Senior Director/Director of Development, Planned Giving

Description

Southwestern University, located in Georgetown has an immediate opening for a Director of Development, Planned Giving. This position is responsible for retaining and expanding the University’s base of major gift donors and prospects, identifying prospective donors, cultivating relationships, soliciting and closing major gifts, and providing appropriate stewardship, all in collaboration with the leadership of University Relations and Development. The incumbent's key responsibilities involve marketing, soliciting, closing, and stewarding planned gifts, alongside providing support to senior leadership with complex asset donations when necessary.  This is a full-time, fully benefited, exempt position who reports to the Associate Vice President for Development.

Primary Duties:                                               

• Identifies, cultivates, solicits, and stewards a portfolio of major gift prospects and donors.
• Solicits major gifts annually from all qualified prospects in this position’s portfolio, including gifts to the Annual Fund.
• Engages in ~12-15 contacts monthly with major gift prospects/donors.
•  Collaborates with AVP and VP to regularly add new prospects to this position’s portfolio.
• Monitors and ensures achievement of annual performance measure goals for contacts, solicitations, and closures.
• Manages and achieves annual fundraising goals for unrestricted funds, current restricted funds, endowment, and capital/plant assigned to the portfolio each year.
• Utilizes a fundraising database and prospect tools. Maintains appropriate electronic documentation on a timely basis, including contact reports.
• Manages the Planned Giving department budget.
• Manages estate administration system, including bequests in probate, to produce correct, timely, and complete distributions to the University.
• Records timely reports, letters, proposals or gift agreements following a donor contact.
• Records and track all planned gifts on the University database.
• Ensures the development and execution of a comprehensive marketing and communications plan for the gift planning program to include e-newsletters, maintenance of the gift planning website, advertising in University publications, arranging and delivering educational seminars for a wide range of constituents of the University, and outreach to professional advisors.
• Manages the ongoing recognition and stewardship of major and planned giving donors, including the 1840 Society.
• Serves as staff liaison to professional planned giving, legal, and financial advisors.
• Maintains University gift acceptance policies.
• Provides gift vehicle technical advice in written and oral form directly to prospects, their legal and/or financial advisors, and members of the development office staff.
• Participates in goal setting, proposal preparation, strategy development, and stewardship as required for donors in the portfolio.
• Effectively work with, communicate with, and collaborate with faculty, academic leaders, and other development staff to develop and secure campus-wide funding.
• Stays abreast of planned giving trends, opportunities, and related legislation, and provide regular updates to colleagues.
• Works with estate attorneys, executors, and internal departments to facilitate proper receipt and allocation of estate of deferred gifts.
• Assists as needed in drafting endowed fund and pledge agreements for testamentary gifts.
• Prepares planned gift illustrations for development colleagues to share with potential donors.
• Facilitates the issuance of charitable gift annuities.
• Establishes goals, objectives, and strategies for the planned giving program with the executive management team.
• Participates in assessing progress toward goals and prepare progress reports for the associate vice president and vice president of university relations.
• Supports and participates in University events.
• Coordinates Committee for Gift Acquisitions.
• Provides staff members with advice and counsel on matters related to planned gifts.
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