Sr Director of Advancement-Gift Planning (REMOTE within the State of Missouri)
Job Details
Hiring Department
Advancement
Job Description
The MU Office of Advancement has an exciting opportunity available with the Gift Planning team. The Sr. Director of Advancement will join an enthusiastic, energetic and experienced team in a sophisticated gift planning program for the University of Missouri flagship campus as it launches its historic $2B campaign. This individual will be responsible for pursuing gift planning efforts including partnering with unit-based advancement officers to maximize prospective donors' giving potential.
Successful candidates will be expected to meet challenging fundraising targets while working collaboratively with colleagues from across campus. This role will report to the Executive Director of Gift Planning and have the following responsibilities:
- Manage a prospect portfolio of 75-100 people.
- Use professional judgment to develop and implement thoughtful and strategic cultivation, solicitation and stewardship plans for gift planning prospects.
- Ensure regular contact with donors and prospects through various activities and communications, especially face-to-face meetings, through traveling within the United States approximately 25% of time, including some overnight and weekend travel.
- Effectively use planned giving resources and tools to ensure effective prospecting, analysis, and interactions with potential donors.
- Complete gifts using instruments such as unitrusts, charitable gift annuities, bequests and insurance contracts.
- Collaborate with other Advancement team members, Mizzou Advancement unit staff, as well as key faculty members and deans in different schools and colleges.
- Communicate with attorneys, financial advisors and other allied professionals on planned giving issues.
- Manage individual travel budget and budget for donor activities.
- Document and track interactions with prospects through effective use of our prospect management system.
At the University of Missouri Office of Advancement, we invest in our employees. Once you join our team, you will participate in the Discipline of Frontline Fundraising (DFF) program with Plus Delta Partners, a 9-month series of fundraising workshops and 1:1 skill building.
Yearly Goals & Metrics
- $2 Million Dollars Raised
- 12-18 Gift Proposals Presented ($50K and above)
- 7-15 Gifts Closed ($50K and above)
- 125+ Substantive Written Communications (Email, Letter, or Text)
- 100 – 125 Substantive Visits (Phone, Virtual, or In-Person)
Shift
M-F 8am-5pm, and includes 30% travel with occasional evenings and weekends to support special donor events. Considering remote within the state of Missouri
Minimum Qualifications
A Bachelor's degree or an equivalent combination of education and experience and at least 6 years of experience from which comparable knowledge and skills can be acquired is necessary
Preferred Qualifications
Our team knows that fundraising is a special niche, which is why we are open to transferable skills! If you have experience that translates to fundraising, tell us about it in your cover letter. These skills include, but are not limited to, sales, finance, consulting, etc. We are excited to learn more about you and your experiences.
- JD or other Advanced Degree Preferred.
- 5 years of Experience in planned giving strongly preferred.
- A proven track record of soliciting and closing gifts in the five- and/or six-figure+ range, especially with campaign planning/execution.
- Knowledge of wealth management, estate planning, financial planning, tax and charitable gift laws, and planned giving vehicles/methods.
Anticipated Hiring Range
$100-120k Annually
Salary Range: $100,000 - $120,000 per year
Grade: GGS 013
University Title: ADVANCEMENT DIRECTOR III
Internal applicants can determine their University title by accessing the Talent Profile tile in myHR.
Application Materials
Resume and Cover Letter
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