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Planned Giving Officer

Employer
Nebraska Wesleyan University
Location
5000 Saint Paul Avenue, Lincoln, NE, USA

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Job Details

Nebraska Wesleyan University is seeking a full-time Planned Giving Officer responsible for coordinating the overall planned giving program including marketing, program development and stewardship designed to grow planned giving support for Nebraska Wesleyan University. This position is also responsible for engaging and facilitating the philanthropy of planned gift donors.


NWU offers a competitive wage and comprehensive benefits plan including Health, Dental and Vision Insurance, Life Insurance, Disability benefits, Retirement, seven weeks of paid time off per year through vacation and holidays, and 100% tuition discount for dependents after one year of service.

Responsibilities:

  • Plans and implements programs designed to inform all university constituents about the advantages of estate and gift planning, including development of marketing strategies, marketing materials and direct mail.
  • Maintains tracking system, including expectancy database, files, records, and call reports for planned giving donors and donor prospects.
  • Identifies, cultivates and solicits planned giving and major gift donor prospects; conducts a full schedule of identification, cultivation, solicitation, and stewardship visits.
  • Collaborates with advancement colleagues regarding appropriate stewardship of their assigned planned giving donors.
  • Assures appropriate acknowledgement and stewardship for all current planned giving donors.
  • Provides information on planned giving appropriate to the situations of individual donor prospects, prepares individualized solicitation materials and provides technical support.
  • Establishes annual plan, priorities, and objectives for planned giving program.
  • Maintains up-to-date knowledge of tax issues related to planned giving.
  • Performs other duties as assigne

Qualifications:

  • Bachelor's degree required. Juris Doctorate preferred.
  • Minimum of five years of fundraising experience including specific experience with planned giving and/or financial planning.
  • Must have strong professional writing and interpersonal communication skills.
  • Ability to work independently, prioritize tasks and meet deadline
  • Ability to demonstrate commitment to collaboration and appreciative inquiry.
  • Ability to interact effectively with a variety of stakeholders within and outside of the campus community.
  • Strong decision-making and problem-solving skills.
  • Ability to listen for understanding.
  • Commitment to integrity and protection of confidential information.
  • Computer proficiency with Microsoft Office Suite applications including Word, Excel, Outlook, SharePoint, Teams, and online video conferencing applications (Zoom).
  • Must possess a valid driver's license for travel.

Commitment to Diversity:

Diversity is a core value of Nebraska Wesleyan University's mission and we embrace it as a source of strength. Applicants should demonstrate how they are able to enhance and embrace this University core value by including a diversity statement with their application materials.

Nebraska Wesleyan University provides equal educational and employment opportunities to qualified persons in all areas of university operation without regard to religion or creed, age, genetic information, gender identity and expression, sexual identity and orientation, veteran status, disability, marital status, race, or national or ethnic origin, in compliance with state and federal laws, including but not limited to Title XII, Title IX, and the ADA. E-Verify, EOE.

How to Apply:

Applicants should submit a cover letter, a resume, a diversity statement as a writing sample, and the names and contact information for three professional references at the following URL: https://nebrwesleyan.applicantpro.com/jobs/. Review of applications will begin immediately. Notification of initial interviews is expected to begin the mid-April.

Please visit the NWU website for more information about our institution: nebrwesleyan.edu

Organization

Working at Nebraska Wesleyan University

Since our founding in 1887, Nebraska Wesleyan University has both grown and remained steadfast to a liberal arts education in a Christian environment. Nebraska Wesleyan University is considered one of the strongest institutions of its kind in the Midwest, and has been continuously accredited since 1914.

NWU at a Glance

  • Founded in 1887
  • Located in the University Place neighborhood of northeast Lincoln, NE
  • Approximately 1,600 undergraduates, 225 graduate students and 275 adult learners
  • 53 majors, 41 minors, 18 pre-professional programs
  • 13:1 student-to-faculty ratio
  • 75 student organizations
  • Seven Greek chapters
  • Thriving study abroad and service learning programming

Mission Statement

Nebraska Wesleyan University is an academic community dedicated to intellectual and personal growth within the context of a liberal arts education and in an environment of Christian concern.

Nebraska Wesleyan was founded by Nebraska Methodists and actively maintains its relation to The United Methodist Church. The University reflects the Judeo Christian tradition in its efforts to integrate questions about meaning and value with the pursuit of learning and understanding.

The University is committed to excellence of academic endeavor and to learning as a lifelong process. The curricula and programs are designed to assist students in gaining and expanding knowledge and skills, in developing their competence in rational thought and communication, in broadening their perspectives on humanity and culture, and in enhancing their spiritual, physical, emotional, and aesthetic resources.

Nebraska Wesleyan intends that its students develop a sense of individual worth and become useful and serving members of the human community.

Approved by the Board of Governors – February 8, 1979
Reaffirmed by the Board of Governors – May 12, 2000

Statement of Vision
Nebraska Wesleyan University will be an outstanding national liberal arts university, where the educational experience transforms each student to lead a life of learning, service, leadership, and success in a diverse world.

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