Senior Director of Planned Giving
NAU aims to be the nation's preeminent engine of opportunity,
vehicle of economic mobility, and driver of social impact by
delivering equitable postsecondary value in Arizona and
This position is posted as Senior Director of Planned
, which is a working title. The NAU system title for
this position is Director, University
NAU Advancement | Foundation builds upon the university's
distinguished excellence by raising awareness, engaging, and
strengthening meaningful relationships, and partnering with NAU's
alumni, parents, faculty/staff, and friends who have the passion
and commitment to make an impact at NAU through their estate
giving. This is an exceptional opportunity for an experienced,
energetic, and knowledgeable professional to serve as the lead
planned giving strategist and a key visionary at one of Arizona's
best public universities.
The Senior Director of Planned Giving oversees the development of
strategies and plans to support attainment of NAU's strategic
priorities, division goals, and growth objectives for university
development. This position leads a cohesive Planned Giving team
that emphasizes inclusive excellence. The Senior Director of
Planned Giving will develop and implement goals for assigned unit,
directs team in their implementation and execution, and evaluatate
performance to enhance partner and stakeholder relationships.
The Office of Planned Giving works collaboratively with all NAU
colleges, schools, programs, and other areas to secure alumni and
friends' planned gift commitments including bequests, gifts of
retirement assets and/or life insurance through a beneficiary
designation, charitable gift annuities, charitable remainder
trusts, and charitable lead trusts.
As the subject matter expert, this position will manage a portfolio
of donors and prospective donors and will offer significant
influence over planned giving donor strategies in partnership with
Advancement | Foundation colleagues, leadership, and other members
of the university community. Additionally, this position ensures
that NAU remains laser focused on engaging and building meaningful
and strategic life-long relationships with alumni, parents,
faculty/staff, and friends who have the dedication and capacity to
make an impact on NAU's future through their passion, engagement,
philanthropy, and legacy.
Relationship Development and Fundraising - 55%
- Conducts face-to-face and virtual visits with prospective and
current donors including strategic visits with donors' legal and
- Manages a portfolio of diverse planned gift donors and
- Serves as a point of contact for all NAU and Advancement |
Foundation team members, as well as other national institutions
regarding estate and gift planning issues, questions, strategies,
and national benchmarking best practices.
- Exercises a high-level of independent judgment and serves as an
experienced professional providing strategies that include highly
complex gift discussions and interactions with donors capable of
making significant investments to NAU.
- Develops and drives innovative, strategic, proactive, and
personalized strategies for a select group of NAU's most generous
and impactful estate giving donors,
- Facilitates and coordinates proactive communications and
positive relations with estate gift prospects and donors.
- Identifies high-level philanthropists and formulates strategies
to promote positive prospective donor/donor engagement in alignment
with the university's strategic priorities.
Strategic Leadership - 25%
- Oversees Planned Giving's fundraising strategies and goals for
unit and influences the planned giving fundraising tactics and
innovative strategies for college/unit fundraising.
- As a member of the development director leadership team,
defines goals, applies advance knowledge and skills across multiple
areas or functions, and contributes to a variety of division
- Manages the Planned Giving annual budget
- Provides strategic oversight of the design and development of
proposals, planned gift illustrations and agreements, all print and
web-based marketing materials, and provides guidance on the
promotion, management, and stewardship of the 1899 Society, NAU's
estate gift recognition society.
Management - 20%
- Manages the day-to-day operations of the Planned Giving's
- Provides input for performance and rewards decisions,
influences employment decisions, allocates resources, and approves
resource use decisions.
- Supervises, coaches, and mentors the Planned Giving staff, sets
and evaluates performance goals, reviews work, and conducts formal
- Delivers formal feedback to employees, plans work, resolves
conflict, and addresses performance isues.
- Promotes maximum team/organization effectiveness.
- Identifies creative approaches to problem solving.
- Pays close attention to detail in work productivity while
remaining flexible for big-picture/systems thinking.
- A bachelor's degree in relevant field, AND
- 5-7 years of experience developing and managing meaningful
planned giving relationships with a portfolio of individuals who
can be high-level (prospective) planned gift donors, AND
- 3-5 years of management experience, OR
- A combination of related education, experience, and training
may be used as an equivalent to the above minimum
- Master's degree, Juris Doctor or Law degree.
- Certified Specialist in Gift Planning (“CSGP”)
- Fundraising at a comprehensive research university and/or
experience in the estate-planning sector with in-depth experience
of planned giving vehicles.
- 8-10 years of experience developing and managing meaningful
giving relationships with a portfolio of individuals who can be
high-level (prospective) planned gift donors.
- Comprehensive campaign experience with gift planning, gift
recording, and implementation of best practices.
- Demonstrated experiencing empowering, supporting, and managing
a high-performance team.
- Ability to think broadly and creatively about strategies to
engage and cultivate a defied group of prospective donors to secure
planned gifts that meet NAU's strategic priorities.
Knowledge, Skills, & Abilities
- Experience with investments, wealth management, financial
markets, and real estate. Knowledge of estate giving, development
trends in higher education.
- Firsthand knowledge of national best practices related to
advancement, estate gifts, and comprehensive campaigns.
- Success in leading complex innovative, and creative gift
strategies and negotiations in collaboration with academic leaders,
volunteers, and donors' financial and legal representatives.
- Expert appreciation and practice of how to research, validate,
cultivate, solicit, and steward estate giving donors and
- Proven success working with stakeholders; excellent strategic
planning and project management skills; experience in a data-driven
environment; organizational skills; and the ability to lead,
influence, and motivate others.
