Managing Director of Development, Planned Giving

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for headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to parse the posting. The posting includes: - Intro paragraph describing role: "The Managing Director of Development, Planned Giving provides strategic leadership..." That's about the role. - Then sections: "Strategic Leadership, Program Management and Gift Planning Leadership" with bullet-like sentences. - "Staff Leadership and Talent Development" - "Portfolio Management" - "Training and Professional Education" - "Mission and Culture" - Then qualifications: "A Bachelor's degree, along with at least 8 years of fundraising, legal, trust officer or business development experience is required, along with excellent written and oral communication skills. Superior interpersonal and organizational skills are essential as is a commitment to Marquette’s character as an urban institution, its goals, mission and Jesuit Catholic tradition. A law degree and strong technical background/knowledge of deferred giving instruments and charitable estate planning is preferred." - Also mention hybrid work arrangement: "This position has the opportunity to work in a hybrid work arrangement, with time worked both on campus as well as remotely." That's schedule/benefit? Could be Schedule or Benefits. Since we only include sections if real specific content. Hybrid work arrangement is a schedule detail. So we could include a Schedule section with that sentence. - No explicit Pay or Benefits mentioned. So we omit those sections. - No explicit Benefits besides hybrid? Could treat hybrid as Schedule. Thus sections: About the role (intro paragraph), Responsibilities (maybe combine strategic leadership, staff leadership, portfolio management, training, mission culture), Requirements (education/experience), Qualifications (maybe law degree preferred?), Skills (communication, interpersonal, organizational). But we need to avoid thin sections. The instruction: Prefer a few substantive sections over many thin ones. So we could combine responsibilities into one Responsibilities section with multiple paragraphs or list items. Use

• for any list of duties/requirements/benefits. So we can list duties as
• . For requirements, we can list as
  • . For skills, maybe list. We need to ensure we don't repeat job title as heading. Not include Job ID. We must preserve all substantive information; do not invent or summarize away detail. So we need to include all details from the posting. Let's extract details: About the role paragraph: The Managing Director of Development, Planned Giving provides strategic leadership for the university's planned giving program and is responsible for developing and executing a comprehensive planned giving strategy that supports institutional priorities and the goals of the university's next comprehensive campaign. The position leads program development, planned giving prospect strategy, marketing, stewardship, and performance management efforts while establishing the systems, processes, and metrics necessary to grow deferred and blended gift commitments. The Managing Director serves as the university's lead resource on charitable gift planning, manages a portfolio of planned giving prospects and donors, and works collaboratively across University Advancement to advance philanthropic opportunities. This position supervises the Senior Director and two (2) Director of Development, Planned Giving team members. This position has the opportunity to work in a hybrid work arrangement, with time worked both on campus as well as remotely. That's the about role. Now responsibilities: We have several bullet-like paragraphs: Strategic Leadership, Program Management and Gift Planning Leadership: - Develop and lead a comprehensive long-term strategy for planned giving that advances the university's fundraising priorities and positions planned giving as a core component of the university's next comprehensive campaign. - Design and implement campaign-specific planned giving strategies, goals, and performance metrics, including donor pipeline development, blended gift opportunities, legacy giving objectives, and campaign counting methodologies. - Establish and continuously improve planned giving processes, systems, and operational standards to enhance fundraising effectiveness, donor engagement, stewardship, prospect management, proposal development, and gift administration. - Partner with Advancement leadership to develop long-term fundraising strategies, prospect segmentation models, and campaign initiatives that increase deferred gift commitments and blended gift revenue. - Partner with principal gift officers, college advancement officers, deans, and university leadership to identify and advance blended and planned gift opportunities. - Lead the integration of planned giving strategies across principal giving, major gifts, college advancement, athletics, and donor relations to ensure coordinated donor engagement and maximize philanthropic outcomes. - Establish annual and multi-year goals, benchmarks, and key performance indicators for the planned giving program; regularly assess performance and implement adjustments to achieve strategic objectives. - Oversee planned giving marketing, stewardship, donor recognition, and Legacy Society activities to strengthen donor retention, engagement, and future gift commitments. - Monitor trends, best practices, and emerging opportunities in charitable gift planning and incorporate innovative approaches that strengthen the university's competitive position and campaign success. Staff Leadership and Talent Development: - Provide full supervision of the Senior Director of Development, Planned Giving and Directors of Development, Planned Giving, including establishing clear goals, performance expectations, fundraising metrics, and accountability measures aligned with departmental and university priorities. - Conduct regular portfolio reviews and performance evaluations to ensure staff are effectively managing donor pipelines, advancing prospects, achieving fundraising metrics, and contributing to annual and campaign objectives. - Develop team talent by providing coaching, mentoring, training, and professional development opportunities that strengthen fundraising competencies and planned giving expertise. Portfolio Management: - Manages a portfolio of approximately 40 current and prospective donors with capacity to make major or planned gifts of $125,000 and more to achieve an annual production goal of $2,000,000 or more; regularly identifies and contacts prospects through research and referrals as part of the fund development process of identifying, qualifying, cultivating, soliciting, and stewarding planned giving and major gift donors. - Meets individually with planned and major gift prospects and donors. - Responsible for making 8-10 face-to-face visits per month designed to move prospects toward making a philanthropic commitment to the university. - Develop and present planned gift and blended gift strategies; prepare gift illustrations, proposals, solicitation materials, and briefing documents; personally solicit major and planned gifts. - Management of the process includes maintaining a comprehensive understanding of university priorities, preparation of the solicitation materials, conducting strategy meetings, and preparing briefing materials for the President, Vice President of University Advancement, Deans and others involved in the solicitation process. - Travels independently, and with other fundraisers, deans, and faculty, as necessary, to qualify, engage, cultivate, and solicit potential donors in person about major and planned gift opportunities (estimated travel, ranging from local appointments to out of state visits, to comprise 25%-33% of work hours on a monthly basis). - Serves as a planned giving facilitator, collaborator and strategist with senior philanthropic advisors, regional directors, college advancement officers, athletic fundraisers and others in the university to inform prospects of blended and planned gift opportunities. - Produces gift illustrations using planned giving software when required. - Files timely contact reports in MarqIt, UA’s database, as well as consistently updates gift plans and proposals being tracked in MarqIt. - Plans and implements an annual strategic plan and fundraising production goal. Training and Professional Education: - Lead planned giving education efforts for University Advancement; provide training and resources to fundraising staff and campus partners. Mission and Culture: - Participates in other University Advancement and all-university meetings, events and projects as deemed necessary to support the Catholic and Jesuit mission, culture, and broader goals of the division and the university. - Integrates and promotes the university’s mission and culture into all duties and responsibilities. Now qualifications/requirements: - A Bachelor's degree, along with at least 8 years of fundraising, legal, trust officer or business development experience is required, along with excellent written and oral communication skills. - Superior interpersonal and organizational skills are essential as is a commitment to Marquette’s character as an urban institution, its goals, mission and Jesuit Catholic tradition. - A law degree and strong technical background/knowledge of deferred giving instruments and charitable estate planning is preferred. We could separate Requirements (education/experience) and Skills (communication, interpersonal, organizational, commitment). Preferred qualifications could be under Qualifications or Skills? The instruction: Use headings like Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to decide what to put where. We have: - About the role: intro paragraph. - Responsibilities: all the duty bullets. - Requirements: Bachelor's degree + 8 years experience. - Qualifications: law degree preferred, strong technical background knowledge preferred. - Skills: excellent written and oral communication skills, superior interpersonal and organizational skills, commitment to Marquette’s character etc. But note that the commitment to Marquette’s character is also a skill/attribute. We could combine Requirements and Qualifications into one section? But instruction says prefer few substantive sections over many thin ones. However we need to include all info. Could combine Requirements and Qualifications into a single "Requirements" section that includes both required and preferred. But we have separate headings allowed; we could still have both if they are substantive. Let's see if each is substantive enough. Requirements: Bachelor's degree + 8 years experience. That's substantive. Qualifications: law degree preferred, strong technical background knowledge preferred. That's also substantive. Skills: communication, interpersonal, organizational, commitment. Also substantive. Thus we could have three sections: Requirements, Qualifications, Skills. Additionally, we have Schedule: hybrid work arrangement. We should not include Benefits or Pay. Thus final HTML:

