Director Of Planned Giving Office Of Development And Alumni Engagement

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Director Of Planned Giving Office Of Development And Alumni Engagement
The candidate will be responsible for: Managing a portfolio of 150 +/- planned giving prospects, and with a target of 125-150 face-to-face annual visits, secure and conduct in-person meetings to qualify, engage, solicit, and steward the College’s planned giving donors and prospects. Lead prospects through the qualification, cultivation, and solicitation cycle with the aim of increasing the number of Legacy Society members (those who leave UC Hastings in their estate plan). Manage the existing Planned Giving committee of the UC Hastings Foundation Board of Trustees, including serving as the staff lead for committee calls and all related efforts. Present on planned giving progress, results, and strategies at full Foundation Board meetings and other leadership meetings as requested. Develop, lead, and execute an annual and targeted marketing strategy with the goal of elevating awareness of planned giving opportunities, increasing Legacy Society enrollment, and stewarding existing members. Propose and develop stewardship efforts tailored specifically for Legacy Society members. Lead or assist on special fundraising and departmental projects. Should have Bachelor’s degree; JD degree preferred. Must have 2+ years of progressive and successful planned giving experience or related career field such as law, accounting, or financial planning.

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