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Director of Planned Giving

2 months ago

Newport, Kentucky, United States Northern Kentucky University Full time
Job Summary

We are seeking a highly skilled and experienced professional to join our team as a Director of Planned Giving at Northern Kentucky University. The successful candidate will be responsible for coordinating and executing all planned giving activities, including marketing, developing and closing planned gifts, stewarding planned giving donors and senior volunteer leadership, supporting development staff, and implementing and maintaining a cohesive communication and education campaign for planned gifts.

Key Responsibilities
  • Plan and direct the institution's program for generating support through wills, bequests, trusts, pooled income funds, deferred gifts, and annuities.
  • Identify, cultivate, and solicit prospective individual donors.
  • Provide technical expertise in planned giving to donors and staff regarding the tax and financial aspects and consequences of various planned giving programs.
  • Manage and participate in the process of identifying, cultivating, and structuring planned gift arrangements, and facilitate and ensure closing and stewardship of individual planned gifts.
  • Ensure professional follow-up on all inquiries regarding planned gifts or requests for planned giving support.
  • Develop, manage, and implement training and consulting to all relevant parties less sophisticated in certain gift types and vehicles to maximize their ability to identify, cultivate, structure gift arrangements, close, and steward individual planned gifts.
  • Direct and oversee implementation and maintenance of a cohesive communication and public education campaign.
Requirements
  • Bachelor's degree and 7 years of related experience required.
  • Master's degree or JD preferred.
  • Strong knowledge of complex and deferred giving vehicles, including their tax consequences for both donors and the institution.
  • Ability to balance leadership of self as a business unit expert against expectations as an individual fundraising contributor.
  • Strong communication skills and the ability to work both independently and collaboratively.
Preferred Qualifications
  • Previous education or professional work in the financial, legal, or tax industry.
  • Knowledge of Raiser's Edge or other fundraising/CRM database(s) and planned giving software (i.e. Crescendo).