Senior Gift Planning Officer

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Senior Gift Planning Officer
DUTIES: Identify, cultivate and solicit planned gift prospects among pool of prospective donors. In coordination with other members of the team, develop and implement a plan to identify a continuing stream of planned giving prospects through mailings, seminars, referrals, and alumni relations. Build strong relationships with donors and prospects, utilizing expertise and familiarity with charitable gift planning to propose gifts strategies that address financial and philanthropic objectives. Manage 125-150 prospects, with a 10-15 prospect visit minimum monthly with the goal of confirming a minimum of 20 planned gifts per year. Be thoroughly knowledgeable on all planned giving vehicles and regularly update knowledge through professional development seminars. Develop and maintain current understanding of relevant tax, probate, trust and financial/estate planning information and of the University’s programs, plans and staff members. Work closely with legal and financial professionals in designing and executing planned giving instruments. As a prospect manager, prepare and implement plans for all assigned prospects, involve lead contacts, submit contact reports in a timely manner and attend prospect manager meetings. Provide briefing materials and conduct briefings for President, Chancellor, Vice Presidents, Deans, volunteers and other key players in leadership and principal gift solicitations which involve planned giving and/or planned giving prospects. Provide advice on solicitation strategies, especially related to charitable gift planning benefits, to all University major gift fund-raisers. Provide training to staff and volunteer fundraisers as requested. Work collaboratively with University Development colleagues on projects such as the Golden Alumni Reunion, Lo Schiavo Legacy Society Annual Reception, donor stewardship and recognition, special events and publications.

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