Planned Giving Director

Director of Gift Planning

As a community, the University of Rochester is defined by a deep commitment to Meliora - Ever Better. Embedded in that ideal are the values we share : equity, leadership, integrity, openness, respect, and accountability. Together, we will set the highest standards for how we treat each other to ensure our community is welcoming to all and is a place where all can thrive.

Job Location : 300 East River Rd, Rochester, New York, United States of America, 14623

Opening : Regular

Time Type : Full time

Scheduled Weekly Hours : 40

Department : 100006 Ofc Sr Vice Pres Advancement

Work Shift : UR - Day (United States of America)

Range : UR URG 116

Compensation Range : $108,483.00 - $162,725.00

Responsibilities

General Purpose :

The Office of Trusts, Estates & Gift Planning serves as a central resource for the solicitation, closing and stewardship of planned gifts, including but not limited to, bequests, charitable trusts, charitable gift annuities, pooled income funds, University of Rochester Donor Advised Funds, publicly traded securities, real estate, closely held securities and other hard to value and illiquid assets. In a unique position among leading American Universities, the University Of Rochester Office Of Advancement offers a full complement of gift planning options with a strong internal infrastructure including Institutional Resources, Office of Finance, Gift and Donor Records specialized computer software programs from PG Calc, external custodial support from Northern Trust Co, external counsel from Nixon Peabody LLC and services of a nationally recognized planned giving consulting firm, PENTERA, Inc. Reporting to and with guidance from the Executive Director of Gift Planning and in concert with advancement policies, and advancement leadership the Director of Gift Planning is primarily responsible for the identification, cultivation, solicitation, and stewardship of life income and estate gifts in support of the annual Gift Planning goal within a $100M+ advancement organization. The Director will work with the Executive Director of Gift Planning and colleagues in the Gift Planning Office to advance the near- and long-term goals of the department; assist in executing the annual operating plan; and recommend new strategies to enhance overall fundraising efforts for the department. S / he will manage a portfolio of approximately 150 prospects consisting of university alumni and friends and will focus primarily on cultivating and soliciting gifts of $100,000+.

Essential Functions :

Donor Identification

• Build and manage a portfolio of 100 150 qualified prospects
• Increase the overall pipeline of planned giving prospects
• Develop prospects with a wide range of giving capacity and engage them to close life-income gifts, bequests, and IRA gifts and outright gifts where applicable

Donor Cultivation, Strategy, Solicitation, and Stewardship

Program Support

Professional Development

Other duties as assigned

Minimum Education & Experience

Knowledge, Skills and Abilities

The University of Rochester is committed to fostering, cultivating, and preserving an inclusive and welcoming culture to advance the University's Mission to Learn, Discover, Heal, Create and Make the World Ever Better. In support of our values and those of our society, the University is committed to not discriminating on the basis of age, color, disability, ethnicity, gender identity or expression, genetic information, marital status, military / veteran status, national origin, race, religion, creed, sex, sexual orientation, citizenship status, or any other characteristic protected by federal, state, or local law (Protected Characteristics). This commitment extends to non-discrimination in the administration of our policies, admissions, employment, access, and recruitment of candidates, for all persons consistent with our values and based on applicable law.