Director of Gift and Estate Planning - University Advancement (S766)

Company: Azusa Pacific University
Location: Azusa
Posted on: March 14, 2023

Job Description:

Director of Gift and Estate Planning - University Advancement Tracking Code S766 Job Description APU is seeking employees who desire to engage in our thriving culture by cultivating community through professional interactions, demonstrating a posture of lifelong learning, and modeling Christ-like character. Working together, employees at APU commit to establishing a university atmosphere that is pleasing to God and edifying to one another.The Director of Gift and Estate Planning is responsible for expanding the pipeline of alumni, parents, and friends who choose to name APU in their estate plans, and/or who leverage charitable gift planning vehicles (i.e. Charitable Gift Annuities, Charitable Remainder Trusts, Charitable Lead Trusts, etc.) to maximize their philanthropic investment in APU through current major, blended, and deferred giving. The Director of Gift and Estate Planning will develop and implement a program and marketing strategy, along with goals, objectives, timelines, and metrics to ensure program success and sustainability. The Director of Gift and Estate Planning will partner strategically with the Director of Development, the Director of Alumni and Parent Engagement, and the Director of Annual Giving and Donor Relations, to build and engage a consistent pipeline of prospects to achieve the current and long-term goals of APU, while aligning giving opportunities with donor interests.Required Education

• BA degree required.
• Master's preferred.Required Experience
  • Minimum of five years of business and marketing background; major donor fundraising experience and practical knowledge of Gift and Estate Planning marketing, financial gift planning tools, methodologies, and vehicles.Primary Duties/Essential Functions
    • Reports to the Executive Director of Development, Major Gifts
    • Demonstrate mature Christian faith and lifestyle consistent with Azusa Pacific University's "What We Believe" document.
    • Affirm, support, and sustain the contents of the What We Believe document, while also not advocating positions contrary to this document.
    • Contribute to the spiritual, personal, and professional development of the members of the Division of University Advancement to achieve a high-trust, high-performing Advancement team.Strategic Program Development
      • Develop a three-year rolling strategic plan, including specific goals, measurable outcomes, and timetables, to raise major and planned gifts, and secure bequest commitments aligned with APU's strategic priorities and donor interests.
      • Ensure that the three-year strategic plan and program objectives align with demographic data (i.e. the aging of America, and the wealth transfer), as well as maximize the current economic and market opportunities.
      • Ensure that the three-year strategic plan accounts for changes and modifications to applicable tax law; ensure timely communications with donors to take advantage of opportunities that arise from such changes, or concerns that factor into gift planning decisions.
      • Develop strategic and collaborative partnerships with the Director of Development, the Director of Alumni and Parent Engagement, and the Director of Annual Giving and Donor Relations to broaden the pipeline of engaged Gift and Estate Planning prospects.
      • Develop Gift and Estate Planning training materials and modules for all front-line Development Officers.
      • Develop outreach events and engagement opportunities that expose prospects to the University its strategic aims.
      • Develop a network of vetted professional advisors (real estate agents, lawyers, accountants, financial management executives) who share APU's vision and mission, and who will help expand prospect recruitment pipelines.Program Goals and Expectations
        • Develop a Gift and Estate Planning Program that produces $5M -- $10M annually in current and deferred gifts, bequests, and commitments
        • Manage a portfolio of approximately 120 current and prospective major donors who also qualify as planned giving prospects and complete a minimum of 20 face-to-face discovery, cultivation and solicitation meetings per month. This will include local, regional, and national travel.
        • Participate in annual solicitations to achieve University Fund (annual fund) team goal.
        • Identify and implement specific strategies for the cultivation and solicitation of major and planned gift donor prospects; review written presentations and materials; work with the Executive Director and staff to assure effective coordination of cultivation activity. -Program Marketing, Communications, and Events
          • Manage the work of the Planned Giving Coordinator to implement GEP marketing strategies, communications, events, and stewardship activities.
          • Manage the Cornerstone Society membership, marketing, branding, stewardship, communication, and engagement strategy.
          • Curate content and produce the E-Legacy Newsletter
          • Plan and develop effective programming for Financial Advisors Network (FAN), as well as goals, strategies, budgets, and program evaluation.
          • Assist with and attends Advancement and University events (may include evenings and weekends).
          • Provide timely and accurate reports of major gift activity to Supervisor.
          • Provide appropriate information and documentation of all prospect and donor activity in Raiser's Edge; documentation in the form of contact reports and strategy statements to be housed in the central Raiser's Edge
          • Represent APU and promotes planned giving opportunities to various public audiences, possibly through speaking engagements
          • Develop a thorough knowledge of the University's departments, majors, and academic/co-curricular opportunities to present to with donors andProgram Operations
            • Serve as needed, as successor trustee on estate on behalf of APU
            • Serve as liaison with the Business Office for Gift Administration, Estate Gifts, and Donor Contracts.Other
              • Assist other development operations as needed.
              • Regular, punctual attendance as required by the supervisor based on department needs.
              • Perform other duties as required by the supervisor.Skills
                • Ability to work under pressure, exuding a mature demeanor while multi-tasking in a deadline-oriented environment with accuracy and consistency.
                • Ability to work independently and meet deadlines.
                • Ability to work collaboratively with a team, as well as an independent contributor.
                • Ability to exercise good judgment and discretionary skills in determining when to act independently and when to consult management prior to taking action.
                • Self-starter with a positive attitude. -Mental Demands
                  • In agreement with the purpose and goals of Azusa Pacific University in providing a Christian-based higher education for its students.Physical Demands
                    • Requires repetitive motions and sitting at computer keyboard. -
                    • Hearing and speaking on the telephone. -
                    • Able to conduct business at other offices on campus. -
                    • Able to lift, bend, grasp, reach, lift up to 20 lbs. occasionally.Visual Demands
                      • Reading, writing notes, and computer monitor.Environment
                        • Pleasant office, comfortable temperatures. -Technologies
                          • Proficient in Google Apps., Microsoft Office, Word, and Excel.Compensation
                            • Grade 18: $98,456-$127,993/annually
                            • Salary will be commensurate with qualifications, experience, and internal equity.Azusa Pacific University is a Christ-centered, multicultural community that values and seeks faculty and staff who are committed to diversity, work effectively with diverse populations, and engage others in ways that honor our rich cultural mosaic and biblical foundation. -Click below to discover some of the many benefits APU employees enjoy including competitive health care options and a generous tuition discount.http://www.apu.edu/humanresources/benefits/ -You can learn more about APU by watching the stories of faculty, staff, and alumni as they carry out our mission here: -http://www.apu.edu/stories/ Azusa Pacific University will conduct a background check on all final candidates.Review of applications will begin immediately, and the position will remain open until filled unless otherwise stated. Azusa Pacific University does not discriminate on the basis of race, color, national origin, sex, age, disability, or status as a veteran in any of its policies, practices, or procedures. Women and minorities are encouraged to apply. Job Location Azusa, California, United States Position Type Full-Time/Regular Site Map
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