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Director of Gift Planning

Regis University
Colorado, United States
Salary Not specified
Posted Date
Apr 20, 2023

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Director of Gift Planning
Regis University

Northwest Denver Campus

Position Type:

Scheduled Weekly Hours:

Requested Start Date for this Position:
06/15/2023 - 23 days to go

Campus Location:
Northwest Denver Campus

Full-time or Part-time:
Full time

Job Summary:
Gift planning is housed in the Regis University Advancement office. Reporting to the Assistant Vice President of University Advancement, the Director of Gift Planning provides leadership and expertise in the areas of estate planning and deferred giving. The position requires the ability to build and maintain donor relationships, as well as work with volunteers and professional advisors. It is essential that this position is able to partner and collaborate with other University Advancement team members, the President's Office, Finance and Accounting, as well as the three colleges of Regis University and their associated programs.

Working at Regis
As Regis employees, we embrace our Jesuit Catholic values of respect, inclusion and equity, and welcome employees, faculty and students from all faiths and cultures. Together, we perform our duties in alignment with the mission of the University and seek dedicated individuals to contribute to and strengthen that mission and our service to students.

Take a moment to consider our Total Rewards package:
- A generous tuition benefit for employees, spouses, and dependents
- Paid Mission leave to give employees time to volunteer in the community
- Options for flexible work
- Additional time off each year when the University closes for Winter Break
- Medical, dental, and vision insurance

Special Instructions to Applicants:
Please submit a resume, cover letter and list of references with your application. Current employees, please submit an application by logging into Workday. Click on the Career Worklet and access the internal site.

Major Duties and Responsibilities:

  • In collaboration with the Assistant Vice President of University Advancement, set the overall strategic direction for the gift planning operation within Advancement to strengthen current and future planned giving fundraising.
  • As a member of the major gifts team, work in a collegial manner with university leaders and other team members in creating and implementing strategies and goals designed to achieve annual fundraising and activity goals, as well as to the broader agenda for fundraising efforts.
  • Manage a portfolio of planned giving prospects and donors to ensure timely cultivation and solicitation.
  • Oversee the Estate Settlement function to ensure timely and accurate receipt of funds. Prepare a monthly report with projected receipts and timelines for their distributions to Regis
  • Achieve agreed upon performance metrics including but not limited to number of contacts, number of solicitations, number of legacy gifts secured, as well as joint/blended gift proposals.
  • Oversee the development, maintenance and implementation of all planned giving stewardship efforts, including our planned gift recognition program, the Ignatian Society.
  • Establish planned giving as a core competency in Advancement and throughout the University; ensure that all fundraising staff are trained to identify appropriate opportunities to discuss planned giving issues with donors and to identify donors who may benefit from further discussion with the Director.
  • Maintain current knowledge of both traditional and innovative gift planning methods and tax considerations involved in these gifts.
  • Serve as a resource to those alumni, parents and friends who may benefit from counsel regarding planned gift opportunities. Consult donors and their advisors to ensure that gift purposes are in alignment with University goals and priorities.
  • Manage and improve the comprehensive gift planning marketing strategy to inform the Regis University constituency about creative ways to give through planned giving. This includes print and digital newsletters, targeted mailings, current website, collaterals for gift officers and donors, reunion activities and events, and all publications, especially The Regis University Magazine, The Regis Report eNewsleteter, etc.
  • Enhance operational efficiency. Ensure that all systems and processes are accurate, such as planned gift documentation and systems reporting.
  • Supervise the Planned Giving Specialist and oversee the Planned Giving budget.
  • Other duties as assigned.


  • Bachelor's degree, from an accredited institution of higher education or equivalent work experience
  • Master's degree preferred.

  • Minimum of five years exempt level experience in Estate and Gift Planning. University advancement experience preferred.
  • Minimum 2 years experience managing staff.
  • Strong knowledge of and commitment to the role of a Jesuit, Catholic private university within the system of higher education.
  • Ability to work effectively and collaboratively with administrators, faculty, staff, and friends of the University.
  • Experience managing multiple project deadlines and facilitating timely follow-up with donors and prospects.
  • Ability to utilize computer database applications related to advancement and planned giving.
  • Ability to travel in and out of state as needed.

To view our Benefits Guide use either the link or the web address below.

Benefits Guide - Fiscal year 23-24 or

Pay Rate:
$85,000 - $115,000 /annually commensurate with qualifications.

To apply, visit

Since 1877, Regis University has been using our Jesuit background to provide an education for men and women of all ages and faiths and is accredited by the Higher Learning Commission: A Commission of the North Central Association of Colleges and Schools. Inspired by St. Ignatius Loyola, the mission of Regis University is to educate men and women of all ages to make a positive impact in a rapidly-changing global society. We encourage our students to seek truth, live purposeful lives, and continually examine and attempt to answer the question: "How ought we to live?" Regis University's Northwest Campus is the main campus and administrative hub, located in Denver, Colorado. Regis University has three additional campuses in Colorado Springs, Colorado, Thornton, Colorado and the Denver Tech Center, as well as distance learning initiatives.


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