Associate Director of Planned Giving - Institutional Advancement
Reporting to the Associate Vice President of Institutional Advancement, the Associate Director of Planned Giving is a vital member of the Ashland University Institutional Advancement team. The Associate Director serves as the subject matter expert of various planned giving instruments and is responsible for the day-to-day functioning and operations of the Planned Giving department. The Associate Director works with the major giving team on the engagement, cultivation and solicitation of planned gifts from alumni and friends to support the mission of Ashland University. This position manages the University's overall gift planning program and requires substantial knowledge of charitable gift planning vehicles, strong written and verbal skills, and the ability to work strategically with the advancement leadership team.
Essential Position Duties and Responsibilities:
- Oversees the day-to-day internal operations of the Planned Giving department.
- Works with Major Giving Officers (MGOs) on the estate and planned giving needs of Ashland University donors. Assists MGOs with soliciting and closing outright and planned gifts.
- Serves as the subject matter expert on various irrevocable and revocable Planned Giving and Estate Planning instruments including, but not limited to: charitable gift annuities, charitable remainder trusts, life insurance, charitable lead trusts, bequests and other estate gifts, and other deferred giving arrangements.
- Coordinates all planned gift solicitations within the Planned Giving Module (PGM) of Colleague Advancement and serves as the PGM subject matter expert.
- Coordinates all Planned Giving year-end tax statements and provides necessary updates to the Associate Vice President and Vice President of Institutional Advancement.
- Identifies planned giving prospects including developing ways to find new prospects and following up on inquiries regarding planned giving program.
- Conducts donor visits with major gift officers for the purposes of prospect identification, cultivation, stewardship and solicitation of planned gifts.
- Works closely with and serves as a resource for all Institutional Advancement officers to promote and close agreements with donors toward scholarships, programs, projects, capital, and comprehensive campaign objectives.
- Oversees the Endowed Scholarship program and works with Business Office and Office Manager to establish appropriate systems and protocols.
- Works with donor's financial and estate planning advisors to promote and close gifts.
- Prioritizes a database of prospective donors for direct contact by the most appropriate staff or trustee member to introduce charitable gift planning.
- Maintains up-to-date expertise in tax and other laws affecting charitable giving.
- Other duties as assigned.
- Bachelor's degree is required. Legal and/or paralegal experience strongly desired.
- A minimum of seven (7) years related work experience, preferably in higher education, in gift planning, legal, financial, or other similar settings with a focus on gift planning.
- Demonstrated program management experience including ability to motivate, lead, and collaborate effectively with others.
- Superior knowledge of planned giving fundamentals, techniques, and instruments.
- Ability to research, develop, and write funding proposals, appeal letters, and reports as required.
- Work collaboratively with staff including other development officers as well as campus leaders, deans, directors, and faculty.
- Manage a budget ensuring that expenditures are in compliance and expense reports are prepared and submitted as needed
- Develop objectives, strategies, and tactics to meet both individual and team goals.
- Excellent interpersonal, organizational, listening, presentation, and written communication skills.
- Ability to juggle multiple priorities while maneuvering as a prominent and enthusiastic member of the Institutional Advancement team.
- Proficient in Microsoft Office: Outlook, Word, Excel, PowerPoint.
- Familiarity with CRM fund-raising software.
- Ability to travel as needed; evenings and weekends may be required.
A complete position description is on file with Human Resources.
Please submit a cover letter, current resume, and contact information for three (3) professional references when applying. Review of applications will begin immediately and continue until the position is filled.
Ashland University meets fully its obligation of nondiscrimination under federal and state laws and is actively committed to diversity in its workplace. Employment will require a criminal background check.