Director of Development, Planned Giving
Core
Lead efforts to identify, cultivate, solicit, and steward planned giving donors, focusing on gifts of $25,000 or greater, including bequests, trusts, and life insurance.
Role type
Senior fundraising director (planned giving)
Builds
Planned giving portfolio and donor relationships for University of Nevada, Reno
Domain
Higher education fundraising
Deliverable
client delivery
Required skills
Planned giving solicitation, donor stewardship, gift agreement preparation, financial product knowledge (annuities, trusts, life insurance), relationship building
Preferred skills
JD, CPA, CFP, advanced degree in business/finance
Technologies
N/A
Responsibilities
Manage portfolio of planned giving prospects and donors, advise donors and faculty on deferred giving opportunities, prepare gift-related agreements, support donor stewardship strategies, train Advancement staff, ensure compliance with University processes
Seniority
Senior, hands-on IC