Assistant Director of Development, Gift Planning
Assistant Director of Development, Gift Planning
Posting Number: R0003311
Location: Salem Campus
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The Assistant Director of Development, Gift Planning (AD,GP) works directly with the Director of Major and Planned Giving, gift officers, senior staff, campus leaders and volunteers to qualify potential donors, and secure planned gifts on behalf of Willamette University through the development of donor strategies that integrate planned giving. The Assistant Director will identify, cultivate, solicit and steward planned giving prospects through personal travel. They will secure bequests and other tax-advantaged gifts, which requires a knowledge of techniques used in financial and/or estate planning.
The ideal candidate will demonstrate energy, enthusiasm, and the ability to work both independently and productively in a fast-paced, team oriented department and a passion for liberal arts education. They will be self-motivated, results oriented and able to set priorities and manage multiple deadlines. They will be driven to realize fundraising success in ways that benefit both the donor and Willamette University.
Reasonable Accommodations Statement
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
Planned Giving Solicitation - 70%
- Qualify, and cultivate potential planned giving donors, and solicit planned gift commitments.
- Establish annual travel plan based on an identified planned giving pool, anticipating at least 100 visits a year.
- Cultivate, solicit and steward deferred gift prospects identified and referred by the Assoc. Director of Gift Planning, major gifts staff, leadership annual giving, and staff across the division and campus.
- Meet with potential planned giving donors, and accompany Major Gift Officers to meetings with planned giving donors on an as needed basis.
- Respond in a timely fashion to donors and prospective donors who request information regarding planned giving, track inquiries, and provide appropriate follow-up. Produce calculations and scenarios for life income gifts as requested.
- Carefully monitor a pool of potential planned giving supporters not assigned to gift officers to ensure appropriate engagement and follow up takes place.
- Handle correspondence with donors of planned gifts, including annual financial reports, IRS forms and income checks, if applicable. Works with staff to appropriately receive, process and acknowledge bequests.
Portfolio Management - 20%
- Manage a portfolio of no more than 25 individuals that are major and planned gift prospects including qualification, identification, cultivation, solicitation and stewardship activities.
- Develop strategies for building successful relationships between prospects and Willamette with a goal of soliciting and closing gifts of $100,000 and above, including corresponding with and visiting prospect, donors and their advisors.
- Travel as appropriate to fulfill duties, and maintain and submit timely reports on visits with prospects and donors.
- Facilitate productive relationships between donors, senior administrators and other staff to solicit individuals for high-level gifts in support of fundraising priorities as appropriate.
- In conjunction with the Director of Donor Relations, help create and execute plans for appropriate recognition of major and planned gifts.
Planned Giving Documentation and Stewardship - 10%
- Prepare Gift Agreements detailing the future use of planned and deferred gifts in conjunction with donor relations and stewardship.
- Work with donors' attorneys and/or financial advisors to complete planned and deferred gift plans.
- As needed, coordinate with trustees, attorneys, and probate courts to ensure that all paperwork and other necessary arrangements are completed for the collection of realized planned gifts.
- Other duties as assigned.
- Commitment to leading and serving in a diverse work environment.
- Demonstrated experience in extensive travel and personal solicitation securing outright and planned gifts, preferably in higher education.
- Strong fundraising experience with demonstrated ability to manage relationships with donors and successfully solicit upgrades.
- A demonstrated skill in successfully coaching, training, and leading staff and volunteers.
- Thorough knowledge of financial vehicles and techniques used in estate planning and creation of tax-advantaged philanthropic gifts.
- Proven track record of successful solicitation and service in creating deferred gifts.
- Experience in higher education fundraising.
- Campaign, major gift, planned giving and annual giving experience is highly desirable.
- Experience with The Raiser's Edge strongly preferred.
Typical Work Schedule:
- Business hours are Monday to Friday from 8 a.m. to 5 p.m. Must be willing to travel frequently and work some evenings and weekends. Typical work schedule is flexible once a pattern of performance is established.
- Able to maintain confidential information, navigate relationships with finesse, and work to the highest ethical standards as outlined by the Council for Advancement and Support of Education (CASE).
- Attendance and punctuality, sense of humor, and a positive team-oriented attitude are highly valued.
- Ability to work occasional evenings and weekends for signature events and activities including Alumni Reunion Weekend is required.
Advancement Diversity, Equity, and Inclusion Statement:
Advancement is committed to fostering an equitable and inclusive work environment that values diversity. We engage and work with our constituents, our potential employees, and our colleagues in an inclusive and respectful manner to cultivate and support a diverse community. We work hard to ensure that our organizational culture affirms the value of each member and acknowledges the differences in our lived realities through ongoing learning and change.
All University positions require that candidates submit to a criminal conviction record check prior to hire. Conviction does not automatically preclude candidates from being hired. Nature of conviction will be considered relative to the duties of the position.
You will need to upload the following two documents as part of your application materials in the "My Experience" section labeled Resume:
- Cover letter addressing the required/desired qualifications and
presenting any other applicant characteristics which deserve
- Current Resume
Incomplete applications will not be considered.
Apply online at https://willamette.wd1.myworkdayjobs.com/en-US/willametteuniversityjobs/job/Salem-Campus/Assistant-Director-of-Development--Gift-Planning_R0003311
Believing that diversity contributes to academic excellence and to rich and rewarding communities, WU is committed to recruiting and retaining a diverse faculty, staff and student body. We seek candidates, particularly those from historically under-represented groups, whose work furthers diversity and who bring to campus varied experiences, perspectives and backgrounds.