Gift Planning Officer

SUMMARY

Reporting to the Director of Gift Planning, the Gift Planning Officer is primarily responsible for securing five, six, and seven figure planned gift commitments to advance the strategic priorities of the University of Richmond. The Gift Planning Officer will manage a portfolio of rated prospects who have the inclination and capacity to make a planned gift. This will include establishing and achieving annual performance metrics on an individual and team basis.

JOB DUTIES/RESPONSIBILITIES

Manage a portfolio of assigned planned giving prospects. Through personal and virtual engagement, identify, qualify, cultivate, solicit, close, and steward prospects for leadership, major and potential principal level gifts. Partner with major giving and leadership giving officers to grow Charter Associate membership. (70%) Formulate and implement strategies for short‑and‑long term giving outcomes, devising performance metrics, and collaborating with major and leadership giving officers. (10%) Ensure compliance with prospect management guidelines for data entry and metric tracking. (10%) Attend regularly scheduled University, Advancement, Development, and individual meetings. (5%) Stay educated on gift planning vehicle options and current tax laws and regulations. (5%)

CONTACTS

Advancement Staff for fundraising strategy and management (including but not limited to): Annual Giving, Athletic Giving, Leadership Giving, Major Giving, Principal Giving, Prospect Research, Advancement Systems, Alumni Relations, Donor Relations, Career Services Current and prospective donors for identification, qualification, cultivation, solicitation and stewardship (including alumni, parents, and friends of the University) President’s staff, Deans, and other key internal campus partners to coordinate and streamline donor engagement.

SUPERVISION EXERCISED

None

WORKING CONDITIONS/PHYSICAL EFFORT

Minimal physical effort required Minimal exposure to physical risk Mon‑Fri, 8:30 a.m. – 5:00 p.m. with extended hours as necessary Seasonal, evening, and weekend work will be periodically required throughout the year (e.g. Charter Associate events, Homecoming, Reunion, etc.) Frequent travel is expected

QUALIFICATIONS

Knowledge, skills & ability Demonstrated record of soliciting and closing five‑ and six‑figure philanthropic gifts. Ability to exercise good judgment, demonstrate an understanding of the ethical principles associated with working in development, and to use discretion in interactions with members of the University of Richmond community. Excellent interpersonal and leadership skills, along with the ability to work with diverse internal and external constituencies. Proven ability to work effectively in a collaborative, team environment with a high degree of collegiality; honesty and transparency are two other important abilities. Strong written, communication, organizational, and analytical skills as well as a sense of humor. Skill in the use of Microsoft Office and fundraising software applications, including Blackbaud CRM and Crescendo. Education & experience Bachelor’s degree required; master’s degree preferred. Minimum of four to six years of experience in fundraising, preferably higher education, with a proven track record of success. Gift planning experience is preferred. A legal or accounting background in estate planning or personal finance may be considered in lieu of fundraising experience.

SALARY

Salary Range begins at: $77,854 to $121,659 annually, commensurate with experience. Job title will be commensurate with experience (Assistant Director, Associate Director, or Sr. Associate Director of Gift Planning). This position is based on site at the University of Richmond. While primarily in‑person, there may be opportunities for a hybrid work arrangement depending on departmental needs and individual performance. #J-18808-Ljbffr Charitable Gift Planners of West Virginia