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Senior Philanthropy and Planned Giving Officer (51353)

Mount St. Joseph University
Mount St. Joseph University - Cincinnati, OH, 452331670

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Job Details

Job Details

Job Location: Mount St. Joseph University - Cincinnati, OH

Position Type: Full Time

Education Level: 4 Year Degree

Description The Senior Philanthropy and Planned Giving Officer is responsible for fundraising activities and strategies designed to increase both philanthropic and planned giving to Mount St. Joseph University by alumni and friends of the University. The Officer is primarily responsible for identifying, cultivating, soliciting, and stewardship of major gifts from alumni and friends of the University, helping to ensure the growth of a sustained planned giving strategy.


  • Manage a portfolio of 75-125 active major gift prospects capable of making gifts and pledges of $10,000 or more to the University.
  • Identify, cultivate, solicit, and steward a broad variety of donors including alumni and all other constituencies interested in supporting Mount St. Joseph University.
  • Direct and implement fundraising strategies in conjunction with the Vice President of Institutional Advancement.
  • Contribute toward the development of materials including brochures, case statements, and other media that support the Mounts fundraising goals.
  • Participate in fundraising initiatives for special events and projects relating to University development as assigned.
  • Prepare and complete reports in a timely fashion to document activities related to fundraising goals and objectives in the CRM database.
  • Actively recruit and engage alumni and friends of the University to participate in University events and activities.
  • Travel both locally and nationally and be flexible in work hours including some nights and weekends.
  • Actively participate in updating and enhancing the Advancement database to ensure information is current and accurate.
  • Develop and oversee the Planned Giving Strategy set by the VPIA.
  • Set and meet all planned giving metrics agreed to by the VPIA.
  • Follow the policies of the University in regard to the processing and acceptance of gifts.
  • Actively work toward building cooperative and collaborative relationships with University Colleges, Departments, faculty, staff, and community entities.
  • Demonstrate flexibility and adaptability to changing work scope and tasks based on need.
  • Identify opportunities for improvements to work practices and offer viable solutions for implementation.
  • Proactively engage in problem solving related to tasks in this position with internal and external constituencies.
  • Routinely practice self-monitoring by assessing self to make improvements or take corrective action to improve performance.
  • Completes other tasks as assigned.
  • Supervision Exercised:

    May direct the routine activities of division support staff to assist in the accomplishment of tasks and


    Supervision Received:

    Works toward a previously defined objective with little supervision and uses a wide range of procedures; plans and arranges own work referring unusual cases to the Vice President for Institutional Advancement.

    Qualifications Education:

    Bachelors degree required. Master's degree and/or CFRE preferred.


    At least 5 years of experience in philanthropy with demonstrated success in donor cultivation, solicitation, and planned giving; High degree of competency in moves management, major gift development, donor communications, and planned giving strategy required.

    Specialized Training:

    Working knowledge in fundraising strategies and techniques as endorsed by the Council for Advancement and Support of Education (CASE)

    Skills, Attributes

    Customer Service:

  • Exhibits a donor first orientation in providing exceptional service in all responsibilities and interactions demonstrating versatility in handling people and situations
  • Adapts willingly and quickly to changing priorities, responsibilities, and prospect/donor needs and expectations; anticipates and identifies prospect/donor needs
  • Available for evening and/or weekend work as necessary
  • Teamwork:

  • Communicates, cooperates, and collaborates with others to achieve department goals and University Strategic Plan Objectives
  • Willingly assists in various responsibilities as appropriate within the Institutional Advancement Division as required during high service demand times
  • Communication:

  • Demonstrates a personal commitment to compassion, kindness, and respect for all persons
  • Develops and nurtures an effective, productive, and respectful rapport and working relationship with prospects/donors, students, faculty, and co-workers, maintaining an appropriate level of professionalism and confidentiality
  • Comfortable with written and verbal communication; experience with public speaking and presentation
  • Accuracy:

  • Maintains a high level of accuracy, consistently reviewing work to detect errors, oversights or omissions
  • Initiative:

  • Takes immediate and independent action when necessary, assuming initiative for creative problem solving
  • Accomplishes tasks with follow through to completion
  • Technical:

  • Proficient in Microsoft Office and CRM systems (Raiser's Edge preferred)
  • Demonstrates understanding of and aptitude for the use of data in reporting and analyzing trends
  • Must have basic competency in budgeting and financial forecasting and modeling
  • Work Environment, Physical Demands:

    High-level customer contact; strict confidentiality; detailed work; regional travel for prospect and donor visits

    To apply, please upload the cover letter, resume, and contact information with three professional references via Paycom.

    A review of resumes will begin immediately and continue until the position is filled.

    Please click here to review the University's Non-Discrimination Policy.

    Mount St. Joseph University is an Equal Opportunity Employer


    Mount St. Joseph University delivers high-quality academicshands-on experiential learning and personalized attention from faculty and staff dedicated to your success. We consistently live a culture of ethics and service in everything we do.

    A Mount education is based on an interdisciplinary liberal art and professional curricula emphasizing values, integrity, and social responsibility.

    High-quality academics

    Our highly interdisciplinary, liberal arts curriculum challenges students to think outside their major and connect diverse subject matter. A robust offering of majors, double majors, and minors prepares you for a successful future.

    Read more about our high-quality academics the majors, minors, and programs offered.

    Cooperative and experiential education

    The Mount is dedicated to you, our students, in delivering hands-on experiential learning needed to build confidence and future professional success. Nearly one-third of students who participate in cooperative education (co-op) accept full-time employment with their co-op employers.



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