    About the role

    ... (the intro paragraph)

    Responsibilities

    • ... each duty bullet
    ...

    Requirements

    • A Bachelor's degree, along with at least 8 years of fundraising, legal, trust officer or business development experience is required.
    • Excellent written and oral communication skills are required.
    But we also need to include that excellent written and oral communication skills are required (it's in the same sentence). Could split. Better to keep as one li: "A Bachelor's degree, along with at least 8 years of fundraising, legal, trust officer or business development experience is required, along with excellent written and oral communication skills." Then Qualifications:

    Qualifications

    • A law degree is preferred.
    • Strong technical background/knowledge of deferred giving instruments and charitable estate planning is preferred.
    Skills:

    Skills

    • Superior interpersonal and organizational skills are essential.
    • A commitment to Marquette’s character as an urban institution, its goals, mission and Jesuit Catholic tradition is essential.
    Schedule:

    Schedule

    This position has the opportunity to work in a hybrid work arrangement, with time worked both on campus as well as remotely.

    We need to ensure we didn't miss any details: The intro paragraph also mentions supervises Senior Director and two Directors. That's in responsibilities? Actually it's in the intro paragraph. We included that in About the role. Good. Also mention "Manages a portfolio of approximately 40 current and prospective donors..." etc. Already in responsibilities. Also mention "Travels independently, and with other fundraisers, deans, and faculty, as necessary, to qualify, engage, cultivate, and solicit potential donors in person about major and planned gift opportunities (estimated travel, ranging from local appointments to out of state visits, to comprise 25%-33% of work hours on a monthly basis)." Included. Also mention "Serves as a planned giving facilitator, collaborator and strategist with senior philanthropic advisors, regional directors, college advancement officers, athletic fundraisers and others in the university to inform prospects of blended and planned gift opportunities." Included. Also mention "Produces gift illustrations using planned giving software when required." Included. Also mention "Files timely contact reports in MarqIt, UA’s database, as well as consistently updates gift plans and proposals being tracked in MarqIt." Included. Also mention "Plans and implements an annual strategic plan and fundraising production goal." Included. Also mention "Lead planned giving education efforts for University Advancement; provide training and resources to fundraising staff and campus partners." Included. Also mention "