Director Of Planned Giving

Profile

Director Of Planned Giving
The candidate expands planned giving through identifying, cultivating, educating, soliciting and stewarding prospects for outright, planned and estate gifts in support of the Greater Commitment Campaign, meeting established goals for number of face-to-face visits and successful solicitations. Develops, manages, and expands a portfolio of qualified, active prospects through various stages of moves management. Establishes specific dollar and donor goals for planned gifts and meets these fundraising goals annually, as agreed upon with the Associate Vice President for Institutional Advancement. Maintains a high level of expertise regarding state and federal taxes, gift and estate giving methods and the legal aspect of charitable giving. Works with development research team, uncovering new prospects and taking a proactive role in educating them on planned gift opportunities; solicits and closes outright and planned gifts (irrevocable and revocable). Develops formal proposals to donor prospects; ensures appropriate documentation is developed and executed. Builds relationships with estate and financial planning professionals. Works with designated special events professionals and University Relations staff in the Office of Institutional Advancement to design cultivation and stewardship activities and collateral that support planned giving initiatives. Plans and implements ongoing annual marketing efforts, including direct mail, email and social media. Manages all aspects of the Chapman Legacy Society including event management, website updates and legacy bios. Designs, produces and implements marketing initiatives to raise awareness and interest in planned gifts, including informational seminars, promotional pieces, mailing to targeted populations and other initiatives. Plans and hosts estate planning seminars annually for donors and prospects. Coordinates all aspects of TU’s planned giving website, including donor stories and vendor management. Develops annual plan to steward identified, planned giving donors, including appropriate recognition. Works with Advancement Services on reporting new and historical planned gifts. In collaboration with AVP, provides guidance and direction on acceptance, receipt and valuation of gifts. Works with the development team, analyzes historical giving to identify planned giving prospects. Works closely with development staff to ensure that assignments and activities are communicated and contact strategies are developed in a coordinated fashion for select prospects. Guides development staff on best practice fundraising activities, strategies, programs, and priorities related to estate planning. Maintains positive working relationships with all members of the advancement staff, supporting the leadership team in working with donors, trustees and prospects. Coordinates with colleagues on shared prospect activity; inputs moves management status into the CRM on a timely basis; submits contact reports. When appropriate, staffs a dean or other administrative staff on donor calls; some travel as needed. Performs other duties as assigned/needed. Must have Bachelor’s degree; 5 years of professional experience in higher education fundraising or professional estate planning; demonstrated success in soliciting and closing major gifts and planned gifts; excellent written and oral communication skills; effective interpersonal skills; strong self-motivated work ethic as well as a strong sense of team work; flexibility and punctuality in managing multiple tasks; excellent organizational skills with keen attention to detail; experience with consensus building among various competing interests; ability to work nights and weekends as required; and the ability to professionally represent the University by demonstrating pride and loyalty. Juris doctor degree with specialization in estate planning preferred. Experience in estate and/or financial planning desired. Previous experience with Crescendo preferred.

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