Interim Director, Pomona Plan

ABOUT POMONA COLLEGE

Located near Los Angeles, California, Pomona College is widely regarded as one of the nation's premier liberal arts colleges. Established in 1887, Pomona College is known for small classes, a challenging curriculum, close relationships between students and faculty, and a range of student research and leadership opportunities. Pomona is a member of The Claremont Colleges.

The Interim Director, Pomona Plan (the “Interim Director”) provides interim technical and operational support to the Pomona Plan team, serving as a subject matter expert in life income gifts, gift planning, and complex asset philanthropy. The position reports to the Senior Director, Pomona Plan and provides strategic consultation, technical guidance, and operational support to the College’s gift planning efforts. The Interim Director provides day‑to‑day support for the administration of the Pomona Plan – the “flagship” charitable life‑income program of the College – working with investment and finance offices as well as outside financial institutions and advisors as assigned.

This interim position requires experience working with frontline life‑income gift officers and beneficiary services, the ability to facilitate a healthy team environment, commitment and track record of excellence, and expertise with maintaining the quality, high‑touch and personalized customer service that is the hallmark of the Pomona Plan, leading by example. This interim position also provides gift planning expertise for the Advancement division in support of the most aspirational, comprehensive capital campaign in the history of the College, and beyond.

The position requires exceptional judgment and the ability to act independently to plan and accomplish goals. The Interim Director will inspire to maintain and innovate the Pomona Plan’s commitment to quality customer service. As a gift planning fundraising strategist and thought leader, the Interim Director will play an important role in shaping revenue support of the Pomona Plan, largely from unaffiliated donors and to aggressively increase the pipeline of Pomona Plan gifts for future growth and to ensure that targeted annual and multi‑year campaign goals are met.

• Provides day-to-day gift planning support for the Office of the Pomona Plan.
• Helps support the pipeline of Pomona Plan gifts for future growth through technical expertise, strategic consultation, and operational support.
• Advises the Pomona Plan team and other internal constituencies on, and helps develop strategies for, life‑income proposals to prospective new and repeat Pomona Plan donors based on the donor’s financial, tax and philanthropic circumstances.
• Helps execute the team’s annual operating plan, annual and long‑term revenue and campaign forecasts, and strategies for long‑term growth of revenue streams for the Pomona Plan program.
• Collaborates with Finance, Investments, Pomona’s General Counsel, outside legal and gift planning counsel, TIAA Kaspick, and Advancement Services as needed to ensure the highest standards of accountability and compliance with applicable federal and state laws, including tax laws, state registration requirements, and fiduciary and reporting obligations to annuitants.
• Provides advice to the Pomona Plan team on internal policies and procedures for cultivating, closing, recording and stewarding life‑income gifts. Assisting the Senior Director, serves as a second liaison to shared services teams in Advancement, including: (1) Advancement Communications Team as to life‑income marketing and communications, (2) Advancement Services as to life‑income and legacy gift processing and reporting, (3) Prospect Operations and Data Strategy (PODS) as to data analytics…