Senior Director of Gift & Estate Planning

Employer
Clemson University
Location
South Carolina, United States
Salary
Salary Not specified
Closing date
Jul 20, 2022

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Position Type
Fundraising, Planned Giving
Fields
Community Foundations
Employment Type
Full Time

Clemson University

Job ID: 106413

Location: Clemson University

Full/Part Time: Full-Time

Regular/Temporary: Regular

Learn more about this exciting opportunity HERE!

Plans, manages 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. Performs other duties as assigned.

JOB DUTIES:

60% - Essential - Fundraising: Develops and implements strategies to identify, qualify, cultivate, solicit, and steward deferred and major gift donors/prospects through individual visits, personal communication, event participation and volunteer activities. Travels extensively to interact and engage with prospects/donors. Maintains an extensive knowledge of fundraising, financial planning, tax issues, and all facets of gift planning instruments, including charitable gift annuities, charitable trusts, life insurance, beneficiary designation form options and bequest commitments. Collaborates with donors and their legal/financial advisers to solicit, secure and document current and future gifts. Working knowledge of complex gift options such as tangible property, real property and closely held stock.

15% - Essential - Stewardship: Develops and assists with overall marketing, recognition, and stewardship efforts for planned giving donors. Works with the Central Development Team to create and implement new communication programs to reach an ever-changing digital and mobile population. Supports the Clemson Legacy Society Program, which honors individuals who make provisions to the University through documented estate plans. Solicits and stewards irrevocable life income gifts. Assists with the expansion and enhancement efforts to increase awareness and digital engagement for current and potential planned giving prospect.

15% - Essential - Communication: Develops and produces all personal communications, including letters, contact reports, persuasive proposals, and follow-up materials for deferred and major gift prospects/donors. Maintains a deep understanding of the technical aspects of planned giving vehicles and the relevant tax and estate consequences of these gifts. Serves as a mentor and resource for members of the Clemson University fundraising staff in their gift discussions with planned giving and major donors. Creates and leads Central Development Team training sessions/events and provides educational resources for other Advancement team members.

10% - Essential - Leadership/Team Management: Functions as a resource regarding education and advancement of gift planning options and instruments. Serves as a leader and manager to other gift planning officers and support staff. Provides prospect strategy for deferred and major gifts in concert with University fundraising policies and priorities.

MINIMUM REQUIREMENTS:

Education - Bachelor's Degree

Work Experience - 10+ years

PREFERRED REQUIREMENTS:

Education - Master's Degree

Work Experience - 12+ 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
Manages Work of Others - Manages work of others including hiring, terminating, training and developing, reviewing performance and administering corrective action for staff. Plans organizational structure and job content.

BUDGETARY RESPONSIBILITIES
Provides Budget Input - Provides input into the budgeting process, and oversees fund allocation.

PHYSICAL REQUIREMENTS:

Education - Master's Degree

Work Experience - 12+ years

WORKING CONDITIONS:

25% - Overnight Travel

WORK SCHEDULE:

Standard Hours: 37.5; Salary commensurate with education and experience.

JOB LOCATION:

Clemson, SC

APPLICATION DEADLINE:

This position will remain 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.

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