Director of Planned Giving

General Statement of Job

The Director of Planned Giving is a full-time position. Reporting to the Associate Vice President for Development, this position will support Missouri Southern’s development program by identifying, cultivating and soliciting prospects with the capacity and inclination to make planned gift commitments.

Specific Duties and Responsibilities

Essential Duties:

Identify, cultivate and solicit planned giving prospects by:

• Maintaining a portfolio of prospects as assigned by the AVP for Development.
• Utilizing database and CRM software to identify, research and track prospects.
• Utilize third party marketing platform to promote planned giving opportunities to constituents.
• Conducting a minimum of 240 personal and phone visits per year.
• Submitting a minimum of 36 planned giving proposals per year.

Work collaboratively with the Development Office and Alumni Office personnel to move prospects through the development pipeline: identification; qualification; cultivation; solicitation; stewardship.

Maintain clear communication within CRM software and with appropriate Office of Development staff on outcomes of visits and solicitations.

Work in concert with Office of Development personnel and the Director of Alumni & Donor Relations to effectively execute stewardship activities designed to enhance the relationship between donors and the University.

Assist in writing, editing and design of various donor correspondence pieces including appeals and acknowledgements.

Some national and regional travel and attendance at evening and/or weekend activities will be required.

Other duties as assigned.

Education, Experience, and Licenses

Bachelor’s degree from accredited college or university is required.

Two years employment experience in higher education and/or development setting is preferred.

Knowledge of planned giving/estate planning terminology and strategy is preferred

Knowledge, Skills, and Abilities

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Requires excellent organizational, interpersonal, verbal and written communications skills.
• Requires the ability to maintain confidentiality of sensitive data.
• Requires the ability to work in a professional office environment and exhibit excellent customer service skills.
• Should be results-oriented, entrepreneurial, and team-oriented.
• Ability to interact effectively and positively with a wide variety of colleagues, volunteers, alumni and donors.
• Proficient computer skills including Microsoft Office Suite, database, CRM tools, spreadsheets and general computer experience.
• Perform tasks with personal integrity, self-confidence, enthusiasm and professionalism.

Physical Demands/Work Environment

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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel including the use of a computer keyboard; reach with hands and arms; and talk or hear including the use of a telephone. The employee is frequently required to walk. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include color and texture perception, as well as the ability to adjust focus.

The noise level in the work environment is usually moderate.

NOTICE: The above job profile does not include all essential and nonessential duties of this job. All employees with disabilities are encouraged to contact Human Resources to review and discuss the essential and nonessential functions of the job. An employee with a disability can evaluate the job in greater detail to determine if she/he can safely perform the essential function of this job with or without reasonable accommodation.