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Major Gifts / Planned Gifts Officer
Plans and directs the efforts for Major Gifts and Planned Giving. Responsible for advancing the universityís interests through research and identification of major gifts and planned giving sources of support. Proactively seeks opportunities to generate new monetary funding for the benefit of the university. Reports to the Vice President of University Advancement and Public Affairs.
Design, implement, and manage a comprehensive proactive development plan for major gift and planned giving prospects focused on activities related to obtaining higher levels of monetary support.
Participate in University Advancement initiatives as well as prepare and deliver speeches/presentation to service organizations, business groups and boards. Organizes or participates in other initiatives to promote the organization and philanthropy. Write and develop promotional materials to promote the giving efforts of the organization.
Work closely with University Advancement staff to identify key alumni and review alumni profiles that suggest strategic plans to develop potential relationships. Maintain a rigorous schedule of contacts with alumni prospects for creating major gift donors and perpetuating their gifts through planned gifts. Make personal calls and visits to donors, their financial advisors and/or prospects year-round to ensure a growing base of support. Maintain high quality stewardship process for major gift and planned giving prospects and donors. Ensure that stewardship and reporting requirements are met to sustain successful partnerships by maintaining detailed records of solicitation activities and ensuring donors receive appropriate and consistent recognition.
Supervise the daily operations, including budget and program direction while enhancing the credibility of the organization.
Requires the ability to travel and to entertain corporate and foundation donors and potential donors throughout the state and region. Physical mobility is necessary.
A minimum of 5 years combined leadership and major gift fund-raising management experience with a complex not-for-profit organization involving a significant number of people and organizations with diverse and varied interests and backgrounds. Demonstrated record of success in generating significant commitments for major gifts and/or planned gifts. Major gifts and/or planned giving experience with a public college or university and/or banking environment is preferred.
Knowledge of cultivation, solicitation, and stewardship strategies and techniques, particularly in the area of major gifts and/or planned giving.
Specialized knowledge related to planned giving and major gifts fund-raising. Able to work effectively with donors and professional advisors. Self-motivation and discipline to regularly set and achieve work goals. Excellent written, verbal and interpersonal communications skills.
A bachelorís degree required. Certified Fund Raising Executive (CFRE) certification and/or a masterís degree, preferred.
Work venues vary from office, to social events, to presentations, to large and small meetings and interactions with individuals, involving a variety of environments. Travel and evening/weekend work is often required. *Regular reliable attendance is required. *This position is designated as security sensitive and requires a criminal background check.