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Senior Director of Development, Planned Giving

Employer
University of La Verne
Location
La Verne

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Job Details



University of La Verne

Senior Director of Development, Planned Giving

Job Description Summary:
Sterling Search, Inc. has been exclusively retained to recruit for the Director of Development, Planned Giving for the University of La Verne in La Verne, CA.


The University of La Verne is a private not-for-profit university founded in 1891 located in La Verne, California. The core values that we live by are Ethical Reasoning, Diversity and Inclusivity, Lifelong Learning, and Community and Civic Engagement.
Founded in 1891, the University of La Verne delivers undergraduate and graduate degree programs to approximately 8,500 traditional students and adult learners in La Verne, at regional campus locations, and online. The University degree programs represent more than 80 majors. La Verne's programs are highly recognized and sought after by major corporations, hospitals, government agencies, and school districts throughout California.
The University of La Verne is one of the most diverse universities in the nation. Approximately 44% of undergraduates are first-generation college-bound students, and more than 70% of the students receive some form of financial aid. Along with encouraging diversity, the university is dedicated to student success, as evidenced in its student/faculty ratio of 15:1. Further, the University of La Verne is a pioneer in adult education, offering specialized programs for adult learners at the main and regional campuses.

Reporting directly to the Vice President for Advancement, the Senior Director of Development for Planned Giving occupies a key fund raising role at the university as the principal driver of the strategy and execution of the university's planned giving program. The Senior Director is responsible for generating $4M and higher in major outright and revocable commitments. The Senior Director also serves as the public face of the program presenting seminars, engaging professional volunteers, attending events, conducting trainings, and partnering with on and off campus constituents both locally and nationally.

Specific Duties:
  • Manages a portfolio of 125 high level planned gift prospects with the capacity to make gifts of $250K and above.
  • Facilitate meaningful interaction between major/planned gift prospects and the President, Vice President for Advancement, senior administrators, students, faculty and volunteer leadership; cultivating and soliciting the university’s highest level major/planned gift prospects.
  • Conduct a minimum of 15 personal visits per month resulting in $4M plus in annual contributions; conduct prospects through the fundraising cycle including discovery, cultivation, solicitation, and stewardship; produce well written, accurate, and timely gift calculations, proposals, cover letters, thank you letters, and briefings in support of the aforementioned.
  • Comprehensively tracks and records activities as they relate to assigned prospects; regularly report activity to the Vice President for Advancement.
  • Leads the design and execution of a multi-year planned giving campaign strategy.
  • Determines annual program goals; direct the marketing coordinator in the formulation and execution of annual marketing and stewardship plans; reviews copy for planned giving marketing and communication pieces; writes quarterly progress reports; conducts weekly planned giving team meetings; proposes and administers annual and multi-year program budget.
  • Hires, supervises, and manages the professional development and review process for the other members of the Planned Giving staff including the marketing coordinator, administrative student worker(s), and other staff as needed.
  • Creates and conducts planned giving training for Advancement staff, with a specific focus on frontline fundraisers. Advises other fundraisers on blended/planned gift strategy and appropriate literature for their prospects. Attends visits and collaborate with fundraisers in closing blended/planned gifts as necessary.
  • Takes lead in strategically creating a pipeline plan of planned giving prospects for future success with long-term cultivation strategies engaging prospects sooner in their donor life cycles.
  • Identifies and enlist both local and regional professional partners in the Planned Giving Advisory Council; engage them with the vision and mission of the university; educate them on the benefits of the charitable giving for their clients/our donors; collaborate with them on design and presentation of various educational seminars; partner with them in closing planned gifts for the university.


Minimum Qualifications:
  • Bachelor’s Degree required;
  • Must have a minimum of 3 years demonstrated experience in securing cash and planned gifts of $100,000 and higher;
  • Must have a minimum of 3-years demonstrated experience and success in working with prospects and donors through the life cycle of philanthropy in a higher education setting;
  • Must have a comprehensive knowledge and understanding of planned giving vehicles, familiarity with IRS code and regulations regarding planned gifts.


