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Senior Director of Estate and Gift Planning

2 months ago

Stillwater, Oklahoma, United States Oklahoma State University Foundation Full time
Job Title: Senior Director of Estate and Gift Planning

Join the Oklahoma State University Foundation as a Senior Director of Estate and Gift Planning, where you will play a critical role in securing significant support for the university through strategic philanthropy.

Key Responsibilities:
  • Develop and execute comprehensive estate and gift planning strategies to engage donors and secure major gifts.
  • Collaborate with development officers, faculty, and administrators to identify and cultivate key prospects.
  • Provide technical expertise and support to constituency development officers on estate and tax planning matters.
  • Travel regionally and nationally to build relationships with donors, professional advisors, and other stakeholders.
  • Manage a portfolio of active donors and prospects, with a focus on securing 18-24 planned/major gifts annually.
Requirements:
  • Bachelor's degree from an accredited college or university, with a major in business, marketing, or a related field.
  • Minimum 10 years of experience in estate and tax planning, with a strong background in fundraising and planned giving.
  • Excellent written and oral communication skills, with the ability to present complex information in a clear and concise manner.
  • Proven ability to work effectively in a complex environment, with a strong sense of humor and a willingness to adapt to changing circumstances.
What We Offer:
  • A dynamic and supportive work environment, with opportunities for professional growth and development.
  • A competitive salary and benefits package, including a comprehensive health insurance plan and a 401(k) retirement savings plan.
  • The chance to make a meaningful impact on the lives of students and the broader community, through the power of philanthropy.