Sr. Director of Planned Giving

3 weeks ago

Nashville, United States Access Philanthropy Full time

The Sr. Director of Planned Giving has the primary responsibility for designing, directing, and implementing a comprehensive program to promote and secure planned gifts to support the University’s largest campaign to date. The Sr. Director will play a key role by developing and implementing proactive strategies and leading marketing efforts to build the pipeline of future support and raise awareness of legacy giving within Belmont University. In addition to securing gifts from their portfolio of assigned prospects, the Sr. Director collaborates with other gift officers to secure new legacy commitments and leads stewardship efforts for the Covenant Society, growing a program rooted in best practices. The Senior Director serves as in-house consultant on complex current and deferred gifts and champions a blended gift strategy in a donor-centered, data-informed and highly collaborative environment. The Sr. Director reports to the AVP for Parent Philanthropy and Planned Giving and manages one direct report, the Director of Planned Giving.

1.Program management and oversight. Operationalize short and long-term planned giving goals and strategies to build upon existing commitments and expand the current donor base of support. Work collaboratively with the development team to ensure a robust and successful planned giving program across the University. Develop and implement the annual marketing plan to promote planned giving and identify a continuing stream of legacy prospects through mailings, seminars, referrals and alumni and constituent engagement. Enhance stewardship for Covenant Society donors in collaboration with the Stewardship team. Ensure policies and procedures reflect industry standards and best practices for gift documentation and administration.

2.Donor development. Manage a portfolio of 60-80 prospects, generate 6-10 prospect visits per month, and grow the number of planned and blended git solicitations across the Advancement team. Local, regional and limited national travel are anticipated.

3.Serve as in-house expert on all deferred giving vehicles, state and federal regulations for the planned gift program. Utilize personal expertise and familiarity with deferred giving vehicles to discuss estate planning challenges with prospective donors and propose strategies for addressing these challenges. Build and nurture strong relationships with financial, legal and tax advisors.

4.Develop and implement training opportunities to educate and support the advancement team. Partner, coach, equip and encourage development staff to pursue planned gift opportunities assisting them in the design and implementation of individualized prospect strategies.

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