Senior Director of Development - Planned Giving
Location Clemson University
Full/Part Time Full-Time
Senior Director of Planned Giving will plan, manage and execute fundraising activities for Clemson University with an emphasis on planned gifts and major gifts. Identifies, cultivates, solicits, closes and provides stewardship for deferred and major gifts from alumni, parents, faculty, and friends. Candidate will be responsible for growing a more robust and enhanced comprehensive deferred giving program. Manages portfolio of approximately 100-120 planned giving prospects with a minimum goal of $3M. Creates, devises, and implements successful strategies for deferred and major gift solicitations. Performs other duties as assigned.
60% - Essential - Fundraising: Develops and implements strategies to identify, qualify, cultivate, solicit, and steward deferred and major gift donors/prospects through individual visits, personal communication, event participation and volunteer activities. Travels extensively to interact and engage with prospects/donors. Maintains an extensive knowledge of fundraising, financial planning, tax issues, and all facets of gift planning instruments, including charitable gift annuities, charitable trusts, life insurance, beneficiary designation form options and bequest commitments.Collaborates with donors and their legal/financial advisers to solicit, secure and document current and future gifts. Working knowledge of complex gift options such as tangible property, real property and closely held stock.
15% - Essential - Stewardship: Develops and assists with overall marketing, recognition and stewardship of planned giving donors. Works with the development team to create and implement new communication programs to reach and ever-changing digital and mobile population. Provides support for the Clemson Legacy Society, which honors individuals who support the University through documented estate plans. Also works to solicit and steward irrevocable life income gifts.
15% - Essential - Communication: Develops and produces all personal communications, including letters, contact reports, persuasive proposals, and follow-up materials for deferred and major gift prospects/donors. Prepares all internal communications to ensure clarity and collaboration among interested parties and records all development activity in the University database. Maintains a deep understand of the technical aspects of planned giving vehicles and the relevant tax and estate consequences of these gifts. Serve as a mentor and resource for members of the Clemson University fundraising staff in their gift discussions with planned giving and major donors. Responsible for creating and leading planned giving training sessions/events and provides educational resources for other DAR team members.
10% - Essential - Leadership/Team Management: Serves as a resource regarding education and advancement of gift planning options and instruments. Serves as a leader and manager to other gift planning officers and support staff. Provides prospect strategy for deferred and major gifts in concert with University fundraising policies and priorities.
Five (5) plus years experience in fundraising and development.
Comprehensive Job Knowledge - Comprehensive knowledge of theories and practices and ability to use in complex, difficult and/or unprecedented situations
Supervises Work of Others - Supervises work of others and may offer recommendations for hiring, termination and pay adjustments but does not have responsibility for making these decisions.
No Budget Responsibilities - No fiscal responsibility for the department's budget.
No Physical Requirements
30% - Overnight Travel
Donor/prospect visits & activities
Master's Degree or equivalent financial, legal, trust background;
Seven (7) plus years experience in fundraising and development.
Standard Hrs: 37.5; Salary is commensurate with credentials and experience.
For full consideration, please have your resume and cover letter submitted by August 31, 2019. However, this position will remain open until a candidate has been identified.
Clemson University is an AA/EEO employer and does not discriminate against any person or group on the basis of age, color, disability, gender, pregnancy, national origin, race, religion, sexual orientation, veteran status or genetic information. Clemson University is building a culturally diverse faculty and staff committed to working in a multicultural environment and encourages applications from minorities and women.