Preferred Qualifications:
  • Certificate in planned giving preferred.
  • At least three years of marketing and management of higher education planned giving programs preferred.
  • At least 2 years of supervisory experience preferred.


Location: La Verne Central Campus

Special Instructions: Sterling Search, Inc. has been exclusively retained to recruit for the Director of Development, Planned Giving for the University of La Verne in La Verne, CA. To be considered, please submit your application directly with Sterling Search, Inc. at https://jobs.crelate.com/portal/sterlingsearchinc/job/mmrbv1mlnhr-492008 For application inquiries or to make a referral, please contact: Andrea Taylor at 949-485-1319 Andrea@sterlingsearchinc.com or Sarah Agee at 714-433-7040 Sarah@sterlingsearchinc.com Any resumes sent or telephone calls made to University of La Verne of Innovation will be redirected to Sterling Search, Inc.
To be considered for this position please visit our web site and apply on line at the following link: http://laverne.edu

Institutional Profile
Located in Southern California, the University of La Verne offers a distinctive and relevant educational experience to a diverse population of students, preparing them for successful careers and a commitment to lifelong learning across the liberal arts and professional programs. The academic units of the not-for-profit university include the College of Arts and Sciences, the College of Business and Public Management, the LaFetra College of Education, and the College of Law. The university offers both undergraduate and graduate programs, including degree programs tailored for working adults. The university's central campus is located 30 miles east of Los Angeles in the historic Old Town section of La Verne, a city with a population of approximately 35,000 at the foothills of the San Gabriel Mountains. The university also has eight regional campuses throughout California and the College of Law campus in Ontario, California. The university is classified as a Carnegie Doctoral Institution with moderate research activity. Core values are reflected throughout all curricular and co-curricular programs, its emphasis on close professor-student interaction, personal support of its students, and its diversity.

The University of La Verne prides itself in being reflective of the diversity of Southern California. Approximately 80 percent of its nearly 8,500 students come from diverse backgrounds and the U.S. Department of Education has designated the university as a Hispanic Serving Institution (HSI). With 80,000 alumni, the university fulfills a critical community function in educating students from underserved populations, many of whom are the first generation in their family to attend college.

The University of La Verne is an equal opportunity employer and does not discriminate against employment or employees on any basis prohibited by state and federal law. University of La Verne hires and promotes individuals based on their qualifications and is consistent with applicable state and federal laws, without regard to race, color, religion, gender, disability, medical condition a or sexual orientation







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Organization

The University of La Verne is a 124 year old, independent, comprehensive, doctoral granting institution in southern California with an emphasis on research and publication. Classified by Carnegie as a Community-Engaged University, La Verne offers high quality, liberal arts and professional degree programs at the undergraduate to doctoral levels to traditional-age and adult learners. The main campus is located in La Verne, 35 miles from downtown Los Angeles, along the foothills of the San Gabriel Mountains.

The University is designated as a Hispanic Serving Institution with 40% of the student population identifying itself as “Hispanic/Latino,” 55% students of color, 10% international students, and a large proportion first-generation. All programs have high retention and graduation rates for underrepresented minorities.  The University has a strong commitment to diversity and places a high priority on creating an environment that supports the growth and success of underrepresented and underserved populations.

The La Verne Experience is at the center of a strategic plan that is focused on serving an ethnically and economically diverse student population, one that is representative of the demographics of California.  The La Verne Experience pedagogical features include learning communities, theory-to-practice, experiential learning, community engagement and reflective practice.  Two prominent annual rankings of America’s Best Colleges - U.S. News & World Report, and Forbes Magazine recognize the University of La Verne as one of the nation’s top national universities. 

For more information regarding the University of La Verne, visit our website at http://www.laverne.edu.

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