Associate Director of Planned Giving

Lehigh University

Lehigh University is an affirmative action/equal opportunity employer and does not discriminate on the basis of age, color, disability, gender, gender identity, genetic information, marital status, national or ethnic origin, race, religion, sexual orientation, or veteran status. Lehigh University provides comprehensive benefits including partner benefits.

The Associate Director of Planned Giving concentrates on delivering marketing materials, communications and events for the Planned Giving Program. In addition, this position will be responsible for working with a small group of assigned planned giving prospects. The Lehigh community takes seriously our commitment to antiracism and The Principles of our Equitable Community.

1. Develop and implement an annual marketing and communications plan encompassing all projects, print materials and electronic communication specific to the planned giving team; this position will coordinate with the Communication and Stewardship Teams on producing the Endowment, Annuity and Life Income Report
*Work with outside vendors to deliver material in a timely and effective way
*Make recommendations on key planned giving messages
*Set timetable for marketing planned giving vehicles that promote maximum impact and drive towards meeting dollar goals; partner with designers and other members of the Communications Team to create print and on-line communications in support of the Planned Giving Program
*Work with Development Office Communications Team, as appropriate, to deliver marketing messages in a timely and effective manner.; plan, schedule and track production materials
*Collaborate with the Stewardship Team, the Controller's Office and the Treasurer's Office on producing the Endowment, Annuity and Life Income Report

2. Work with a portfolio of new and existing planned giving donors to secure confirmed bequests, life income gifts, charitable gift annuities and outright gifts; responsible for identifying, cultivating, soliciting and stewarding them
*Prepare planned giving proposals and presentations for gift solicitations using PgCalc software, Word and Excel
*Travel to meet with alumni and friends to solicit and steward existing bequest intentions to the University
*Discuss with prospects special projects such as endowment needs, campus naming opportunities and other donor recognition and charitable giving vehicles
*Respond to any planning giving inquiries from unassigned alumni resulting from marketing efforts

3. Manage targeted mailings to specific class cohorts to encourage participation in the Gift Annuity and Life Income Program; in addition, responsible for all Tower Society communications, specifically the Tower Society Survey, which is conducted every five years and is instrumental in keeping the pipeline of bequest expectancies accurate
*Provide batch calculations for targeted classes to encourage participation in the Gift Annuity and Life Income Program
*Develop and implement the instrument for conducting the Tower Society Survey to members and non-members
*Respond to alumni inquiries resulting from direct mailings and surveys

4. Manage the planning, implementation and execution of annual planned giving events on campus and around the country
*Responsible for the planning, implementation and execution of the annual Tower Society Breakfast
*Responsible for securing hosts and working with the Events Team in selecting appropriate venues for regional planned giving events such as in Florida and other areas of the country
*Responsible for the implementation and execution of the annual Multi-Generation Family Philanthropy Program, a new initiative that is a joint program between Planned Giving, Principal Gifts and the Parent's Program

5. Plan and implement educational programming series to all front line officers and their supporting staff
* Topics to include in series: descriptions of planned giving vehicles, bequests, life insurance, giving from retirement funds, Qualified Charitable Distributions and important tax law changes

6. Monitor team budgets and finances
*Develop team budget binder and reporting processes, collecting team budget information for the unit
*Monitor and reconcile Department accounts using Banner Finance and/or Desktop Finance
*Provide monthly expense reports to the Assistant Vice President
*Gather information and create final budget reports

Grade: 10-40Position Number: S80930Special ConsiderationsThe duties of this position may allow the employee to work partially remote as deemed appropriate by their supervisor Periods of high volume in the fall and spring and occasional evening, weekend, and holidayMust be able to travel to meet with donors and prospective donorsQualificationsBachelor's Degree in Liberal Arts, Communications, Business, Marketing or a related field; Master's Degree preferredFive to eight years related work experienceExceptional writing skillsExperience marketing to diverse audiencesStrong verbal, written and visual communication skills.Detail-oriented person with excellent grammar and proofreading skillsStrong project management skills and accountability in meeting deadlines and juggling multiple projectsPositive attitude, detail and customer oriented with multitasking and organizational abilitySolid analytical and decision-making skillsSuccessful completion of standard background checks including but not limited to: social security verification, education verification, national criminal background checks, motor vehicle checks, PATCH, FBI fingerprinting, Child Abuse Clearance and credit history based upon the requirements of the positionAll Lehigh faculty and staff are required to be fully vaccinated and receive a booster shot six months after their second vaccine; unless they receive an approved medical or religious exemption from the requirement.Only complete applications will be considered therefore please complete the application in its entirety. Once the posting is removed from the website applications may no longer be allowed to be completed.

#DF

PI192082477