- Results-oriented and critical thinker.
- Skills in financial planning and goal development.
- Skills in planning, organizing, directing, and facilitating
- Outstanding computer skills in Microsoft Office Suite (Word,
Excel, PowerPoint, Teams), Zoom, and other virtual meeting
software, estate planning software such as Crescendo.
- Build and maintain excellent relationships with planned giving
- Skilled in using advancement/fundraising databases.
- Demonstrated commitment to valuing inclusive excellence and
creating a safe, welcoming, and inclusive work environment where
innovation is encouraged, and collaborations/partnerships are
- Exceptional ability to build relationships and communicate
ideas, thoughts, and facts effectively and persuasively both
verbally and in writing.
- Manages and drives change, and works strategically to implement
and build constituency programs and activities.
- Manages and communicates effectively to motivate volunteers,
donors/prospective donors, and team.
- Passion for estate gift fundraising and the desire to work
collegially within a successful goal- and results- oriented
fundraising organization focused on engagement and relationship
- Ability to work independently and collaboratively with a team
and across the university.
- Prioritize and coordinate tasks with attention to detail,
deadlines, concurrent management of projects, and the ability to
create and follow identified strategies for short- and long-term
- Ability to thrive in a fast-paced environment while effectively
executing an estate gifts program.
- Balances competing priorities.
- Ability to travel and meet donors and prospective donors where
they are located.
This position has been identified as a safety/security sensitive
position. Therefore, per AZ Revised Statute, Northern Arizona
University requires satisfactory results for the following: a
criminal background investigation, employment history
investigation, degree verification (in some cases) and
fingerprinting. If you are applying for a job that requires a CDL,
you will be required to register with the Federal Motor Carrier
Safety Administration Drug & Alcohol Clearinghouse and adhere
to the clearinghouse requirements. Additionally, as an employer in
the state of Arizona, NAU is required to participate in the federal
E-Verify program that assists employers with verifying new
employees' right to work in the United States. Finally, each year
Northern Arizona University releases an Annual Security Report
. The report is a result
of a federal law known as the Clery Act. The report includes Clery
reportable crime statistics for the three most recent completed
calendar years and discloses procedures, practices and programs NAU
uses to keep students and employees safe including how to report
crimes or other emergencies occurring on campus. In addition, the
Fire Safety Report
is combined with the Annual
Security Report for the NAU Flagstaff Mountain Campus as this
campus has on-campus student housing. This report discloses fire
safety policies and procedures related to on-campus student housing
and statistics for fires that occurred in those facilities. If you
would like a free paper copy of the report, please contact the
NAUPD Records Department at (928) 523-8884 or by visiting the
department at 525 E. Pine Knoll Drive in Flagstaff.
Salary range begins at $133,000. Annual salary commensurate with
candidate's qualifications and related experience.
This position is exempt from the overtime provisions of the Fair
Labor Standards Act (FLSA) and therefore will not earn overtime or
compensatory time for additional time worked.
This is a Service Professional (SPF) position. NAU offers an
excellent benefit package including generous health, dental and
vision insurance; participation in the Arizona State Retirement
System or the Optional Retirement Program; 22 days of vacation and
10 holidays per year; and tuition reduction for employees and
qualified dependents. More information on benefits at NAU is
available on the Human
Resources benefits website
. NAU is a tobacco and smoke-free
campus. Service Professionals are hired on a contract basis,
renewable each 6 months according to
terms of the Conditions of Professional Service
offered a position will be eligible for state health plans
(including NAU's BCBS Plan). New employees are eligible
on the first day of the pay period following their
enrollment, after their employment date. Employees will have 31
days from their start date to enroll in benefits. If a new employee
chooses the ASRS retirement option, participation in the Arizona
State Retirement System, and the long-term disability coverage that
accompanies it, will begin on the first of the pay period following
6 months after the new employee's start date. New employees who
choose to participate in the Optional Retirement Plan (ORP), which
is an alternative to the ASRS plan for faculty and other appointed
staff, will begin to participate on the first day of the pay period
following election. Additionally, the long-term disability plan
that accompanies the ORP will begin on the first day of the pay
period following election.
Learning and Development
Your career at Northern Arizona University includes the opportunity
for professional development. New
employee on-boarding training
includes courses to be completed
within the first 30 days.
NAU will not provide any U.S. immigration support or sponsorship
for this position.
Open until further notice.
How to Apply
To apply for this position, please click on the "Apply" button on
this page. You must submit your application by clicking on the
"Submit" button by midnight of the application deadline. If you
need assistance completing your application there are instructions
available on the Human Resources website
or in person in the
Human Resources Department located in Building 91 on the NAU Campus
- on the corner of Beaver and DuPont Streets.
If you are an individual with a disability and need reasonable
accommodation to participate in the hiring process, please contact
the Disability Resources Office at 928-523-8773, DR@nau.edu
, or PO Box 5633, Flagstaff AZ
Equal Employment Opportunity
Northern Arizona University is a committed Equal
Opportunity/Affirmative Action Institution. Women, minorities,
veterans and individuals with disabilities are encouraged to apply.
NAU is responsive to the needs of dual career couples.
Know Your Rights Poster
NAU is an Employer of National Service. AmeriCorps, Peace Corps,
and other National Service alumni are encouraged to apply.
To apply, visit https://hr.peoplesoft.nau.edu/psp/ph92prta/EMPLOYEE/HRMS/c/HRS_HRAM.HRS_APP_SCHJOB.GBL?Page=HRS_APP_JBPST&Action=U&FOCUS=Applicant&SiteId=1&JobOpeningId=607016&PostingSeq=1