Director of Development - Gift Planning

Posting Details

Job Title Director of Development - Gift Planning Department Development Full Time/Part Time Full-Time Requisition Number S21085 Open Date 08/31/2020 Close Date 09/28/2020 Salary Information

Salary Commensurate with Experience and Qualifications

Work Schedule

Monday through Friday, 8:30 a.m. to 5 p.m.

Benefits Eligible Yes Eligible for Overtime No Position Summary

Reporting to the executive director of gift planning, the director of development – gift planning is responsible for securing planned gifts and/or blended gifts; i.e., a combination of annual, outright, revocable, and irrevocable life income gifts. Primary responsibilities include the identification, cultivation, solicitation, and stewardship of alumni, parents, and friends, with particular attention to those capable of gifts of $100,000 or more. The director of development – gift planning values collaboration and partners in fundraising activities with a portfolio of school and regional major gift and annual gift officers. This person assists in providing technical expertise to development officers and university administrators. With oversight from the executive director of gift planning, the director of development – gift planning participates actively in the design and implementation of the planned giving marketing plan. The director of development – gift planning mentors, coaches, and participates in formal training of fellow development professionals and volunteers in blended and planned gift fundraising to further the fundraising and donor engagement goals of the organization.

Education Required Bachelor's Degree Major/Discipline Substitution for Education Requirement Experience may not be substituted for the education requirement. Education Preferred

J.D. or Master’s degree.

Experience Required 5 years Type of Experience

- Planned gift and/or major gift fundraising experience, including at least two years of demonstrated success in closing planned gifts
- Successful experience in the practice of law working with clients in estate and/or tax planning or experience in financial planning will also be considered

Substitution for Experience Requirement Education may not be substituted for the experience requirement. Experience Preferred

Fundraising in higher education or other complex institutional background.

License/Certification Required

Must possess (or have the ability to obtain one within 30 days of hire) and maintain a valid Texas driver’s license with no more than three moving violations and/or at fault accidents within the past 36 months, and no convictions or deferred dispositions for Driving While Intoxicated ( DWI ) or Driving Under the Influence ( DUI ) within the past five years.

License/Certification Preferred

- Bar admission in a U.S. state
- CFA, CFP, CTFA, CFRE, or other advanced fundraising certification

Skills Required

- Ability to develop and initiate new strategies
- Strong verbal and written communications skills
- Ability to work well under pressure and manage projects simultaneously
- Strong organizational and time management skills
- Advanced knowledge of Microsoft Office suite
- Strong data analysis skills
- Ability to work independently and as part of a team to meet expected deadlines and schedules
- Adept at problem solving, creating contingency plans and handling issues when necessary
- Strong client service orientation
- Strong attention to detail and ability to quickly understand and remember details about alumni/donors and projects to which they are assigned
- Strong practical skills in gift and / or estate planning requirements and techniques; charitable giving tax law

Skills Preferred

- Familiarity with planned giving software such as PG-Calc
- Working knowledge of fundraising databases such as Blackbaud CRM

Internal / External Contacts

Internal Contacts: The incumbent has ongoing communication with Development staff and the Treasurer’s Office and some contact with the General Counsel’s Office, deans, faculty, and other administrative offices.

External Contacts: The incumbent has extensive contact with alumni, friends, and parents, as well as lawyers, financial planners, and other affiliated professionals.

Physical Demands

No unusual physical demands.

Working Conditions

- Open office environment
- Local and national travel to visit with prospects and donors (approximately 35%)
- Occasional evening and weekend events

Essential Personnel

Position is not considered essential during a campus emergency.

Rice University Standard of Civility

Serves as a representative of the University, displaying courtesy, tact, consideration and discretion in all interactions with other members of the Rice community and with the public.

Security Sensitive

As defined under the Texas Education Code and Rice Policy No. 425 , this position is security sensitive and employment in this position is contingent upon the successful completion of a background check.

Special Instructions to Applicants Quick Link for Posting
Essential Functions

- Manages a select portfolio of planned giving prospects through qualifying visits, cultivation of prospects, prospects solicitations that align with the prospects’ passions and financial capacity, securing the commitment and stewarding current donors
- Assists in providing stewardship for endowed assets funded through estates or life income gifts
- Assists in developing planned giving communications
- Collaborates with development officers regarding soliciting, securing, and documenting planned gifts
- Drafts articles on planned giving for external audiences
- Prepares life income gift illustrations, endowed fund agreements, and charitable gift annuity contracts
- Serves as contact for Executors and Personal Representatives with respect to realized estate gifts
- Performs all other duties as assigned

Additional Functions or Information

Job Duties