August 10, 2016 - 12:55pm -- jlaskey

Director of Planned Giving

Position Summary:

The Director of Planned Giving at Ashland University represents a vital member of our overall Institutional Advancement team and is responsible for the engagement, cultivation and solicitation of planned gifts from alumni and friends to support the mission of the University. This position manages the University's overall gift planning program and requires substantial knowledge of charitable gift planning vehicles, a proven track record of personal solicitation experience, strong written and verbal skills and the ability to plan strategic moves with prospect management. The Director will collaborate with advancement colleagues, including major gift officers to engage prospects and develop and implement cultivation and solicitation plans. The Director should have a demonstrated interest in higher education and is expected to develop a deep knowledge of the college's offerings. National and local travel by car/plane as well as night and weekend work is required.

Essential Position Duties and Responsibilities:

  • Identify and cultivate planned giving prospects including developing ways to find new prospects and following up on inquiries regarding planned giving program
  • Work with prospects to educate them on planned giving; soliciting and closing outright and planned gifts, (irrevocable and revocable, including gift annuities, charitable remainder trusts, life insurance, charitable lead trusts, bequests and other estate gifts and other deferred giving arrangements) focusing on major gifts
  • Implement and market programs and processes that will ensure a high level of gift planning activity, which will serve as a source of major gifts
  • Effectively manage a portfolio of prospects through personal visits, correspondence, electronic and telephone communication
  • Conduct personal visits with major planned gift prospects for the purposes of prospect identification, cultivation, stewardship and solicitation
  • Deliver proposals for planned gift funding ($100,000+) each year in the prospect's identified area(s) of interest
  • Work closely with and serve as a resource for all Institutional Advancement officers to promote and close agreements with donors toward scholarships, programs, capital and comprehensive campaign objectives
  • Work with donor's financial and estate planning advisors to promote and close planned gifts
  • Prioritize a database of prospective donors for direct contact by the most appropriate staff or Board member to introduce charitable gift planning
  • Track, maintain and steward all planned gifts, their investment performance and ultimate projection of final functioning endowment, capital or other designated fund use
  • Maintain and promote Ashland University's Founders Society, honoring them with permanent recognition, developing ongoing relationships and helping plan annual recognition events
  • Maintain up-to-date expertise in tax and other laws affecting charitable giving
  • Other duties as assigned

A complete job description is on file in Human Resources.

Position Requirement:

  • Bachelor's degree required; JD preferred
  • Seven years related work experience, preferably in higher education, gift planning, legal, financial or other similar settings with a focus on gift planning
  • Demonstrated management and supervisory experience including ability to motivate, lead and collaborate with others
  • Superior knowledge of planned giving fundamentals, techniques and instruments
  • Proven track record of soliciting and securing significant gifts
  • 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, listening, presentation and written communication skills
  • Strong organizational skills
  • Ability to juggle multiple priorities while maneuvering as a prominent and enthusiastic member of the Institutional Advancement team
  • Demonstrated aptitude at representing an organization in a professional and highly effective manner
  • Able to work well with diverse groups of constituents and colleagues
  • Proficient in Microsoft Office - Outlook, Word, Excel, PowerPoint
  • Familiarity with CRM fundraising software
Director of Planned Giving
Request From: 
Margaret Pomfret
Official Posting Date: 
Wednesday, August 10, 2016 - 12:00pm
Operational Department: 
Institutional Advancement
Shift Required: 
Employment Type: