- Salary
- $235K–$245K
- Hiring from
- United States
- Work type
- Hybrid
- Posted
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Main Work Location: Historic Main Campus
Schedule: Hybrid (at least 2 days per week onsite)
Budgeted Salary Range: The expected pay range for this position will be $235,000 - $245,000
To Apply: Please submit a cover letter and résumé along with your online application.
Stanford University is one of the world’s premier academic and research institutions, devoting tremendous intellectual and physical resources toward the betterment of humanity. As a major Silicon Valley employer, Stanford seeks people committed to excellence and to improving our world. In turn, the university is committed to supporting its employees as they develop their careers and enrich their lives. We believe Stanford’s future success will be shaped by the diverse perspectives, unique experiences, and inclusive culture of its community.
The Office of Development (OOD) advances Stanford’s mission by raising philanthropic support from alumni, parents, families, friends, and institutional funders. Working in concert with volunteers and academic leaders, OOD staff members strive to accelerate Stanford’s purposeful impact in the world. Stanford is committed to a donor-centric approach to development. Every member of the Office of Development staff plays a role in providing the university’s donors with the service and attention that ensures an exceptionally positive and fulfilling philanthropic experience.
The Director of Agreements and Policies for Corporate and Foundation Giving (“the Director”) reports to the Assistant Vice President and Senior Director of Planned Giving, with dotted-line reporting to the Assistant Vice President, Medical Center Development, and the Director of University Corporate and Foundation Relations. The Director leads the team that partners with Corporate and foundation Relations staff to support gifts for Stanford University and Stanford Medicine. The team reviews, prepares and negotiates gift agreements; partners with colleagues across campus in connection with the due diligence processes for gifts; and helps resolve policy issues involving corporate and foundation philanthropic support.
In this role, the Director will be strategic and creative in leading and setting the direction for the team. The Director will work closely with Stanford faculty and other university departments and offices within and outside the Office of Development to proactively explore how to structure corporate and foundation giving, gathering input from a variety of university sources to formulate a coordinated response.
To be successful in this role, the Director should have extensive experience in reviewing and analyzing contracts and other agreements and sophisticated legal drafting skills. The Director should have exceptional interpersonal skills and a collaborative approach to working with university colleagues and corporate and foundation donors to formalize gift agreements and resolve related policy questions. The Director will lead team members in efforts to coordinate communications among these groups to build consensus.
The Director must have an ability to prioritize workload, make discerning judgment calls and provide high-quality service in a fast-paced, action-oriented and donor-centric environment. The Director must be able to work both independently and with partner offices and on teams; take initiative; and follow through on all assignments. Superior attention to detail and organizational skills are a must. This position will work closely with key colleagues across campus, including those in University Corporate and Foundation Relations, the Office of Planned Giving, Medical Center Development, Lucile Packard Foundation for Children’s Health, the Office of Research Operations, the Office of Research Administration, the Industrial Contracts Office, the Office of Technology Licensing, the Office of the General Counsel, the Deans’ Offices, Conflict of Interest, Continuing Medical Education, Graduate Medical Education, Communications and the Property Management Office.
The work requires excellent verbal and written communication skills that enable the Director to communicate effectively and work skillfully with a wide range of constituents including team members, faculty, staff, volunteers, administrative and executive leadership, as well as donors including industry scientists and legal and business personnel. The work requires experience, patience, tact and keen judgment to handle sensitive negotiations with all parties, taking into account Stanford policies, interests and concerns.
The Director’s primary responsibilities include:
Lead and manage the team to effectively and efficiently partner with constituents across campus to support fundraising efforts for corporate and foundation gifts, including strategizing on related legal and policy issues and leading the effort to analyze and resolve issues in a timely and thorough manner.
Draft, review and negotiate written gift agreements, including complex agreements, consulting appropriate university constituents and working with Stanford’s Corporate and Foundation Relations staff in communicating with corporate and foundation donors.
