Director of Planned Giving (2606)

Idaho, United States
$85,000.00 - $95,000.00
Mar 31, 2021
Apr 29, 2021
Position Type
Fundraising, Planned Giving
Employment Type
Full Time

Director, Planned Giving (2606)

Posting Number: req1209
Working 12 months per year

Non-classified Staff
University Advancement 
Pocatello - Main

Primary Purpose
Reporting to the Executive Director of Development, the Director of Planned Giving is responsible for cultivating, soliciting, and stewarding deferred gifts as a key area of opportunity for Idaho State University. This individual will manage a robust portfolio of individual donors and prospects and partner with leadership and major gift officers, as well as work with deans, faculty and staff, to provide support for cultivating, soliciting, and stewarding planned gifts. This position will work closely with the entire University Advancement team to ensure coordination among individual giving programs and across all units within the University. The position requires travel commitment of approximately 25% - 35%. 

Key Responsibilities

  • Cultivate, solicit, and steward a portfolio of planned giving donors and prospective donors through letters, phone calls and personal visits with long-term revenue goals.
  • Identify and prioritize prospective donors, and establish stewardship or cultivation strategies to achieve increased solicitation and revenue goals of deferred gifts.
  • Partner with other Directors of Development on designing and implementing a comprehensive gift planning marketing plan with the goal of increasing revenue with deferred gifts (planned gifts) and documented bequest intentions. 
  • Prepare reports using planned giving software (Crescendo), briefing materials, correspondence, proposals, statistics, and related documents for solicitation of prospective donors.
  • Participate in professional development activities to remain current on relevant activity and trends in gift planning, financial and estate planning, federal tax law and regulations that govern charitable giving, new services offered by other non-profit groups and organizations and to raise Idaho State University’s visibility in the profession.
  • Cultivate strong working relationships with colleagues in University Advancement and across the University. Develop relationships with local estate planning professionals.  
  • Design and lead regular in-house education gift planning seminars for fundraising staff and donors.
  • Travel throughout Idaho as well as other areas of the country to pursue gift planning strategies and build enduring relationships.
  • In collaboration with the Donor Relations Coordinator, maintain and enhance stewardship for gift planning donors and promote the Planned Giving Society and its events as recognition for these donors.
  • Perform additional duties as assigned by the Executive Director of Development.

Minimum Qualifications

  • Three to five (3-5) years of successful fundraising experience in planned giving.  
  • In-depth knowledge of planned giving vehicles, including charitable gift annuities, charitable remainder trusts, and related tax and regulatory issues.
  • Competency using donor management and planned giving software programs (such as Raiser’s Edge and Crescendo) and the Microsoft Office package.
  • Expertise in preparing gift proposals.
  • Ability to work collaboratively as a member of a diverse community and make an impact in a complex, fast-paced and team-oriented environment.
  • Possess the highest standards of ethics as accepted by the professional fundraising community.
  • Bachelor’s degree from an accredited college or university in an appropriate discipline.
  • Additional education/experience may be used for the minimum qualifications.

Preferred Qualifications

  • Five to seven (5-7) years of successful experience and proficiency in securing planned gifts from donors.
  • Possess an understanding of complex outright gifts, life-income and estate gifts, family wealth planning, and multigenerational strategies.
  • Advanced skill using Raiser’s Edge donor management system.
  • Expertise using Crescendo or PG Calc planned giving software.
  • Advanced degree in a relevant field from an accredited college or university.

Please submit the following documents with your application:
CV/Resume, Cover Letter and a list of three (3) professional references with contact information.

Position will remain open until filled, however, priority consideration will be given to applications received by April 18, 2021. Salary range has been approved from $85,000 to $95,000 annually, commensurate with education and experience. Includes a competitive benefits package. Offers of employment may be conditional pending successful completion of a background investigation.

Idaho State University is an equal opportunity/affirmative action employer. We have an institution-wide commitment to inclusion and diversity and encourage all qualified individuals to apply. Veterans' preference. Upon request, reasonable accommodations in the application process will be provided to individuals with disabilities.