Director of Planned Giving

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Job Description Summary
The Director of Planned Giving reports to the Senior Director of Development for Planned Giving and is responsible for the development, implementation, and marketing of planned gifts and management of all aspects of the Planned Giving Program.

Job Description
The Director of Planned Giving reports to the Senior Director of Development for Planned Giving and is responsible for the development, implementation, and marketing of planned gifts and management of all aspects of the Planned Giving Program.

JOB RESPONSIBILITIES:

• Creates and oversees the Planned Giving program with specific short-term and long-term objectives.
• Identifies, cultivates, and solicits prospective donors for planned gifts.
• Tracks and monitors donor histories.
• Determines which donors to target and ensures outreach is achieved.
• Ensures donors are recognized for their contribution.
• Consults with volunteer leadership, donors and staff to identify, cultivate, and upgrade donors/prospects with gift planning techniques as needed.
• Prepares charitable gift tax calculations for prospects and donors.
• Supplies information to donors’ attorneys and financial advisors.
• Develop and execute strategic and creative planned giving and marketing pieces including legacy society newsletter articles, advertisements, solicitations, PowerPoint presentations, and Brice Society booklet.
• Conducts planned giving presentations to donors, alumni, and other constituencies.
• Manage, mentor, and inspire planned giving team to exceed ambitions.
• Analyzes results and cost-effectiveness of planned giving program.
• Develop reports and materials for presentations to Boards.
• Recommends annual goals and budget projections.
• Completes other duties as needed.

MINIMUM QUALIFICATIONS:

• Bachelor’s degree.
• Minimum of 2 years experience in higher education fundraising, with a focus on planned giving, or equivalent (sales, business development, account/relationship management, marketing and/or public relations).
• Internships, volunteer work, and other experience gained during the completion of degree programs may be counted towards these requirements.

REQUIRED KNOWLEDGE, SKILLS, AND ABILITIES:

• Strong organizational and time management skills.
• Demonstrated ability to partner and collaborate with leadership, management, and volunteers.
• Strong communication skills including the ability to write and speak persuasively about the school and planned giving.
• Willingness to work evenings and weekends, and to travel

PREFERRED QUALIFICATIONS:

• Familiarity with alumni/donor database applications.
• Experience working with higher education fundraising.
• Demonstrated success in activities to coordinate, attract, and close major gift funding support for a school or other non-profit organization, including face-to-face solicitation of gifts of $50,000 or more.

PREFERRED KNOWLEDGE, SKILLS, AND ABILITIES

• Demonstrated knowledge of planned giving vehicles, estate planning, and tax law.

Required Application Documents

Additional Information

A criminal background check is required. All campuses are smoke- and tobacco-free campuses.

This organization participates in E-Verify.

Remote Work
For positions that are approved for remote work: Remote work is not a right, it is a work arrangement that can be modified or revoked by Miami University at any time for any reason, including the convenience of the University.

Reasonable Accommodations
Requests for reasonable accommodations for disabilities related to employment should be directed to ADAFacultyStaff@miamioh.edu or 513-529-3560. Questions and follow-ups regarding requests should also be directed here.

Diversity Statement
Miami University is committed to creating an inclusive and effective teaching, learning, research, and working environment for all. For more information on Miami University’s diversity initiatives, please visit the Office of Transformational and Inclusive Excellence webpage. For more information on Miami University’s mission and core values, please visit the Mission and Core Values webpage.

Equal Opportunity/Affirmative Action Statement
Miami University, an Equal Opportunity/Affirmative Action employer, encourages applications from minorities, women, protected veterans and individuals with disabilities. Miami University prohibits harassment, discrimination and retaliation on the basis of age (40 years or older), color, disability, gender identity or expression, genetic information, military status, national origin (ancestry), pregnancy, race, religion, sex/gender, status as a parent or foster parent, sexual orientation, or protected veteran status in its application and admission processes, educational programs and activities, facilities, programs or employment practices. Requests for reasonable accommodations for disabilities related to employment should be directed to ADAFacultyStaff@miamioh.edu or 513-529-3560.

Clery Act
As part of the University’s commitment to maintaining a healthy and safe living, learning, and working environment, we encourage you to read Miami University’s Annual Security & Fire Safety Report at: http://www.MiamiOH.edu/campus-safety/annual-report/index.html, which contains information about campus safety, crime statistics, and our drug and alcohol abuse and prevention program designed to prevent the unlawful possession, use, and distribution of drugs and alcohol on campus and at university events and activities. This report also contains information on programs and policies designed to prevent and address sexual violence, domestic violence, dating violence, and stalking. Each year, email notification of this website is made to all faculty, staff, and enrolled students. Written notification is also provided to prospective students and employees. Hard copies of the Annual Security & Fire Safety Report may be obtained from the Miami University Police Department at 513-529-2223.

Labor Law Posters for Applicants

Please visit our Labor Law Posters webpage to access all relevant and applicable labor law information.