Planned Giving Officer
The Planned Giving Officer will be responsible for planning and implementing estate planning programs to promote deferred giving by alumni and friends of the University of Evansville. The position will manage the Planned Giving Advisory Council and the John Collins Moore Society; will work in tandem with front-line fundraising professionals to identify, position, and close planned and life income gift arrangements; will identify, cultivate and solicit planned gifts through individual meetings with alumni, current and prospective donors and volunteers of the University. The position reports to the Senior Director of Major Gifts and Campaigns.
- Proven fundraising track record, as well as a possible history in finance, sales and marketing.
- The ability to lead, work in a team setting, and work independently.
- Detailed and in-depth knowledge of planned giving and its complexities: estate planning, tax laws, wills, trusts, etc.
- Comfort in researching and analyzing large groups of data to uncover planned giving prospects.
- Excellent verbal and written communication aptitude.
- Capable of handling numerous tasks at once and still meeting deadlines.
- Willingness to travel and to solicit major and planned gifts.
1. Manage the matured gifts from the Planned Giving Program - including providing assistance for the processing of stock gifts, facilitation of life insurance premiums and gifts, bequests, planned and life income gifts in conjunction with the office of Accounting, Audit, and Payroll.
2. Identify, cultivate and solicit prospective planned giving donors; securing a minimum of 80 self-initiated annual visits; and closing a minimum of 12 planned or life income gifts annually.
3. Serve as the central resource for planned giving, working with all development personnel to identify, cultivate, position, and close deferred and life income gifts.
4. Develop annual operating plan; review and evaluate planned giving policies and procedures; make recommendations for improvements to the estate planning program; and develop and implement marketing strategies - including newsletters, seminars and articles for publication.
5. Properly record information about the prospects and donors by utilizing the appropriate development databases.
6. Manage and staff the Planned Giving Advisory Council, holding a minimum of 3 meetings per year, as well as manage and staff the John Collins Moore Society (UE's Planned Giving Society) and hold at least two social/seminar events for the group as well as stay in contact via email, newsletter and the like.
7. Develop, coordinate, and execute at least four gift planning and investment seminars that will be presented to the constituent groups at the University of Evansville.
9. Build relationships with estate planning attorneys, CPA's, and other community professionals who may be helpful to UE in its outreach to potential planned giving donors.
10. Other duties as assigned by the Senior Director of Major Gifts and Campaigns.
The successful candidate will have at least a Bachelor’s degree. Experience in fundraising and planned giving is required. Preference will be given to candidates with 3-5 years of major gift/planned giving experience. Ability to work well under deadlines and a considerable degree of flexibility and initiative is required. This position requires the use of technology and data. Candidates should be outgoing, creative, enthusiastic, and resonate with our mission and values.
To apply for this position, please attach your cover letter, resume, and references to the online application located at http://www.evansville.edu/offices/hr/employmentApp.cfm.
The University of Evansville operates under a nondiscriminatory policy with regard to race, color, gender, gender identity and expression, sexual orientation, creed or religion, national origin, age, disability, veteran status and all federally protected groups/classes. Minorities and underrepresented groups are encouraged to apply.
The University of Evansville participates in the E-Verify program.