Director Planned Giving

Profile

Director
Responsibilities : The candidate will be responsible for assisting with the implementation of a comprehensive program of planned and deferred giving for RIT. He/She works closely with the Senior Director of Planned Giving to secure the highest level of support through the marketing and direct solicitation of planned gifts. Will support the company needs of all fundraisers of the Institute and help to educate the team on current concepts, strategy, and trends. Raise, along with the others on the team and in the division, upwards of $5 million annually in planned gifts from alumni, parents, and friends of the university. Complete a minimum of 100 face-to-face visits with donors and prospects annually with the purpose of identifying, qualifying, engaging, and stewarding planned giving prospects. Personally manage a select portfolio of up to 100 planned giving prospects and donors. Partner with university development officers, faculty members, university officers, and trustees in the cultivation and solicitation of individual donors; continually evaluate the portfolio. Work directly with donors (and their financial advisors) to market, negotiate, and close a wide range of outright and company arrangements including, but not limited to: charitable gift annuities, charitable remainder and lead trusts, retained life estates, gifts of real estate, life insurance, and bequests. Collaborate with the Senior Director to implement effective marketing for the company program, including promotion and stewardship of the Ellingson Society. Assist the Senior Director with improving best practices, communication and documentation procedures with RIT’s Charitable Asset Managers, Finance Department, and Gift Office. Cultivate the support of professionals and volunteers within the community with the capacity to encourage individuals to include RIT in their charitable estate plans. Work closely the Senior Director and Associate Vice President with projects and events as needed, including Homecoming/Reunion weekend. Complete administrative tasks and other duties as assigned.

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