Associate Director Of Planned Giving

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Associate Director of Planned Giving
The candidate will interact directly with donors to address all aspects of the personal, financial, legal and tax consequences of charitable giving, especially life income gifts and bequests, including preparation of letter proposals, personalized calculations and use of printed materials. Consult with and provide support to University staff, including Development and Alumni Relations (DAR) executives and administrators, Development Officers, academic deans and others. Respond in timely fashion to inquiries from the staff and donors relating to Planned Gifts by providing useful information, calculations and options for planned gifts. Concentrate on increasing the number of gifts being finalized each year by the Planned Giving Office by identifying and cultivating new prospects, including acting as contact person between Planned Giving and donor research department. Manage a portfolio of approximately 70-75 major gift prospects and donors. Perform various administrative tasks related to the solicitation and administration of gifts to University, including transmitting necessary documentation and information to University’s office of Investment, General Counsel or others, as necessary. Interact with a wide variety of University leaders, faculty, staff, and constituents, including the Board of Trust. Work with the Executive Director to establish fundraising goals and strategies for annual and comprehensive campaigns. Continuously compile, review, and analyze project outcomes against established goals, objectives, and timelines. Recommend process improvement for program and services. Use appropriate resources to effectively and efficiently resolve problems. Uphold departmental and institutional policies regarding confidential information. Work cooperatively with DAR colleagues and develop strong working relationships with other University offices.

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