Planned Giving Officer

Planned Giving Officer

Saint Anselm College invites applications for the position of Planned Giving Officer in the Office of College Advancement. The Planned Giving Officer will play a key role in generating planned and major gifts for Saint Anselm College. This includes current, revocable and irrevocable gifts, using outright gifts and estate and retirement planning to accomplish a donor's intention.

The ideal candidate will engage with alumni, parents, and friends within a geographically based portfolio to cultivate relationships, manage marketing strategies, and raise awareness of planned gift vehicles. There will also be the opportunity to manage class volunteer leaders as they partner with gift planning to increase the number of class estate commitments, growing both future dollars and new members of the Saint Anselm Legacy Society.

Examples of duties:

• Advance individual relationships that result in philanthropic contributions: Research, identify, qualify, cultivate, and solicit major and legacy gifts by managing a domestic based portfolio of 120-130 donors with demonstrated loyalty to the College.
• Travel & Engagement: Visit 10-12+ donors/prospects monthly (85% New England; 15% other) along with significant phone, text, and email outreach. Travel is required to engage donor prospects and to steward existing donors. There is an expectation of submitting timely contact reports for each visit.
• Estate Management: In partnership with the Associate Vice President, Development, and the Business Office, oversee the probate and estate settlement processes in accordance with Saint Anselm's guidelines and fiduciary standards, communicating directly with attorneys, trustees, and internal stakeholders to manage family expectations and acknowledge estate planned gifts.
• Life Income Plans Administration: Manage the administration of Saint Anselm's life income plans, collaborating with donors, beneficiaries, and external partners to ensure effective management and compliance.
• Technical Expertise: Utilize technical knowledge in tax, investment, and legal aspects of charitable giving to articulate effective discussions with donors, counsel, colleagues, and volunteers.
• Internal Training/Information sharing: Elevate the number of external conversations that include gift planning across the department's development team by helping to build confidence and skill in every colleague's gift conversations. Partner closely with colleagues across all advancement departments to achieve integrated advancement operations, leveraging this constructive collaboration to increase alumni participation in fundraising initiatives.
• Strategic Marketing: Oversee gift planning marketing and communications to raise awareness of planned giving vehicles with our alumni and volunteers.
• Strategic Communication: Maintain a comprehensive understanding of the priorities of the College and make persuasive verbal and written cases for supporting key programs and projects, effectively matching the interests of prospects to specific College needs.
• Teamwork/Collaboration: Work closely with the Associate Vice President, Development and the Advancement Coordinator to design, track, and oversee gift planning marketing, as well as receipt and acknowledgment of all deferred gifts and bequests.
• Perform other duties as assigned.

Qualifications

Bachelor's Degree required; Master's encouraged. Minimum 5+ years of major gift and planned giving experience, preferably in a college/university setting, with demonstrable success in cultivating and soliciting planned gifts from individuals at all monetary levels, with success making solicitations alone and in conjunction with volunteers and organization leaders. Will also consider a candidate with professional experience in estate or financial planning with demonstrated success helping clients with charitable estate planning.

Strong interpersonal skills are required, both written and oral, as well as sophistication and maturity in social and professional settings. Must be able to travel locally and nationally to meet with donors and prospective donors to raise money on behalf of the College. Ability to work various hours including nights and/or weekends.

• Strong collaborative skill set. Ability to be a contributing part of a positive work environment through collaboration and active partnership.

• The successful candidate will have gift planning marketing experience in addition to a keen sense of how to tactfully engage individuals, couples, and families on topics of financial planning and legacy giving.
• Strong volunteer management experience.
• Self-motivation with the ability to prioritize, take initiative, and work independently is highly valued.
• Excellent attention to detail.
• Excellent communication and interpersonal skills, with the ability to handle sensitive matters discreetly.
• Strong organizational skills, with the ability to manage multiple projects and deadlines independently or as part of a team.
• Familiarity with CRMs and prospect research tools such as Raiser's Edge- NXT, PGCalc, and/or iWave.
• Proficiency in standard office software tools and applications.
• This position is eligible for a hybrid work schedule.

Successful candidates will be able to assist the college to further its strategic goals for institution-wide diversity and inclusiveness.