Assistant Vice President of Planned Giving

University of Indianapolis
Indiana, United States
Salary Not Specified
Posted Date
Aug 11, 2022

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Position Type
Administrative, Academic Affairs, Chief Academic Officers & Vice Presidents, Business & Administrative Affairs, Development & Advancement, Chief Business Officers & Vice Presidents, Alumni Affairs, Executive, Other Executive
Employment Type
Full Time

Thank you for your interest in the University of Indianapolis! The University is a private, liberal arts university located on 65 acres, just minutes from downtown Indianapolis. With more than 700 faculty and staff, it is a place where you can become part of a close-knit campus community that emphasizes the importance of community partnerships in the future growth of the University.

UIndy’s mission is to prepare its graduates for effective, responsible, and articulate membership in the complex societies in which they live and serve, and for excellence and leadership in their personal and professional lives. The motto of "Education for Service" provides the foundation for our work to better our communities, both near and far.

As University employees, we know the work we do is important to our students and our communities. To accomplish our mission, we welcome talented, civic-minded and diverse individuals from all career levels to help maintain our high standards of excellence and quality. If you want to join our dynamic environment and experience hard work, creativity, and teamwork, we welcome your application!

The University of Indianapolis is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, sex, age, color, religion, national origin, disability, citizenship status, military status, marital status, sexual orientation, gender identity, or gender expression. The University of Indianapolis does not discriminate on the basis of sex in its educational programs and activities, including employment and admission as required by Title IX.


The University of Indianapolis is accepting applications for an Assistant Vice President of Planned Giving. This is a full-time, exempt staff position.

The Assistant Vice President of Planned Giving is a member of the Office of Advancement, reporting to the Vice President of Advancement. The Assistant Vice President of Planned Giving will serve as a member of the senior management team of the Office of Advancement, leading all planned giving efforts, including planned giving training for the advancement staff. The Assistant Vice President of Planned Giving will manage their own portfolio of planned giving prospects, assist other advancement team members in securing planned gifts, and collaborate across campus in special projects and initiatives.

  • Develop and execute a comprehensive planned giving program for the University of Indianapolis, including communications, events, stewardship and in-person meetings
  • Responsible for securing major and planned gifts aimed at meeting the strategic goals of the University of Indianapolis, its programs, disciplines, and the University, with an expectation of raising a minimum of $2M in gifts annually
  • Create and review gift agreements for the Office of Advancement team
  • Responsible for securing a minimum of 100 visits annually with donors and prospects
  • Identify and establish personal contact with current and prospective major gift donors whose interest and financial capacity have the greatest likelihood of strategically meeting the University fundraising goals, in consultation with the Vice President of Advancement, and the Associate Vice President of Advancement
  • Frequent travel and/or evening and weekend duties are required
  • Collaborate with appropriate advancement and academic staff to develop prospect strategies and build relationships
  • Prepare proposals and solicit donors for gifts in support of the Universitys strategic plan and fundraising priorities
  • Host or co-host receptions and other donor events locally and regionally
  • Provide stewardship of gifts including acknowledgement process, coordinating recognition events, dedications, and working with the Director of Donor Relations on appropriate recognition
  • Manage a portfolio of planned giving prospects resulting in increased giving to the University of Indianapolis
  • Serve as a member of the Office of Advancement senior management team and assist in the creation and review of gift agreements for the Office of Advancement
  • Lead all aspects of the University’s planned giving program and planned giving training for the advancement team
  • Manage other advancement projects and initiatives as assigned
  • Bachelors degree in related field required
  • 5+ years of face-to-face fundraising experience with a proven track record of securing major gifts
  • 5+ years experience in estate planning may also be considered
  • CFP, Juris Doctor, or other advanced financial certification preferred
  • 7-10 years of experience, in fundraising, development, estate planning, or financial services/wealth management preferred
  • Experience in a multi-year comprehensive campaign is preferred
  • Thorough knowledge of current techniques in fundraising for nonprofit organizations, particularly private higher education preferred
  • Previous experience with Blackbaud database preferred
  • Excellent written and verbal communication skills, especially when interacting with stakeholders from a variety of cultural and professional backgrounds
  • Sound judgment, initiative, and ability to collaborate effectively as part of a team coupled with excellent relationship building, time management and organizational skills
  • Valid driver's license and the ability to travel across the United States as needed
  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • Tuition Discount
  • Free Parking

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