Director of Development, Planned Giving

Responsibilities

• Lead the Planned Giving program and manage a portfolio of planned giving prospects and donors
• Serve as the QU’s primary resource on charitable estate planning and tax-advantaged giving strategies and work closely with donors and their advisors to structure gifts that optimize benefits for both the donor and QU
• Work with D&AA staff to plan strategies for cultivation and solicitation of prospective donors for complex and deferred gifts (bequests, gift annuities, remainder trusts, gifts of real estate, etc.)
• Provide coaching and training to staff for purposes of development of technical knowledge
• Prepare gift proposals for prospects using appropriate software calculations, written explanations, and oral presentations. Ensure follow up on such proposals with donors with a goal towards closure of donor gifts
• Use available data to identify gift planning prospects
• Serve as the primary contact between D&AA and the gift planning asset administrator for life-income gifts
• Oversee the bequest program, including but not limited to: communication with and monitoring of estate executors and attorneys in the process of distributing estate gifts to QU, acknowledgement of distributions as received, etc.
• Commit to national travel for personal visits with prospects, particularly when opportunities are identified by applying gift planning indicators or by gift officers, for the purposes of cultivating and soliciting complex and deferred gifts
• Oversee the activities of the Tower Society, which recognizes those individuals who have made estate plans or established life-income gifts to benefit QU, as well as collaborate with D&AA partners on planned giving stewardship efforts

Qualifications

• 5 to 7 years of experience
• Excellent writing and verbal skills
• An understanding of, and technical expertise in, estate planning and tax laws affecting charitable and deferred giving
• Proven ability to collaborate effectively with individuals from varied backgrounds

Education Requirements

• Bachelor's degree is required