Development Director - Gift Planning

Profile

Development Director - Gift Planning
The candidate will be managing and growing the University's deferred giving program. Will serve as a mentor and resource to front line fundraisers in cultivating and securing planned gifts. Manage a dynamic portfolio of prospects and donors, and oversees the activities related to legacy societies. Develop strategies to qualify, cultivate, solicit and steward prospects and donors in order to secure charitable gifts, including life income gifts, bequests, and major outright gifts. Manage a campus-wide portfolio of 120 (local and nationwide) planned giving prospects/donors with the goal of increasing the number of planned gifts and known bequest expectancies. Conduct at least 15 face-to-face visits with donors and prospects per month (travel required). Support the efforts of development officers by providing expertise that assists in design and implementation of gift planning and stewardship strategies for individual donors. Provide consultation and support to donors, their advisors, other outside allied professionals, and University staff and faculty on the structure, benefits and implications of various planned giving instruments. Keep abreast of current tax laws and planned giving trends. Oversee the communications and events for The university’s Legacy Societies (recognition groups for donors with planned gifts). Collaborate on the development and execution of the gift planning marketing efforts, including the newsletter, website and other printed promotional materials. Attend University fundraising events as appropriate, including some evenings and weekends. Promote University priorities and image to constituents. Serve as front line staff to promote campus goals and objectives. Maintain current knowledge of university-wide institutional priorities. Follow Institutional Advancement procedures with regard to prospect management and documenting contacts. Responsible for oversight and submission of all relative fund raising reports, statistics, projections and publications.

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