"Director of Planned Giving"

Job Description Summary

The Director of Planned Giving reports to the Senior Director of Development for Planned Giving and is responsible for the development, organization, and implementation of strategies to increase the level of personal involvement and financial commitment of donors and prospects of Miami University who reside on the West Coast. Travel in and throughout this region, along with periodic travel to Oxford, Ohio for meetings and other activities, is required.

Job Description

The Director of Planned Giving reports to the Senior Director of Development for Planned Giving and is responsible for the development, organization, and implementation of strategies to increase the level of personal involvement and financial commitment of donors and prospects of Miami University who reside on the West Coast. Travel in and throughout this region, along with periodic travel to Oxford, Ohio for meetings and other activities, is required.

Job Responsibilities:

• Creates and oversees the Planned Giving program with specific short-term and long-term objectives.
• Identifies, cultivates, and solicits prospective donors for planned gifts. Specific emphasis to assigned areas might include the following states: California, Oregon, Washington, Arizona, Nevada, Idaho, Montana, Wyoming, Colorado, and New Mexico.
• Tracks and monitors donor histories.
• Determines which donors to target and ensures outreach is achieved.
• Ensures donors are recognized for their contribution.
• Consults with volunteer leadership, donors and staff to identify, cultivate, and upgrade donors/prospects with gift planning techniques as needed.
• Prepares charitable gift tax calculations for prospects and donors.
• Supplies information to donors’ attorneys and financial advisors.
• Develops and executes strategic and creative planned giving and marketing pieces including legacy society newsletter articles, advertisements, solicitations, PowerPoint presentations, and upgrades to the Brice Society booklet.
• Conducts planned giving presentations to donors, alumni, and other constituencies.
• Manages, mentors, and inspires Gift Planning team to exceed ambitions.
• Analyzes results and cost-effectiveness of planned giving program.
• Develops reports and materials for presentations to various University and Foundation board/committees.
• Recommends annual goals and budget projections.
• Encourages and coordinates involvement of alumni and friends through campus visits and regional events.
• Performs other duties related to the mission of the Office of Development under the guidance of the Senior Director of Development, Gift Planning and the Assistant Vice President of Development, Gift Planning.

Minimum Qualifications:

• Bachelor’s degree.
• Minimum of 2 years experience in higher education fundraising, with a focus on planned giving, or equivalent (sales, business development, account/relationship management, marketing and/or public relations).
• Internships, volunteer work, and other experience gained during the completion of degree programs may be counted towards these requirements.

Required Knowledge, Skills, and Abilities:

• Strong organizational and time management skills.
• Demonstrated ability to partner and collaborate with leadership, management, and volunteers.
• Strong communication skills including the ability to write and speak persuasively about the school and planned giving.
• Willingness to work evenings and weekends, and to travel.

Preferred Qualifications:

• Familiarity with alumni/donor database applications.
• Experience working with higher education fundraising.
• Demonstrated success in activities to coordinate, attract, and close major gift funding support for a school or other non-profit organization, including face-to-face solicitation of gifts of $50,000 or more.

Preferred Knowledge, Skills, and Abilities:

• Demonstrated knowledge of planned giving vehicles, estate planning, and tax law.
• Ability and willingness to reside in or near the above-mentioned territory working from their residence.

Required Application Documents

To be considered for this position please upload a resume and cover letter.