Director of Development, Planned Giving

The Director of Planned Giving reports to Senior Director of Development for Planned Giving and is responsible for the development, implementation and marketing of planned gifts and management of all aspects of the Planned Giving Program.

Job Description Summary

The Director of Planned Giving reports to Senior Director of Development for Planned Giving and is responsible for the development, implementation and marketing of planned gifts and management of all aspects of the Planned Giving Program.

Job Description

The Director of Planned Giving reports to Senior Director of Development for Planned Giving and is responsible for the development, implementation and marketing of planned gifts and management of all aspects of the Planned Giving Program.

JOB RESPONSIBILITIES:

• Creates and oversees the Planned Giving program with specific short term and long term objectives
• Identifies, cultivates and solicits prospective donors for planned gifts.
• Tracks and monitors donor histories
• Determines which donors to target and ensures outreach is achieved
• Ensures donors are recognized for their contribution
• Consults with volunteer leadership, donors and staff to identify, cultivate and upgrade donors/prospects with gift planning techniques as needed
• Prepares charitable gift tax calculations for prospects and donors
• Supplies information to donors’ attorneys and financial advisors
• Develop and execute strategic and creative planned giving and marketing pieces including legacy society newsletter articles, advertisements, solicitations, Power Point presentations and brochures
• Conducts planned giving presentations to donors, alumni, and other constituencies
• Oversees volunteer planned giving committee
• Manage, mentor and inspire planned giving team to exceed ambitions
• Analyzes results and cost effectiveness of planned giving program
• Develops reports and materials for presentations to Boards
• Recommends annual goals and budget projections
• Completes other duties as needed

MINIMUM QUALIFICATIONS:

• Bachelor’s degree
• 8-10 years of progressively responsible fund-raising experience, including major gift ($25,000 and above) solicitation
• Minimum of 5 years planned giving experience

REQUIRED KNOWLEDGE, SKILLS, AND ABILITIES:

• Strong organizational and time management skills
• Demonstrated ability to partner and collaborate with leadership, management, and volunteers
• Strong communication skills including ability to write and speak persuasively about the school and planned giving
• Willingness to work evenings and weekends, and to travel

PREFERRED QUALIFICATIONS:

• Master’s or law degree
• Familiarity with alumni/donor database applications
• Experience working with higher education fund raising
• Demonstrated success in activities to coordinate, attract, and close major gift funding support for a school or other non-profit organization, including face-to-face solicitation of gifts of $100,000 or more
• Demonstrated senior leadership with strategic, policy, and budget planning experience in an organization

PREFERRED KNOWLEDGE, SKILLS, AND ABILITIES:

• Demonstrated knowledge of planned giving vehicles, estate planning, and tax law