Senior Director of Gift Planning
Utah State University
Logan, UT
Anticipated Start Date: To be determined
Description
Utah State University is seeing a highly collaborative, driven, and innovative Senior Director of Gift Planning who will be responsible for creating a planned giving program for the University.
Reporting to Jonathan “Jon” Paulding, Associate Vice President, Central Advancement, the Senior Director will manage the Director of Gift Planning and oversee all aspects of gift planning for Utah State University, including developing and executing a marketing strategy for planned giving. The Senior Director will identify planned gift prospects and build a portfolio of planned gift prospects to meet individual, unit, and overarching goals. The Senior Director will build relationships with and inspire the confidence of donors and their legal and financial advisors. The Senior Director will meet with stakeholders to think strategically and creatively through the gift planning process to help USU stakeholders and investors reach their philanthropic goals.
This position collaborates with other development colleagues and works closely with university and foundation leadership. The Senior Director enhances the performance of other fundraisers by helping them develop planned giving and complex gift competencies, providing feedback and perspective on their fundraising approach/methods, coaching them to realize their optimal performance and objectives, and traveling with gift officers to assist donors in achieving their philanthropic goals.
The Senior Director will identify planned giving prospects and build a portfolio to help achieve USU advancement’s goals. The Senior Director of Gift Planning is committed to a culture of excellence, demonstrates advanced fundraising competencies and helps lead USU’s sustained fundraising success and growth. This position requires extensive public contact with high-level alumni, donors and volunteers. Frequent travel is required.
Responsibilities
Manage the Director of Gift Planning.
Develop and implement both annual and long-range goals, objectives and strategies to maximize private support through various sources (individuals, alumni, friends, and planned giving vehicles) for Utah State University.
Implement marketing strategies, activities, and materials that promote planned giving vehicles and communicate effectively the myriad of benefits of planned giving in charitable estate planning.
Enhance the performance of unit-based fundraisers by helping them develop planned giving and complex gift competencies, providing feedback and perspective on their fundraising approach/methods, and coaching them to realize their optimal performance and gift acquisition objectives.
Collaborate with USU leaders and development peers to link donors’ passions with USU priorities and ensure a gratifying gift and/or engagement experiences.
Manage a portfolio of planned giving prospects; appropriately qualify, cultivate, solicit and steward prospects to advance philanthropy at USU.
Utilize the suite of advancement resources to provide regular individual and team progress reports on gift planning officer and unit performance, and to implement and achieve strategies for success. Complete contacts/proposals in a timely manner.
Partner with prospect analytics and research, the principal gift workgroup and campaign operations to identify new donor opportunities, analyze team performance, and implement effective practices.
Develop and conduct planned giving seminars for development staff and well as donors and advisors on the benefits of planned giving, gift planning tools, estate planning tools, and techniques to effectively communicate complex gift conversations.
Participate with the planned giving advisory board by providing resources and tools to grow USU’s planned giving partnerships. Other duties as required.
Requirements
Manage the Director of Gift Planning. Develop and implement both annual and long-range goals, objectives and strategies to maximize private support through various sources (individuals, alumni, friends, and planned giving vehicles) for Utah State University.
Implement marketing strategies, activities, and materials that promote planned giving vehicles and communicate effectively the myriad of benefits of planned giving in charitable estate planning.
Enhance the performance of unit-based fundraisers by helping them develop planned giving and complex gift competencies, providing feedback and perspective on their fundraising approach/methods, and coaching them to realize their optimal performance and gift acquisition objectives.
Collaborate with USU leaders and development peers to link donors’ passions with USU priorities and ensure a gratifying gift and/or engagement experiences.
Manage a portfolio of planned giving prospects; appropriately qualify, cultivate, solicit and steward prospects to advance philanthropy at USU.
Utilize the suite of advancement resources to provide regular individual and team progress reports on gift planning officer and unit performance, and to implement and achieve strategies for success. Complete contacts/proposals in a timely manner.
Partner with prospect analytics and research, the principal gift workgroup and campaign operations to identify new donor opportunities, analyze team performance, and implement effective practices.
Develop and conduct planned giving seminars for development staff and well as donors and advisors on the benefits of planned giving, gift planning tools, estate planning tools, and techniques to effectively communicate complex gift conversations.
Participate with the planned giving advisory board by providing resources and tools to grow USU’s planned giving partnerships. Other duties as required.
Salary Range and Employee Benefits
$130,000 - $150,000
How to Apply for this Job
lgale@boyden.com
About the Organization
NA
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