Director of Gift and Estate Planning

Portfolio Management and Gift Strategy Development

• Independently expand and manage program for identifying, cultivating, and soliciting planned giving prospects, referred planned giving prospects, and all other prospects that indicate an interest in making a planned gift.
• Identify, cultivate, solicit, and steward donors using sophisticated gift planning strategies aligned with donor intent and institutional priorities.
• Exercise discretion and professional judgment in determining appropriate solicitation methods, gift vehicles, and stewardship approaches.
• Document and manage donor strategy, activity, and pipeline progress in Blackbaud CRM platform.

Collaboration and Program Leadership

• Lead outreach to coordinate and collaborate with campus development colleagues to design and successfully execute planned gifts for schools, colleges, and departments.
• Influence and support fundraising outcomes through expert consultation, join strategy development, and coordination on complex donor situations.

Stewardship and Relations

Manage and maintain relationships with donors, ensuring ongoing engagement and satisfaction. Provide guidance and support to development colleagues in managing donor interactions and ensuring effective stewardship of gifts.