Senior Director of Development for Planned Giving #002237
Posting Information: The Senior Director of Development for Planned Giving is an EHRA non-faculty, direct fundraising position that reports to the Assistant Vice Chancellor for Development. The candidate will be a leader as a new philosophy is instituted at WCU which combines the skill sets for major and planned giving officers into one hybrid position. This position is responsible for all aspects of the university's planned giving program and serves as the principal development office contact for the College of Education and Allied Professions. This position is responsible for the qualification, cultivation, solicitation, and stewardship strategies for an assigned group of planned gift and major gift prospects with a focus on gifts at $25,000 and above; the identification and qualification of new prospects; and the management and implementation of assigned fundraising projects. The Senior Director of Development for Planned Giving serves as the chief technical expert and mentor for other development staff, providing training on planned giving concepts and techniques as required. The position is responsible for the gift planning and consultations with donors, advisors and development staff; oversight of the preparation of written proposals, information materials, endowment agreements, and other materials needed to secure simple and complex planned gifts including documentation of pledges, bequests and other estate gifts, and writing, editing and coordinating publications and marketing materials promoting planned giving through internal partners and external vendors. In collaboration and coordination with the Office of Development and Alumni Engagement staff, this position is also responsible for providing leadership, management, and strategic direction for assigned prospects and projects in line with the University's comprehensive fundraising campaign and overall University development priorities and policies. Under the direction of the Assistant Vice Chancellor for Development, this position will assist in providing overall development leadership and counsel to the Dean and faculty/staff leaders of the assigned college as they develop and execute unit-specific fundraising plans. The position will undertake other duties as may be assigned from time to time by the Assistant Vice Chancellor for Development and the Vice Chancellor for Development and Alumni Engagement. The Senior Director of Development for Planned Giving will be an accomplished fundraising professional who has a demonstrated knowledge of the nature and purpose of public higher education and who has: extensive, successful experience in fundraising at progressively higher levels; strong interpersonal, organizational, and time-management skills reflected in an ability to work effectively and collegially with senior management personnel, professional colleagues, and prospects in a team-oriented environment; a high energy level and commitment to professional growth and responsibilities, unquestioned integrity and fiscal accountability, and ability to plan and achieve long and short-term fundraising goals with database documentation of fundraising activity; and exceptional written and oral communication skills. The Senior Director of Development will conduct themselves in a professional and appropriate manner at all times. Additionally, the Senior Director of Development may be called upon to provide assistance to the Chancellor, Vice Chancellor, Assistant Vice Chancellor and other staff members of Western Carolina University. Responsibilities include: 1. Coordinate planned giving activities across all units of the university. 2. Develop strategies for the identification, cultivation and solicitation of planned giving prospects. 3. Develop a comprehensive stewardship program to recognize and reinforce planned gifts. 4. Organize and conduct seminars for prospective donors and professional financial advisors as appropriate. 5. Spearhead the review and modification of planned gift acceptance guidelines. 6. Establish and manage a systematic effort to market and promote planned gifts. 7. Establish and maintain portfolio of approximately 100-120 qualified prospective donors for planned giving across all units of the university and/or major giving for the College of Education and Allied Professions. 8. Actively qualify prospective donors for integration within the overall prospect portfolio for the College of Education and Allied Professions. 9. Develop, document, and implement comprehensive strategies for assigned planned and major gift prospects, and create monthly reports to support the evaluation of results and the refinement of ongoing prospect and donor development strategies. 10. Serve as the primary development office liaison for assigned college (College of Education and Allied Professions), and work with the Dean on efforts to identify and cultivate planned and major gift prospects and to develop and execute purposeful solicitation strategies to secure support for priority initiatives and needs. 11. Develop targeted relationships with key faculty and staff within the College as part of prospect cultivation and donor stewardship efforts. 12. Integrate alumni engagement opportunities within larger prospect cultivation plans. 13. Meet and/or exceed established metrics including overall fiscal year fundraising results for planned giving and the College of Education and Allied Professions, the monthly target of 10 face-to-face visits, and other categories of meaningful contacts with assigned prospects. 8. Prepare donor proposals and gift agreements, as necessary. 9. Create and file digital contact reports through the Banner database, in accordance with office policy, to track and document contacts with assigned prospects. 10. Develop and implement plans for new fundraising initiatives. 11. Attend departmental, campaign, college, and university alumni and development functions as appropriate. 12. Perform evening and weekend work as appropriate, and travel, including overnight, as needed. 13. Perform other duties as assigned.
Minimum Training & Experience Requirements: Education: A bachelor's degree is required. Experience: The candidate will have between 5 to 7 years of experience in fundraising in a non-profit setting that includes successful closure of significant individual planned and major gifts. An understanding of tax law as it relates to charitable giving and an in-depth knowledge of planned giving is required.
Preferred Qualifications: Masters/Advanced degree preferred. The ideal candidate will have 5-7 years' experience in fundraising in a higher education setting that includes successful closure of significant individual planned and major gifts.
Special Instructions to Applicants: To be considered, you must apply online. Attach a cover letter, current resume and a list of references (including complete contact information with name, title, address, email, and phone) to complete the application. For questions and additional information, please contact Jamie Raynor, Assistant Vice Chancellor for Development and Alumni Engagement at 828-227-3052 or firstname.lastname@example.org