Director of Development, Planned Giving

Director of Development, Planned Giving

Classification: Exempt
Division/Department: Office of Institutional Advancement
Reports To: Associate Vice President of Development

Summary

The Office of Institutional Advancement seeks an accomplished, responsive, collaborative, and results-oriented fundraiser to join its advancement team. This team member will be responsible for administering a comprehensive Planned Giving program directed toward alumni, college friends, and other vested Morehouse stakeholders. The ability to think and act strategically is critical to the success of this position.

Reporting to the associate vice president of development, the director of development for planned giving is responsible for administering all aspects of the planning, directing, and implementing a comprehensive program that reaches out to all Morehouse constituencies, including alumni, faculty, staff, parents, and friends. The director of planned giving holds primary responsibility for gifts of estates, trusts, and various other and financial venues that reflect financial planning and deferred giving opportunities. The director serves as fundraising liaison to several areas and prepares written materials, including having primary responsibility for training and support for other staff members working with donors on deferred and planned gifts such as life insurance, trusts, charitable annuities, wills, and bequests.

Essential Duties and Responsibilities
  • Supports Morehouse's overall long-term financial strength and support by visiting with donors and prospective donors about a variety of gift possibilities, particularly deferred and planned gifts
  • Enhances donor gift planning and giving by remaining current in gift possibilities available through Morehouse and laws and regulations governing such gifts
  • Ensure positive donor relations by assuming primary responsibility for providing technical support and options regarding planned and deferred gifts
  • Provide educational offerings and seminars on planned and deferred gifts to development staff and Morehouse alumni, friends, stakeholders, and volunteers
  • Manages a rated prospect list as part of the moves management system
  • Work with VP, associate VP, and communications team to stimulate interest in planned giving by preparing written materials including proposals, contact reports, brochures, gift acknowledgments, donor stories, articles, web content, administrative reports, etc.
  • Enhances donor relations by representing the Office of Institutional Advancement at functions and meetings as assigned and working with current and potential donors consisting of alumni, students, friends, and various Morehouse constituencies to strengthen their ties to Morehouse
  • Prepares for professional and donor meetings by establishing and maintaining professional competency and current knowledge in development work through professional reading, developing professional contacts with colleagues, attending professional development courses, attending training and/or courses required by the vice president
  • Assures donor confidentiality and the confidentiality of the projects undertaken by the Office of Institutional Advancement by conducting all personal contacts and communications with donors in a professional manner
  • Furthers the attainment of established goals for the Office of Institutional Advancement by developing and maintaining cordial and professional working relationships with faculty, staff, students, administrators, and appropriate off-campus constituencies
  • Participates as a fully productive member of the professional staff by adhering to all Morehouse policies and procedures and the internal policies and procedures of the Office of Institutional Advancement
  • Contributes to a work environment that encourages knowledge of, respect for, and development of skills to engage with those of other cultures or backgrounds
  • Contributes to the overall success of the Office of Institutional Advancement
  • Other duties as assigned by the Associate Vice President
Minimum Position Requirements
  • Bachelor's degree in communications, public relations, marketing, business, liberal arts, or related field
  • Five or more years of related and progressively more responsible or expansive work experience in professional fundraising, alumni/donor relations, public relations, marketing, or related field
  • Experience with planned giving techniques and vehicles
  • Experience with board and volunteer management
  • Experience with tax laws affecting charitable and deferred giving
  • Excellent written and verbal communication skills, organizational skills, and intellectual curiosity
  • Collaborative team-oriented style
  • Ability to work with a variety of personality types
  • Excellent interpersonal skills
  • Valid driver's license
Preferred Qualifications
  • Law Degree preferred
  • Experience in a higher education environment, having participated in a comprehensive campaign
  • Proven and demonstrated ability to cultivate, solicit, and steward gifts up to $50,000 and more
  • Experience with fundraising and financial software
Physical Demands
  • Requires some travel
  • Minimum lifting of fewer than 10 pounds
  • Some long standing and walking 

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