Director - Gift Planning and Leadership Giving

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Director - Gift Planning and Leadership Giving
The candidate will spend majority of time working with donors, prospective donors, and the approximately 20 front-line development officers within the campus, including the provision of consistent and creative gift planning training, in order to secure philanthropic support for the University. Will implement an annual work plan that includes at least 4-5 major goals and measurable objectives, prioritizing and monitoring outcomes for the campus. Increases the pipeline of planned and/or blended gifts by collaborating with Advancement colleagues, loyal and prospective donors, grateful patients, cross-campus constituents, and other affinity groups. Strategizes with development officers, prospective donors, and donors’ advisors to provide creative giving ideas, including legal and tax information associated with various gift structures. Drafts gift illustrations and gift agreements tailored to the interests of potential gift planning donors and consistent with the needs of the campus. Collaborates on central gift planning functions including legacy society activities, professional advisor relationship-building, marketing efforts, database management, and the improvement of internal processes and policies. Bachelor’s degree from an accredited institution of higher education is needed. Advanced degree JD degree, CFP, MBA is preferred. Experience working within a healthcare organization is preferred. Experience working within large and complex organizations are preferred. Experience with using modeling software such as PG Calc or similar is preferred. Should have 6+ years of experience securing planned gifts, major gifts, or directly comparable experience. Experience in charitable gift planning, or directly comparable experience. Experience securing planned, major, and blended gifts is needed. Strong sense of donor-centered customer service is essential. Excellent interpersonal skills, including the ability to communicate and work effectively with individuals from diverse backgrounds, cultures, and ages is needed. Ability and willingness to quickly learn the University Medical Campus’ mission, demographics, faculty, current programs, departments, etc., as well as firm’s culture, to be able to persuasively engage donors and articulate how CU and distinguish themselves from peer institutions are needed. Proficiency in Microsoft Office Products; MS Word, Excel, and PowerPoint; donor tracking software is needed.

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