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Job Req ID:  17040

Sr. Fiduciary Services Specialist


General Description


The Senior Fiduciary Services Specialist is a member of the Office of Gift Planning (OGP) for Johns Hopkins University and Medicine. This central unit of Development and Alumni Relations (DAR) is responsible for management, administration, execution and oversight of all gift planning activities for Johns Hopkins. The Senior Fiduciary Services Specialist is the point person for securities gifts, charitable IRA rollover gifts, and life insurance gifts.  The Senior Fiduciary Services Specialist must be able to manage multiple priorities and interact with donors, internal colleagues, and others.






  • Establish and manage procedures within OGP for securities gifts, including sharing delivery instructions, communication with internal colleagues, gift identification, and gift entry into Johns Hopkins’ donor database.


  • Work with University and Johns Hopkins Hospital Treasurer Offices, Business Services, multiple brokerage houses, and others to facilitate and streamline securities gift processes and procedures for the University and the Hospital.


  • For gift of mutual funds shares, stock held in certificate form, or other non-standard gifts, work with brokers, internal colleagues, and donors to determine the appropriate procedure for accepting the gift, and coordinate gift transfer process.


  • Establish and manage procedures to reconcile gift values and proceeds, along with the correct allocations to ensure that contributions are deposited, processed for tax receipts, and acknowledged in a timely manner.


  • Design and implement forms for Schools and Divisions to use for gathering and sharing initial information about a securities gift.


  • Resolve issues and answer questions from Business Services, Treasurer’s Office, Schools and Divisions, and General Accounting regarding gifts.




  • Provide instructions to donors interested in making a Charitable IRA rollover (“C-IRA”) gift.


  • Create and maintain tracking of anticipated and received gifts. 


  • Enter gifts into Johns Hopkins’ donor database.


  • Educate Schools and Divisions on how to recognize these types of gifts and how we handle the processing for proper crediting to the donor.




  • Responsible for the timely and accurate processing of insurance gifts and payment of premiums on insurance policies owned by JHU.  This process includes, but is not limited to:
    • Initiating contact with insurance company and donor when premiums are due.
    • Making sure premium payments are received by sending a letter to the donor requesting payment and following up as necessary.
    • Completing a check request with Accounts Payable and promptly sending the payment to the insurance company.
    • Entering gift into CPA.


  • Maintain insurance gift records. 


  • Create checklist and maintain tracking of insurance policies.


  • Work with insurance company to receive payment as policies terminate.




  • In conjunction with the Director of Fiduciary Services and others, assist with the strategy and implementation of ongoing gift planning initiatives, including:
    • Donor updates: Prepare updates to donors when OGP’s brokers change delivery instructions.
    • Training: Conduct annual training class for DAR colleagues on gift transfers.


  • Understand procedures for completion of Remote Deposit, Bill Paying, Check Log, and Check Requests. Serve as back-up for each of these tasks.


  • Prepare timely and accurate monthly gift information; supply critical, detailed data for OGP's annual reporting.


  • Serve as a member of the office's fiduciary services team and a resource to members of OGP about various securities gift matters, asset transfers, audit issues, and other topics as may be appropriate.


  • Train, and delegate work to, the Fiduciary Services Coordinator (Securities) with respect to securities gifts and C-IRA gifts.


  • Perform other duties as assigned.






  • High School Diploma/GED required. Bachelor's degree preferred. Additional education may substitute for required experience, to the extent permitted by the JHU equivalency formula.


  • Minimum three years related or relevant experience required.


  • Able to work with minimal supervision, manage projects and determine priorities, and maintain a high degree of professionalism and confidentiality.


  • Possesses strong interpersonal skills and ability to work with broadly diverse groups of constituents including donors, alumni, patients, faculty, professional advisors, hospital and university administration, fundraising colleagues and institutional leadership.


  • Demonstrates strong organizational and time management skills to successfully handle a wide variety of responsibilities.


  • Understands complex institutional environments.


JHU Equivalency Formula:  30 undergraduate degree credits (semester hours) or 18 graduate degree credits may substitute for one year of experience.  Additional related experience may substitute for required education on the same basis.  For jobs where equivalency is permitted, up to two years of non-related college course work may be applied towards the total minimum education/experience required for the respective job.




Classified Title: Reporting Specialist 
Working Title: Sr. Fiduciary Services Specialist  ​​​​​
Role/Level/Range: ATO 37.5/03/OG 
Employee group: Full Time 
Schedule: Monday - Friday 8:30am-5:00pm 
Exempt Status: Non-Exempt  
Location: 01-MD:Homewood Campus 
Department name: 10001632-Gift Planning 
Personnel area: University Administration


The successful candidate(s) for this position will be subject to a pre-employment background check.


If you are interested in applying for employment with The Johns Hopkins University and require special assistance or accommodation during any part of the pre-employment process, please contact the HR Business Services Office at For TTY users, call via Maryland Relay or dial 711.


The following additional provisions may apply depending on which campus you will work.  Your recruiter will advise accordingly.


During the Influenza ("the flu") season, as a condition of employment, The Johns Hopkins Institutions require all employees who provide ongoing services to patients or work in patient care or clinical care areas to have an annual influenza vaccination or possess an approved medical or religious exception. Failure to meet this requirement may result in termination of employment.


The pre-employment physical for positions in clinical areas, laboratories, working with research subjects, or involving community contact requires documentation of immune status against Rubella (German measles), Rubeola (Measles), Mumps, Varicella (chickenpox), Hepatitis B and documentation of having received the Tdap (Tetanus, diphtheria, pertussis) vaccination. This may include documentation of having two (2) MMR vaccines; two (2) Varicella vaccines; or antibody status to these diseases from laboratory testing. Blood tests for immunities to these diseases are ordinarily included in the pre-employment physical exam except for those employees who provide results of blood tests or immunization documentation from their own health care providers. Any vaccinations required for these diseases will be given at no cost in our Occupational Health office.


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