Harvard University Work Values

Daily Duties at Harvard University:

Responsible for monitoring the proper management of trusts held outside Harvard, regarding principal and income growth, fees and other changes. Oversaw data entry and coordinated reports for Harvard’s future interests. Devised a data processing format for a trust and estate tracking system. Supervised 3 assistants.• Administered a complex system of estates and trusts including charitable remainder trusts, charitable lead trusts, gift annuities and pooled income funds o Advised donors and/or representatives as to options and proper wording of charitable devices and calculations for federal income tax deduction purposes. Examined wills, trust accounts and inventories, with special emphasis on the orderly and timely acquisition of all assets due the university

What they like about Harvard University:

Working for a company with an emphasis on social values and helping society is a clear and important priority for you - a critical factor in who you choose to work for. In contrast to other factors, you place an organization's reputation for fairness and concern for the community above most other aspects of the company. As you search for a new job opportunity, it is usually possible to find out if the company is involved in the community and/or if it is addressing problems and issues in society. Pay special attention to non-profit organizations and those specifically involved in social action. Moreover, speaking with current and former employees should enlighten you to perceptions of the fairness of the company's leaders and the treatment of employees.

Tags

Professional Fundraiser, Knowledge of current tax laws and how they relate to nonprofits, Identification of possible new donors, Cultivation and soliciation of donors, Matching of effective ways to give to donors objectives, Stewardship of donors for repeat gifts, Non Profits

Skills

Fundraising Planning Study Fundraising Readiness Assessment Fundraising Development Audit Fundraising Campaign Management Fundraising Audit Implementation , Reviewing, analyzing and revitalizing all aspects of a fundraising program. Donor review and analysis, donor base and previous identification, cultivation and solicitation of prospects at every level. Annual Fund org, Staff and Volunteer Training and On-Going Mentoring: Evaluating internal talent coaching and training of key staff and volunteers in all aspects of charitable giving Ongoing follow-up and mentoring Assistance with preparation of proposals , Development of structure and execution of giving plans such as annuities, trusts, and bequest language, etc. Instruct staff on the proper methodology, laws and programs necessary to run an effective gift planning organization. Walk staff through t, Conduct workshops for Board members and volunteers both to rise their personal giving expectations and their peers. Through training sessions, you will educate your board on the importance of tapping into this significant resource. , Develop a marketing plan and a campaign strategy in accordance with priorities and goals including: The identification, cultivation and solicitation of prospects for all types of planned gifts; Individuals that have notified you , Expansion of marketing initiatives, including: Magazines Newsletters Mailing devices, such as buck slips Policy and procedures program on the acceptance of unusual gifts Pre

These are some of the questions we asked our climbers about their experiences with Harvard University: