Executive Director of Planned Giving and Philanthropic Strategies

Brown University - Providence, RI
Brown University seeks an Executive Director of Planned Giving and Philanthropic Strategies to work with individuals, families, and their advisors to craft cohesive, cost-effective giving strategies that include outright and deferred gifts, while leveraging donor-advised funds, testamentary charitable trusts, lead trusts, and other split-interest gifts using non-cash and complex assets. The Executive Director will collaborate with Advancement colleagues on prospect strategies and provide expertise for planned giving and other complex fundraising activities. The Executive Director will oversee trust and estate settlement for realized bequests and work with executors, personal representatives, and the General Counsel to ensure timely and smooth receipt of estate provisions designated for Brown. The Executive Director will oversee aggressive and systematic solicitation, in partnership with Advancement fundraising colleagues, of all types of planned gifts from Brown alumni, parents, and friends, encompassing the identification, cultivation, and solicitation of prospects for estate provisions, beneficiary designations, charitable remainder trusts, gift annuities, pooled income funds, donor-advised funds, lead trusts, and other complex and non-cash assets. To secure and maintain new and existing planned gifts, the Executive Director will lead a comprehensive marketing and stewardship program along with regular internal training and other strategic initiatives to increase the University’s pipeline of current and deferred gifts.

Brown University is a leading research university distinct for its student-centered learning and deep sense of purpose. Its students, faculty, and staff are driven by the idea that their work will have an impact on the world. Founded in 1764, Brown is home to world-renowned faculty and an innovative educational institution where the curiosity, creativity, and intellectual joy of students drive academic excellence. Brown is a place where rigorous scholarship, complex problem-solving, and service to the public good are defined by intense collaboration, intellectual discovery, and working in ways that transcend traditional boundaries. Providence, Rhode Island—Brown's home for more than two and a half centuries—is a vibrant place to live, work, and study, a stimulating hub for innovation, and a city rich in cultural diversity.

Both diversity and inclusion are central to Brown’s mission of creating knowledge and preparing students to serve the community, the nation, and the world. Its commitment to diversity, which is highlighted in Brown’s strategic plan, Building on Distinction, means attracting exceptionally talented faculty, students, and staff with the breadth of backgrounds and experiences critical to fostering a vibrant intellectual community. Brown is committed to achieving both diversity and inclusion, establishing that both are integral to the highest and most rigorous academic standards.

"Why Brown Advancement? We are a sophisticated, data-driven organization of more than 240 employees who operate from our shared values of customer service, high performance, ethics and integrity, and diversity and inclusion. We look for leaders with strong strategic thinking skills, ambition, and an equally strong sense of community and service. If that sounds like you, I hope you will consider applying or reaching out for a conversation." — Sergio Gonzalez, Senior Vice President for Advancement

For more information, including core competencies and qualifications, please refer to the full prospectus.