Senior Director of Planned Giving
- Northern Arizona University
- Arizona, United States
- Salary Not specified
- Closing date
- Mar 22, 2023
- Position Type
- Programs, Grant Administration
- Academic Centers
- Employment Type
- Full Time
Senior Director of Planned Giving
Location: VP Advancement
Job ID: 607016
Full/Part Time: Full-Time
NAU aims to be the nation's preeminent engine of opportunity, vehicle of economic mobility, and driver of social impact by delivering equitable postsecondary value in Arizona and beyond.
This position is posted as Senior Director of Planned Giving, which is a working title. The NAU system title for this position is Director, University Development.
NAU Advancement | Foundation builds upon the university's distinguished excellence by raising awareness, engaging, and strengthening meaningful relationships, and partnering with NAU's alumni, parents, faculty/staff, and friends who have the passion and commitment to make an impact at NAU through their estate giving. This is an exceptional opportunity for an experienced, energetic, and knowledgeable professional to serve as the lead planned giving strategist and a key visionary at one of Arizona's best public universities.
The Senior Director of Planned Giving oversees the development of strategies and plans to support attainment of NAU's strategic priorities, division goals, and growth objectives for university development. This position leads a cohesive Planned Giving team that emphasizes inclusive excellence. The Senior Director of Planned Giving will develop and implement goals for assigned unit, directs team in their implementation and execution, and evaluatate performance to enhance partner and stakeholder relationships.
The Office of Planned Giving works collaboratively with all NAU colleges, schools, programs, and other areas to secure alumni and friends' planned gift commitments including bequests, gifts of retirement assets and/or life insurance through a beneficiary designation, charitable gift annuities, charitable remainder trusts, and charitable lead trusts.
As the subject matter expert, this position will manage a portfolio of donors and prospective donors and will offer significant influence over planned giving donor strategies in partnership with Advancement | Foundation colleagues, leadership, and other members of the university community. Additionally, this position ensures that NAU remains laser focused on engaging and building meaningful and strategic life-long relationships with alumni, parents, faculty/staff, and friends who have the dedication and capacity to make an impact on NAU's future through their passion, engagement, philanthropy, and legacy.
Relationship Development and Fundraising - 55%
- Conducts face-to-face and virtual visits with prospective and current donors including strategic visits with donors' legal and financial advisors.
- Manages a portfolio of diverse planned gift donors and prospective donors.
- Serves as a point of contact for all NAU and Advancement | Foundation team members, as well as other national institutions regarding estate and gift planning issues, questions, strategies, and national benchmarking best practices.
- Exercises a high-level of independent judgment and serves as an experienced professional providing strategies that include highly complex gift discussions and interactions with donors capable of making significant investments to NAU.
- Develops and drives innovative, strategic, proactive, and personalized strategies for a select group of NAU's most generous and impactful estate giving donors,
- Facilitates and coordinates proactive communications and positive relations with estate gift prospects and donors.
- Identifies high-level philanthropists and formulates strategies to promote positive prospective donor/donor engagement in alignment with the university's strategic priorities.
Strategic Leadership - 25%
- Oversees Planned Giving's fundraising strategies and goals for unit and influences the planned giving fundraising tactics and innovative strategies for college/unit fundraising.
- As a member of the development director leadership team, defines goals, applies advance knowledge and skills across multiple areas or functions, and contributes to a variety of division working groups.
- Manages the Planned Giving annual budget
- Provides strategic oversight of the design and development of proposals, planned gift illustrations and agreements, all print and web-based marketing materials, and provides guidance on the promotion, management, and stewardship of the 1899 Society, NAU's estate gift recognition society.
Management - 20%
- Manages the day-to-day operations of the Planned Giving's fundraising programs.
- Provides input for performance and rewards decisions, influences employment decisions, allocates resources, and approves resource use decisions.
- Supervises, coaches, and mentors the Planned Giving staff, sets and evaluates performance goals, reviews work, and conducts formal performance reviews.
- Delivers formal feedback to employees, plans work, resolves conflict, and addresses performance isues.
- Promotes maximum team/organization effectiveness.
- Identifies creative approaches to problem solving.
- Pays close attention to detail in work productivity while remaining flexible for big-picture/systems thinking.
- A bachelor's degree in relevant field, AND
- 5-7 years of experience developing and managing meaningful planned giving relationships with a portfolio of individuals who can be high-level (prospective) planned gift donors, AND
- 3-5 years of management experience, OR
- A combination of related education, experience, and training may be used as an equivalent to the above minimum requirements.
- Master's degree, Juris Doctor or Law degree.
- Certified Specialist in Gift Planning (“CSGP”) certification.
- Fundraising at a comprehensive research university and/or experience in the estate-planning sector with in-depth experience of planned giving vehicles.
- 8-10 years of experience developing and managing meaningful giving relationships with a portfolio of individuals who can be high-level (prospective) planned gift donors.
- Comprehensive campaign experience with gift planning, gift recording, and implementation of best practices.
- Demonstrated experiencing empowering, supporting, and managing a high-performance team.
- Ability to think broadly and creatively about strategies to engage and cultivate a defied group of prospective donors to secure planned gifts that meet NAU's strategic priorities.
Knowledge, Skills, & Abilities
- Experience with investments, wealth management, financial markets, and real estate. Knowledge of estate giving, development trends in higher education.
- Firsthand knowledge of national best practices related to advancement, estate gifts, and comprehensive campaigns.
- Success in leading complex innovative, and creative gift strategies and negotiations in collaboration with academic leaders, volunteers, and donors' financial and legal representatives.
- Expert appreciation and practice of how to research, validate, cultivate, solicit, and steward estate giving donors and prospective donors.
