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Planned Giving Officer

James Madison University
Harrisonburg, Virginia
Commensurate with Experience
Posted Date
Jul 7, 2022

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Position Type
Administrative, Business & Administrative Affairs, Other Business & Administrative Affairs, Development & Advancement
Employment Type
Full Time
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We are a community committed to preparing students to be educated and enlightened citizens who lead productive and meaningful lives.

To be the national model for the engaged university: engaged with ideas and the world.

Who We Are
Located in the heart of Virginia’s beautiful Shenandoah Valley, the city of Harrisonburg is approximately 120 miles from Washington, D.C. and Richmond, VA. With a population of just over 53,000, Harrisonburg is one of the most diverse communities in the Commonwealth of Virginia. JMU is a selective, public institution with a growing national reputation for offering experiences that lead to an outstanding education and inclusive environment for students, faculty and staff. The student body includes approximately 20,000 undergraduate and 1,900 graduate students, with over 1,000 full-time instructional faculty.

JMU offers thriving programs in the liberal arts, science and technology, and professional disciplines at the undergraduate, master’s and doctoral levels. The university is committed to expanding diversity, fostering equity and inclusion, and supporting superlative teaching and scholarship. JMU has achieved national recognition for the high quality of its academic programs, focus on maintaining strong student/faculty interaction, and innovative faculty research.

The Office of Development at James Madison University, a department within the Division of University Advancement, is accepting applications for a Planned Giving Officer. The Planned Giving Officer will report to the Director of Planned Giving and will support the Director in oversight of the Planned Giving Program.

Reporting to the Director of Planned Giving, the Planned Giving Officer is responsible for the cultivation and solicitation of a portfolio of prospects. The Officer assists with the implementation of a comprehensive program to educate alumni and friends about the charitable giving opportunities available via bequests and other deferred giving techniques. The Planned Giving Officer will assist by increasing the number of deferred gifts in the university’s planned gift expectancy pool and growing the number of members of the Madison Founders Society, JMU’s planned giving recognition society.

  • Design and implement annually a fund-raising plan based on university objectives, working in conjunction with the Director of Planned Giving and the Associate Vice President for Development.
  • Travel extensively, including overnight and weekends, and attend university events to meet with donors/prospects to cultivate relationships and identify potential planned gift donors. Guide donors in creating estate gifts that support the donor’s philanthropic intentions while supporting the university’s vision, ensuring the highest level of stewardship once these commitments are made.
  • Develop and manage a rated portfolio of 80 – 100 individuals who have the fiscal capacity to make deferred gifts. Management in this instance is defined as creating enduring relationships with and providing optimal service for each donor or prospect as that individual’s circumstances require, e.g., cultivation, stewardship, or solicitation.
  • Responsible for ~110 prospect visits annually.
  • Responsible for encouraging major and annual gifts with goals set annually.
  • Write detailed and timely reports on each contact and other reports as requested.
  • Collaborate with the Offices of Strategic Gifts, Annual Giving, Corporate and Foundation Relations, Principal Relationship Development, The JMU Foundation, Inc., and Athletics to seek gifts for the university.
  • Work with other offices (such as Communications and Marketing, Constituent Relations, Donor Relations, and Advancement Information Services) as appropriate, to design and implement recognition and stewardship activities for donors and prospects affiliated with the university.
  • Assist other offices within University Advancement as necessary to advance the goals of the division.
  • Develop and maintain positive working relationships with university faculty, staff, students, administrators, and professional staff and appropriate off-campus constituencies.
  • Assume other responsibilities as assigned by the Director of Planned Giving and the Associate Vice President for Development.


  • Bachelor’s degree
  • Minimum of 3-5 years of experience in fundraising (preferably in higher education) or in related fields if that experience transfers effectively to the requirements of the position.
  • Proven ability to solicit and close planned and/or major gifts.
  • Strong organizational skills and attention to detail with the ability to utilize technological resources to maximum advantage.
  • Strong interpersonal skills, including the abilities to relate to diverse constituencies, deal effectively and discreetly with donors, colleagues, and allied professionals.
  • Willingness and ability to work flexible hours and travel, including evenings and weekends.
  • Excellent oral and written communication skills.


  • Master’s degree

To apply go to or visit and reference posting number F1912. Commensurate with Experience.

James Madison University is an equal opportunity employer committed to creating and supporting a diverse and inclusive work and educational community that is free of all forms of discrimination. This institution does not tolerate discrimination or harassment on the basis of age, color, disability, gender identity or expression, genetic information, national origin, parental status, political affiliation, race, religion, sex, sexual orientation or veteran status.

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