Planned Giving Officer
The Planned Giving Officer will identify, cultivate, and solicit major outright and deferred gift prospects, and those whose gifts involve complex tax and investment planning considerations. She/he will market various deferred and outright gifting techniques to prospects, provide leadership and technical assistance to donors, professional advisors, and others, regarding the tax and financial aspects of charitable giving; and, as requested, complete other projects enhancing The Lundquist Institute’s ability to secure a greater number of high-value outright and deferred gifts. The individual will serve as the campus' strategic gift planning expert.
He/she will be responsible for setting planned giving goals and benchmarks, including strategy, planning, and communications. The Officer will also manage all planned giving initiatives and events.
Responsibilities (including but not limited to the following):
- Serve as the lead development professional in planned giving, which includes, or potentially includes, donors capable of making significant differed contributions to The Lundquist Institute
- Plan, organize, and direct large-scale, planned giving fundraising campaigns
- Create, establish, and evaluate new methods for identifying new planned giving prospects
- Manage portfolio of planned giving prospects
- Develop, create, write, implement, and evaluate individualized marketing plans and strategies for cultivation and solicitation of planned giving prospects
- Write proposals for solicitation of high value planned giving individuals
- Present formal fundraising proposals and illustrations, transfer documents, bequest language and other gift agreements to secure major outright and deferred gifts to major donors and prospects
- Consult with donors' and/or institute advisors responsible for the completion of gift agreements.
- Assist prospective donors and their advisors in clarifying objectives, obtaining and recording pertinent information
- Prepare formal written gift proposals and/or other special materials for use during donor cultivation and solicitation
- Create strategic and long-range plans for fundraising and other advancement programs; may have the authority to make commitments and precedent-setting decisions regarding planned giving program design, development, and procedures
New Initiatives and Other Duties as Assigned
- Participate in building dedications, gift celebrations, galas, and other events as needed
- Service on ad-hoc committees as assigned/necessary
- 6+ years of fundraising/non-profit management experience
- Understanding and sensitivity to diverse donor populations
- Experience in a similar role with demonstrated record of success
- Ability to share specific examples of success and references