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A cover letter is required for consideration for this position and should be attached as the first page of your resume. The cover letter should address your specific interest in the position and outline skills and experience that directly relate to this position.

Job Summary

Market Title: Planned Giving Officer Senior (102424)

Working Title: Senior Associate / Associate Director of Planned Giving

Planned Giving
Office of University Development

Reports to: Director of Planned Giving

Provides Direction to: Senior Development Assistant (shared responsibility)

Position summary: There are two open vacancies available. They will be filled either at the Senior Associate Director level or the Associate Director level. The Senior Associate / Associate Director will assist in the planning and implementation of planned gift fundraising activities. The Office of Planned Giving is charged with the identification, qualification, solicitation, and stewardship of individuals making planned gifts to the University of Michigan. The Senior Associate / Associate Director assists in setting the goals for the planned giving program in concert with other university development programs in the various schools, colleges and units, and manages a national pool of individual planned giving prospects with responsibility for prospect qualification, cultivation, solicitation, and stewardship. He or she also acts as a general resource and advisor for all planned giving activities within the University.

Responsibilities*

60% Participate in the development of a departmental prospect pool and advance individual relationships that result in philanthropic contributions, with a focus on planned gifts.
o Manage or staff a portfolio of planned giving prospects
o Identify and qualify a portfolio of prospects with the capacity to make gifts of $100,000 and more; assist donors with gift planning strategies, including financial and estate planning, tax law and real estate; develop and execute cultivation strategies that result in the closure of outright and planned gifts
o Gather data, assess prospects, and develop strategies designed to realize the current and lifetime giving potential of individual prospects
o Ensure consistent and appropriate contact, facilitate or make solicitations and ensure effective stewardship
o Gain comprehensive understanding of the priorities of the University and make a persuasive verbal and written case for supporting key programs and projects, effectively matching the interests of prospects to specific University needs
o Prepare appropriate responses to planned gift donor inquires

20% Provide planned giving information as appropriate to University development staff and donors. Build relationships with S/C/U fundraisers to advance planned gift efforts; meet regularly with Development Directors and/or individual officers as appropriate. Prepare appropriate responses to planned gift inquiries from university colleagues

15% Participate in the development of departmental goals
o Participate in the development of department objectives and strategies; develop tactics to meet individual and group goals
o Assist with development of planned giving curriculum, training programs and presentations for development staff and university volunteers
o Manage projects, events and/or special constituent bases that support the offices of Planned Giving and University Development objectives
o Develop proposals that include gift planning options for use by fundraisers for meetings, visits or individual contacts

5% Perform other duties as assigned

Required Qualifications*

• Bachelor’s degree
• 5-7 years experience in planned giving and/or a related field for Senior Associate Director level. 3-5 years experience in planned giving and/or a related field for Associate Director level.
• Sound organizational ability, a high degree of creativity and initiative; the ability to project the unique aims and values of the University of Michigan to its donors and alumni
• Excellent communications skills, coupled with strong writing and presentation skills
• Ability to work collaboratively with colleagues in a team environment, and autonomously when appropriate
• Ability and willingness to travel frequently
• Discretion and an ability to interact with high-level donors

Desired Qualifications*

•    Proven success in gift closure at the five-and six-figure level
•    Expertise and experience in finance, tax, or estate planning
•    Personal computer and database management skills 
•    Knowledge or experience with development data 
•    Technical expertise in planned giving and the tax economics of charitable giving
 

Additional Information

For additional information about this position and to review other current openings in Development, please visit our website at: www.giving.umich.edu/careers

Mission Statement

OUD Mission:    The Office of University Development maximizes private support for the University of Michigan through high-quality collaboration with the development programs of schools, colleges and units. We also provide fundraising leadership through the stimulation and facilitation of healthy, productive and life-long relationships with our colleagues, alumni, friends, foundations and corporations. 

PGO Mission:    As part of the Office of University Development, the Office of Planned Giving helps maximize private support by providing expertise, in collaboration with development professionals across the institution, for the cultivation, design, administration, and stewardship of planned gifts.


 

Application Deadline

Although the Posting End Date may indicate otherwise, this job may be filled and closed anytime after a posting duration of seven calendar days.

U-M EEO/AA Statement

The University of Michigan is an equal opportunity/affirmative action employer.