Assistant Director Of Gift And Estate Planning

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Assistant Director of Gift and Estate Planning
Duties: Reporting to the Director of Gift and Estate Planning, will be part of the team to expand a comprehensive gift planning program. Will be responsible for managing a gift planning prospect portfolio and generating proposals. Will also serve as a resource for his or her colleagues on gift planning vehicles and strategies that will, in turn, lead to the generation of gift planning proposals. Will have direct responsibility for a portion of the College’s annual and long-term fundraising goals and campaign goals. He/she should possess a strong familiarity with gift planning best practices and a command of the development field’s concepts and adhere to accepted development procedures. Develops a strategic fundraising plan consisting of identifying, qualifying, cultivating, soliciting, and stewarding individuals capable of making planned and/or campaign gifts. Manages a portfolio of approximately 125-150 suspects/prospects, Solicits and closes planned and outright gifts of $50,000 - $1 million, individually and in collaboration with other development personnel. Actively works the existing Suspect Discovery Pool to uncover new prospects and to qualify them and then begin the cultivation process in a thoughtful and efficient manner. Conducts 12-15 high value contacts per month and 25 written proposals per year. Develops and maintains positive, productive, and meaningful relationships with faculty, staff, alumni, volunteers and prospects for the purpose of increasing and augmenting the pipeline of major gifts. Works in coordination with the Annual Fund for suspect/prospects leads and strategy discussions. Working in concert with the Director and Associate Director, the Assistant Director will manage Gift Planning marketing outreach via print and electronic mediums. Serves as the primary liaison with internal partners and external vendors. Provides technical expertise to Institutional Advancement colleagues for their preparation of gift planning solicitations. May accompany front line fundraisers on donor visits and solicitation calls to provide creative solutions and technical knowledge to create philanthropic opportunities. Provides gift planning illustrations, strategy and concepts for gift officers in a collaborative fashion. Understand the mission and priorities of the Office of Institutional Advancement and serve as an advocate for the department. Adhere to the principles of ethics and standard practices as articulated in the Council for Advancement and Support of Advancement (CASE) Donor Bill of Rights from the Council for Advancement and Support of Education, Association of Professional Researchers for Advancement(APRA) Statement of Ethics and the Association of Fundraising Professionals (AFP) Code of Ethical Principles and Standards as well as the standards of practice of his/her departmental profession, as appropriate. Participate fully during the planning, as deemed necessary, and execution of "tent-pole events" including and not limited to Homecoming and Family Weekend, Founders Day, and Reunion Weekend.

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