Career Center

Job Family Group:

Staff

Department/Office:

Planned Giving (Kris Howland)

Time Type:

Full time

Compensation:

$56,009.70-$70,012.11

Please note, starting salaries are based on factors including internal equity, relevant experience, and education.

Exemption Status:

United States of America (Exempt)

Job Description:

Serves as an integral part in achieving Alumni Relations and Development's strategic goal of significantly increasing support through planned gift commitments from alumni, friends and parents of the University. Works in coordination with Planned Giving staff to manage the administration of all active estates and other testamentary gifts, including communications with attorneys, fiduciaries and other advisers.

• Manages a portfolio of up to 120 planned gift prospective donors and donors by conducting timely moves management on all prospects in portfolio to maximize fundraising potential for the University. This work includes developing cultivation, solicitation and stewardship strategies for each prospect in order to secure new planned giving commitments and new Heritage Society members (Trinity's planned giving donor recognition society) and retain planned gift donors. Travels locally and domestically to conduct visits with planned giving donors and prospects to advance TU's relationships.
• Develops and implements a plan to educate constituents about the benefits of planned giving through presentations, seminars and events on estate and retirement planning. Assists in planning the annual Heritage Society luncheon, regional Alumni programs, 51+ Reunions and other events. Partners with other university offices and Alumni Relations and Development colleagues to advance TUs relationship with prospective and current planned giving donors.
• Tracks interactions with planned giving donors and prospects, including prospect qualification, proposal strategies and project monitoring in the TU database and following all established protocols and maintaining the integrity of those records, including key documents and reporting deadlines.
• Stays abreast of tax law changes and continuously enhances knowledge of planned giving vehicles and benefits.

ADDITIONAL DUTIES

• Cooperates and collaborates with other employees in the spirit of teamwork and collegiality and interacts with confidence, patience, and integrity to provide professional leadership during emergencies. Complies with all Trinity University policies and guidelines.
• Performs other duties as required.

EDUCATION

Required:

Bachelor's degree from an accredited institution.

Preferred:

Master's degree from an accredited institution.

EXPERIENCE

Required:

• Two years of frontline fundraising experience with demonstrated ability to achieve and exceed goals.
• Knowledge of planned giving vehicles.
• Experience in soliciting and closing planned gifts.
• Experience soliciting and securing planned gift commitments such as charitable bequests, beneficiary designations, immediate and differed charitable gift annuities, and other outright and deferred planned gifts.
• Excellent verbal and written communication skills with demonstrated ability to write compelling and strategic funding and partnership proposals as well as stewardship reports.
• Experience managing a portfolio of individual donors.
• Proven record of soliciting gifts from individuals.

Preferred:

• Experience with a donor management system and planned giving software (such as PG Calc or Crescendo) is strongly preferred.

KNOWLEDGE, SKILLS, AND ABILITIES

• Required:
• Ability to work effectively with institutional leaders and colleagues to cultivate, solicit and steward planned, major, and annual gifts.
• Ability to cooperate and collaborate with other employees in the spirit of teamwork and collegiality as well as comply with all Trinity University policies and guidelines.
• Ability to engage donors, understand their charitable and financial goals, and prepare charitable gift proposal(s) that will best accomplish those goals.
• Entrepreneurial and proactive leadership style with a proven ability to create gift opportunities.
• Ability to travel with occasional evening and weekend work.
• Ability to work in a collaborative team environment as well as autonomously to meet goals and objectives.
• Ability to be flexible and effective in assisting with complex situations involving numerous and sometimes competing constituencies.
• Ability to maintain a high degree of confidentiality and responsibility regarding information related to corporate and university business and confidential prospect information.
• Excellent organizational skills with particular attention to systems, processes, and details.
• Ability to multi-task.
• Ability to learn appropriate levels of information about academic disciplines and interdisciplinary areas.
• Skills and ability to use word processing equipment.
• Familiar with data entry and retrieval.
• Ability to communicate and be understood effectively.
• Excellent spelling, punctuation, and grammar practice.