University of La Verne
Assistant Vice President, Planned Giving
Job Description Summary:
Reporting directly to the Vice President for University
Advancement, the Assistant Vice President, Planned Giving occupies
a critical fundraising role at the university as the principal
driver of the strategy and execution of the university's planned
giving program and gifting of non-cash assets. The incumbent
partners with the President and Vice President of Advancement to
secure planned gifts in the $1 million to $10 million+ range, leads
the creation of a planning giving prospect pipeline, and is the
expert for securing non-cash asset gifts. The incumbent is also an
administrator, leading efforts in securing matured estate, trust,
and life income gifts to the university and overseeing the Office
of Planned Giving. The incumbent also serves as the public face of
the planned giving program, presenting seminars, engaging
professional advisors, attending events, conducting trainings, and
partnering with on and off campus constituents both locally and
The University of La Verne is a private not-for-profit
university founded in 1891 located in La Verne, California. The
core values that we live by are Ethical Reasoning, Diversity and
Inclusivity, Lifelong Learning and Community and Civic
If you're passionate about these values, join us at the
University of La Verne!
- Partner with the President and the Vice President of
Advancement in strategizing, cultivating, and soliciting high level
prospects who have capacity to make $1 million to $10 million+
planned gifts, including outright and deferred gifts.
- Lead the identification, cultivation, solicitation and securing
of non-cash asset gifts, including real estate, securities,
charitable gift annuities, charitable remainder trusts, charitable
lead trusts, retirement plans, and life insurance. Identify,
cultivate, solicit, and steward top planned giving prospects and
manage a portfolio of planned giving prospects, legacy society
members, and professional advisors. Be a subject matter expert on
planned giving vehicles and gifting of non-cash assets.
- Lead, design, and oversee the execution of a marketing strategy
for identifying new planned giving prospects, including through
website, print, and email communications. Follow up with prospects
who respond to marketing pieces.
- Oversee the Office of Planned Giving, which includes
supervising all of its staff, planning and overseeing the office’s
annual and multi-year budgets, preparing periodic planned giving
reports for the Vice President of Advancement, leading the
management and use of planned giving software and the production of
gift calculations for prospects, and serving as the liaison for
legacy society members.
- Partner with the Chief Financial Officer and the Office of
Financial and Business Services in overseeing, strategizing, and
facilitating the administration of matured planned gifts, such as
in trust or probate administration, in overseeing and facilitating
administration of life income gifts, including charitable gift
annuities and charitable trusts, and in maintaining life insurance
policie gifted to the university. Serve as the lead liaison with
donors and their professional advisors for administration of these
- Advise, train, equip, and collaborate with University
Advancement staff, especially the Major Gifts and Annual Giving
teams, to solicit and secure blended and planned gifts.
- Lead efforts to network with local professional advisors and
host planned giving advisory council meetings. Enlist their help
when necessary to secure planned gifts. Lead and oversee
presentation efforts to the university, alumni, and the outside
community on planned giving-related topics to generate new planned
- Bachelor’s Degree
- Certification or comparable training in planned giving.
- Five years of demonstrated success in securing cash and planned
gifts of $1 million and higher or similar experience.
- Five years of demonstrated success in working with prospects
and donors through the life cycle of philanthropy in a higher
education and/or non-profit setting or similar experience.
- Comprehensive knowledge and understanding of planned giving
vehicles. Familiarity with IRS code and regulations regarding
planned and non-cash asset gifts.
- Certification in planned giving and/or law degree.
- Overseeing marketing and management of a higher education
planned giving program or equivalent.
- Supervisory experience (2 years).
La Verne Central Campus
To be considered for this position please visit our web site and
apply on line at the following link: http://laverne.edu
Located in Southern California, the University of La Verne offers a
distinctive and relevant educational experience to a diverse
population of students, preparing them for successful careers and a
commitment to lifelong learning across the liberal arts and
professional programs. The academic units of the not-for-profit
university include the College of Arts and Sciences, the College of
Business and Public Management, the LaFetra College of Education,
and the College of Law. The university offers both undergraduate
and graduate programs, including degree programs tailored for
working adults. The university's central campus is located 30 miles
east of Los Angeles in the historic Old Town section of La Verne, a
city with a population of approximately 35,000 at the foothills of
the San Gabriel Mountains. The university also has eight regional
campuses throughout California and the College of Law campus in
Ontario, California. The university is classified as a Carnegie
Doctoral Institution with moderate research activity. Core values
are reflected throughout all curricular and co-curricular programs,
its emphasis on close professor-student interaction, personal
support of its students, and its diversity.
The University of La Verne prides itself in being reflective of the
diversity of Southern California. Approximately 80 percent of its
nearly 8,500 students come from diverse backgrounds and the U.S.
Department of Education has designated the university as a Hispanic
Serving Institution (HSI). With 80,000 alumni, the university
fulfills a critical community function in educating students from
underserved populations, many of whom are the first generation in
their family to attend college.
The University of La Verne is an equal opportunity employer and
does not discriminate against employment or employees on any basis
prohibited by state and federal law. University of La Verne hires
and promotes individuals based on their qualifications and is
consistent with applicable state and federal laws, without regard
to race, color, religion, gender, disability, medical condition a
or sexual orientation