Reporting to the Executive Director of Advancement, Director of
Planned Giving directs and oversees a comprehensive program of
planned giving, focused on the identification, cultivation,
solicitation and stewardship of individual prospects with the
capacity and interest in an estate gift or other planned vehicle to
benefit NIU . The Director will shape and grow a model planned
giving program that reflects the size and capability of NIU . The
Director is him/herself an active fundraiser, and in close
collaboration with the Vice President for University Advancement
and Executive Directors, manages a portfolio of planned and major
gift prospects (prospects with the capacity to make gifts of
$500,000 or greater) and is responsible for closing $5m in gifts
annually (combination of planned, major and blended gifts). The
Director plays an important role in high level strategy and
fundraising support to university leadership, especially in
The ideal candidate will have progressively significant and
relevant development experience and a proven track record in
raising planned gifts in the seven-figure range and in successfully
managing and marketing planned giving programs in a higher
educational environment. The candidate must have the skills and
know-how to build and manage a comprehensive planned giving program
while also actively and continually contributing to overall major
and planned gift efforts and strategies; technical expertise and
knowledge of planned giving vehicles, tax law and estate planning;
a natural ability to cultivate and sustain relationships; a track
record in securing major and planned gifts; and a style that shows
a passion for the cause and also one that is professional,
down-to-earth, enthusiastic, credible and confident.
Organizational Relationship: The Director of Planned Giving will
work closely with the Gift Planning Team, the Campaign Director,
the Executive Directors and the Major Gift Officers at the NIF
Foundation to facilitate appropriate communication and
collaboration with the Northern Illinois University system and NIU
Our Values and Professional Commitments
Duties and Responsibilities (generally)
- Northern Illinois University celebrates diversity in all its
forms. We believe that diversity in gender, ethnicity, physical
ability, religious beliefs, age, and sexuality is what makes the
world an interesting place. Creating an environment in which those
differences are not only acknowledged but celebrated is our goal.
Diversity makes the educational experience richer and makes NIU the
ideal place to learn. https://www.niu.edu/diversity/about/index.shtml
- The NIU Foundation and Division of University Advancement, the
outward facing engagement and fundraising organization, represents
NIU’s commitment to diversity, equity and inclusion to alumni,
donors and friends of the university in all interactions. As
practitioners and colleagues we infuse our interactions with a
spirit that champions our students, faculty and staff who come from
a wide range of backgrounds. We confront stereotypes and injustices
where they are present and embrace the intrinsic dignity of each
- As practitioners of both the art and science of professional
fundraising, we represent demonstrable commitment to the highest
standard of ethical and professional conduct in accordance with the
CASE Statement of Ethics, the Association of Fundraising
Professionals Code of Ethical Principles and Standards, and The
Donor Bill of Rights. (Membership not required.)
The Director of Planned Giving directs and oversees a comprehensive
program of planned giving, focused on the identification,
cultivation, solicitation and stewardship of individual prospects
with the capacity and interest in an estate gift or other planned
vehicle to benefit NIU .
The Director will shape and grow a model planned giving program
that reflects the size and capability of NIU . The Director is an
active fundraiser, and in close collaboration with the Vice
President of University Advancement and Executive Directors of
Advancement, manages a portfolio of major and planned gift
prospects and is responsible for personally closing $5m annually.
The Director plays an important role in high-level strategy and
fundraising support to university leadership, especially in
campaigns. The Director manages the Associate Director of Planned
Giving, and an Administrative Assistant/Aide who supports the
Planned Giving Program.
Minimum Required Qualifications for this position
1. Bachelor’s Degree.
2. Eight (8) to ten (10) years of successful experience in
development with at least five years in planned giving
3. Three (3) years of experience in not-for-profit higher
4. Three (3) years of experience working within a matrixed
organizational structure where performance responsibilities are
evaluated in different divisions.
Specialty Factors (Additional Required Qualifications)
Education and Experience Preferred
1. Master’s Degree.
2. Juris Doctorate Degree.
3. CFRE and/or Series 65 certification.
List the knowledge, skills, and abilities critical to the
performance of this position.
1. Demonstrable commitment to the highest standard of ethical and
professional conduct in accordance with the CASE Statement of
Ethics, the Association of Fundraising Professionals Code of
Ethical Principles and Standards, and The Donor Bill of Rights.
(Membership not required.)
2. Deep, personal commitment to diversity in all forms, the
recognition of all individuals to mutual respect, and the
acceptance of others without biases. Demonstrable commitment to
leading by example, modeling diversity, equity and inclusion
throughout the university.
