Director Gift & Estate Planning

Clemson University

Job ID: 106469

Location: Clemson University

Full/Part Time: Full-Time

Regular/Temporary: Regular

Clemson University's Planned Giving Department is looking for a Director of Gift and Estate Planning to fulfill the following duties:

• Serves as Director of Development - Gift & Estate Planning and reports to the Senior Director of Development for Planned Giving and ultimately to the Senior Associate Vice President within the Advancement Division.
• Plans and executes fundraising activity for Clemson University with an emphasis on planned gifts and major gifts. Identifies, cultivates, solicits and stewards major and deferred investments from alumni, parents, faculty, and friends and assists with efforts in growing a strong deferred giving program.
• Creates, devises and implements successful strategies for annual, major and deferred gift solicitations.
• Manages a personal portfolio and required to contribute significantly to our ambitious annual fundraising goals within a donor centric, high-performance, metrics-based work environment.
• Performs other duties as assigned.
  
  

60% - Essential - Fundraising: Develops and implements prospect-specific strategies to identify, cultivate, solicit, steward and recognize deferred and major gift donors/prospects through individual visits, personal communication, event participation, and volunteer activities. Travels to interact and engage with prospects/donors. Performs cold calls to identify and develop relationships in order to solicit deferred and major gifts to support the University. Maintains an extensive knowledge of fundraising, financial planning, tax issues, and all facets of gift planning instruments, including charitable gift annuities, charitable remainder and charitable lead trusts, life insurance gifts, beneficiary designation options and a variety of bequest commitments. Collaborates with donors and their legal and financial advisers to solicit, secure and document current and future gifts for the University and the Clemson University Foundation. Must have a working knowledge of complex gift options such as tangible property, real property and closely held stock.

15% - Essential - Stewardship: Assists with overall marketing, recognition and stewardship of planned and major gift donors. Works with the Development team to create and implement new communication programs and devices to reach an everchanging digital and mobile constituent population. Provides support for the Clemson Legacy Society and Fort Hill Legacy Society, which honor individuals who support the University through documented estate plans. Also works to solicit and steward irrevocable life income gifts.

15% - Essential - Communication: Develops and produces all communications, including letters, contact reports, persuasive proposals, and follow up materials for deferred, major and annual gift prospects/donors. Prepares all internal communications to ensure clarity and collaborations among interested parties and records all development activity in the University Foundation database system (BBCRM). Maintains an understanding of the technical aspects of planned giving vehicles and the relevant tax and estate consequences of these vehicles. Serves as a resource for members of Clemson University fundraising staff in their gift discussions with potential planned giving and major donors. Maintains an active role in Clemson University planned giving training and provides mentoring and educational resources for major gift officers.

10% - Essential - Outreach and Professional Development: Serves as a resource for all development colleagues regarding education and advancement of gift planning options and instruments. Serves as a leader with respect to prospect strategy, identification, cultivation and solicitation of deferred and major gifts for University priorities and activities. Attends development staff meetings and may participate in continuing education and professional meetings.

JOB DUTIES:

60% - Essential - Fundraising: Develops and implements prospect-specific strategies to identify, cultivate, solicit, steward and recognize deferred and major gift donors/prospects through individual visits, personal communication, event participation, and volunteer activities. Travels to interact and engage with prospects/donors. Performs cold calls to identify and develop relationships in order to solicit deferred and major gifts to support the University. Maintains an extensive knowledge of fundraising, financial planning, tax issues, and all facets of gift planning instruments, including charitable gift annuities, charitable remainder and charitable lead trusts, life insurance gifts, beneficiary designation options and a variety of bequest commitments. Collaborates with donors and their legal and financial advisers to solicit, secure and document current and future gifts for the University and the Clemson University Foundation. Must have a working knowledge of complex gift options such as tangible property, real property and closely held stock.

15% - Essential - Stewardship: Assists with overall marketing, recognition and stewardship of planned and major gift donors. Works with the Development team to create and implement new communication programs and devices to reach an everchanging digital and mobile constituent population. Provides support for the Clemson Legacy Society and Fort Hill Legacy Society, which honor individuals who support the University through documented estate plans. Also works to solicit and steward irrevocable life income gifts.

15% - Essential - Communication: Develops and produces all communications, including letters, contact reports, persuasive proposals, and follow up materials for deferred, major and annual gift prospects/donors. Prepares all internal communications to ensure clarity and collaborations among interested parties and records all development activity in the University Foundation database system (BBCRM). Maintains an understanding of the technical aspects of planned giving vehicles and the relevant tax and estate consequences of these vehicles. Serves as a resource for members of Clemson University fundraising staff in their gift discussions with potential planned giving and major donors. Maintains an active role in Clemson University planned giving training and provides mentoring and educational resources for major gift officers.

10% - Essential - Outreach and Professional Development: Serves as a resource for all development colleagues regarding education and advancement of gift planning options and instruments. Serves as a leader with respect to prospect strategy, identification, cultivation and solicitation of deferred and major gifts for University priorities and activities. Attends development staff meetings and may participate in continuing education and professional meetings.

MINIMUM REQUIREMENTS:

Education - Bachelor's Degree

Work Experience - 5+ Years

PREFERRED REQUIREMENTS:

Education - Master's Degree

Work Experience - 7+ Years

RESPONSIBILITIES:

JOB KNOWLEDGE
Comprehensive Job Knowledge - Comprehensive knowledge of theories and practices and ability to use in complex, difficult and/or unprecedented situations

SUPERVISORY RESPONSIBILITIES
No Supervisory Duties - Not responsible for supervising employees.

BUDGETARY RESPONSIBILITIES
No Budget Responsibilities - No fiscal responsibility for the department's budget.

PHYSICAL REQUIREMENTS:

Education - Master's Degree

Work Experience - 7+ Years

WORKING CONDITIONS:

25% - Overnight Travel

- Other: Extensive travel. Overnight, day, evening and weekend hours required.

WORK SCHEDULE:

Standard Hrs: 37.5; Salary Commensurate with Experience

JOB LOCATION:

Clemson, SC

APPLICATION DEADLINE:

Open Until Filled

CLOSING STATEMENT:

Clemson University is an AA/EEO employer and does not discriminate against any person or group on the basis of age, color, disability, gender, pregnancy, national origin, race, religion, sexual orientation, veteran status or genetic information. Clemson University is building a culturally diverse faculty and staff committed to working in a multicultural environment and encourages applications from minorities and women.

PI183012042