Director of Planned Giving

3 weeks ago

Tulsa, United States University of Tulsa Full time

The Director of Planned Giving holds primary responsibility for gifts of estates, trusts, and various other and financial venues that reflect financial planning and deferred giving opportunities. The Director of Planned Giving serves as fundraising liaison to several university areas and prepares written materials, including having primary responsibility for training and support for other staff members working with donors on deferred and planned gifts such as trusts, charitable annuities, life insurance, wills, and bequests. The Director of Planned Giving will launch a new mailing effort for TU as we gear up for a campaign. Essential Functions (Responsibilities): * Supports the overall long-term financial strength and support of the University by visiting with donors and prospective donors about a variety of gift possibilities, particularly deferred and planned gifts. * Enhances donor gift planning and giving by remaining current in areas of gift possibilities available through the University of Tulsa and the current laws and regulations governing such gifts. * Creates positive donor relations by assuming primary responsibility for providing technical support and options regarding planned and deferred gifts. * Provides support to the AVP by offering seminars on planned and deferred gifts to members of the professional staff. * Helps the University to meet fundraising goals by having a thorough understanding of current capital projects, needs for endowments, University gifts, * Manages a rated prospect list as part of the moves management system. * Performs related responsibilities as required or assigned. Required Qualifications * Bachelor's degree required. * Must have 3 - 5 years of successful professional experience. * Experience in higher education or nonprofit development preferred. * A demonstrated record of success in a related career field such as law, accounting, or financial planning is required. Preferred Qualifications Master's degree. Physical Demands Lifting and moving boxes of materials and equipment weighing twenty-five to fifty pounds is occasionally required. The scope of the job requires occasional attendance at evening and/or weekend activities, meetings, events, seminars, and workshops, etc.

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