Senior Development Officer Gift Planning

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Senior Development Officer, Gift Planning
The candidate will strategically identify, cultivate, solicit and provide stewardship for planned giving prospects and donors on behalf of The State University’s academic programs working collaboratively with development staff across campus to secure planned gift commitments from alumni and friends. Will also work closely with the Senior Director to develop a marketing strategy and assist with various responsibilities within the Office of Gift Planning. Manage a portfolio of research-based planned giving prospects at the major giving level for the purpose of assessment and working collaboratively with development staff in their assigned college/unit to cultivate and solicit planned giving commitments from alumni and friends, and stewardship Partner directly with donors and their professional advisors to create a plan allowing the donor to achieve their philanthropic, financial, and estate planning objects while supporting the University’s mission Prepares timely and accurate gift annuity and remainder trust illustrations and related documents for donors, their advisors and constituent-based fundraisers Acts as a staff liaison with assigned colleges/units across campus providing expertise on deferred gift instruments and prospect strategy Develops and executes the marketing efforts for the Office of Gift Planning, in consultation with the Senior Director of Gift Planning. Development of the office’s primary marketing tool, Passing the Torch newsletter, and e-blasts, website development, special brochures, special mailers and providing creative input to new ideas Leads the Life Insurance Administration efforts for the Foundation in the Office of Gift Planning, organizing, communicating and making strategic decisions for the benefit of the Foundation and the donors Assists the Senior Director of Gift Planning in several key areas: the university gift agreement process; development and execution of regionally based planned giving seminars; bequest administration, including correspondence with external parties who represent estates in probate from which the university will receive a bequest; and providing educational and training opportunities for development staff across campus and for the Development Associate in the Office of Gift Planning Collaborates with Office of Advancement Relations to appropriately steward the members of the James D. Westcott Legacy Society Record meetings, interactions and input of planned giving data in the foundation’s database in a timely manner and protects the confidential information contained in that database Effectively communicates organization’s mission and represents the organization’s culture to external stakeholders. Protects confidential information Perform other duties as assigned.

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