Assistant Vice President for Gift and Estate Planning
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invites applications and nominations for Assistant Vice President for Gift and Estate Planning Augusta, Georgia Assistant Vice President for Gift & Estate Planning • Medical College of Georgia Foundation Under the leadership of Deborah Stafford Vaughn, who joined the University in 2018 as Vice President for Development, AU plans to launch its first comprehensive fundraising campaign in its history. This is the ideal time for a proven and highly motivated individual to serve as the Assistant Vice President (AVP) for Gift and Estate Planning at AU. Responsibilities of the Position The AVP will join the committed and focused team of 34 professionals and will be a key member of the Advancement Leadership team, contributing to the success of an ambitious comprehensive campaign. Responsibilities will include generating support from donors through Augusta University has more than 65,000 living alumni. testamentary bequests, charitable trusts, life income, and other gifts of a complex Augusta University, a highly respected, comprehensive public research nature, such as real estate and closely held securities. institution and premier medical center of the University System of Georgia, announces a national search for the Assistant Vice President for Gift In addition to personally managing a and Estate Planning. Applications and nominations are being accepted. portfolio of philanthropic prospects, the AVP will provide guidance, leadership, • • • • • • • • • • • and/or consultation on potential planned gifts to development partners in the The Opportunity institution’s many stakeholders, securing Office of Advancement and its affiliated private support through a donor- Augusta University (AU) is dedicated foundations. centered approach. The office stewards to educating the next generation of and manages gifts, fosters community Additional Responsibilities innovators, leaders, and health care outreach, and shares the University’s providers. With locations throughout • Create, with the Vice President for story to strengthen the institution and Augusta and at satellite campuses across Development, a strategic plan with advance its goals. Georgia in Athens, Albany, Rome, and measurable goals and objectives, Savannah, AU offers undergraduate The Office of Advancement is comprised sound business practices, and proven programs in the liberal arts, sciences, of seven units: Central Office; tactics to secure planned gifts. business, and education, in addition to Advancement Operations; Alumni • Identify, qualify, and personally a full range of graduate programs and Affairs; Annual Giving; Foundations, manage a portfolio of up to 100 hands-on clinical research opportunities. Finance, and Accounting; Major Gifts individual major/planned giving At the forefront of groundbreaking and Campaigns; and Major Gifts - prospects. research focused on improving and Medicine. Since FY 2014, fundraising • Build and maintain relationships with enriching the human experience, the for the University has totaled more physicians and medical staff to identify University is Georgia’s innovation center than $97.8 million. In 2013, Augusta new grateful patient donors. for education and health care. AU University received from Dr. J. Harold provides a tobacco-free learning and Harrison, a 1948 graduate of the • Develop and execute strategies to work environment. Medical College of Georgia, a gift in cultivate and solicit qualified prospects excess of $66 million, one of the largest for major and planned gifts, both AU’s Office of Advancement establishes gifts to a public university in Georgia. independently and in collaboration and cultivates relationships with alumni, with other AU development staff and friends, and the campus community to The University has three affiliated AU and AU Health faculty and staff. encourage support for the University, its foundations: students and programs to accomplish • Cultivate relationships with attorneys, • Augusta University Foundation its mission and achieve its vision. trust officers, accountants, financial The Advancement staff engages the • Georgia Health Sciences Foundation planners, and other estate planning www.myersmcrae.com www.augusta.edu • 2 Assistant Vice President for Gift & Estate Planning Mission Statement To provide leadership and excellence in teaching, discovery, clinical care and service as a student-centered comprehensive research university and academic health center with a wide range of programs from learning assistance through postdoctoral studies. professionals regarding gift • Design and implement a broad-based, and fundraising experience in a health opportunities for clients; develop and proactive marketing plan to inform, care or higher education setting are engage a volunteer group of advocates educate, and identify prospective preferable. A juris doctorate degree or a from the aforementioned industries; planned giving prospects on various CPA license is desired. provide material for their use, exchange planned giving vehicles. Knowledge and abilities: up-to-date information on best • Respond to inquiries and meet with practices, request help in obtaining prospects, existing donors, community • Knowledge and demonstrated referrals, and discuss donor interests. members, and their advisors in one-on- experience in planned gifts and estate • Serve as an institutional expert on one or group settings, as requested. planning to successfully fulfill the responsibilities planned giving vehicles, tax-wise • Manage and lead others in securing philanthropy, and current laws and planned gifts and provide motivation • Ability to understand and work within trends related to them. and guidance for optimum results. a complex academic medical center • Conduct occasional trainings and and comprehensive university information sessions regarding Requirements for the Position • Experience at successfully managing best planned giving practices with The successful candidate will possess priorities and strategically focusing on development colleagues and other AU exceptional leadership qualities and outcomes to ensure the highest return faculty and staff. be able to work cooperatively and on investment • Respond to inquiries and meet with collaboratively with multiple internal and • In-depth and current knowledge of prospects, existing donors, community external constituents. Integrity, honesty, the laws and regulations related to members, and their advisors in one-on- and a strong work ethic are essential charitable giving and charitable gift one or group settings, as requested. to this position. An advanced degree planning, including testamentary gifts, life income gifts (charitable remainder trusts), testamentary substitutes, Deborah Stafford Vaughn retirement funds, deductibility issues, Vice President for Development gifts of real property, investment vehicles, pledge rules, etc. Deborah Stafford Vaughn joined Augusta University as Vice • Ability and commitment to provide President for Development in October 2018. Her fundraising prompt responses to gift planning career in higher education spans more than 21 years and includes inquiries from donors and/or their significant public and private institutions in the Southeast. advisers, engage in conversations with donors, and furnish clear and Ms. Vaughn has served in senior positions at two state flagship understandable written explanations, universities: the University of Alabama as Associate Vice President gift illustrations, and gift agreements for Development and the University of Mississippi as Senior as needed Executive Director of Development and Chief Development Officer. She also has held • Excellent written and verbal skills and leadership development roles at Vanderbilt University and Mississippi State University. interpersonal skills Ms. Vaughn received her Bachelor of Science degree in Business Education from • Commitment and ability to maintain Mississippi State University, graduating cum laude. She earned a Master of Science degree confidentiality in Higher Education Administration, with an emphasis in Institutional Advancement, from Vanderbilt University. • Ability and willingness to travel and work outside standard office hours www.myersmcrae.com www.augusta.edu • 3 Assistant Vice President for Gift & Estate Planning The Augusta University Health Medical The Children’s Hospital of Georgia The Georgia Cancer Center at Augusta Center serves the state of Georgia and at Augusta University is a nationally University brings together a team of is the primary teaching and patient care recognized leader in the treatment and basic science researchers, clinicians, site for the Department of Surgery. The research of pediatric and adolescent radiation oncologists, nurse navigators 520-bed tertiary hospital provides many diseases. Children’s Hospital of Georgia and patient support staff to create a services not available elsewhere in the draws patients from the southeastern community fostering innovation and region. Specialized services include the United States who require specialized care focused on improving the lives of region’s best-equipped and busiest Level tertiary care. The only Level 1 pediatric our patients. The Georgia Cancer Center I Trauma Center, serving patients from trauma center in Georgia, the Augusta provides access to first-in-the-nation over 13 counties and offering transplan- center has 157 beds and is the major clinical trials, world-renowned experts, tation for pancreas and kidney. teaching site for surgery residents. and life-saving options.