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Executive Director, Office of Trusts, Estates, and Gift Planning

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Executive Director, Office of Trusts, Estates, and Gift Planning

Cornell University

Ithaca, New York

Heralded as an “Ivy League university with a Big Ten heart,” Cornell University is a privately endowed research university and a partner of the State University of New York. As the federal land-grant institution in New York State, Cornell is moored by its responsibility — unique within the Ivy League — to make contributions in all fields of knowledge in a manner that prioritizes public engagement to help improve the quality of life in the state, the nation, and the world. Boasting an extraordinary alumni base, deep and broad volunteer involvement, and exceptionally committed Trustee leadership, Cornell is on track to achieve the best fundraising year in its history.

The University recently announced its five-year, $5 billion dollar campaign, To Do the Greatest Good, which will focus on three pillars: educating students, tackling the world’s most challenging problems, and connecting Cornell with the world through public engagement, international programs, and global reach.

https://youtu.be/HO4gs3Snu9c

The Opportunity

Cornell is seeking an Executive Director of the Office of Trusts, Estates, and Gift Planning to join a highly competent, collaborative, and well-respected team. Unique among its peers and home to one of the nation’s premiere Gift Planning programs, the Office also oversees the university’s interests in estates, life insurance policies, outside trusts, gifts of real estate, public and private securities, and the day-to-day administration of all planned gifts and the Cornell University Foundation – a donor-advised fund. This dynamic role will partner with and advise division colleagues working with the University’s most dedicated, engaged, and generous givers to structure complex and sophisticated gifts with care and creativity.

The ideal candidate will bring exceptional technical skill and fundraising experience with principal gift planning as well as compelling strength as a leader and manager. With an eye for detail and penchant for marketing, the Executive Director will drive innovation at a momentous time for Cornell. This individual will be a sought-after strategic leader within the division and will have the opportunity to partner with and steward some of the University’s highest-level donors.

Cornell University

Past searches and placements for Cornell University

  • Associate Dean for Alumni Affairs and Development, College of Engineering
  • Senior Associate Vice President for Alumni Affairs and Development
  • Senior Associate Vice President for Alumni Affairs and Development
  • Associate Dean and Executive Director of Development, Cornell SC Johnson College of Business
  • Associate Dean of Alumni Affairs and Development, Cornell College of Engineering
  • Associate Dean for Alumni Affairs and Development, Cornell Law School
  • Assistant Dean for Alumni Affairs and Development, College of Architecture, Art and Planning
  • Associate Dean for Alumni Affairs and Development
  • Director of Development
  • Director of Development
  • Associate Vice President for Colleges and Units
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    By admin|2022-03-29T23:45:08-04:00March 29, 2022|Comments Off on Executive Director, Office of Trusts, Estates, and Gift Planning

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    Chandra Montgomery brings nearly 25 years of nonprofit sector experience to Lindauer and our clients. Her background spans higher education, academic medicine, youth services, public media, and museums. Over the past two-plus decades, Chandra has honed skills and expertise in advancement services, fundraising strategy, foundation relations, DEIB principles, and human resources.

    Prior to joining the firm, Chandra oversaw grateful patient discovery, pipeline development, data management, and gift services for Health Sciences and the Keck School of Medicine during her tenure at the University of Southern California. She also launched and co-chaired the University Advancement DEI Council. Prior to USC, Chandra led prospect development teams at National Public Radio and Virginia Commonwealth University. In the course of her career, she has identified over $1 trillion in giving capacity and has supported nine- and 10-figure comprehensive campaigns, including USC’s historic $7 billion campaign.

    Since 2008, she has been an active member of Apra where she has held numerous volunteer leadership roles. Chandra has also led training for Apra University and delivered keynote sessions for state and regional chapters across the country. Since 2014, she has chaired the Advocacy and Membership committees and is a founding member of the Diversity, Equity, and Inclusion Committee. She has also served on the Conference Planning Committee and was a member of the organization’s inaugural Body of Knowledge committee for Relationship Management. Prior to her committee service, she was a member of the Apra-Virginia board of directors.

    Chandra is also a member of the African American Development Officer’s Network (AADO), Women of Color in Fundraising and Philanthropy (WOC), Association for Advancement Services Professionals (AASP), among others. In 2019, she was selected for CASE’s Minority Advancement Institute where she is also a member and conference presenter/faculty. Equally passionate about her personal philanthropy, she is a 2020 Philanthropy Together Launchpad participant and giving circle founder.

    A passionate HBCU alum, Chandra earned her bachelor’s in English from Hampton University where she has served as a volunteer alumni leader. She also holds a master’s degree and graduate certificate in Human Resources Law & Compliance from the USC Gould School of Law. Chandra has also completed additional graduate coursework at the College of William and Mary and holds multiple DEI certifications.

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