Director Of Estate And Gift Planning

Profile

Director Of Estate And Gift Planning
The candidate will be responsible for: Build and carry an active portfolio of 50-100 prospective donors. Engage in qualification, strategy, relationship-building and closing of planned gifts. Within 36 months of start date, consistently produce $3-6M+ per year. Collaboratively work with development staff and volunteers to identify relationship networking, giving ability and interest of prospective donors. Participate in a minimum of 100 visits annually while cultivating prospects for future solicitation. Document results of all substantive contacts with potential donors for team lead review and critique. Provide analysis and make recommendations regarding the strategies to be used in soliciting funds from planned gift prospects. Ask for gifts both personally or as part of a team, including facilitating solicitations of prospects by volunteers and academic leaders. Enlist the assistance of faculty, colleagues and university staff as required in researching potential prospects and preparing and implementing proposals. Participate in educational workshops on gift planning to university-wide development colleagues, planning for special events, and marketing of planned gifts. Travel throughout the United States and around the globe representing the college will be a key aspect of the role as the CDO builds relationships with donors, prospects and alumni. Must have Bachelor’s degree and 5-7+ years of experience in positions that involve planned gift fundraising, major gift fundraising work, estate planning, financial advising or wealth management. Must have a proven and measurable track record of making appointments with new prospects, successful face-to-face solicitation, negotiation, and closure of high six-figure and seven-figure outright, blended and testamentary gifts. Relevant education and experience may be substituted as appropriate. Preferred Qualifications: Experience in gift planning or fundraising for higher education. Experience with creating and communicating gift illustrations and recommendations to donors. Experience making presentations to large, diverse groups. Experience accepting gifts of real estate, securities, closely held stock, art and collectibles. Knowledge of the Texas philanthropic market. Experience working with attorneys, accountants and other professional advisors. Preference for candidates with a law degree or experience in estate planning, or as a financial planner, CPA or trust officer.

Earliest Start Date: Sep 01, 2020.

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