Gift Planning Officer

Organization: 

Duquesne University

 

Salary:   Commensurate w/experience 
Location:   University Advancement
Position Status:   Full-time             
Position Number:   10-527
Hours:   Varied
FLSA Status:   Exempt
Apply to:   https://duq.csod.com/ats/careersite/search.aspx?site=1&c=duq

POSITION SUMMARY:

This position will be responsible for managing relationships with planned giving prospects determined to have the ability and capacity to make planned gifts to the University.  The position is charged with developing and implementing strategies for securing financial support from a portfolio of prospects, approximately 180, including identifying, qualifying, cultivating, soliciting, and stewarding planned gifts for the University from alumni and friends.

DUTIES AND RESPONSIBILITIES:

Manages a case load of active planned giving prospects and implements and executes strategies for solicitation of these prospects, ensuring regular interaction through personal visits, mail/email, telephone, campus visits, and other events.  Management of the case load of prospects includes preparing contact reports, correspondence, proposals, gift agreements, fund agreements and related follow-up actions to ensure proper recording of gifts.

Assumes and achieves annual fundraising and activity goals: (1) submission of 12 proposals, with 10 accepted and an average gift range of $50,000 - $100,000 in new planned giving commitments; and (2) 80-100 prospect visits.

Makes numerous decisions on cultivation time versus expected gift response based on the size of the anticipated gift, determines who needs to be involved in the relationship with the prospective donor and decides the most effective and productive use of travel time.  Schedules own travel using a P-Card and reconciles all transactions in Chrome River.

Provides timely, written reports on the outcomes of cultivation, solicitation and stewardship activities, including funding proposals, contact reports and strategy updates and/or revisions.

Works in a collegial manner with the Development team, key administrators, and volunteers in creating and implementing strategies for cultivation, solicitation and closure of gifts.

Performs other related duties as assigned and/or needed that will lead to philanthropic impact on Duquesne University

 

REQUIREMENTS:

Minimum qualifications:

  • Bachelor’s degree from an accredited institution.
  • Minimum of five years of successful planned giving experience and gift closure
  • Valid drivers’ license.

Preferred qualifications:

  • Juris doctor from an accredited institution.

Alternately, the successful candidate will possess any equivalent combination or training and experience which provides the knowledge, skills and abilities required to perform the essential job functions.  This includes, but is not limited to the following:

  • Proven experience in planned giving fundraising, preferably in higher education.
  • Knowledge of IRS and FASB laws, rules and regulations is recommended, along with thorough knowledge of fundraising and solicitation policies, procedures, and methods.
  • Knowledge of the laws and regulations that impact charitable giving.
  • Knowledge of estate and financial planning.

Proactive prospector who can handle duties beyond direct fundraising that ultimately support alumni/friend discovery, cultivation and engagement and eventually result in higher levels of philanthropy.

Broad knowledge of principles of fundraising and an ability to participate in all aspects of the gift cycle.

Excellent organizational project management, multi-tasking skills.

Exceptional interpersonal skills and verbal and written communication skills required.

Able to work independently within the boundaries of established University and development practices.

Ability and willingness to support and articulate the mission, identity and strategic goals of Duquesne University.

Entrepreneurial approach to problem solving and demonstrated success in exceeding goals and expectations.

Willingness and ability to travel frequently.

Vigorous work ethic, sound judgment, impeccable integrity, demonstrated initiative, appropriate professional appearance, intellectual curiosity, personal and professional stamina, and the temperament to work effectively and productively with colleagues, donors and volunteers.

Ability to establish and maintain effective working relationships with the University Community.

Sensitivity to the need of each individual to be treated with dignity and respect as it relates to diversity in general and the Mission of the University specifically.

Ability and willingness to contribute actively to the mission and to respect the Spiritan Catholic identity of Duquesne University. The mission is implemented through a commitment to academic excellence, a spirit of service, moral and spiritual values, sensitivity to world concerns, and an ecumenical campus community.

APPLICATION INSTRUCTIONS:

Interested candidates should submit a cover letter, resume, and contact information for three professional references.

Catholic in its mission and ecumenical in spirit, Duquesne University values equality of opportunity as an educational institution and as an employer. We aspire to attract and sustain a diverse faculty and staff that reflects contemporary society, serves our academic goals and enriches our campus community. We particularly encourage applications from members of underrepresented groups and support dual-career couples through our charter membership in this region's HERC (http://www.hercjobs.org/oh-western-pa-wv/).

We invite applicants for this position to learn more about our university and its Spiritan heritage by visiting http://www.duq.edu/about/mission-and-identity/mission-statement. Those invited to campus for an interview may be asked about ways in which they see their talents contributing to the continued growth of our community and furthering its mission.

Duquesne University was founded in 1878 by its sponsoring religious community, the Congregation of the Holy Spirit.  Duquesne University is Catholic in mission and ecumenical in spirit.  Motivated by its Catholic identity, Duquesne values equality of opportunity both as an educational institution and as an employer.

posted February 10, 2020