Associate Director Gift Planning

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Associate Director, Gift Planning

Duties: Secures planned gifts from University alumni and friends. Identifies planned giving prospects and plans strategies and solicitations of high level planned and deferred gifts from individual donors from marketing initiatives and by consulting with University-wide development officers. Advises individual donors, their attorneys, or financial advisors on planned giving options. Develops and maintains relationships with higher-level donors, volunteer leadership, faculty, and administrators. Understand how technology can be used to synthesize data and to draw conclusions. Supervises document writing and approves final edits. Writes complex documents (e.g. proposals, magazine articles, non routine correspondence). Participates in developing strategic marketing initiatives in conjunction with the program's campaign planning effort. Motivates groups of people and individuals in internal and external audiences. Manages the execution of multiple projects. Responds to unforeseen problems and implements changes as needed. Assigns projects to individuals and groups. Synthesizes the interests and philanthropic capabilities of constituencies with the needs and long term goals of the University. Works with development officers from central development and from all schools and divisions of the University in the cultivation and solicitation of individual donors. Works with the prospect management system for identification, cultivation, and solicitation of individuals for optimal gifts to the University. Participates in the formation of department objectives and strategies. Develops tactics to meet individual and group goals. Monitors resources and expenditures. Keeps current with tax law changes affecting charitable giving. Attends conferences and seminars on gift planning topics. Participates in professional associations to gain knowledge of programs and practices at non-profit organizations locally and nationally. Secure planned gifts from University alumni and friends. Proactively seek and identify new planned giving prospects. Manage a portfolio of planned gift prospects with the goal of acquiring new planned gifts and obtaining additional commitments, planned and outright, from current planned gift donors. Commit to meeting contact, visit and solicitation goals as a means to sustaining external focus and frontline fundraising activity. Travel regularly to meet with potential donors. Plan and implement cultivation strategies and solicitations of deferred gifts. Qualify and cultivate prospects who respond to marketing materials or other portals through diligent and systematic follow up. Plan and implement strategies for increasing planned gift activity in assigned units across campus, including prospect pool or portfolio analysis, strategy sessions, training, planned gift reporting, goal-setting and partnering directly with other gift officers on individual prospects. Contribute creative new ideas for raising awareness of gift planning opportunities and driving gift planning activity. Motivate individuals and groups, foster collaboration with colleagues and engender loyal relationships with donors. Invest in the success of the team, the goals of Alumni Relations & Development and the best interests of the University. Produce high level and sophisticated communications (written and verbal), including planned gift illustrations, tax and financial calculations, and personalized consultations. Balance competing demands from external and internal constituents and remain focused on fundraising goals and team objectives. Develop and maintain content expertise in gift planning vehicles, estate and tax planning, investing, financial planning, philanthropic planning, and economic climate. Develop and maintain expertise on University initiatives, current events and history. Seek opportunities for professional development that will enhance job performance.

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