Western University of Health Sciences · 12 hours ago
Planned Giving Program Director
Pomona, CA
Full-time
Onsite
Lead/Staff, Director/Executive
$140K/yr - $150K/yr
5+ years expWestern University of Health Sciences is dedicated to enhancing student success and community engagement. They are seeking a Planned Giving Program Director who will lead efforts in securing resources for strategic funding initiatives, while cultivating relationships with alumni and potential donors to maximize planned gifts.
Education
Responsibilities
Initiate, guide, and carry out solicitations to secure planned gifts, prioritizing those valued at $100,000 and above. These planned gifts may include documented bequests, life income gifts, IRAs, life insurance, real estate, business interests, and other appreciated assets
Cultivate and expand the University’s planned gift expectancy pipeline to contribute significantly to the upcoming comprehensive campaign goal
Develop and manage a comprehensive and dynamic portfolio encompassing prospects at all stages of the donor solicitation cycle. Conduct face-to-face meetings to qualify, engage, solicit, and steward planned giving donors and prospects
Manage a portfolio of approximately 120 Planned Giving prospects, aiming for 8-10 face-to-face visits per month
Progress prospects through the discovery, cultivation, and solicitation phases, aiming to raise assigned annual revenue goals in life income gifts, bequest expectancies, and other planned and major gifts
Produce accurate, well-written, and timely follow-up materials, including comprehensive proposals, budgets, contact reports, cover letters, thank you letters, emails, reports, and briefings to support the cultivation, solicitation, and stewardship of assigned prospects
Work closely with University stakeholders to devise strategies for assigned planned giving prospects, leading to successful planned gift solicitations
Collaborate with other Directors of Development in preparing, explaining, and soliciting planned and blended gifts
Lead the creation of engagement and solicitation strategies for qualified planned giving prospects, oversee their implementation, and personally drive their execution. This includes working with academic leaders, development officers, and donors’ professional advisors to develop donor-centered proposals involving various assets and priorities
Participate in selected estate, financial, or planned giving councils to develop effective relationships with member professionals and referrals, and assume leadership positions when appropriate
Track and record activities related to assigned prospects using Blackbaud RENXT and regularly report to the Assistant Vice President, Development
Adhere to gift acceptance policies and procedures through appropriate internal channels. Actively participate in the sharing of information and collaborating with colleagues respectfully and professionally to foster a healthy and positive work environment
Promote a healthy, fair, and inclusive workplace by encouraging diversity, teamwork, and collaboration with diverse groups, donors, volunteer groups, and coworkers
Maintain knowledge of University priorities to develop and align prospects’ philanthropic interests
Keep abreast of charitable tax, financial, and estate planning law
Assist donors in the acceptance process for outright and life income gifts of real and personal property, including due diligence procedures and IRS compliance for charitable gifts
Support planned giving marketing and communications efforts in partnership with the Director of Donor Outreach Initiatives
Enhance professional expertise by maintaining membership in selected national and regional planned giving associations, consulting with fellow gift planners, and staying updated on planned giving and related professional literature
Recommend initiatives and implement changes to enhance quality and services
Identify problems, determine their causes, and develop recommendations to improve established processes and practices
Maintain contact with external constituents and solicit feedback for improved university relations
Maximize productivity through appropriate tools, training, and performance initiatives
Research and develop resources to create timely and efficient workflows
Prepare progress reports, keep the supervisor informed of project status, and ensure the completeness, accuracy, and timeliness of all operational functions
Develop and implement guidelines to support the functions of the unit
Other duties as assigned
Qualification
Required
Bachelor's degree in a related field is required
5 years solid fundraising experience including closing major gifts from individuals
Has a proven track record in setting and achieving ambitious goals
Excellent written, oral and presentation skills required
Experience maintaining a rigorous individual moves management process
Demonstrated ability to close major and/or principal gifts on a regular basis
Proven success at fundraising by developing and implementing strategic plans that incorporate concise goals, targeted audiences, and fundraising strategies in-line with institutional needs
Advanced knowledge of all aspects of fundraising, donor relations, stewardship, communications, public relations, and alumni relations; the ability to apply this knowledge to achieve stated goals
Ability to work effectively with deans and directors, academic and university leaders, and volunteers to achieve fundraising goals
Advanced written, oral, and interpersonal communication skills, including political acumen, to establish and maintain good working relationships throughout the organization and with outside constituencies
Ability to make persuasive and compelling presentations of goals and objectives for a location to secure gifts
Commitment to conveying professional appearance and demeanor that represents the incumbent, the College(s), and the University
Demonstrated ability to operate autonomously, while taking direction from multiple individuals; ability to prioritize multiple assignments
Must work in team environments and can leverage colleagues' skills to accomplish a goal
Strong organization skills and ability to maintain progress on multiple assignments over a broad spectrum of activities
Familiarity with advancement relationship management systems (Raiser's Edge, RENXT, or Banner), electronic information systems, word processing, spreadsheet, presentation, and electronic mail software
Adhere strictly to Donor Bill of Rights, the ethical guidelines promulgated by CASE or other professional organizations and apply these to the duties
Strong sense of ethical conduct that will inspire confidence and motivation with the proven ability to persuade colleagues and prospects
Ability to maintain confidentiality within professional standards, FERPA, HIPAA, and other related regulations
Advanced organizational, analytical and critical thinking skills, including skill in creative and effective decision-making and problem identification/avoidance/resolution, and strong project management skills
Bring Your Best Self to Work: Consistently demonstrate respect, compassion, and integrity in interactions with colleagues, donors, and partners; foster a positive, collaborative, and inclusive workplace culture
Demonstrate a commitment to working in an organization that values and promotes humanism
Sustain a pioneering culture of bold innovation, courage, and passion
Display a collaborative mindset in how we operate, educate, and serve others
Achieve excellence in all we do
Preferred
Juris Doctor, LLM, MLS, or equivalent preferred
Prefer experience at an institution of higher education or a sales-driven organization related to Planned Giving and/or sales objective
Benefits
Competitive salaries
Generous paid time off
Insurance plans
Reimbursements
Retirement benefits
Company
Western University of Health Sciences
WesternU is a private, non-profit, graduate school for the health professions.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Joshua McFarlen, CPA, CA, MPAcc
Chief Financial Officer and Treasurer
Helen Musharbash
Director, Educational Partnerships and Outreach
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