Reporting to the Vice President of Development, the Executive
Director of Development, Gift Planning is responsible for
strategically identifying, engaging, qualifying, cultivating, and
soliciting and closing major gifts of $100,000 or more and
currently manages a full-time Director of Development, a full-time
Estates and Trust Administrator, and a Senior Administrative
Coordinator. As a centrally-based development professional, this
position is also responsible for collaborating with all University
Advancement and development colleagues to understand, educate and
communicate funding opportunities across all areas of the
University that may resonate with planned giving prospects.
Position Specific Responsibilities:
- In consultation with the Vice President of Development, design
and execute a comprehensive development plan to increase major- and
principal-level philanthropic support from LMU planned giving
prospects. Develop and manage a portfolio of approximately 80-100
planned giving prospects for the purposes of strategically
identifying, engaging, qualifying, cultivating, soliciting and
closing major gifts of $100,000 or more, to achieve annual and
campaign development goals. (50%)
- Manage a minimum of one development officer who focuses on
soliciting planned gifts in major gift ($100,000+) range, and a
full-time Estates and Trust Administrator. who focuses on estate
administration, gifts in kinds and gifts of personal property.
- Oversee and advise the team on the implementation of a
marketing program of publications, advertisements, direct mail,
educational seminars, donor recognition society and personal
visitations to identify and work with prospects to realize planned
gifts and maintain their relationship to LMU. Provide strategic
oversight for and manage team members to monitor estates in probate
where LMU is a beneficiary. Prepare and deliver annual work plans.
- Develop effective fundraising strategies in coordination and
collaboration with other members of the University Advancement
team, including unit-based development officers, Annual Giving
& Annual Leadership Giving, Principal Gifts, Corporate and
Foundation Relations, Parent and Family Philanthropy, Advancement
Information Services and Special Events to achieve annual and
campaign development goals. Support, partner and educate
fundraising colleagues by providing technical expertise and
options, proposal language, and participating in prospect meetings
as appropriate. (20%)
- On an ongoing basis, review and keep abreast of developments in
tax laws, as well as estate planning/planned giving materials, and
keep development personnel apprised of new information. (5%)
- Perform other duties as assigned to meet University priorities.
- Minimum 10 years’ experience in development or a related
preferably with a focus on gift planning. A track record that
demonstrates solid fundraising results and demonstrated success
soliciting and closing major gifts. This includes the ability to
plan, organize and implement fundraising activities effectively, as
well as participate in high-level individual solicitations.
- Demonstrated ability to run a comprehensive planned giving
program: set priorities, coordinate multiple projects, personally
ask, and close gifts. Willingness to travel and work occasional
- A high energy, goal oriented worker who is well organized and
personable. Ability to effectively communicate the vision, values
and mission of Loyola Marymount University, while capturing the
interest of the prospect.
- Demonstrated successful experience working with boards
comprising prominent corporate and community volunteers and
- Ability to collaborate with colleagues across multiple areas
(i.e., academics, communications, business and finance,
administration, government and community relations, external
partnerships) to bring projects to completion successfully.
- Exemplary communication skills (both written and oral)
evidenced by background in preparing comprehensive reports and
executive summaries incorporating complex, highly technical
- Typically, a Bachelor’s Degree or equivalent experience.
Master’s degree/JD/or specific tax law training is preferred.
Incumbent will be expected to continue upgrading knowledge, skills,
and abilities needed to keep abreast of regulation/policy