Job Description Summary

The Director of Planned Giving reports to the Senior Director of Development for Planned Giving and is responsible for the development, implementation, and marketing of planned gifts and management of all aspects of the Planned Giving Program.

Job Description

The Director of Planned Giving reports to the Senior Director of Development for Planned Giving and is responsible for the development, implementation, and marketing of planned gifts and management of all aspects of the Planned Giving Program.

JOB RESPONSIBILITIES:

• Creates and oversees the Planned Giving program with specific short-term and long-term objectives.
• Identifies, cultivates, and solicits prospective donors for planned gifts.
• Tracks and monitors donor histories.
• Determines which donors to target and ensures outreach is achieved.
• Ensures donors are recognized for their contribution.
• Consults with volunteer leadership, donors and staff to identify, cultivate, and upgrade donors/prospects with gift planning techniques as needed.
• Prepares charitable gift tax calculations for prospects and donors.
• Supplies information to donors’ attorneys and financial advisors.
• Develop and execute strategic and creative planned giving and marketing pieces including legacy society newsletter articles, advertisements, solicitations, PowerPoint presentations, and Brice Society booklet.
• Conducts planned giving presentations to donors, alumni, and other constituencies.
• Manage, mentor, and inspire planned giving team to exceed ambitions.
• Analyzes results and cost-effectiveness of planned giving program.
• Develop reports and materials for presentations to Boards.
• Recommends annual goals and budget projections.
• Completes other duties as needed.

Additional Information

A criminal background check is required. All campuses are smoke- and tobacco-free campuses.

This organization participates in E-Verify.

Remote Work
For positions that are approved for remote work: Remote work is not a right, it is a work arrangement that can be modified or revoked by Miami University at any time for any reason, including the convenience of the University.

Reasonable Accommodations
Requests for reasonable accommodations for disabilities related to employment should be directed to ADAFacultyStaff@miamioh.edu or 513-529-3560. Questions and follow-ups regarding requests should also be directed here.

Miami University Values Statement
Miami University is a scholarly community whose members believe that a liberal education is grounded in qualities of character as well as of intellect. We respect the dignity of other persons, the rights and property of others, and the right of others to hold and express disparate beliefs. We believe in honesty, integrity, and the importance of moral conduct. We defend the freedom of inquiry that is the heart of learning and combine that freedom with the exercise of judgment and the acceptance of personal responsibility.

For more information on Miami University’s mission and core values, please visit the Mission and Core Values webpage.

Equal Opportunity/Affirmative Action Statement
Miami University, an Equal Opportunity/Affirmative Action employer, encourages applications from protected veterans and individuals with disabilities. Miami University prohibits harassment, discrimination and retaliation on the basis of age (40 years or older), color, disability, gender identity or expression, genetic information, military status, national origin (ancestry), pregnancy, race, religion, sex/gender, status as a parent or foster parent, sexual orientation, or protected veteran status in its application and admission processes, educational programs and activities, facilities, programs or employment practices. Requests for reasonable accommodations for disabilities related to employment should be directed to ADAFacultyStaff@miamioh.edu or 513-529-3560.

Clery Act
As part of the University’s commitment to maintaining a healthy and safe living, learning, and working environment, we encourage you to read Miami University’s Annual Security & Fire Safety Report at: http://www.MiamiOH.edu/campus-safety/annual-report/index.html, which contains information about campus safety, crime statistics, and our drug and alcohol abuse and prevention program designed to prevent the unlawful possession, use, and distribution of drugs and alcohol on campus and at university events and activities. This report also contains information on programs and policies designed to prevent and address sexual violence, domestic violence, dating violence, and stalking. Each year, email notification of this website is made to all faculty, staff, and enrolled students. Written notification is also provided to prospective students and employees. Hard copies of the Annual Security & Fire Safety Report may be obtained from the Miami University Police Department at 513-529-2223.

Labor Law Posters for Applicants

Please visit our Labor Law Posters webpage to access all relevant and applicable labor law information.

MINIMUM QUALIFICATIONS:

• Bachelor’s degree.
• Minimum of 2 years experience in higher education fundraising, with a focus on planned giving, or equivalent (sales, business development, account/relationship management, marketing and/or public relations).
• Internships, volunteer work, and other experience gained during the completion of degree programs may be counted towards these requirements.

REQUIRED KNOWLEDGE, SKILLS, AND ABILITIES:

• Strong organizational and time management skills.
• Demonstrated ability to partner and collaborate with leadership, management, and volunteers.
• Strong communication skills including the ability to write and speak persuasively about the school and planned giving.
• Willingness to work evenings and weekends, and to travel

PREFERRED QUALIFICATIONS:

• Familiarity with alumni/donor database applications.
• Experience working with higher education fundraising.
• Demonstrated success in activities to coordinate, attract, and close major gift funding support for a school or other non-profit organization, including face-to-face solicitation of gifts of $50,000 or more.

PREFERRED KNOWLEDGE, SKILLS, AND ABILITIES

• Demonstrated knowledge of planned giving vehicles, estate planning, and tax law.

Required Application Documents

To be considered for this position please upload a cover letter and resume.

About Miami University

“Miami University, a student-centered public university founded in 1809, has built its success through an unwavering commitment to liberal arts undergraduate education, with complementary quality graduate programs, and the active engagement of its students in both curricular and co-curricular life. With a student body of 16,000, Miami effectively combines a wide range of strong academic programs with faculty who love to teach and the personal attention ordinarily found only at much smaller institutions. Faculty and staff are highly valued for their contributions toward the Miami experience. Employees enjoy a competitive benefits package and stable work environment as they work to support the university’s educational mission. Miami’s main campus is located in Oxford, Ohio, 35 miles northwest of Cincinnati, with regional campuses located in Hamilton and Middletown, Ohio, and a center in Luxembourg. Known as one of the most beautiful campuses in the nation, Miami, the nation's tenth oldest public university, is recognized for its striking red brick Georgian-style architecture and tree-shaded lawns. Take a Virtual Tour from our website.”

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