Director of Gift Planning | The University of North Carolina at Charlotte - Military Veterans
at HERC- Southeast
Position Number: 000392 Department: Development (Adm) Employment Type: Permanent - Full-time Months Per Year: 12 Essential Duties and Responsibilities: Be thoroughly knowledgeable on all deferred giving vehicles and regularly update knowledge through professional development. Develop and maintain current understanding of relevant tax, probate, trust and financial/estate planning information and use that knowledge to inform and propose strategies for addressing donors' philanthropic/estate planning objectives. Manage a portfolio of 75-100 individuals capable of making planned giving commitments of $100K+ or outright giving commitments of $35K+. Lead or assist, as appropriate, the development of briefings, proposals, training materials, and presentations needed to promote successful cultivation and solicitation of planned gifts. Work collaboratively and foster a positive relationship and ongoing communication with gift officers and the colleges/units they represent, providing training/training materials and strategy support as needed. Assist in creating a comprehensive strategy and annual operating plans to facilitate the marketing and stewardship of planned gifts, including Bonnie E. Cone Society (legacy society) stewardship initiatives. Prepare or assist with the preparation, as appropriate, of planned giving-specific fundraising-related reports, statistics, and projections. Work closely with legal and financial professionals in designing and executing planned giving instruments. Promote University priorities and image to constituents. Serve as front line staff officer to promote university objectives. Minimum Experience / Education: Bachelor's degree 5+ years of experience in gift planning fundraising Preferred Education Skills and Experience: Legal degree (J.D.) preferred Demonstrated sound judgment, integrity, creativity Excellent interpersonal and communication skills Strong work ethic, attention to detail, and the ability to think strategically Demonstrated ability to work as part of a team Proven history of management of a portfolio of prospects
Charlotte, NC
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