Associate Director of Planned Giving
Core
Drive strategies to maximize planned gift opportunities across University prospect pools and manage a portfolio of high-value donors.
Role type
Senior IC planned giving officer
Builds
Deferred gifts (gift annuities, trusts, estate plans) for a private university
Domain
Higher education fundraising / Estate planning
Required skills
Strategic planning, donor portfolio management, complex gift solicitation, estate planning knowledge, relationship management, project management, compliance with IRS/CASE standards, database proficiency
Preferred skills
Master's degree, university fundraising experience, volunteer management, philanthropy policy knowledge
Technologies
Database technologies, Microsoft Office
Responsibilities
Maintain an active portfolio of 80-100 planned giving prospects; meet personally with donors via video calls and travel; solicit complex gifts and oversee proposal preparation for trusts and annuities; partner with major gift officers on pipeline development; build relationships with external financial advisors; advise staff on complex gift arrangements and estate settlement; execute direct marketing initiatives for planned giving.
Seniority
Senior, hands-on IC