- Lead the team in identifying contractual and policy issues such as gift vs. sponsored research classification, compliance, conflicts of interest and legal issues. Resolve relevant policy questions and issues.
Oversee the team’s efforts in connection with due diligence for corporate and foundation gifts and coordinate internally to resolve any issues that arise.
Engage in discussions and consultations with staff of corporations and foundations and other third-party giving platforms regarding gifts and university policies, interests and concerns.
- Oversee the team’s faculty outreach and education/training on corporate and foundation engagement.
Additional work may be assigned.
The Preferred Candidate will have:
Bachelor's degree and seven years of related professional experience, including corporate, transactional or contract work. J.D., LL.M. or related advanced degree/certification (or an equivalent combination of education and experience). Experience in philanthropy preferred.
Proven leadership and management experience.
Excellent analytical and organizational skills and attention to detail.
Superior interpersonal skills. Strong ability to work effectively with a wide variety of people and personalities, including faculty, industry representatives and legal counsel, as well as administrative staff and coworkers.
Ability to achieve consensus with disparate groups while deftly managing expectations. Excellent judgment, creativity and common sense.
Must show initiative and diplomacy, anticipate needs and be a consummate team player. Must be organized and capable of setting priorities while handling multiple tasks in a busy environment.
Sophisticated negotiation and drafting skills.
Demonstrated ability to engage in problem solving and look for opportunities to share knowledge and information.
The Agreements and Policies for Corporate and Foundation Giving team is part of the Office of Planned Giving. Other members of the team in the Office of Planned Giving have the following responsibilities:
Core Duties:
Work with donors, prospects, and their legal and financial advisors to establish charitable trusts, bequests, and complex outright gifts to benefit the university.
Initiate gift discussions with and respond to inquiries from donors and prospects. Collaborate with other university development officers in gift solicitations, providing expertise in connection with bequests, charitable remainder trusts, charitable gift annuities, pooled income funds, charitable lead trusts, gifts of real estate, and other complex assets.
Provide technical support and policy construction, including accurate documentation of outright gifts, to increase awareness of complex and deferred gift vehicles and cultivate new donors.
Assist with design and implementation of marketing efforts providing information on the methods and benefits of trusts, bequests, and other planned gifts to all whose circumstances might lead to such gifts.
Further develop and maintain current expertise in tax, trust, probate, and other laws affecting charitable giving.
Represent the university in discussions with donors regarding the use of their gifts. Determine university compliance with donor restrictions and donor intent in its management of gifts funds.
Coordinate with the Stanford Management Company concerning acceptance, management, and disposition of gift property, including real estate, limited partnership interests, and other non-cash gifts.
Assist with training staff and volunteers on planned giving topics.
Work closely on a collaborative basis with other professional staff in the Office of Planned Giving, the General Counsel’s office, and the staff of the Charitable Trust Management Group at the Stanford Management Company.
Draft pledge and gift agreements with varying degrees of complexity, charitable trust documents, and sample bequest language for gifts to Stanford.
May lead staff and provide leadership to achieve goals and vision of the organization. May manage or supervise the performance of staff to ensure goals are consistently met in an effective and efficient manner.
Minimum Education:
Bachelor’s degree. A J.D., or related advanced degree/certification, or combination of education and experience is required.
Minimum Experience:
Five years of related professional experience or combination of education and relevant experience.
Knowledge, Skills and Abilities:
Experience in tax, trust, estate planning, probate, and/or related matters.
Strong writing skills.
Demonstrated ability to initiate and build relationships with individuals.
Ability to work and motivate others, including prospective donors and their advisors, volunteers, and fellow staff.
Strong organizational skills and the ability to prioritize a variety of tasks and demands.
Ability to use current desktop software applications.
Advanced knowledge of standard and complex charitable giving techniques.
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Drivers License Requirements
Must possess and maintain a valid California non-commercial Class C Driver's License.
Ability to drive day or night.
When conducting university business, must comply with the California Vehicle Code and Stanford University driving requirements.
