Quinnipiac University is at an ambitious moment in its philanthropic growth, and the Office of University Advancement is looking for an experienced gift planning professional to deepen donor relationships and expand a meaningful planned giving program. As the director of planned giving you are responsible for overseeing Quinnipiac University's planned giving program including bequests, trusts, charitable gifts annuities, and other deferred and hybrid gifts, as well as management and coordination of all aspects of pending and completed planned gifts, ensuring effective communication and collaboration between donors, their advisors, and key internal stakeholders.
Responsibilities include leading the Planned Giving program and managing a portfolio of planned giving prospects and donors. Serve as the QU's primary resource on charitable estate planning and tax-advantaged giving strategies and work closely with donors and their advisors to structure gifts that optimize benefits for both the donor and QU. Work with D&AA staff to plan strategies for cultivation and solicitation of prospective donors for complex and deferred gifts (bequests, gift annuities, remainder trusts, gifts of real estate, etc.). Provide coaching and training to staff for purposes of development of technical knowledge. Prepare gift proposals for prospects using appropriate software calculations, written explanations, and oral presentations. Ensure follow up on such proposals with donors with a goal towards closure of donor gifts. Use available data to identify gift planning prospects. Oversee the development and execution of marketing strategies including the production and writing of topic specific pieces and newsletters, other marketing mailings, and other advertisements for planned giving prospects. Serve as primary contact between D&AA and the gift planning asset administrator for life-income gifts. Oversee bequest program, including but not limited to: communication with and monitoring of estate executors and attorneys in the process of distributing estate gifts to QU, acknowledgement of distributions as received, etc. Commit to national travel for personal visits with prospects, particularly when opportunities are identified by applying gift planning indicators or by gift officers, for the purposes of cultivating and soliciting complex and deferred gifts. Oversee the activities of the Tower Society, which recognizes those individuals who have made estate plans or established life-income gifts to benefit QU, as well as collaborate with D&AA partners on planned giving stewardship efforts.
Education requirements include a bachelor's degree. Qualifications include 5 to 7 years of experience, excellent writing and verbal skills, an understanding of, and technical expertise in, estate planning and tax laws affecting charitable and deferred giving, and proven ability to collaborate effectively with individuals from varied backgrounds.
Director of Development, Planned Giving • Hamden, CT, United States
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