Director of Planned Giving and Development

2 days ago

New York, New York, United States Barnard College Full time
Job Summary

The Director of Planned Giving and Development will play a key role in identifying, cultivating, and soliciting annual/major/principal and planned giving prospects. This position will work closely with the Senior Director, Planned Giving, to develop and implement strategies for securing gifts from individuals and organizations.

Key Responsibilities
  • Develop and execute a comprehensive planned giving strategy, including the identification and cultivation of major and principal gift prospects.
  • Work with external agencies to develop and execute the College's planned giving and smart-giving vehicles.
  • Collaborate with Development and Alumnae Relations Communications to craft and produce collateral marketing materials, including Reunion and Giving Day emails and appeals.
  • Supervise the Planned Giving Administrative Assistant and provide guidance on planned giving best practices and emerging trends.
  • Cultivate, solicit, and steward donors and prospective donors of planned and major gifts, managing a portfolio of major/principal and planned giving prospects.
  • Collaborate with Senior Director, Planned Giving, and/or Senior Leadership and gift officers in reaching out for leadership principal or major gifts.
  • Partner with other frontline fundraisers to support incorporation of planned giving into donor cultivation and solicitation strategies and serve as a resource for planned giving matters and gift conversations.
  • Develop the planned giving prospect pipeline by coordinating assistance and outreach by gift officers to assigned survey respondents and marketing responses.
  • Collaborate with the Senior Director, Planned Giving, to identify major/principal and planned giving donors and help further develop and implement strategic fundraising plans for planned giving.
  • Provide comprehensive proposals and responses to donor and professional advisor inquiries relating to planned gifts and other areas of support for the College.
  • Work with the Senior Director, Planned Giving, to train and educate gift officers and the department in planned giving best practices and emerging trends.
  • Carry out Athena Society activities as assigned under the direction of the Senior Director, Planned Giving, with the help of the Administrative Assistant.
  • Assist in administration, including estate administration, planned gift processing, administration for life income program, UK Trust administration, CGA compliance and registrations.
  • Ensure data integrity and accuracy, including requesting donor data lists and reports, updating coding, and adding opportunities and activity reports.
Requirements
  • Bachelor's degree or equivalent professional experience required.
  • Minimum 7-5 years of related experience, preferably in higher education.
  • Demonstrated track record of developing long-lasting and productive relationships between individual donors and/or investors and the institutions they support.
  • Familiarity with Salesforce or other similar CRM systems/relational databases.
  • Preferred: Advanced degree, experience in externally-facing position in client/customer service, and experience with PG Calc software program.

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