Position Number: 000392

Department: Development (Adm)

Employment Type: Permanent - Full-time

Months Per Year: 12

Essential Duties and Responsibilities:

• Be thoroughly knowledgeable on all deferred giving vehicles and regularly update knowledge through professional development. Develop and maintain current understanding of relevant tax, probate, trust and financial/estate planning information and use that knowledge to inform and propose strategies for addressing donors’ philanthropic/estate planning objectives.

• Manage a portfolio of 75-100 individuals capable of making planned giving commitments of $100K+ or outright giving commitments of $35K+.

• Lead or assist, as appropriate, the development of briefings, proposals, training materials, and presentations needed to promote successful cultivation and solicitation of planned gifts.

• Work collaboratively and foster a positive relationship and ongoing communication with gift officers and the colleges/units they represent, providing training/training materials and strategy support as needed.

• Assist in creating a comprehensive strategy and annual operating plans to facilitate the marketing and stewardship of planned gifts, including Bonnie E. Cone Society (legacy society) stewardship initiatives.

• Prepare or assist with the preparation, as appropriate, of planned giving-specific fundraising-related reports, statistics, and projections.

• Work closely with legal and financial professionals in designing and executing planned giving instruments.

• Promote University priorities and image to constituents. Serve as front line staff officer to promote university objectives.

Minimum Experience / Education:

• Bachelor’s degree

• 5+ years of experience in gift planning fundraising

Preferred Education Skills and Experience:

• Legal degree (J.D.) preferred

• Demonstrated sound judgment, integrity, creativity

• Excellent interpersonal and communication skills

• Strong work ethic, attention to detail, and the ability to think strategically

• Demonstrated ability to work as part of a team

• Proven history of management of a portfolio of prospects