Senior Associate Director of Gift Planning
Position InformationPosition Information Present Position NumberFP210WRole Code TitleProf/Lecturer/11-12MthPosition TitleSenior Associate Director of Gift PlanningPosition Summary
The Senior Associate Director of Gift Planning is primarily responsible for securing estate commitments and life income gifts from William & Mary’s alumni, parents and friends. The Senior Associate Director manages a portfolio of planned giving prospects and donors, traveling as necessary to secure in-person visits to qualify, engage, solicit and steward commitments. In partnership with the Executive Director of Principal Gift and Gift Planning, the Senior Associate Director develops, leads and executes an annual and targeted marketing strategy with the goal of elevating awareness of gift planning opportunities, increasing Legacy Society enrollment and stewarding existing donors. The Senior Associate Director is also responsible for developing and executing annual stewardship initiatives and events in collaboration with the Executive Director and colleagues across University Advancement.
Reporting to the Executive Director of Principal Gifts and Gift Planning, the Senior Associate Director, serves as a leader and partner to colleagues in securing planned gift commitments from alumni, parents and friends.
Core responsibilities include (but not limited to):
•Build a pipeline and manage a portfolio of 125 to 150 prospects of alumni, parents and friends to qualify, cultivate, solicit and steward.
•Set strategic direction and execute a comprehensive planned giving marketing plan that is multi-faceted and increases planned giving inquiries and Legacy Society membership.
•Maintain and enhance stewardship for all gift planning donors. Develop and execute, in collaboration with University Advancement staff, stewardship initiatives including the annual Boyle Legacy Society event.
•Partner with Executive Director and Director of Gift Planning Administration to provide philanthropic gift counsel and technical assistance to staff, administration and volunteer leadership.
•Serve as a resource to colleagues with the preparation of gift illustrations, explanations and/or solicitation of planned and blended gift solicitations and to donors and their professional advisors on matters pertaining to the planning and administration of charitable gifts and matters/issues associated with trusts, estates, life income gifts and financial planning.
•Inform all of these activities with a comprehensive, up-to-date understanding of complex outright and planned gifts, family wealth planning, and multi-generational strategies to secure the highest-level gifts for William & Mary.
Bachelor’s degree required with substantive experience or progressively responsible experience and specialized expertise directly related to the position.
•Strong working knowledge of fundraising principles with the ability to identify, qualify and cultivate prospective donors.
•Strong fundraising skills with the demonstrated ability to identify, qualify and cultivate prospective donors or clients, and desire to reach aggressive goals.
•A result oriented, self-starter with demonstrable high level of independence, strong work ethic and integrity with the ability to work effectively and successfully off-campus with minimal supervision.
•Demonstrated knowledge of deferred giving instruments and estate planning principles.
•Strong interpersonal, listening and communication skills with a commitment to teamwork and willingness to work collaboratively with colleagues from across the institution. Excellent writing skills and the ability to draft compelling proposals.
•Fluency in using persuasive language to promote visionary gift opportunities, and a strategic vision to create and manage a regional team to harness the potential of the larger community toward engagement and philanthropic goals
•Proficiency in a variety of software applications to include MS office (Word, Excel, PowerPoint and Outlook).
•Strong problem solving skills with the ability to effectively resolve issues, while exercising sound judgment and diplomacy in all interactions.
•Excellent planning and project management skills, with the ability to manage multiple relationships and balance competing priorities, complex situations within tight deadlines.
•Experience soliciting/closing major and planned gifts in a higher education or non-profit setting. (Equivalent experience in sales or a related field will be considered).
•Volunteer management experience in a higher education setting.
Advanced degree (preferably a Master’s degree in Education, Business or other related field) is highly preferred.
Familiarity with the Advance/Reeher databases and PgCalc software and/or related software application is a plus.
•Significant fundraising experience is desirable.
•Substantive experience in a fundraising leadership/management role is highly desirable.
U11Job Open Date10/09/2019Review Begin Date11/04/2019Job Close DateOpen Until FilledYesEmployment CategoryFull Time ProfessionalPosition Term12-MonthSpecial Application InstructionsConditions of Employment:
•This position is subject to additional hours beyond the typical work day to include evenings and weekends.
•This position requires the ability to travel up to 50% of the time.
William & Mary is an Equal Opportunity/Affirmative Action/Equal Access employer and actively encourages applications from minorities, women, disabled persons and veterans.Background Check Statement
William & Mary is committed to providing a safe campus community. W&M conducts background investigations for applicants being considered for employment. Background investigations include reference checks, a criminal history record check, and when appropriate, a financial (credit) report or driving history check.Supplemental Question
Required fields are indicated with an asterisk (*).
- Resume/Curriculum Vitae
- Cover Letter
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