Skip to Main Content

Gift Planning Specialist

Posting Details

Posting Details

Job # 034070
Department Code 50405-7120
Department Advancement and External Affairs
Job Title Gift Planning Specialist
Location Syracuse, NY
Pay Range Commensurate with Experience
Salary Grade S5
FLSA Status Exempt

Standard Syracuse University business hours:

8:30am -5:00pm (academic year)
8:00am – 4:30pm (summer)

Hours may vary based on operational needs.

Job Type Full-time
Campus Syracuse, NY
Unionized Position Code Not Applicable
Job Description

Reporting to the Executive Director of Gift Planning, the Specialist’s primary responsibility is to be the chief operations contact for the department and interface with external audiences. He or she is responsible for the following: 1) coordinating the marketing program externally with external vendors and internally with the Marketing and Communications department to create collateral, ads, appeals, website data, and newsletters; 2) organizing special events for promotion and stewardship of planned gifts and making personal contacts on- and off- campus with existing donors to steward planned gifts; 3) department budget reconciliation and payroll records, documentation of JPMC reports and creating specialized department reports.

The incumbent works independently and collaboratively in a gift planning capacity with Development Officers to provide the technical support necessary to help prepare proposals and close gifts; with the Office of Donor Relations to promote effective stewardship for new and existing donors; with Advancement Services on gift processing; and with the Gift Planning team to help create strategic integrated work plans with defined constituencies.

This position works closely with the Assistant Director of Development, and is cross-trained in that role, including working with external financial institutions, insurance companies and legal firms to gather/provide all required paperwork to process estate/insurance gifts.


Must have a college degree and three or more years’ experience preferably working in a higher education environment.

Must have a valid driver’s license.

Job Specific Qualifications

Strong organizational, analytical and financial analysis skills.
Excellent interpersonal and relationship building skills.
Excellent written/verbal communication and listening skills.
Outstanding ability to use data to make and implement strategic decisions.


MARKETING – Responsible for coordinating the marketing program via external work with any vendor and internally with the Marketing and Communications department to create collateral, ads, appeals, website data, and newsletters.

ACHIEVING EFFICIENCIES – Collaborate with development staff, Donor Relations and Treasurer’s Office in the promotion and securing of planned gifts. Assist in defining and executing processes and systems for optimized production.

ENHANCING GIFT PLANNING CULTURE – Work independently and collaboratively to provide gift planning technical support necessary to enable university development staff to solicit gifts and create proposals for major- and principally rated donors. . With the Gift Planning team, help create strategic integrated plans with internal and external constituencies.

PRODUCTION – Assist with responsibility for estate settlement, records management, reporting and communication both internally and externally; design, create and maintain reports for the Executive Director, Treasurer’s Office, and Accounting Office.

ADMINISTRATIVE – Oversee departmental budget reconciliation and payroll records, and reconcile JPMC expenditures. Develop professionally with outside and Syracuse University trainings. Assist Executive Director with organizing and executing meetings and events. Responsible for calendar schedules, phone and correspondence.

Physical Requirements




Application Instructions

About Syracuse University

Syracuse University is a private research university, with over 14,000 full-time undergraduate and over 4,000 full¬time graduate students representing the 50 states and 124 foreign countries. Founded in 1870, it is home to 11 schools and colleges offering undergraduate, graduate, and professional degrees in Architecture, Arts and Sciences, Education, Engineering and Computer Science, Human Services and Health Professions, Information Studies, Law, Management, Citizenship and Public Affairs, Public Communications, and Visual and Performing Arts. Syracuse is a medium-sized city situated in the geographic center of New York State approximately 250 miles northwest of New York City. The metro-area population totals approximately 500,000 and offers many social, cultural, and recreational options, including parks, museums, festivals, a symphony orchestra, professional regional theater, and numerous malls and movie theaters. Syracuse and Central New York present a wide range of seasonal recreation and attractions ranging from water skiing and snow skiing, hiking in the Adirondacks, touring the historic sites and wineries along the Finger Lakes to biking trails along the Erie Canal. According to the latest edition of the Places Rated Almanac, Syracuse ranks in the top 10% of Best Places to Live.


Syracuse University is an equal-opportunity, affirmative-action institution. The University prohibits discrimination and harassment based on race, color, creed, religion, sex, gender, national origin, citizenship, ethnicity, marital status, age, disability, sexual orientation, gender identity and gender expression, veteran status, or any other status protected by applicable law to the extent prohibited by law. This nondiscrimination policy covers admissions, employment, and access to and treatment in University programs, services, and activities.

Commitment to Supporting and Hiring Veterans

Syracuse University has a long history of veteran support through education, transition, and hiring. Syracuse University was ranked #1 in New York State and 17th in the nation at the end of 1947 in veteran enrollment as a result of participating in the Serviceman's Readjustment Act of 1944 – the original GI Bill. Today, SU is strongly committed to the Yellow Ribbon Program which is a provision of the Post 9/11 GI Bill to assist in tuition educational benefits and other support. In addition, SU provides a career path for veterans to become Syracuse University employees.

Job Posting Date 10/27/2017
Application Deadline
Full Consideration By
Job Category Staff
Message to Applicants

Applicant Documents

Required Documents
  1. Resume/CV
  2. Cover Letter
Optional Documents

Supplemental Questions

Required fields are indicated with an asterisk (*).

  1. * Please let us know how you heard of this position.
    • Chronicle of Higher Education - newspaper
    • Diverse Issues in Higher Education
    • Academic Keys
    • Syracuse Post Standard - newspaper
    • LinkedIn
    • The Academic Network
    • Twitter/@sujobs
    • Colleague recommendation
    • SUJobOpps
    • Other
  2. * If "other",please let us know how you heard about this position. (or enter N/A)

    (Open Ended Question)