Senior Director of Gift Planning

Indiana, United States
Salary Not Specified
Jun 09, 2021
Employment Type
Full Time
Posting Details

Position Title

Senior Director of Gift Planning

Additional Information

The Ball State University Foundation is expanding.

Now is your chance to be part of a dynamic team dedicated to reinventing higher education through philanthropy and cutting-edge partnerships. You’d be joining as we embark on our most ambitious fundraising goal ever — $300 million to take student support to the next level, both financially and academically.

If you’re looking for a high-achieving work environment with a culture of camaraderie and a mission to change lives, check out the job details below.

Benefits and Community



Administrative Exemption



Length of Assignment

Full-Time At-Will

Position Function

The Senior Director of Gift Planning is responsible for identification, cultivation, solicitation and stewardship of prospects with the inclination to create a planned or major gift to the university, and manages a portfolio of prospects and donors while collaborating with partner gift officers throughout the university.

Minimum Education

Bachelor’s degree from an accredited institution.

Minimum Experience

At least three years of successful fundraising experience, including experience communicating with donors considering donating gifts of accumulated wealth.

Minimum Other

Willingness and ability to travel; possess and maintain a valid driver’s license and be insurable under the university’s auto fleet policy. Travel is required to other locations, both on and off campus, within the region and to other areas of the country. Work is usually performed in an office setting or remotely when travel needs dictate. Evening and weekend work will occasionally be required.

Knowledge of the principles of fundraising; knowledge of the financial, tax, and legal aspects of charitable giving as well as an enthusiastic willingness to expand that knowledge base.

Familiarity with the various gift planning vehicles and how to apply them in an individual situation.

The ability to understand and articulate the objectives of the University Advancement division, and to integrate and execute individually assigned goals within those objectives.

An interest in all aspects of education and a dedication to promoting the university’s fundraising priorities through developing excellent working relationships with university constituencies.

Excellent oral, written and interpersonal skills.

Personal belief in mission, goals and objectives of public higher education.

Demonstrated success as a team player and a good sense of humor.

Adherence to the highest ethical standards, empathetic disposition, perseverance, optimistic, intellectually curious and positive attitude.

Sensitive to matching the needs and priorities of a donor with those of the university.

Ability to work both independently and as part of a high performing team.

Capacity to work quickly while paying attention to details. Must be able to work under pressure of deadlines and well-defined goals.

Works independently and provides updates to supervisor and related stakeholders as needed. Generally prioritizes, initiates contacts and sets own travel schedule.

Must be self-motivated in initiating contacts with prospects, also expected to work in a collegial manner with development team in creating and implementing overall department strategies leading to new gift opportunities.

in addition to these general skills and ability, the position requires the ability to lead, participate in, and advise all aspects of a donor’s gift process and to maintain consistent stewardship contacts with assigned donors.

Authorization to work in the US

Candidates for searches must have current authorization to be employed in the U.S. without employer sponsorship.

Preferred Education

Master’s degree from an accredited institution.

Preferred Experience

At least three years of successful fundraising experience in higher education.

Preferred Other

A basic knowledge of proposing and closing various estate and life income gifts is desired.

Pre-Employment Screening

Requires successful completion of a Drivers License check, Requires successful completion of a background check and education verification.

Position Title(s) Supervised

Planned Gift Stewardship Specialist

Required Certifications

EEO Statement

Ball State University is an Equal Opportunity/Affirmative Action employer that is strongly and actively committed to diversity within its community. Women, minorities, individuals with disabilities and protected veterans are strongly encouraged to apply. All qualified applicants will receive equal consideration for employment without regard to race, color, religion, sex, national origin, age, disability, protected veteran status or any other legally protected status.

EEO /AA Employer/Veterans/Disabled.

About Ball State University

Ball State University is located in Muncie, Indiana, on an attractive campus 45 miles northeast of Indianapolis. Approximately 22,000 graduate and undergraduate students enroll in one of eight academic colleges that offer 120 undergraduate programs. We offer more than 140 master’s, doctoral, certificate, and specialist degrees, with many of them ranking among the best in the nation. Ball State aspires to be the model of the most student-centered and community-engaged of the 21st century public research universities, transforming entrepreneurial learners into impactful leaders – committed to improving the quality of life for all.


BSUF Development:115003

Department Information

Department Email or Phone Number

Duties & Responsibilities



Job Duty

Set annual goals based on divisional and team expectations. Track and report progress in cooperation with supervisor and fellow gift officers. Prepare reports and communications for donors, volunteers, colleagues, and management.



Job Duty

Qualify, cultivate and solicit prospects through a variety of media, with special emphasis on direct personal visits. Respond to inquiries from donors, prepare and present gift alternatives to current and prospective donors often in conjunction with colleagues.



Job Duty

Personal outreach to assigned prospects in order to reach annual commitment goals and create a pipeline of prospects for future solicitation and ongoing stewardship. Travel outside of the region as required with a goal of 150 annual visits. Clearly communicate with other university stakeholders and professional advisors.



Job Duty

Determine ongoing relationship activities with prospects; recommend specific purpose and level of gift appropriately suited to the donor’s individual circumstance; identify fellow colleagues or university leadership to be involved in cultivation and subsequent solicitations; directly solicit gifts; execute complicated gift planning strategies to accept gifts to the university prudently while adhering to relevant policies; begin the stewardship process with new gift planning donors.



Job Duty

Support Annual Giving, Alumni Relations, Special Events, major gifts, and other units within University Advancement.



Job Duty

Track all donor activities and prospect communication using a centralized donor database. Produce individual contact reports summarizing every prospect visit. Follow up in writing to acknowledge prospects after visits and gifts. Report progress on goals including number of visits, solicitations, commitments, upgrades and qualifications.



Job Duty

Promote gift planning techniques appropriate for donor circumstances and designed to increase a donor’s ability to make a significant gift.



Job Duty

Respond to inquiries about gift planning techniques; provide information to donor’s advisors.



Job Duty

Participate in various training opportunities provided by the university.



Job Duty

Keep current on programs and faculty, research and student initiatives at the university.



Job Duty

Collaborate with faculty, deans and other advancement colleagues when necessary.



Job Duty

Continue professional education through independent study, attendance at conferences, seminars, webinars, and other appropriate educational offerings.



Job Duty

Perform other related duties as assigned.

Posting Number


Number of Vacancies


Desired Start Date


Position End Date (if temporary)

Open Date


Applications Accepted Through Date


Open Until Filled


Information regarding transcripts

The option to upload transcripts is available. Original, official transcripts showing the highest related degree earned is required at the time of hire (even if obtained at BSU). Degree verification will be conducted.

Special Instructions Summary

Supplemental Questions

Required fields are indicated with an asterisk (*).

Applicant Documents
Required Documents
  1. Cover Letter
  2. Resume
Optional Documents
  1. Undergraduate Transcripts
  2. Master's Transcripts

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