3. Excellent interpersonal skills to relate to donors, volunteers,
colleagues and university leadership.
4. Self-motivated (a “self-starter”); innovative and ability to
work with considerable independence within the context of a team
environment and a network of relationships.
5. Superior written and oral communication, negotiating,
organizational, analytical and fundraising skills, including the
ability to interpret financial information and manage data.
6. Familiarity with financial planning, tax and charitable gift
laws and planned giving vehicles and methods.
7. Knowledge of university governance and academic administrative
and financial policies and guidelines.
8. Must be able to travel frequently; some international travel may
9. This position requires the handling of highly sensitive and
confidential information and requires an exemplary track record of
professionalism, maturity and discretion.
10. Strong communication, organizational, interpersonal,
administrative and managerial skills.
11. Strong sales and closing skills.
12. Must be able to multi-task in a fast-paced environment.
13. Willingness to commit to the mission and goals of Northern
Illinois University and the NIU Foundation.
14. Familiarity with donor databases and gift planning tools (e.g.
Millennium, The Raiser’s Edge, PG Calc).
While established University office hours are 8:00 am – 4:30 pm,
donor work is professionally conducted at times and places
consistent with prospect and donor availability. Oftentimes this
work includes nights and weekends, and trips outside the
Minimum Pay Rate (Hourly or Monthly)
$8,750 monthly/$105,000 annually
Hiring Rate Information
Actual hiring rate is commensurate with experience, education, and
internal equity; position includes a robust benefits package to
Priority Review Date
Special Instructions to Applicants
· Resume/Curriculum Vitae
· Cover Letter that speaks to the following aspects of experience,
as listed in the education and experience requirements:
a. Years of experience with successful planned giving
b. Years of experience in not-for-profit higher education.
c. Developing diverse engagement strategies, populations and
d. Working within a matrixed organizational structure.
· List of three references
· Transcripts (unofficial with official required at hire)
Link to Department Homepage
The physical demands described here are representative of those
that must be met by an employee to successfully perform the
essential functions of this job. While performing the duties of
this job, the employee is regularly required to talk and hear.
There is a high level of desk related duties, including heavy
keyboarding, phone use, heavy filing duties. The employee
frequently is required to stand for long periods of time; walk; use
fingers and hands to feel, grasp, operate or handle objects, tools,
or controls; and reach with hands and arms. Must be able to lift
and carry 20 lbs regularly. Ability to work outside of normal
working hours to complete tasks.
In accordance with applicable statutes and regulations, NIU is an
equal opportunity employer and does not discriminate on the basis
of race, color, national origin, ancestry, sex, religion, age,
physical and mental disability, marital status, veteran status,
sexual orientation, gender identity, gender expression, political
affiliation, or any other factor unrelated to professional
qualifications, and will comply with all applicable federal and
state statutes, regulations and orders pertaining to
nondiscrimination, equal opportunity and affirmative action.
The following person has been designated to handle inquiries
regarding the non-discrimination policies:
Ethics and Compliance Officer, Title IX Coordinator
Health Services 230
Is Background Check Required
In compliance with federal law, all persons hired will be required
to verify identity and eligibility to work in the United States and
to complete the required employment eligibility verification
document form upon hire.
NIU remains committed to ensuring that its recruitment and
application procedures include full opportunities for applicants
with disabilities. Employment opportunities will not be denied to
anyone because of the need to make accommodations for a person’s
disability during either the application or interview process. An
applicant who believes they require an accommodation to participate
in the employment process due to a disability may request that
accommodation through the Accommodation Request Form
. For further assistance,
please contact the office of Affirmative Action, Equal Opportunity
and Education ( AAEOE ) at firstname.lastname@example.org
Clery Act Information
NIU provides information regarding campus security, personal and
fire safety, including topics such as: crime prevention, emergency
response procedures and crime reporting policies, in addition to
crime and fire statistics for the most recent three calendar years.
The Annual Security Report containing security and safety
information is available at www.safety.niu.edu/clery or by
contacting the University Police Department and Public Safety
Department at 815-753-9628 to receive a hard copy. The Annual Fire
Safety Report is available at www.niu.edu/clery/fire_report.pdf or
by contacting the Environmental Health and Safety Department at
815-753-0404 to receive a hard copy.
Required fields are indicated with an asterisk (*).
- Resume/Curriculum Vitae
- Cover Letter
- Transcripts (unofficial with official required at hire)
- List of References
- Military Discharge Documents ONLY
- Transcripts #2 (unofficial with official required at hire)
- Transcripts #3 (unofficial with official required at hire)