Senior Director of Gift Planning

1 week ago


Logan, Utah, United States Utah State University Full time
About the Role

Utah State University is seeking a highly collaborative, driven, and innovative Senior Director of Gift Planning who will be responsible for creating a planned giving program for the University. Reporting to Jonathan Jon Paulding, Associate Vice President, Central Advancement, the Senior Director will manage the Director of Gift Planning and oversee all aspects of gift planning for Utah State University, including developing and executing a marketing strategy for planned giving.

Key Responsibilities
  • Manage the Director of Gift Planning.
  • Develop and implement both annual and long-range goals, objectives, and strategies to maximize private support through various sources (individuals, alumni, friends, and planned giving vehicles) for Utah State University.
  • Implement marketing strategies, activities, and materials that promote planned giving vehicles and communicate effectively the myriad of benefits of planned giving in charitable estate planning.
  • Enhance the performance of unit-based fundraisers by helping them develop planned giving and complex gift competencies, providing feedback and perspective on their fundraising approach/methods, and coaching them to realize their optimal performance and gift acquisition objectives.
  • Collaborate with USU leaders and development peers to link donors' passions with USU priorities and ensure a gratifying gift and/or engagement experiences.
  • Manage a portfolio of planned giving prospects; appropriately qualify, cultivate, solicit, and steward prospects to advance philanthropy at USU.
  • Utilize the suite of advancement resources to provide regular individual and team progress reports on gift planning officer and unit performance, and to implement and achieve strategies for success. Complete contacts/proposals in a timely manner.
  • Partner with prospect analytics and research, the principal gift workgroup, and campaign operations to identify new donor opportunities, analyze team performance, and implement effective practices.
  • Develop and conduct planned giving seminars for development staff and well as donors and advisors on the benefits of planned giving, gift planning tools, estate planning tools, and techniques to effectively communicate complex gift conversations.
  • Participate with the planned giving advisory board by providing resources and tools to grow USU's planned giving partnerships.
Requirements
  • Bachelor's degree plus a minimum of five years of planned giving experience.
  • Demonstrated experience building successful, productive, and collaborative relationships with top university administrators, deans, and board members.
  • Demonstrated experience staffing deans councils, advisory boards, and committees.
  • Demonstrated professional maturity, competency, and skilled problem-solving.
  • A willingness and ability to travel (at least one trip per month); evening and weekend work is required.


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