Assistant Director of Gift Planning (New Position),
- Job Title:Assistant Director of Gift Planning (New
- 100 N East Ave
- Waukesha, WI, 53186
- United States
- Employee Type:Administrative Staff
- Job Category:Advancement, Staff
- Industry:Development, Planned Giving , Fundraising
- Manage Others:No
In this newly created position, the inaugural Assistant Director of
Gift Planning is responsible for the development and implementation
of strategies for the solicitation of major gifts, including
outright and deferred/planned gifts. The Assistant Director will
manage a portfolio of at least 150-175 rated prospects that have
the capacity and inclination to make a gift of $25,000 or more to
support a wide range of university initiatives.
In addition to managing a portfolio of donors, the Assistant
Director will regularly collaborate with the development team's
front-line fundraisers to further promote, solicit, and document
bequest intentions, IRA rollover gifts, gifts of stock, mutual
funds, and other blended gifts.
The Assistant Director must be a careful listener who can share
basic gift planning concepts in face-to-face or telephone
conversations, group presentations, written proposals, and
marketing materials. We seek an energetic and enthusiastic
professional looking to join a team dedicated to achieving
- Serve as the gift planning lead for life-income gift program,
i.e., the marketing of gift annuities, the delivery and execution
of all documents required to complete each annuity agreement and
the delivery of all annuity payments and annual tax reporting
- Assist and consult with other staff in communicating planned
- Direct and manage stewardship activities pertaining to the John
Adams Savage Legacy Society in collaboration with the Director of
Stewardship and Donor Relations, event staff, and the Director of
- Track mature estate expectancies to ensure the preservation and
timely distribution of all estate gifts to Carroll.
- Serve as fundraising lead on the 50th Reunion. This will
include joining and leading the fundraising portions of committee
meetings, working with and strategizing on higher level donors, and
developing reunion marketing materials and strategies that
integrate gift planning.
- Work collaboratively to support front-line fundraisers to share
gift planning knowledge to increase gifts of IRA rollovers, gifts
of stocks, mutual funds, and other blended gifts.
- Work directly with donors to craft personalized giving
strategies, providing individual planned gift illustrations
- Develop a working knowledge of Carroll University in general
and funding priorities specifically so as to articulate a
compelling case for support to all constituents.
- Manage a sufficient prospect portfolio of alumni, friends,
parents and faculty to generate a minimum of 10-12 prospect visits
per month that will lead to the growth in the number of completed
major and planned gift solicitations and gifts closed.
Strategically schedule prospect visits to use time efficiently and
effectively with approximately 35% of time spent out of the office
on visits (some regional and national travel required).
- Provide timely stewardship of assigned prospects and
- Provide staff support for appropriate university officials for
the purposes of prospect cultivation, solicitation and stewardship
- Communicate closely with the appropriate staff regarding
information pertaining to major and planned gift prospects,
including contact/action reports, proposal generation, planned gift
documentation, gift acknowledgements and other data important for
the preservation of donor/prospect records.
- Participate in development activities, such as capital
campaigns, events, donor briefings, committee meetings, and
volunteer activities, as needed and appropriate.
- Assist with the successful development and implementation of
Institutional Advancement events, including but not limited to,
homecoming, reunion, donor functions (luncheons/dinners, etc.) and
athletic events, that can be utilized for cultivation and/or
stewardship activities for prospects and donors.
- Perform other duties as requested, delegated or assigned.
Education and/or Experience:
- Bachelor's degree required
- Minimum of two to four years of experience, preferably in
higher education or equivalent experience in a related field
- Working knowledge of planned and deferred giving vehicles
- Ability to make “cold calls” via phone for prospect discovery
- Ability to manage stress with multiple competing priorities
while maintaining a positive attitude and affect.
- Demonstrated successful track record in the cultivation,
solicitation and stewardship of major and planned gifts ($25,000
and above) is preferred
- Knowledge of development data systems (RE NXT preferred)
Additional Knowledge, Skills and Abilities:
- Ability to clearly articulate the mission of Carroll
- Strong interpersonal and organizational skills and aptitude to
work with people of different ages and temperaments.
- Superior written and oral communication skills.
- High energy level, self-motivated, and self-directed to design
and complete complex projects.
- Must have the skills and/or ability to: multi-task and meet
deadlines; be a team player; work collaboratively; understand the
principles and techniques relevant to major gift fundraising in
higher education; and participate in evening and weekend activities
- Demonstration of integrity, positive attitude, diplomacy, tact,
courtesy and a sense of humor.
- Knowledge of Microsoft Windows, Excel, Word, and Power
- Candidates must be willing and able to support and advance the
To apply, please visit: https://secure4.saashr.com/ta/6153588.careers?showjob=503597458