Assistant Director of Gift and Estate Planning

Location
Los Angeles, California
Posted
Mar 10, 2017
Institution Type
Four-Year Institution

Reporting to the Director of Gift and Estate Planning, this Assistant Director will be part of the team to expand a comprehensive gift planning program.  He or she will be responsible for managing a gift planning prospect portfolio and generating proposals.  This Assistant Director will also serve as a resource for his or her colleagues on gift planning vehicles and strategies that will, in turn, lead to the generation of gift planning proposals.  This Assistant Director will have direct responsibility for a portion of the College’s annual and long-term fundraising goals and campaign goals.  He/she should possess a strong familiarity with gift planning best practices and a command of the development field’s concepts and adhere to accepted development procedures.  Position requires mature judgment, and ability to act independently to plan and accomplish goals.  Face-to-face visits with prospects and travel are required. 

Essential Functions

Portfolio Management and Gift Planning Discovery (70%)

  • Develops a strategic fundraising plan consisting of identifying, qualifying, cultivating, soliciting, and stewarding individuals capable of making planned and/or campaign gifts.
  • Manages a portfolio of approximately 125-150 suspects/prospects,
  • Solicits and closes planned and outright gifts of $50,000 - $1 million, individually and in collaboration with other development personnel.
  • Actively works the existing Suspect Discovery Pool to uncover new prospects and to qualify them and then begin the cultivation process in a thoughtful and efficient manner.
  • Conducts 12-15 high value contacts per month and 25 written proposals per year.
  • Develops and maintains positive, productive, and meaningful relationships with faculty, staff, alumni, volunteers and prospects for the purpose of increasing and augmenting the pipeline of major gifts.
  • Works in coordination with the Annual Fund for suspect/prospects leads and strategy discussions.

Gift Planning Marketing and Collaboration with Campus Partners (20%)

  • Working in concert with the Director and Associate Director, the Assistant Director will manage Gift Planning marketing outreach via print and electronic mediums.
  • Serves as the primary liaison with internal partners and external vendors.
  • Provides technical expertise to Institutional Advancement colleagues for their preparation of gift planning solicitations.
  • May accompany front line fundraisers on donor visits and solicitation calls to provide creative solutions and technical knowledge to create philanthropic opportunities.
  • Provides gift planning illustrations, strategy and concepts for gift officers in a collaborative fashion.

Institutional Advancement Duties (5%)

  • Understand the mission and priorities of the Office of Institutional Advancement and serve as an advocate for the department.
  • Adhere to the principles of ethics and standard practices as articulated in the Council for Advancement and Support of Advancement (CASE) Donor Bill of Rights from the Council for Advancement and Support of Education, Association of Professional Researchers for Advancement (APRA) Statement of Ethics and the Association of Fundraising Professionals (AFP) Code of Ethical Principles and Standards as well as the standards of practice of his/her departmental profession, as appropriate.
  • Participate fully during the planning, as deemed necessary, and execution of "tent-pole events" including and not limited to Homecoming and Family Weekend, Founders Day, and Reunion Weekend.

Other Duties as Assigned (5%)

Knowledge/Experience Requirements - Core Skills

  • Understanding of gift planning vehicles and strategies, as well as a command of basic fundraising principles.
  • Ability to discuss and coach colleagues on gift planning vehicles and strategies.
  • Ability to comfortably speak with donors regarding philanthropic decisions.
  • Strong organizational and strategic planning skills
  • Experience working in a performance-based environment with tracking of meeting goals, contacts, and dollars raised.
  • Experience working independently and collaboratively in fast-paced, demanding, ever-changing and complex environment. 
  • Excellent inter-personal, oral and written skills and the corresponding analytical skills needed to establish strategic fundraising goals and report on results.
  • Ability to handle confidential information in a discrete and professional manner.
  • Ability to travel at least 50% of the time.

Qualifications

  • Ability to travel locally as well as overnight travel is necessary.
  • Bachelor’s Degree is required; JD or advance degree preferred.
  • 4-6 years of experience with demonstrated success in securing gift planning vehicles and/or demonstrated command in the creation of trusts, estate planning and/or other gift planning/retirement vehicles, fundraising techniques.

    APPLICATION INSTRUCTIONS Please submit a resume and cover letter explaining how your qualifications meet the requirements of the position to resumes@oxy.edu.