and written communication skills, with experience presenting to donors and prospects. Ability to travel as needed for donor meetings and events. On-campus position with a requirement of a minimum of 4 days per week onsite from the La Jolla campus, with flexibility to work 1 day per week remotely. Compensation
The expected hiring range for this position is $120,000 to $144,000 annually, commensurate with experience. Consideration will be given to experience that exceeds the listed requirements. Comprehensive Benefits Include
Employer Contributed Retirement Plan - Depending on eligibility, employees receive an employer contributed retirement plan and the option to contribute to a 403(b). Full suite of health and welfare plans including three medical plan options (including an HSA option), dental, vision, life insurance, disability, EAP and more. Access to Flexible Spending Accounts (Medical/Dependent Care). Competitive vacation and sick leave policies. Free on-site parking. EEO Statement
The Scripps Research Institute is an Equal Opportunity Employer. We promote diversity of thought, culture, and background in the fields of science. All qualified applicants are encouraged to apply and will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other legally protected characteristic or status. Equal Opportunity Employer. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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