Director of Major and Planned Giving

Location
Aurora, New York
Posted
Feb 21, 2018
Institution Type
Four-Year Institution

Wells College seeks qualified candidates for the Director of Major and Planned Giving.   The Director is responsible for the planning and implementation of and reporting on the overall major, leadership and planned giving activity at Wells College   The director will manage a portfolio of 100 to 125 major and donors for the College. He/She will also, in consultation with the Director of Advancement Services, manage the prospect pipeline process for major gift/planned giving prospects.  In addition to his/her own work with donors, the director, with the Vice President for Advancement will work with the volunteer Campaign Nucleus Fund Committee to identify, qualify, and cultivate prospects who are capable of making significant gifts to the college.  He or she will also be expected to lead and expand the College’s planned giving program in terms of marketing, prospect development, and stewardship.  The Director of Leadership and Planned Giving will be a core member of a senior advancement team.  The director reports to the Vice President for Advancement and may oversee additional staff. Specific responsibilities include but are not limited to: 

Relationship Management 

Direct prospect management for all major gifts with a special emphasis on planned gifts through relationship building activities such as travel, personal contact, cultivation, solicitation. Steward major donors through activities such as gift acknowledgement correspondence, donor reports and donor-specific strategies.  

Manage a portfolio of 100-125 major and planned gift prospects; design cultivation and solicitation strategies and ensure follow-up activities and stewardship.  Travel to meet with prospects and donors throughout the country.  Document all significant contact and interaction in a timely manner and within the data standards of the College. 

Participate in the design and maintenance of systems for the effective research, cultivation, solicitation, and stewardship of all prospective donors, trustees and volunteers. 

Work with the advancement staff, volunteers and other college administrators and faculty to identify major and planned giving prospects. Participate as an active member and support the volunteer members of the Nucleus Fund and Campaign Committees.  Serve as staff contact for the National Planned Giving Council.       

Planned Giving             

Develop and implement a marketing plan for planned giving that provides education to and motivates prospective donors. 

Utilize a comprehensive knowledge of planned gift instruments and techniques as well as the tax benefits and consequences of such gifts in helping to facilitate gifts to Wells.  Serve as the primary contact with planned giving partner institutions/organizations. 

Coordinate the work of the national planned giving committee and serve as the primary contact for the chair of this committee.               

Negotiate, process and administer life income gifts, including trusts, pooled income funds and charitable gift annuities as well as bequests, real estate, life insurance, and tangible personal property.  Serve as a resource on planned giving to others in the department.                

In consultation with the Director of Advancement Services, coordinate the gift recording, acknowledgement, and stewardship processes pertaining to planned gifts.                                                                                                      

Volunteer Support 

Provide support to trustees, lead campaign/special initiative, and planned giving volunteers in their work to further the relationship building with Wells College’s major supporters. 

Assist the Vice President for Advancement in serving as a secondary staff contact for select committees of the board including the Advancement Committee, the Campaign Nucleus Fund Committee, the Committee on Trustees and other or ad-hoc committees as needed. 

Management 

Work with the Offices of Alumnae and Alumni Engagement, Annual Giving, Marketing and Communications, and others to develop and implement plans and tools to identify and engage lead donors and volunteers. 

Work with these offices on special projects such as specific fundraising campaigns/initiatives and individual donor communications. 

Required knowledge, skills and abilities include: 

  • Comprehensive knowledge of advancement programs and major, leadership and planned gift development, including prospect tracking systems and proper documentation standards. 
  • Ability to work independently with little or no supervision and to perform multiple tasks simultaneously. 
  • Must be able to handle confidential materials and information in a professional manner.
  • Significant knowledge/experience of planned giving techniques and computer information systems and database capabilities as they support the work of planned giving. 
  • Excellent oral, non-oral and written communication skills
  • Proven ability to analyze, plan and meet deadlines.
  • Commitment to the values of a liberal arts education. 
  • Effective training and presentation ability
  • Commitment to team participation
  • Ability to travel extensively including both car and plane 

Successful candidate will possess at least a Bachelor’s degree; Masters preferred; at least 5 years higher education or related fundraising experience with planned giving experience preferred.  Must possess a valid driver’s license.  Significant travel is required.  

Wells College, located on the shore of Cayuga Lake, was established as a women’s college in 1868 and became coeducational in 2005. The College is committed to a policy of nondiscrimination and equal opportunity for all persons. Wells College seeks to promote diversity in all of its hires; members of under-represented populations are strongly encouraged to apply. Review of applications will begin immediately and will continue until the final candidate is selected. To apply, applicants must submit a cover letter; résumé; and names, addresses, and phone numbers of three professional references (all in one PDF) at www.wells.edu/employment. No phone calls please.