Director Gift Planning

Profile

Director, Gift Planning
The candidate will manage a portfolio of 50 – 75 key major/planned giving prospects having an interest in a planned gift. As Primary or Secondary Gift Officer, provide technical expertise and gift planning assistance to donors and their financial/legal advisors who are capable of making a major/planned gift of $100,000 or more. Close current gifts of assets, life income gifts, deferred estate gifts, and matured estate gifts totaling $5 – $10M (face value) annually from prospects in portfolio as well as with prospects managed by other gift officers. Develops strategies for advancing all prospects in portfolio and plays a key role in developing strategies for prospects in other Gift Officer portfolios. Collaborate with relevant professionals including prospect attorneys, accountants, and financial advisors regarding planned gifts. Prepare briefings for President, VP, and all other university leadership as appropriate. Work across and up the organization with senior development staff, University leadership, including the President and high-level campaign volunteers in creating donor strategies. Design and oversee the implementation of a comprehensive Gift Planning marketing program including direct mail, seminars, electronic, and web-based strategies. Provide leadership and supervision to the staff of the Office of Gift Planning, including hiring and performance evaluation and coaching. Develop long-term strategy for the gift planning program that supports the goals of the University’s campaign program. Work closely with major gift staff to provide technical support, to increase awareness of complex and deferred gift vehicles, and to cultivate new donors. Provide training for major gift staff in matters related to gift planning. Advancement Operations to prepare gift agreements, and ensure compliance with the University’s gift acceptance policy. Ensure proper receipt of and accounting for planned gifts. Develop an annual business plan for program growth. Maintain strong knowledge of current tax laws and rules related to charitable planned gifts. Develop and manage program budget. Provide direction and final approval of print and digital gift planning marketing developed by assigned University Advancement colleagues working with MarCom, and outside service providers such as Stelter and EAB. Oversee assigned University Advancement colleagues to promote the Ignatian Circle, the University’s gift planning recognition society, including membership, recognition programs, presentations, and other relevant events and programs. Oversee assigned University Advancement colleague(s) responsible for gift administration, including life income gifts, University owned life insurance, matured estate gifts, and acknowledgement of IRA qualified charitable distributions (a/k/a IRA charitable rollovers) and Deeds of Gift of tangible personal property (art, books, etc.). The assigned individual shall coordinate with Advancement Operations, Office of Financial Affairs, the Office of the General Counsel, and outside service providers such as PNC Bank, the trustee for the gift annuities and charitable remainder trusts.

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