Carnegie Mellon is enjoying its most productive fundraising years
in its history, raising more than $950M over the last three years.
University Advancement (UA) supports the entire CMU community in
building relationships with key constituencies and securing the
financial resources the university needs to continue its ascent. As
the division grows, we are seeking a director, Development and Gift
Planning . This is an exciting opportunity if you thrive in an
interesting and challenging work environment. Reporting to the
senior director, Development and Gift Planning your primary
responsibility will be to qualify, engage, solicit, and steward
prospective planned giving donors and other high net worth
prospects, serve as a philanthropic advisor and collaboratively
craft creative giving options, including both planned and outright
major gifts, tailored to the individual circumstances of each
donor. You will also be expected to work independently while also
being a solid team contributor to both the Development and Gift
Planning office and the division of University Advancement.
Your core responsibilities will include:
- Philanthropic Advising:
- Identifying and cultivating gift planning and other high net
worth prospects independently and in coordination with individual
giving officers across the university. Heavy emphasis on personal
visits with both prospects and/or their advisors.
- Preparing and delivering gift planning strategies and proposals
including detailed analysis of the various aspects of each gift
- Working with prospects, their advisors, and individual giving
officers to complete and implement the proposed gift plan.
Coordinating gift acceptance with the University Treasurer and the
Office of the Chief Investment Officer.
- Delivering appropriate follow-up correspondence and required
- Maintaining on-going personal contact with donors who have
completed a gift plan.
- Participating in various gift planning marketing efforts as
time and necessity warrant.
- Building and maintaining positive working relationships with
- Personal Development:
- Reading, networking, attending conferences and seminars,
preparing and delivering presentations, and the like, maintaining
an up-to-date knowledge of all financial, tax and legal
ramifications pertaining to charitable giving, as well as,
innovations and creative ideas in the gift planning field.
- Other duties as assigned.
Passion, excellence and flexibility are vital qualities within
University Advancement. A commitment to diversity, equity and
inclusion; collaboration; and cultural sensitivity are valued
competencies at CMU. Therefore, we are in search of a team member
who is able to effectively interact with a varied population of
internal and external partners at a high level of integrity. We are
looking for someone who shares our values and who will support the
mission of the university through their work.
You should demonstrate:
You should be able to travel domestically and be willing to work
outside of normal business hours as needed.
- The ability to:
- understand and articulate the objectives of the University
Advancement division and to integrate and execute individually
assigned goals within those objectives
- lead, participate in, and advise all aspects of a donor’s gift
process and to maintain consistent stewardship contacts with
- work with sensitive information, maintain confidentiality and
- prioritize work and manage multiple tasks simultaneously
- work independently and in small teams
- manage difficult situations while maintaining composure
- Excellent verbal, written and interpersonal skills
- Strong planning, organizational, and supervisory skills
- Bachelor’s degree is required; Master’s degree preferred.
- Seven years of demonstrated development and successful gift
planning experience, preferably in higher education.
- Familiarity and experience in law, finance, marketing and sales
- Strong knowledge of the principles of fundraising and gift
- Broad knowledge of the tax, financial, and legal aspects of
- Must possess and maintain a valid driver’s license and
successfully complete a driver's license verification on an annual
basis. Must complete the National Safety Council Defensive Driver
Training once every three years
- Successful background check
Gift Administration, Research, Planning and Data Analysis
Staff – Regular
Full Time/Part time
- Please visit “ Why Carnegie Mellon ” to learn more about
becoming part of an institution inspiring innovations that change
- Click here to view a listing of employee benefits
- Carnegie Mellon University is an Equal Opportunity
- Statement of Assurance