Director, Philanthropy - Gift Planning

Director Of Philanthropy For Gift Planning

The University of Louisville's Director of Philanthropy for Gift Planning will play a key role in planning and executing a comprehensive philanthropic program for the area of estate and gift planning in coordination with the Executive Director for Gift Planning and the Senior Associate Vice President (SAVP) for Philanthropy & Alumni Engagement (PAE). The Director of Philanthropy for Gift Planning will work collaboratively with colleagues across PAE, with particular focus on non-Health Science colleges and schools, to identify, cultivate, solicit, and steward major planned giving prospects. The Director will work collaboratively with the Director of Donor Experience to maintain strong communication with existing estate and planned giving donors.

Duties & Responsibilities

Performance metrics for each of the following areas will be established annually :

• Identify, cultivate, and solicit potential donors for bequests and planned gifts (through personal visits, virtual platforms, and phone calls) from a personal portfolio of mid-tier bequest prospects.
• Build and manage a major gift prospect portfolio of approximately 75 major gift donors.
• Solicit and secure gifts to reach a minimum annual goal as determined by PAE leadership of no less than the performance standard of $2M.
• Meet annual metrics by managing the process and the prospects through qualifying visits, cultivation initiatives, and the solicitation process that aligns with their financial capacity, securing the commitment, and stewarding the donor.
• Record all contacts and activities within the constituent database.
• Develop and oversee an overall stewardship plan for members of the Conn Legacy Society (CLS) in conjunction with the Office of Stewardship, ensuring systematic personal contact with each member within a to-be-determined cycle. Within this duty, continue to monitor all life insurance policies gifted to the university.
• Serve as the point person for gift-in-kind received across the university by reviewing gift documentation and providing guidance to development officers and donors.
• Resource development officers are working on potential mid-level bequests and planned gifts.
• Research and write periodic donor profiles and create timely, appropriate marketing materials in collaboration with the University's external planned-giving marketing vendor
• Assist with estate administration, as well as in obtaining / reviewing documentation for new bequests and related gift agreements.

Preferred Qualifications

3-5 years of fundraising experience, ideally in soliciting and closing major gifts of $25K and above, and with a working knowledge of gift planning.

Experience in education or higher education is preferred.

Competencies

Self-driven and goal-oriented, the individual will be adept in handling multiple priorities. The job functions must be performed with a high degree of integrity, initiative, creativity, dependability, human relations, cooperation, and courtesy. A high level of personal and professional integrity is a must, along with demonstrated relationship-building skills and the ability to communicate effectively and frequently with colleagues.

Philanthropy & Alumni Engagement encourages candidates to apply who have demonstrated the capacity to create supportive work environments, collaborate effectively on teams, and serve the students we admit and aim to attract.

Compensation will be commensurate to candidate experience.

The University of Louisville is an Equal Employment Opportunity employer. The University strives to provide equal employment opportunity on the basis of merit and without unlawful discrimination on the basis of race, sex, age, color, national origin, ethnicity, creed, religion, disability, genetic information, sexual orientation, gender, gender identity or expression, veteran status, marital status, or pregnancy. In accordance with the Rehabilitation Act of 1973 and the Vietnam Era Veteran Readjustment Act of 1974, the University prohibits job discrimination of individuals with disabilities, Vietnam era veterans, qualified special disabled veterans, recently separated veterans, and other protected veterans. The University acknowledges its obligations to ensure affirmative steps are taken to ensure equal employment opportunities for all employees and applicants for employment. It is the policy of the University that no employee or applicant for employment be subject to unlawful discrimination in terms of recruitment, hiring, promotion, contract, contract renewal, tenure, compensation, benefits, and / or working conditions. No employee or applicant for employment is required to endorse or condemn a specific ideology, political viewpoint, or social viewpoint to be eligible for hiring, contract renewal, tenure, or promotion.

Consistent with applicable law, demographic information is collected for aggregate reporting requirements. Demographic information provided through this application is not available to hiring managers / committees and is not considered in hiring or employment decisions.

If you require assistance or accommodation with our online application process, please contact us by email at employment@louisville.edu or by phone 502-852-6258.