Director of Planned Giving

Job Description

The Director of Planned Giving reports to the Senior Director of Development for Planned Giving and is responsible for the development, implementation, and marketing of planned gifts and management of all aspects of the Planned Giving Program.

JOB RESPONSIBILITIES:

– Creates and oversees the Planned Giving program with specific short-term and long-term objectives.
– Identifies, cultivates, and solicits prospective donors for planned gifts.
– Tracks and monitors donor histories.
– Determines which donors to target and ensures outreach is achieved.
– Ensures donors are recognized for their contribution.
– Consults with volunteer leadership, donors and staff to identify, cultivate, and upgrade donors/prospects with gift planning techniques as needed.
– Prepares charitable gift tax calculations for prospects and donors.
– Supplies information to donors attorneys and financial advisors.
– Develop and execute strategic and creative planned giving and marketing pieces including legacy society newsletter articles, advertisements, solicitations, PowerPoint presentations, and Brice Society booklet.
– Conducts planned giving presentations to donors, alumni, and other constituencies.
– Manage, mentor, and inspire planned giving team to exceed ambitions.
– Analyzes results and cost-effectiveness of planned giving program.
– Develop reports and materials for presentations to Boards.
– Recommends annual goals and budget projections.
– Completes other duties as needed.

MINIMUM QUALIFICATIONS:

– Bachelors degree.
– Minimum of 2 years experience in higher education fundraising, with a focus on planned giving, or equivalent (sales, business development, account/relationship management, marketing and/or public relations).
– Internships, volunteer work, and other experience gained during the completion of degree programs may be counted towards these requirements.

REQUIRED KNOWLEDGE, SKILLS, AND ABILITIES:

– Strong organizational and time management skills.
– Demonstrated ability to partner and collaborate with leadership, management, and volunteers.
– Strong communication skills including the ability to write and speak persuasively about the school and planned giving.
– Willingness to work evenings and weekends, and to travel

PREFERRED QUALIFICATIONS:

– Familiarity with alumni/donor database applications.
– Experience working with higher education fundraising.
– Demonstrated success in activities to coordinate, attract, and close major gift funding support for a school or other non-profit organization, including face-to-face solicitation of gifts of $50,000 or more.

PREFERRED KNOWLEDGE, SKILLS, AND ABILITIES

– Demonstrated knowledge of planned giving vehicles, estate planning, and tax law.

Required Application Documents

To be considered for this position please upload a cover letter and resume.