Director, Planned Giving

1 month ago
Number of Openings
1
Closing Date
Open Until Filled
Type of Search
Staff
Who May Apply
This position is open to all qualified applicants.
Position Number
300741
St. Paul
Department/Unit
Development - Institutional Advancement
FLSA Status
Exempt/Salaried
Employment Type
Full-Time Staff
Assigned Months per Year
12
Benefits Eligible
Yes
Special Instructions
For more information about this position, please inquire at info@cohentaylor.com.  All inquiries will remain confidential. |   | Applicants will be asked to upload a resume to their profile and copy/paste a cover letter into the application.

Overview

The University of St. Thomas invites qualified candidates to apply for a Director, Planned Giving position within Development & Alumni Relations.

 

Reporting to the Associate Vice President, Development, the Director of Planned Giving provides leadership, planning and management for the Planned Giving program including facilitation, implementation and evaluation of strategic direction and overall management of daily operations. The director serves as an internal advisor on planned giving vehicles for all development officers. The director may occasionally join development officers in meetings with prospects and donors, but will he or she will not maintain their own prospect portfolio. The director should stay current in changes in tax and real estate laws and provide on-going training for development officers. This position oversees one administrative assistant.

 

1.    Oversees the University’s planned giving program serving as in-house expert for development staff on the various planned giving vehicles available to prospective donors. Implements programs and promotional materials to support all development officers in planned giving activities. Provides training to development officers and on-going support and as necessary, serves as special adviser to all development officers with complex planned giving prospect needs. Contributes planned giving expertise in assisting major and principal gift fundraisers with development of prospect strategies. Engages in direct donor work in consultation with development officers.

 

2.     Stays abreast of tax and real estate laws and changes in planned giving vehicles and best practices. Works closely with both development officers and the university’s Gift Acceptance Committee to ensure all planned gifts are acceptable according to the Gift Acceptance Policy. Serves as an advisor on other gifts to the university including real estate and complex gifts of securities. Works closely with the University Central Finance Department and Chief Counsel’s office. Reviews all planned gift agreements to ensure proper documentation and compliance.

 

3.    Provides tracking reports monitoring on-going status of progress toward set goals. Oversees Finn Legacy Society and works with the Office of Donor Relations to ensure effective, ongoing stewardship of planned giving donors.

 

4.    Supervise Planned Giving Administrative Assistant, providing clear direction and constructive feedback, coaching and staff development. Oversees and balances the operating budget for the Planned Giving Department; within the annual budget, manages existing programs and plans additional programs, services, events, communications and/or other initiatives designed to grow the planned giving program. As an additional service, may offer seminars on estate planning to interested alumni and friends of the university.

 

This is a full-time, benefits eligible position. The University of St. Thomas offers a competitive and comprehensive benefits program, which includes medical, dental, vision, life, long-term care, legal, and disability insurance coverages. Offerings also include retirement plans, flexible spending accounts, a health savings account, and an employee assistance program. The University provides tuition remission to its employees, spouses, and dependents. In addition, the University values a healthy work/life balance and has generous provisions for paid time off.

 

For more information about this position, please inquire at info@cohentaylor.com.  All inquiries will remain confidential.

Qualifications

Demonstrated understanding of major donor prospect qualification, cultivation, solicitation and stewardship. Demonstrated excellent verbal, written and interpersonal communication skills. Basic knowledge of higher education administration. Ability to maintain sensitive and confidential information

 

Knowledge of: Administrative principles and practices, including goal setting, strategic engagement, implementation and evaluation; ethics related to philanthropy, appropriate relationships with donors and the donor bill of rights; standard office practices and procedures, including filing and the operation of standard office equipment; record keeping principles and practices; techniques for working with a variety of individuals from various socioeconomic, ethnic and cultural backgrounds, in person and over the telephone; principles and techniques of preparing effective written materials; expert knowledge of planned giving vehicles and real estate law.

 

Demonstrated Skill: Organizational skills, interpersonal skills, and emotional intelligence, sound judgment and ethical behavior. This position must have discretion in interactions with donors, prospects, volunteers, and others and abilities to conduct research, gather data, analyze information, prepare effective, accurate, strategic and timely reports and other documents to support development objectives; communicate effectively both verbally and thorough writing; present effectively to small and large groups; foster effective collaborative working relationships within a team environment; results orientation; creativity; flexibility; ability to communicate and work effectively within a diverse community.

 

Commitment to the mission of the University of St. Thomas.

 

Inspired by Catholic intellectual tradition, the University of St. Thomas educates students to be morally responsible leaders who think critically, act wisely, and work skillfully to advance the common good.  The successful candidate will possess a commitment to the ideals of this mission statement.

 

In light of its commitment to create and maintain a safe learning and working environment, employment with the University of St. Thomas requires successful completion of a background screening.

 

The University of St. Thomas (UST), Minnesota Human Resources Department advertises the official job listing on its website.  If you are viewing this posting from a site other than “Jobs at UST”, the University assumes no responsibility for the accuracy of information. 

 

UST is an Equal Opportunity Employer

Special Instructions to Candidates

For more information about this position, please inquire at info@cohentaylor.com.  All inquiries will remain confidential.

 

Applicants will be asked to upload a resume to their profile and copy/paste a cover letter into the application.

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