PLANNED GIVING OFFICER
PRIMARY PURPOSE AND FUNCTIONS:
The Planned Giving Officer works closely with the Division of Institutional Advancement, administrators, deans, department chairs, directors, faculty, staff and volunteer partners across the campus. The Planned Giving Officer will develop the knowledge and trust required to represent the University’s needs to alumni and major donors as they seek out common goals that advance the University’s educational priorities. The Planned Giving Officer will focus on network cultivation, to raise funds in support of education, research, access, and scholarship at the University.
The Planned Giving Officer will lead the development team in the dialog around the unfunded needs of the University and in the cultivation of relationships to leverage the university’s human capital for fundraising efforts. Together they will foster the development of constituency groups in order to substantially increase institutional support.
ESSENTIAL FUNCTIONS AND RESPONSIBILTIES:
- Work with the Vice President and Director of Development to create and implement a program of planned giving for the University which involves establishing guidelines for the implementation and acceptance of planned gifts; and, working with the sub-committee of the Board of Trustees in an advisory role with the planned giving program.
- Develop strategies for a planned giving recognition society.
- Develop long-range and annual plans to identify, cultivate, and solicit planned giving donors in support of the University’s mission and President’s vision.
- Work with the Office of Communications to develop a comprehensive marketing plan and communication pieces for all planned giving efforts.
- All other duties assigned.
KNOWLEDGE AND SKILLS:
- Bachelor’s degree; Masters preferred.
- Minimum four (4) years demonstrated successful fundraising experience, preferably in higher education or comparable organization.
- Knowledge of cultivation, solicitation and stewardship strategies and techniques, particularly in the areas of planned giving.
- Knowledge of Raiser’s Edge.
- Competence with the Internet and Microsoft Office.
- Flexibility to travel domestically as needed.