The University of Toledo Foundation — Senior Director of Planned Giving

POSITION TITLE: Senior Director of Planned Giving
REPORTS TO:   Assistant Vice President of Development
FLSA CLASSIFICATION: Exempt
PAY GRADE: 15

We are searching for a Senior Director of Planned Giving. This position is responsible for developing, implementing, directing and managing all aspects of a comprehensive planned-giving program in support of The University of Toledo. Fore more information or to apply, visit our website at https://www.utfoundation.org/about-us/careers.html.

SPECIFIC DUTIES:
The following duties reflect management’s assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned.

  1. Identify, cultivate and motivate donors to make significant planned gifts.
  2. Develop and implement cultivation and solicitation strategies for a portfolio of planned giving donors and prospects. 
  3. Develop and implement an aggressive and targeted marketing plan for both revocable and irrevocable planned giving opportunities.
  4. Market the planned-giving program internally, externally and across the university and collaborate with development staff and others as needed for promoting and closing planned gifts.
  5. Guide and assist in the administration of realized planned gifts.
  6. Work with donor’s financial and estate planning advisors to promote and close planned-gifts.
  7. Cultivate and steward relationships with professional financial and estate planning advisors.
  8. Identify and implement stewardship activities for existing planned giving donors (Heritage Society members).
  9. Performs other tasks as assigned.

QUALIFICATIONS:

  • Bachelor’s degree required; J.D., other advanced degree and/or CFRE designation preferred.  
  • Minimum 5 years planned giving experience, either in a development office setting, or as professional financial planning advisor.
  • Comprehensive knowledge and understanding of planned giving.
  • Experience in higher education fundraising a plus

PERFORMANCE STANDARDS:

  • Meet yearly goals for visits, proposals, and funds raised.
  • Passion for the institution’s mission, traditions and long-term success.  Consistently demonstrate the mission, vision and values of UTF and the University. 
    • Our RITE Values – Respect, Integrity, Transparency & Teamwork, and Excellence
  • Outstanding written and verbal skills.  Must be able to develop interpersonal relationships with multiple constituents.
  • Integrity, impeccable ethics, initiative, enthusiasm, and the ability to establish trust and credibility.
  • Demonstrate commitment and ability to:
    • Provide quality customer service.
    • Plan, organize and remain accountable for actions.
    • Problem solve utilizing critical thinking skills.
    • Function in a confidential manner.
    • Collaborate with other staff.

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