Director Of Gift Planning

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Director of Gift Planning
The candidate will be responsible for leading, developing and managing the University’s efforts to utilize planned and endowment giving to further the vision and priorities of University including management of a prospect portfolio. The director reports to the Assistat VP for University Development and works closely with executive directors, fundraisers, deans, and other DEA colleagues to plan and implement the marketing, cultivation, solicitation and stewardship of planned and endowment gifts at the major and principal gift levels. Oversee management of Gift Planning (GP) prospect portfolios; partnering with other fundraisers; and working with Development Research and Prospect Management to identify, qualify, cultivate, solicit and steward planned and endowment giving prospects and donors. Collaborate closely with leadership of Development and External Affairs (DEA) to ensure assignments and activities are communicated throughout the division. Maintain a portfolio of approximately 25 major and principal-gift level planned and endowment giving donors and prospects. Partner with and share expertise with other fundraisers on principal gift solicitations. Administration and Project Management: Director is responsible for the annual plan of action, budget, and personnel management of the Gift Planning team. Provides strategic support in management of all projects and priorities of Gift Planning. In collaboration with the Assistant VP for University Development (AVP), director serves as liaison with the Offices of the General Counsel, Treasurer, VP for Business and Finance as well as the VP for Development and External Affairs (DEA) and other DEA leadership. Manages one planned giving officer and one administrative staff member to provide administrative services to colleagues and planned giving and endowment donors and prospects; works with colleagues and donor representatives in negotiating and drafting necessary documents, articulating the vision for endowment gifts through marketing strategies, accurate solicitation proposals and gift documentation. In collaboration with AVP, provides guidance and direction on acceptance, receipt and valuation of gifts. Director has oversight for development of marketing materials, including web page content, external and internal communications. Communicates with and trains fundraisers, leadership and others regarding planned and endowment giving process, reporting and requirements. Work closely with Donor Relations to develop strategy for stewardship of all planned and endowment donors to define Dallas Hall Society structure and membership, and to ensure accurate preparation of all documentation and appropriate recognition for gift compliance. Donor Relations is responsible for executing, in communication with Office of Legal Affairs and the Office of the Treasurer, the annual endowment reporting process to assure data integrity. Work with Program Services in the preparation and execution of donor events. Represent and advocate for university’s vision and priorities, as well as the planned and endowment giving opportunities that support them, through management of the university Planned Giving Advisory Council, seeking to build strong relationships with members of the estate planning professional community.

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