Experience
3-5 yrs required
Location
Boulder, CO, United States
Posted on
Dec 16, 2016
Profile
Director of Gift Planning and Leadership Giving
The candidate reports to the Department Head and Senior Director, Gift Planning and Leadership Giving, as an integral part of a team of university System gift planning professionals. Serves as an integrated part of the university Boulder Advancement team, and works closely with campus leadership to achieve campus goals. Works with the university System Gift Planning and Leadership Giving team to maximize private support for university and its four campuses, founiversitysing primarily on support for the **MEMBERS ONLY**SIGN UP NOW***. campus. Coordinates gift planning efforts with the approximately 50 front-line development officers across the Boulder campus and in conjunction with the System office and university Foundation, including the provision of consistent and creative gift planning training. Develops gift planning strategies for donors, working closely with donors’ advisors to provide creative giving ideas, including legal and tax information associated with various gift structures. Drafts gift illustrations and gift agreements tailored to the interests of potential gift planning donors and consistent with the needs of Colorado’s flagship university. Crafts and implements an annual work plan that includes at least 4-5 major goals, measurable objectives, and methods; monitors and evaluates outcomes for the university Boulder campus. The Director of Gift Planning and Leadership Giving works on the **MEMBERS ONLY**SIGN UP NOW***. campus in Boulder, CO. Will meet or exceed annual university Boulder gift planning goals by coordinating and leading the gift planning efforts across the Boulder campus. This includes developing and managing an annual work plan, supporting and training 50+ front-line development officers, and assessing, prioritizing, and reporting on various campus gift planning efforts. Spends a majority of their time working with donors, prospective donors, and front-line gift officers with the **MEMBERS ONLY**SIGN UP NOW***.. The Director increases the pipeline of planned or blended gifts by researching, qualifying, and visiting unmanaged loyal donors, cross-campus donors, and other affinity groups, partnering closely with unit-based development officers. The Director strategically and proactively coordinates strategy sessions, prospect calls, and joint visits with their Advancement colleagues, coaching others to confidently initiate and engage in gift planning conversations.The Director creates a team of well-informed internal partners by providing creative, relevant, and frequent training opportunities for Boulder Advancement colleagues to grow and apply their gift planning skills. The Director shares industry giving trends and best practices, remaining up-to-date on charitable planning issues through extensive professional development efforts (i.e. reading publications, participating in webinars, attending conferences, etc.). The Director increases the likelihood that planned gift intentions will be fulfilled by effectively and creatively stewarding existing planned gift donors, partnering with the System Advancement office, Campus leadership, schools/colleges, and Advancement colleagues. Coordinates gift planning marketing efforts for the Boulder campus, with support from the Office of Gift Planning and Leadership Giving. Collaborates on a variety of central gift planning functions, including legacy society activities, professional advisor relationship-building, creation and improvement of internal processes and policies, database maintenance, etc. Works closely with the Department Head and Senior Director of Gift Planning and Leadership Giving, who spends approximately 50% time working with the Boulder campus. The Director thrives in an environment where all employees are challenged and respected, and where trust-based relationships between donors, colleagues, and constituents are prioritized. We value collegial and collaborative interactions, and demand the highest level of ethical behavior and long-term accountability. Should have Bachelor’s degree. Preferred: Advanced degree (JD, CFP, MBA). Demonstrated success in higher education major, planned, and/or principal gift fundraising. Must have 3-5 years seuniversityring major gifts, or directly comparable experience. Should have previously worked in higher education, fundraising or nonprofit. Must have proficiency in Microsoft Office Products; MS Word, Excel, and PowerPoint; donor tracking software (BSR helpful). Experience working within large, complex organizations is preferred. Demonstrated ability to navigate multi-layered environments and develop strategies to achieve fundraising goals is desired. Must have ability to make a persuasive verbal and written case for supporting key programs and projects, effectively matching the interests of prospective donors to specific university needs.
Company info
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Employer job
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