Gift Planning Officer - 500315

Job Details

Gift Planning Officer - 500315

SUMMARY:

Reporting to the Director of Major Giving and Gift Planning, the Gift Planning Officer is primarily responsible for securing five, six, and seven figure planned gift commitments to advance the strategic priorities of the University of Richmond. The Gift Planning Officer will be responsible for managing a portfolio of rated prospects who have the inclination and capacity to make a planned gift. This will include establishing and achieving annual performance metrics on an individual and team basis.

RESPONSIBILITIES

  • Manage a portfolio of assigned planned giving prospects. Through personal and virtual engagement, identify, qualify, cultivate, solicit, close, and steward prospects for planned, major and potential principal level gifts. Partner with major giving and leadership giving officers to grow Charter Associate membership.
  • Formulate and implement strategies for short-and long-term giving outcomes, devising performance metrics, and collaborating with major and leadership giving officers.
  • Ensure compliance with prospect management guidelines for data entry and metric tracking
  • Attend regularly scheduled University, Advancement, Development, and individual meetings

QUALIFICATIONS:

  • Demonstrated record of soliciting and closing five and six-figure philanthropic gifts.
  • Ability to exercise good judgment, demonstrate an understanding of the ethical principles associated with working in development, and to use discretion in interactions with members of the University of Richmond community.
  • Excellent interpersonal and leadership skills, along with the ability to work with diverse internal and external constituencies.
  • Proven ability to work effectively in a collaborative, team environment with a high degree of collegiality; honesty and transparency are two other important abilities.
  • Strong written, communication, organizational, and analytical skills as well as a sense of humor.
  • Experience managing high-level donor events is preferred.
  • Skill in the use of Microsoft office and fund-raising software applications, including database management.

EDUCATION & EXPERIENCE:

  • Bachelor’s degree required; Master’s degree preferred
  • Minimum of three to five years of experience in fundraising, preferably higher education, with a proven track record of success. Gift planning experience is preferred. A legal or accounting background in estate planning or personal finance may be considered in lieu of fundraising experience.

WORK HOURS:

  • Full-time, exempt position
  • Monday – Friday, 8:30 a.m. - 5:00 p.m.; 7.75 hrs./day; 38.75 hrs./week
  • Seasonal, evening, and weekend work will be periodically required throughout the year (e.g. Charter Associate events, Homecoming Reunion, etc.)
  • Frequent travel is expected

SALARY STRUCTURE:
Pay Grade 8 (Hiring Range $62,345.00 to $82,600.00 annually)

COVID-19:

The University of Richmond requires COVID-19 vaccinations for all students, faculty, and staff. The University allows exemptions to this requirement for religious, medical and strong personal conviction reasons. All newly hired employees must report their status within the first two weeks of employment.

ABOUT UR:

At the University of Richmond, we’re creative, inclusive, and determined. We’re Spiders, and our mission is to create positive change in the UR community and beyond. Located minutes from downtown Richmond, Virginia, the University of Richmond (www.richmond.edu) blends the intimacy of a small college with exceptional academic, research, and cultural opportunities usually found only at large institutions. There’s only one place like Richmond.

UR is committed to developing a diverse faculty, staff and student body, and to modeling an inclusive campus community which values the expression of differences in ways that promote excellence in teaching, learning, personal development and institutional success. In keeping with this commitment, our academic community welcomes candidates from diverse backgrounds and candidates who support diversity. EOE

Organization

Working at University of Richmond

Founded in 1830, the University of Richmond is one of America's premier private universities. The University blends the intimacy of a small college with exceptional academic, research, and cultural opportunities usually found only at large institutions. A nationally ranked liberal arts university, Richmond offers a unique combination of undergraduate and graduate programs through its schools of arts and sciencesbusinessleadership studieslaw, and continuing studies. The 350-acre suburban campus, including a 10-acre lake, is consistently cited by The Princeton Review as one of the most beautiful campuses in the nation.

With approximately 3,000 undergraduate students, Richmond offers 55 majors, 42 minors, and 12 concentrations at the bachelor's level. Graduate students can choose from six master's degrees programs, an MBA program, a juris doctorate, and six dual-degree programs in law. Continuing studies options include programs at the associate, bachelor, and master levels, in addition to numerous non-credit offerings.

Richmond faculty members are outstanding leaders in their fields. Of the 312 full-time faculty at the University, 98 percent hold doctorate or terminal degrees. Richmond has a student-faculty ratio of 9:1, with zero classes taught by teaching assistants. Our faculty members are in the classrooms and the labs, working closely with students to maximize their educational experiences.

U.S. News & World Report ranked Richmond one of the best liberal arts universities in the nation and in the top 35 for undergraduate research. BusinessWeek ranked The Robins School of Business in the top 20 nationally and fourth for academic quality, as well as among the top 15 part-time MBA programs. Kiplinger’s Personal Finance magazine named Richmond in the top 25 for best value among private colleges and universities

As locals like to say, Richmond is "easy to love" because of its rich history, stunning architecture, natural beauty and quality of life. It's been named one of the top cities in which to live and work by numerous national sources, including Forbes magazine. As the capital of Virginia, Richmond is home to the state legislature, a growing number of Fortune 500 companies and industries ranging from finance to agriculture. In fact, Forbes also recently ranked Richmond as the sixth best city to get a job in the U.S. Nearly one million people live in the Greater Richmond region and enjoy an array of cultural opportunities including 35 museums; numerous theatre companies; a symphony, a ballet and an opera; a thriving public forum; three professional, minor-league sports teams; a coliseum for major concerts and sporting events; and much more. Located just 100 miles south of Washington, D.C., Richmond is only 90 minutes from Virginia's beaches and 90 minutes from the spectacular Blue Ridge Mountains.

UR is committed to developing a diverse faculty, staff and student body, and to modeling an inclusive campus community which values the expression of differences in ways that promote excellence in teaching, learning, personal development and institutional success.  In keeping with this commitment, our academic community welcomes candidates from diverse backgrounds and candidates who support diversity. EOE

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