- Proven success working with stakeholders; excellent strategic planning and project management skills; experience in a data-driven environment; organizational skills; and the ability to lead, influence, and motivate others.
- Results-oriented and critical thinker.
- Skills in financial planning and goal development.
- Skills in planning, organizing, directing, and facilitating skills.
- Outstanding computer skills in Microsoft Office Suite (Word, Excel, PowerPoint, Teams), Zoom, and other virtual meeting software, estate planning software such as Crescendo.
- Build and maintain excellent relationships with planned giving vendors.
- Skilled in using advancement/fundraising databases.
- Demonstrated commitment to valuing inclusive excellence and creating a safe, welcoming, and inclusive work environment where innovation is encouraged, and collaborations/partnerships are expected.
- Exceptional ability to build relationships and communicate ideas, thoughts, and facts effectively and persuasively both verbally and in writing.
- Manages and drives change, and works strategically to implement and build constituency programs and activities.
- Manages and communicates effectively to motivate volunteers, donors/prospective donors, and team.
- Passion for estate gift fundraising and the desire to work collegially within a successful goal- and results- oriented fundraising organization focused on engagement and relationship development.
- Ability to work independently and collaboratively with a team and across the university.
- Prioritize and coordinate tasks with attention to detail, deadlines, concurrent management of projects, and the ability to create and follow identified strategies for short- and long-term goals.
- Ability to thrive in a fast-paced environment while effectively executing an estate gifts program.
- Balances competing priorities.
- Ability to travel and meet donors and prospective donors where they are located.
This position has been identified as a safety/security sensitive position. Therefore, per AZ Revised Statute, Northern Arizona University requires satisfactory results for the following: a criminal background investigation, employment history investigation, degree verification (in some cases) and fingerprinting. If you are applying for a job that requires a CDL, you will be required to register with the Federal Motor Carrier Safety Administration Drug & Alcohol Clearinghouse and adhere to the clearinghouse requirements. Additionally, as an employer in the state of Arizona, NAU is required to participate in the federal E-Verify program that assists employers with verifying new employees' right to work in the United States. Finally, each year Northern Arizona University releases an Annual Security Report. The report is a result of a federal law known as the Clery Act. The report includes Clery reportable crime statistics for the three most recent completed calendar years and discloses procedures, practices and programs NAU uses to keep students and employees safe including how to report crimes or other emergencies occurring on campus. In addition, the Fire Safety Report is combined with the Annual Security Report for the NAU Flagstaff Mountain Campus as this campus has on-campus student housing. This report discloses fire safety policies and procedures related to on-campus student housing and statistics for fires that occurred in those facilities. If you would like a free paper copy of the report, please contact the NAUPD Records Department at (928) 523-8884 or by visiting the department at 525 E. Pine Knoll Drive in Flagstaff.
Salary range begins at $133,000. Annual salary commensurate with candidate's qualifications and related experience.
This position is exempt from the overtime provisions of the Fair Labor Standards Act (FLSA) and therefore will not earn overtime or compensatory time for additional time worked.
This is a Service Professional (SPF) position. NAU offers an excellent benefit package including generous health, dental and vision insurance; participation in the Arizona State Retirement System or the Optional Retirement Program; 22 days of vacation and 10 holidays per year; and tuition reduction for employees and qualified dependents. More information on benefits at NAU is available on the Human Resources benefits website. NAU is a tobacco and smoke-free campus. Service Professionals are hired on a contract basis, renewable each 6 months according to terms of the Conditions of Professional Service. Employees offered a position will be eligible for state health plans (including NAU's BCBS Plan). New employees are eligible for benefits on the first day of the pay period following their enrollment, after their employment date. Employees will have 31 days from their start date to enroll in benefits. If a new employee chooses the ASRS retirement option, participation in the Arizona State Retirement System, and the long-term disability coverage that accompanies it, will begin on the first of the pay period following 6 months after the new employee's start date. New employees who choose to participate in the Optional Retirement Plan (ORP), which is an alternative to the ASRS plan for faculty and other appointed staff, will begin to participate on the first day of the pay period following election. Additionally, the long-term disability plan that accompanies the ORP will begin on the first day of the pay period following election.
Learning and Development
Your career at Northern Arizona University includes the opportunity for professional development. New employee on-boarding training includes courses to be completed within the first 30 days.
NAU will not provide any U.S. immigration support or sponsorship for this position.
Open until further notice.
How to Apply
To apply for this position, please click on the "Apply" button on this page. You must submit your application by clicking on the "Submit" button by midnight of the application deadline. If you need assistance completing your application there are instructions available on the Human Resources website or in person in the Human Resources Department located in Building 91 on the NAU Campus - on the corner of Beaver and DuPont Streets.
If you are an individual with a disability and need reasonable accommodation to participate in the hiring process, please contact the Disability Resources Office at 928-523-8773, DR@nau.edu, or PO Box 5633, Flagstaff AZ 86011.
Equal Employment Opportunity
Northern Arizona University is a committed Equal Opportunity/Affirmative Action Institution. Women, minorities, veterans and individuals with disabilities are encouraged to apply. NAU is responsive to the needs of dual career couples.
Know Your Rights Poster
NAU is an Employer of National Service. AmeriCorps, Peace Corps, and other National Service alumni are encouraged to apply.
To apply, visit https://hr.peoplesoft.nau.edu/psp/ph92prta/EMPLOYEE/HRMS/c/HRS_HRAM.HRS_APP_SCHJOB.GBL?Page=HRS_APP_JBPST&Action=U&FOCUS=Applicant&SiteId=1&JobOpeningId=607016&PostingSeq=1
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