Executive Director of Gift and Estate Planning

2 months ago

Hillsdale, United States Hillsdale College Full time

Overview

Hillsdale College seeks a full-time Executive Director to lead
in coordinating and overseeing the College's planned giving program
that is aligned with the institution's overall fundraising strategy
and goals. This individual should have experience in non-profit
fundraising, with a primary focus on planned giving.
Experience should include operational management
skills, team leadership and working with the concepts of
philanthropy. This role will manage and oversee all daily office
activities, provide guidance to other regional directors, produce
departmental reporting, assist with marketing efforts and
presentational events. Knowledge of CRM nonprofit software,
donor databases and other fundraising and financial functions a
plus. This position is based on campus in Hillsdale,
Michigan. Some travel will be required.

Responsibilities

Working closely with Department and College leaders to
determine and execute the mission, purpose, and priorities of the
Gift & Estate Planning office.

Managing the overall daily office functions and maintain
oversight on upcoming events, programs, and marketing efforts to
ensure officers, staff, and materials are prepared and
consistent.
Supervise support staff members and give guidance and
assistance to officers when needed; assist with annual goal setting
and quarterly goal reviews. Maintain office moral and
structure.

Training staff to communicate about and successfully complete
planned gifts.
Have the knowledge to prepare gift illustrations and
corresponding cover letters for donors using third-party Crescendo
software; assist and oversee other members of the team in processes
and execution of this task.
Assisting with creation and managing the distribution of
solicitation materials which incudes, but is not limited to, print
material, websites, publications, and newsletters.
Remaining up to date about Hillsdale's many special programs
and priorities to help donors direct their giving.
Ensure compliance with legal and ethical standards in all
planned giving activities.
Occasionally attending evening/weekend activities, meetings,
events, seminars, workshops, etc.
This description may be ever-changing through departmental
growth and institutional changes.

Required/Desired Qualities

A Bachelor's degree is preferred.

A Law degree or Professional Certifications/Trainings in
Finance, Estate Planning, Tax Law, Fundraising, or similar areas a
plus.
Fundraising development, accomplished history of management and
team leadership experience in a nonprofit setting.
Ability to work independently and as part of a team.
Familiarity with bequests, annuities, unitrusts, giving through
retirement plans, and other pertinent future giving options is
desired.
Superb written and verbal communication skills.
Exceptional interpersonal skills with all age groups.
Outstanding time management and a willingness to be
flexible.
Organizational skills, particularly planning, managing
deadlines, and evaluating progress.
Knowledge of fundraising software and tools, Microsoft Office,
Blackbaud CRM, and Crescendo planned giving software.
Creative, self-directed, takes initiative, and willing to
learn.
Organized and inspiring team leader.
A strategic mindset and a solid understanding of how to craft
processes that are complementary to a variety of work styles.

Personal Characteristics & Physical
Requirements

The Gift and Estate Planning Office interacts with College
leaders, faculty, staff, students, parents, subscribers, donors,
and speakers. Strong interpersonal and communication skills are
necessary. A clean and neat appearance and a pleasant
relationship that is supportive of the College mission is
essential. This relationship needs to be pleasant, supportive, and
professional, while maintaining confidentiality at all times.

Ability to read, write, hear, speak, see, and communicate
effectively. Ability to operate basic office equipment. Occasional
lifting of office supplies, booklets, files, and heavy packages, as
necessary.

Code of Commitment

Be a good representative of Hillsdale College to promote the
liberal arts, the College's original Articles of Association, and
operating principles stated in the Staff Code of Commitment. The
Mission Statement should be considered in all aspects of the
position. The teaching of the Christian faith shall remain a
conspicuous aim of the College.

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