Planned Giving Officer/Senior Planned Giving Officer

University of Minnesota Foundation

| Minneapolis, MN | Posted Oct 5, 2017 |


The University of Minnesota Foundation (UMF) is a key partner with the University in building and sustaining excellence among students and faculty, and fueling discovery in important areas on all University of Minnesota campuses.


Overview
As a member of the professional Planned Giving development team, this position contributes to the cultivation, solicitation and stewardship of donors to increase both the quantity and size of estate, life-income, and other planned and major gifts in support of the University of Minnesota Foundation. In a highly collaborative environment, this individual will be expected to coordinate efforts with unit based development officers, central development professionals, and other University staff where appropriate.

Responsibilities
Planned Gift Cultivation and Solicitation
•    Build and maintain relationships with a portfolio of assigned donors and prospects.
•    Manage in varying stages of involvement a portfolio of prospects and donors to ensure that timely steps are taken toward solicitation.
•    Make solo and joint (with development colleagues) contacts with prospects to counsel and assist them in their charitable gift planning; design and present planned and blended gift illustrations.
•    File timely electronic contact reports on donors and prospects contacted and participate in team prospecting analysis and strategy meetings.

Planned Gift Education, Planned Giving Expertise, and Other Responsibilities
•    Provide planned gift expertise to Foundation staff and regional/campus/collegiate development officers, both individually and by making educational presentations to development staff.
•    Collaborate with department colleagues to develop and present planned gift educational programs for development officers and staff.
•    Maintain proficiency in the latest planned giving vehicle features and charitable gift law changes and use Crescendo and PG Calc planned gift software programs to develop gift illustrations for presentation to prospects and donors.

Planned Gift Marketing and Prospecting
•    In collaboration with communications and department colleagues, provide input to planned gift marketing materials and strategies, including developing key educational messages, identifying target audiences, and selecting donors to be featured.
•    Make presentations to alumni, staff and faculty, and other audiences on estate and gift planning related topics.
•    In collaboration with prospect development/research, marketing/communications and department colleagues, develop planned gift prospecting strategies, including identifying key market segments and implementation of targeted strategies.

Planned Gift Stewardship and Other Initiatives
•    Initiate and monitor stewardship activities for assigned donors in portfolio, as well as in discovery and stewardship pools.
•    Participate in annual Heritage Society (planned gift donors) event planning and execution.
•    Collaborate with Donor Relations and development colleagues to facilitate stewardship activities for all Heritage Society members.
•    Perform other projects, committees and task forces at the Foundation as assigned by supervisor.

Qualifications

•    Bachelor’s degree required; juris doctorate or other advanced degree preferred.
•    Minimum three years’ experience to be considered for planned giving officer/minimum five years’ experience to be considered for senior planned giving officer of previous experience in planned giving or closely related field such as estate planning, trust management, or development/fundraising with strong emphasis on planned giving activities.
•    Ability to work effectively in a complex environment and to collaborate with planned giving team and others to meet donor needs. Excellent interpersonal skills, with the ability to establish and build relationships at all organizational levels. Ability to take initiative and function independently and as part of a team.
•    Prefer demonstrated leadership experience in either a professional or volunteer organization setting and campaign-related planned giving or major gift fundraising experience within a higher education environment.
•    Demonstrated excellent communication skills including writing, editing, research and presentation. Excellent attention to detail and demonstrated analytical and problem-solving skills.
•    Demonstrated intermediate level experience using Microsoft Office software, including Word, Excel and PowerPoint.
•    Familiarity with the University of Minnesota and its alumni is a plus.

American with Disabilities Act (ADA) Requirements:
Office environment including standing and sitting at desk, use of computer, occasional lifting of approximately 10#.

Background Check Requirement:
Any offer of employment is contingent upon the successful completion of a background check. Our presumption is that prospective employees are eligible to work here. Criminal convictions do not automatically disqualify finalists from employment.

This is a 12 month, 100% time, annually renewable appointment; salary to commensurate with experience and qualifications.

University of Minnesota Foundation
McNamara Alumni Center
200 Oak Street SE, Suite 500
Minneapolis, MN 55455-2010
www.give.umn.edu

The University of Minnesota provides equal access to and opportunity in its programs, facilities, and employment without regard to race, color, creed, religion, national origin, gender, age, marital status, disability, public assistance status, veteran status, sexual orientation, gender identity, or gender expression

Please apply online using the following zlink: https://z.umn.edu/2zup

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