Director Of Gift Planning

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Director of Gift Planning
The candidate will be responsible to manage portfolio of 50-100 planned giving prospects; Develop and implement strategies to engage, cultivate, solicit and steward prospects for outright and deferred planned gifts; Visit prospects & their legal/financial advisors to discuss planned giving opportunities; Assist in administration of SMU interests in trusts and estates; Collaborating with Donor Relations, steward SMU planned gift donors; Maintain excellent communication with senior Executive Director, regularly reporting on activity, next steps, strategies and proposals for planned giving prospects; and Develop and maintain current expertise in tax and other laws affecting charitable giving. Maintain portfolio of 50-100 planned giving prospects and oversee the prospect management plans in place for them, assure that steps are tracked and reported utilizing BBEC. Communicate verbally and in writing as necessary regarding these prospects Develop and implement formal strategies for engaging, cultivating, soliciting and stewarding prospects for outright and deferred planned gifts and visit prospects/donors and their legal and/or financial advisors to discuss planned giving opportunities. Develop and maintain up-to-date expertise in tax and other laws affecting charitable giving. Other assignments as needed to assure continued success of the Planned Giving program. Assist and support DEA colleagues, including but not limited to Directors of Development, Major Gift Officers and Leadership Gift Officers, to support their engaging, cultivating, soliciting and stewarding prospects for outright and deferred planned gifts, jointly visiting with prospects and donors and their legal and/or financial advisors to discuss planned giving opportunities. Assist the senior Executive Director in administering testamentary gifts in which SMU is named as beneficiary, coordinating with counsel, executor, trustee or administrator to efficiently facilitate distribution. Assistant Director will assist the senior Executive Director coordinating with Office of Legal Affairs and Treasurer to ensure effective administration of the gifts. Maintain excellent communication with senior Executive Director of Gift Planning and DEA Leadership and provide regular reports on activity and next steps, strategies, and proposals for all planned giving prospects. Provide broad level of stewardship to Dallas Hall Society (those individuals who have notified SMU of inclusion as a beneficiary of a planned gift) through personal visits and through other stewardship methods the senior Executive Director of Gift Planning deems appropriate and are within budget, policy and procedure of DEA and SMU. Collaborate as appropriate with the Office of Donor Relations that serves as the primary team responsible for donor stewardship and will work in coordination with other development officers as needed to maintain the highest level of personal contact with these donors as possible and will record these contacts systematically as required. In collaboration with Office of Prospect Research, identify planned giving prospects and improve strategy for assessment and cultivation of prospects identified, assist with strategy and assignment of prospects as needed. In addition, the Director will assist development officers to identify planned giving prospects in their portfolio, school, or area. Maintain accurate and up-to-date records of all prospect activity utilizing BBEC, as appropriate.

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