Gift Planning Senior Director, Advancement

As a community, the University of Rochester is defined by a deep commitment to Meliora - Ever Better. Embedded in that ideal are the values we share: equity, leadership, integrity, openness, respect, and accountability. Together, we will set the highest standards for how we treat each other to ensure our community is welcoming to all and is a place where all can thrive.

Job Location (Full Address):

300 East River Rd, Rochester, New York, United States of America, 14623

Opening:

Worker Subtype:

Regular

Time Type:

Full time

Scheduled Weekly Hours:

40

Department:

100006 Ofc Sr Vice Pres Advancement

Work Shift:

UR - Day (United States of America)

Range:

UR URG 116

Compensation Range:

$108,483.00 - $162,725.00

The referenced pay range represents the minimum and maximum compensation for this job. Individual annual salaries/hourly rates will be set within the job's compensation range, and will be determined by considering factors including, but not limited to, market data, education, experience, qualifications, expertise of the individual, and internal equity considerations.

Responsibilities:

GENERAL PURPOSE
The Office of Trusts, Estates & Gift Planning serves as a central resource for the solicitation, closing and stewardship of planned gifts, including but not limited to, bequests, charitable trusts, charitable gift annuities, pooled income funds, University of Rochester Donor Advised Funds, publicly traded securities, real estate, closely held securities and other hard to value and illiquid assets. In a unique position among leading American Universities, the University Of Rochester Office Of Advancement offers a full complement of gift planning options with a strong internal infrastructure including Institutional Resources, Office of Finance, Gift and Donor Records specialized computer software programs from PG Calc, external custodial support from Northern Trust Co, external counsel from Nixon Peabody LLC and services of a nationally recognized planned giving consulting firm, PENTERA, Inc.

Reporting to and with general guidance from the Executive Director of Gift Planning and in concert with advancement policies, and advancement leadership the Senior Director of Gift Planning is primarily responsible for the identification, cultivation, solicitation, and stewardship of life income and estate gifts in support of the annual Gift Planning goal within a $100M+ advancement organization. The Senior Director will take the initiative to partner with the Executive Director of Gift Planning, colleagues in the Gift Planning Office, and other Advancement Staff and academic leaders to advance the near- and long-term goals of the department; play a lead role in executing the annual operating plan; and recommend new strategies to enhance overall fundraising efforts for the department. S/he will manage a portfolio of approximately 150 prospects consisting of University alumni and friends, and will focus primarily on cultivating and soliciting gifts of $100,000+.

ESSENTIAL FUNCTIONS

Donor Cultivation, Solicitation, and Stewardship

• Manages a national portfolio of prospects and donors to maximize their philanthropic contributions; completes assigned number of visits with planned giving prospects and donors, solicits and closes gifts, and plans and implements donor stewardship strategies.
• Documents written strategies for each key prospect assigned in the Customer Relationship Management software, ensuring information is up-to-date, including proposals.
• Identify new opportunities to solicit gifts from existing donors, i.e., initiating and continuing an annual process to solicit additional charitable gift annuities from previous annuitants, to meet divisional goals for repeat annuitants and generate additional gifts to the University.
• Travel wherever needed and conduct joint visits with gift officer colleagues when deferred proposals are in stage, upon request.
• Work with colleagues in prospect management to analyze the gift planning pool to identify donors with potential to increase support.

Gift Planning and Consultation

• Work with colleagues and gift officers across Advancement in identification, cultivation, solicitation and stewardship of gift planning prospects. Produce custom illustrations and work collaboratively with gift officers to help them close the largest gifts and commitments possible in structured gift agreements.
• Actively track deferred proposals and proactively reach out to colleagues to offer assistance with strategies, proposals and illustrations.
• Shares expertise in routine as well as unusual gifts, particularly with gifts of medical practice, artwork, r