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Executive Director/Principal
2 months ago
Central Michigan University seeks an experienced Executive Director/Principal & Planned Gifts & Regional Development to lead our philanthropic efforts and drive strategic growth. As a key member of our University Advancement team, you will be responsible for developing and implementing a comprehensive planned giving program, supervising a team of regional development directors, and cultivating relationships with major donors and philanthropic partners.
Key Responsibilities- Manage a portfolio of 125+ significant prospects and philanthropic partnerships, with a goal of raising $3,000,000 annually in major, principal, and planned gifts.
- Develop and implement a communication plan to promote planned giving opportunities and services to alumni and other prospective donors, including a gift planning website, e-newsletter, social media posts, and customized estate planning guide.
- Work with donors and their financial advisors to market, negotiate, and close a wide range of outright and planned giving arrangements, including charitable gift annuities, charitable remainder and lead trusts, retained life estates, gifts of real estate, life insurance, and bequests.
- Supervise assigned development and support staff, including regional development officers, and work with them to develop, implement, and evaluate fundraising business plans and donor strategies.
- Provide planned giving materials, proposal language, and relevant training to the Advancement team and university leaders.
- Bachelor's degree.
- Six years of experience in planned gift fundraising and legal/financial experience with charitable gift planning, including tax and inheritance law.
- Experience developing and implementing a successful marketing plan for a planned giving program.
- Supervisory experience.
- Considerable knowledge of best practices in planned giving, including relevant rules, regulations, and programs/policies which comply with various planned giving vehicles.
- Considerable knowledge and a successful record of donor cultivation, solicitation, and stewardship.
- Extensive knowledge of and skill in using fundraising databases and planned giving software.
- Master's degree.
- Eight years of fundraising experience.
- Experience working in higher education.
- Comprehensive campaign experience.
- Demonstrated track record of securing six and seven figure major and/or planned gifts.
- Demonstrated ability to mentor and train other development professionals.