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Director of Estate, Trust
3 months ago
Overview:
Are you ready to make a meaningful impact and ignite the spirit of philanthropy? Join us at Quinnipiac University and become a vital part of our Development and Alumni Affairs team as Director of Estate, Trust & Gift Planning.
As a member of our team, you'll be at the heart of advancing Quinnipiac's mission by inspiring a culture of giving among our esteemed alumni, dedicated parents, and cherished friends. Your mission? To weave connections that transcend transactions, nurturing relationships that are as robust as they are enduring.
Through a donor-centered approach that puts people first, you'll have the opportunity to channel stakeholders' passions and philanthropic aspirations into tangible support for our university's top priorities. It's about more than just raising fundsit's about creating pathways for our community to leave a lasting legacy, ensuring that every dollar invested enriches the Quinnipiac experience for generations to come.
About Quinnipiac: Quinnipiac University is a private, coeducational institution located 90 minutes north of New York City and two hours from Boston. The university currently has an enrollment of 9,000 students in more than 130 degree programs through its Schools of Business, Communications, Education, Computing, and Engineering, Health Sciences, Law, Medicine, Nursing, and the College of Arts and Sciences. Our 21 Division I teams have achieved remarkable success, boasting multiple conference titles. This includes a 2023 NCAA National Championship win in ice hockey, a three-time defending national champion women's rugby team, and a trip to the Sweet 16 for our women's basketball team. The Quinnipiac University Poll is nationally recognized as a leader in public opinion research, and the university is consistently recognized by U.S. News & World Report and Princeton Review's "The Best 388 Colleges." The university is in the midst of program expansion and renewal for both traditional and adult learners, attraction of diverse communities, development of innovative corporate partnerships, and construction of an ambitious set of capital projects. For more information, please visit qu.edu. Connect with Quinnipiac on Facebook, Instagram, YouTube, TikTok and X.
Responsibilities:
Establishes relationships with planned giving donors and prospects that incorporate visits, proposals, and ongoing stewardship
Maintains personal responsibility for a portfolio of 75-100 donors and prospects; will make 120-160 strategic moves per year and submit 30-45 proposals of $50,000 or more per year.
Close $3-$5M in new gifts and commitments per year
Works with professional Advisors of prospective donors
Strategically work with Directors of Development in coordination of the Tower Society and regional events.
Work with Marketing team and AVP for Development and Alumni Affairs to brainstorm, review, edit and improve Tower Society marketing and to establish an overall marketing plan for the Campaign.
Gives periodic planned giving presentations/training to development officers, volunteers, donors and prospect groups and professional organizations.
Create a new Planned Giving Advisory Board to grow participation in the Tower Society. Other duties as assigned
Education Requirements:
Bachelor's degree required
An advanced degree or professional certification related to estate and/or financial planning such as a CPA, CFP, J.D., AB, LLM, MBA, CSPG or AEP is preferred
Qualifications:
Five years of experience in planned giving, grant writing, fundraising, outside sales or constituent-based outreach
Experience working in an environment dependent on developing and maintaining positive relationships with a demonstrated record of teamwork and collaboration
Experience handling complex gift issues, with the ability to analyze and interpret information and make decisions and to organize and carry out complex tasks with minimum supervision
Experience recruiting, organizing and managing volunteers
Public relations or marketing experience, preferably related to fundraising
Experience with database computer systems and microcomputer applications, preferably with customer relationship management systems
Ability to communicate effectively, both verbally and in writing
Demonstrated ability to work with diverse populations and a commitment to diversity and inclusion
Special Instructions to Applicants:
TO APPLY:
Applications must be submitted electronically and include a resume, cover letter addressing how your experience supports the requirements of this position and Quinnipiac' commitment to diversity and inclusion, and contact information for three references on the application form.
We offer a comprehensive benefits package for full-time faculty and staff which includes tuition remission and a culture that is inclusive and driven by excellence.
Quinnipiac University is an Equal Opportunity Employer.
