Associate Director of Planned Giving
Core
Drive plans and strategies to maximize planned gift opportunities across University prospect pools, managing a portfolio of donors and prospects to secure five to six figure gifts.
Role type
Associate Director of Planned Giving (Major Gift Fundraising)
Builds
Planned gifts including gift annuities, trusts, and estate plans for the University of New Hampshire.
Domain
Higher Education / Non-profit Fundraising
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Strategic planning, donor portfolio management, complex gift solicitation, estate planning knowledge, relationship management, project management, data analysis, proposal preparation, stakeholder collaboration
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 current and prospective donors via video calls and travel; identify and solicit complex gifts; oversee preparation of proposals for gift annuities, trusts, and deferred gifts; build relationships with external financial advisors; partner with attorneys and executors in settling estates; advise staff on complex gift arrangements and execution strategies.
Seniority
Senior, hands-on IC