Associate Director, Planned Giving Marketing and Stewardship

**Associate Director, Planned Giving Marketing and Stewardship**

**Job No:** 499701

**Work Type:** Staff Full Time (1500 hours or greater)

**Location:** Dayton, OH

**Category:** University Staff

**Department:** Planned Giving - 300230

**Pay Grade:** B - Exempt

**Advertised:** March 04, 2022

**Applications close:** March 21, 2022

Position Summary: The Associate Director of Planned Giving Marketing and Stewardship position offers an opportunity to join a growing planned giving program that is moving into a comprehensive fundraising campaign and provides a pathway for professional development. Reporting to the Director of Development and Team Lead for Planned Giving, this position is responsible for the marketing and stewardship outreach of planned giving program for University Advancement. This includes: a) engaging individual planned giving donors, which will require travel approximately 25% of the time, primarily in the Dayton/Cincinnati/Columbus metro areas; b) collaborating with marketing staff to further develop and manage an existing multi-channel marketing strategy for a more robust marking effort; c) expanding an existing stewardship strategy; d) collaborating with donor relations team to ensure standard and custom stewardship touches are developed for all planned giving donors; e) maintaining accurate archives of donor records and communications as it pertains to stewardship; f) participating in the University of Dayton community life to encourage gifts to UD through Giving Day, Reunion efforts, Golden Flyer involvement, volunteer committees and Advancement events. Minimum Qualifications: Bachelor's degree.

Five years of related experience, such as fundraising, sales, planned gift administration, or marketing.

Basic knowledge of planned/deferred giving vehicles such as wills, life income plans, gifts of unusual assets, beneficiary designations.

Proven customer service and relationship building experience.

Excellent written, verbal, and interpersonal communications skills.

Ability to manage multiple priorities.

A valid drivers license, low risk driving record and insurability by the University.

Preferred Qualifications: While not everyone may possess all of the preferred qualifications, the ideal candidate will bring many of the following:

Six or more years fundraising experience or related field.

Advanced knowledge of and experience with more complex planned/deferred giving vehicles, including estate and income taxes, trust law, investments, and gift planning techniques. Experience in targeted marketing to individuals and promoting gift opportunities through print and digital media.

Proficient in Microsoft Office, Raiser's Edge database (or equivalents) and Crescendo gift planning software (or equivalents).

Successful experience in working with people from diverse backgrounds.

Residency in southwest Ohio.

Special Instructions to Applicants: A federal court on December 7, 2021, issued a ruling that suspends the COVID-19 vaccine requirement that applies to federal contractors nationwide. With this development, the University will pause any enforcement action against employees who have not complied with the requirement to be fully vaccinated by Dec. 8, 2021 or to have requested an exemption to maintain their employment status.

The University will continue to monitor the state of the pandemic on campus and in the community as well as developments in federal and state requirements, and also will continue to regularly consult with public health officials and our medical panel. As has been the case throughout the pandemic, our protocols and requirements are subject to change depending on conditions on campus or in our community, and government requirements.

Closing Statement: Informed by its Catholic and Marianist mission, the University is committed to the principles of diversity, equity, and inclusion. Informed by this commitment, we seek to increase diversity, achieve equitable outcomes, and model inclusion across our campus community. As an Affirmative Action and Equal Opportunity Employer, we will not discriminate against minorities, females, protected veterans, individuals with disabilities, or on the basis of sexual orientation or gender identity.

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| Planned Giving - 300230 March 04, 2022 March 21, 2022 The Associate Director of Planned Giving Marketing and Stewardship position offers an opportunity to join a growing planned giving program that is moving into a comprehensive fundraising campaign and provides a pathway for professional development. Reporting to the Director of Development and Team Lead for Planned Giving, this position is responsible for the marketing and stewardship outreach of planned giving program for University Advancement. This includes: a) engaging individual planned giving donors, which will require travel approximately 25% of the time, primarily in the Dayton/Cincinnati/Columbus metro areas; b) collaborating with marketing staff to further develop and manage an existing multi-channel marketing strategy for a more robust marking effort; c) expanding an existing stewardship strategy; d) collaborating with donor relations team to ensure standard and custom stewardship touches are developed for all planned giving donors; e) maintaining accurate archives of donor records and communications as it pertains to stewardship; f) participating in the University of Dayton community life to encourage gifts to UD through Giving Day, Reunion efforts, Golden Flyer involvement, volunteer committees and Advancement events. Planned Giving - 300230 March 04, 2022 March 21, 2022 The Associate Director of Planned Giving Marketing and Stewardship position offers an opportunity to join a growing planned giving program that is moving into a comprehensive fundraising campaign and provides a pathway for professional development. Reporting to the Director of Development and Team Lead for Planned Giving, this position is responsible for the marketing and stewardship outreach of planned giving program for University Advancement. This includes: a) engaging individual planned giving donors, which will require travel approximately 25% of the time, primarily in the Dayton/Cincinnati/Columbus metro areas; b) collaborating with marketing staff to further develop and manage an existing multi-channel marketing strategy for a more robust marking effort; c) expanding an existing stewardship strategy; d) collaborating with donor relations team to ensure standard and custom stewardship touches are developed for all planned giving donors; e) maintaining accurate archives of donor records and communications as it pertains to stewardship; f) participating in the University of Dayton community life to encourage gifts to UD through Giving Day, Reunion efforts, Golden Flyer involvement, volunteer committees and Advancement events. This position will replace absent teachers at the Bombeck Family Learning Center. The responsibility is for the care and education of children birth through age 5 years. This position provides nurturing care and appropriate learning experiences within a team-teaching setting. This position is part-time, less than 1000 hours per year, and on call as needed.

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