Director of Development - Gift Planning
Position Title: Director of Development - Gift Planning
Reports to: Senior Associate Vice President of Gift Planning & Major Gifts
Job Classification: Professional/Administrative
SUMMARY OF POSITION:
The Director of Development for Gift Planning is responsible for managing and growing the University’s deferred giving program. This estate planning specialist will serve as a mentor and resource to front line fundraisers in cultivating and securing planned gifts. The Director of Development for Gift Planning directly manages a dynamic portfolio of prospects and donors, and oversees the activities related to legacy societies.
- Develop strategies to qualify, cultivate, solicit and steward prospects and donors in order to secure charitable gifts, including life income gifts, bequests, and major outright gifts
- Manage a campus-wide portfolio of 120 (local and nationwide) planned giving prospects/donors with the goal of increasing the number of planned gifts and known bequest expectancies.
- Conduct at least 15 face-to-face visits with donors and prospects per month (travel required).
- Support the efforts of development officers by providing expertise that assists in design and implementation of gift planning and stewardship strategies for individual donors.
- Provide consultation and support to donors, their advisors, other outside allied professionals, and University staff and faculty on the structure, benefits and implications of various planned giving instruments.
- Keep abreast of current tax laws and planned giving trends.
- Oversee the communications and events for The Drexel Legacy Societies (recognition groups for donors with planned gifts).
- Collaborate on the development and execution of the gift planning marketing efforts, including the newsletter, website and other printed promotional materials.
- Attend University fundraising events as appropriate, including some evenings and weekends.
- Promote University priorities and image to constituents. Serve as front line staff to promote campus goals and objectives. Maintain current knowledge of university-wide institutional priorities.
- Follows Institutional Advancement procedures with regard to prospect management and documenting contacts. Responsible for oversight and submission of all relative fund raising reports, statistics, projections and publications.
- Performs other duties and responsibilities as assigned by the Sr. Associate Vice President of Gift Planning & Major Gifts.
Task-to-Time Allocation Donor/prospect contact
Proposal (gift structure) development
Consultation with unit-based development officers
Assistance with gift planning marketing efforts
Management of legacy society activities
- Advanced degree required. Law degree preferred.
- Minimum of seven years’ experience with estate planning and relationship management.
- Detailed and in-depth knowledge of planned giving and its complexity including estates, wills, trusts, and tax laws and regulations.
- Experience in marketing and sales of financial instruments. Knowledge of planned gift vehicles and the ability to present them in a simple and thorough way is required.
- Must be a highly motivated individual committed to cold-calling, personal visits, and reaching specific goals for substantive visits.
- Travel required. Must have the ability and willingness to work evenings and weekends as required.
- Excellent written, verbal and interpersonal skills required.
- Knowledge of prospect management systems preferred.
Skills and Behaviors
Strong presentation and communication skills
Executive presence and image
Collaborative and a team player
Respectful of others
Ability to handle confidential information
Sense of humor
Understands volunteer board relations
Understands breadth and complexity of a major research university
Understands vital importance of applied and experiential higher education
Drexel University is an Equal Opportunity/Affirmative Action employer, welcomes individuals from diverse backgrounds and perspectives, and believes that an inclusive and respectful environment enriches the University community and the educational and employment experience of its members. The University prohibits discrimination against individuals on the basis of race, color, national origin, religion, sex, sexual orientation, disability, age, status as a veteran or special disabled veteran, gender identity or expression, genetic information, pregnancy, childbirth or related medical conditions and any other prohibited characteristic. Please visit our website to view all University Policies and Workplace Postings.
Background investigations are required for all new hires as a condition of employment, after the job offer is made. Employment may not begin until the University accepts the results of the background investigations. For additional information please contact David Toll, email: firstname.lastname@example.org or apply at Drexel Jobs.