Sr. Director of Planned Giving

3 weeks ago


Nashville, United States Access Philanthropy Full time

The Sr. Director of Planned Giving has the primaryresponsibility for designing, directing, and implementing acomprehensive program to promote and secure planned gifts tosupport the Universitys largest campaign to date. The Sr. Directorwill play a key role by developing and implementing proactivestrategies and leading marketing efforts to build the pipeline offuture support and raise awareness of legacy giving within BelmontUniversity. In addition to securing gifts from their portfolio ofassigned prospects, the Sr. Director collaborates with other giftofficers to secure new legacy commitments and leads stewardshipefforts for the Covenant Society, growing a program rooted in bestpractices. The Senior Director serves as in-house consultant oncomplex current and deferred gifts and champions a blended giftstrategy in a donor-centered, data-informed and highlycollaborative environment. The Sr. Director reports to the AVP forParent Philanthropy and Planned Giving and manages one directreport, the Director of Planned Giving.1.Program management and oversight. Operationalize shortand long-term planned giving goals and strategies to build uponexisting commitments and expand the current donor base of support.Work collaboratively with the development team to ensure a robustand successful planned giving program across the University.Develop and implement the annual marketing plan to promote plannedgiving and identify a continuing stream of legacy prospects throughmailings, seminars, referrals and alumni and constituentengagement. Enhance stewardship for Covenant Society donors incollaboration with the Stewardship team. Ensure policies andprocedures reflect industry standards and best practices for giftdocumentation and administration.2.Donor development. Manage a portfolio of 60-80prospects, generate 6-10 prospect visits per month, and grow thenumber of planned and blended git solicitations across theAdvancement team. Local, regional and limited national travel areanticipated.3.Serve as in-house expert on all deferred givingvehicles, state and federal regulations for the planned giftprogram. Utilize personal expertise and familiarity with deferredgiving vehicles to discuss estate planning challenges withprospective donors and propose strategies for addressing thesechallenges. Build and nurture strong relationships with financial,legal and tax advisors.4.Develop and implement training opportunities to educateand support the advancement team. Partner, coach, equip andencourage development staff to pursue planned gift opportunitiesassisting them in the design and implementation of individualizedprospect strategies.#J-18808-Ljbffr

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