Director of Planned Giving
Director Planned Giving
General Description: The Director Planned Giving, under the direction of the Associate Vice President of University Development and Alumni Engagement provides leadership and guidance for a university department. The Director holds primary responsibility fundraising via planned giving vehicles that include estates, trusts, and various other and financial instruments that reflect financial planning and deferred giving opportunities. The incumbent serves as fundraising liaison to the University and prepares written materials, including primary responsibility for training and support for other development staff working with donors on deferred and planned gifts such as trusts, charitable annuities, life insurance, wills, and bequests. The Director is responsible for the development and implementations of strategies designed to market and procure planned and deferred gifts from university constituents. The Director of Planned Giving will be responsible to plan, organize, and conduct a comprehensive estate planning and deferred giving program pursuant to the developmental goals of the University. The incumbent will manage a portfolio of at least 125-150 rated prospects that have an inclination to support a wide range of university initiatives, at the 100K+ level and more, in coordination with faculty, staff and members of the University Development and Alumni Engagement Team.
Job Function: Design, manage and implement the activities of UNF’s Planned Giving Program. Identify, cultivate and solicit prospects for major and planned gifts from appropriate donors, lay leaders, corporations and potential donors to support planned giving and endowment goals. Serve as planned giving resource for staff and train professional colleagues and lay partners through the UNF Foundation to cultivate and solicit gifts. Plan and execute a series of planned giving donor and prospect-focused events, including donor and professional seminars and donor recognition events. Cultivate relationships with attorneys, trust officers, accountants, financial planners and other estate planning professionals regarding gift opportunities for clients. Provide material for their use, exchange up-to-date information on current best practices, request help in obtaining referrals and discuss donor interests. Negotiate terms of planned giving agreements with donors and their advisors. Conduct initial review of completed documents to ensure that they comply with UDAE’s standards, IRS guidelines, and are in the Foundation’s best interest. Responsible for all the planned gift calculations for booking gifts and also for financial projections for proposals to prospective planned giving donors. Prepare documents for the prospective donors and donors detailing planned gift illustrations and potential tax implications and income stream. Recruit and staff UDAE’s Planned Giving Committee, including preparation of agendas, notices, minutes and other relevant information. Leads all aspects of planned giving, from identifying, cultivating, and maintaining major donors to moving them appropriately towards solicitation and closure. Prepares annual budget, revenue, and expenses, for planned giving programs, marketing, and operational expenses. Prepares yearly goals and objectives that identify priorities and detail strategies and targeted asks for donors and prospects. Manages a portfolio of qualified major and planned gift prospects of approximately 125 to 150 and visit an average of 200 prospects and donors yearly. Develops and implements cultivation, solicitation and stewardship strategies in accordance with institutional standards. Cultivate relationships with attorneys, trust officers, accountants, financial planners and other estate planning professionals regarding gift opportunities for clients. Familiarity with financial planning is preferred. Ability to forge strong working relationships with others and a capacity for engaging confidence and trust among prospects and donors. A track record of successfully closing planned and/or major gifts and meeting contributed income goals in a competitive fundraising environment. High motivation for success coupled with diplomacy, tact, and consistent follow through.
Required Qualification: A Master’s degree from a regionally accredited college or university in a directly related area of specialization and six years of experience directly related to the job functions; or a Bachelor’s degree from a regionally accredited college or university in a directly related area of specialization and eight years of experience directly related to the job functions.
You must apply online at http://www.unfjobs.org and submit all required documents to be considered an applicant for this position. UNF is an Equal Opportunity/Equal Access/Affirmative Action Institution.