The Southern Illinois University Foundation invites applications for the Senior Director of Planned Giving. The Senior Director of Planned Giving is responsible for developing authentic relationships with alumni and friends to develop various planned gifts to benefit SIU, including bequests, life insurance, charitable gift annuities, charitable remainder trusts, retirement accounts, real estate, gifts of securities, and other tax-advantaged gift methods. The position also meets regularly with development officers to ensure that each gift officer has the tools and resources necessary to fulfill their job responsibilities. The successful candidate will be a member of the development staff and report to the CEO of the SIU Foundation. The salary for this position is commensurate with experience with both internal equity and external competitiveness.
- Identify planned giving prospects through collection and review of prospect data.
- Meet regularly with development officers for coaching sessions to identify top donor prospects in portfolio and highlight key moves management strategies for next 6-12 months. Integrate individual moves management processes so that team-based opportunities might be utilized.
- Work with alumni and friends to develop various planned gifts to benefit SIU, including bequests, life insurance, charitable gift annuities, charitable remainder trusts, retirement accounts, real estate, gifts of securities, and other tax-advantaged gift methods.
- Work with planned giving prospects and their advisors to develop detailed and individualized proposals and illustrations to encourage current and future tax-advantaged gifts to benefit SIU.
- Utilize development team meetings to highlight upcoming opportunities for donor outreach, engagement, and identify support needed related to planned giving.
- Coordinate with Advancement Services in the maintenance and accuracy of planned giving donor records within the database, file records, or other records systems.
- Strengthen understanding of support and resources needed to achieve foundation and individual professional goals.
- Orchestrate and execute the advancement of relationships with prospective donors through appropriate stages of qualification, cultivation, solicitation, and stewardship culminating in private philanthropic support.
- Identify and establish personal contact with current and prospective major gift donors whose interest and financial capacity have the greatest likelihood of meeting university and unit fundraising goals.
- Become familiar with and understand key initiatives of the university relating to faculty, students, instruction, and research.
- Secure at least $1 million annually in new gifts and commitments for SIU.
- Prepare proposals and gift agreements as required for proper gift documentation.
- Ensure effective records maintenance, including timely filing of requests for prospect assignments, prospect strategies, and contact reports using the SIU Foundation's prospect management system (Blackbaud Raiser's Edge and Raiser's Edge NXT).
- Travel, including nights and weekends required.
- Use good judgement, diplomacy, maintain confidentiality, and represent the university with tact and diplomacy at all times.
- Report regularly on the progress toward annual action plans.
- Protect confidential information.
- Other duties as assigned by the SIU Foundation CEO.
Minimum Qualifications: Bachelor's degree and a minimum of five years' successful professional fundraising experience. Knowledge of the principles of fundraising; knowledge of the financial, tax, and legal aspects of charitable giving as well as an enthusiastic willingness to expand that knowledge base.
Preferred Qualifications: A basic knowledge of proposing and closing various estate and life income gifts is desired. Experience working with high net worth individuals and their advisors. Documented success as a major gift officer in higher education. Direct experience working with faculty leaders.