Position Title: Senior Development Officer, Gift and Estate Planning Department: Office of Gift and Estate Planning Division: Central Development Reports To: Senior Director of Gift and Estate Planning Supervises: N/A
The Senior Development Officer, Gift and Estate Planning will strategically identify, cultivate, solicit and provide stewardship for planned giving prospects and donors on behalf of The Florida State University's academic programs working collaboratively with development staff across campus to secure planned gift commitments from alumni and friends. The position will also work closely with the Senior Director to develop a marketing strategy and assist with various responsibilities within the Office of Gift and Estate Planning.
• Manage a portfolio of research-based planned giving prospects at the major giving level for the purpose of assessment and working collaboratively with development staff in their assigned college/unit to cultivate and solicit planned giving commitments from alumni and friends, and stewardship • Partner directly with donors and their professional advisors to create a plan allowing the donor to achieve their philanthropic, financial, and estate planning objects while supporting the University's mission • Prepares timely and accurate gift annuity and remainder trust illustrations and related documents for donors, their advisors and constituent-based fundraisers • Acts as a staff liaison with assigned colleges/units across campus providing expertise on deferred gift instruments and prospect strategy • Develops and executes the marketing efforts for the Office of Gift and Estate Planning, in consultation with the Senior Director of Gift and Estate Planning. This includes the development of the office's primary marketing tool, Passing the Torch newsletter, and e-blasts, website development, special brochures, special mailers and providing creative input to new ideas • Leads the Life Insurance Administration efforts for the Foundation in the Office of Gift and Estate Planning, organizing, communicating and making strategic decisions for the benefit of the Foundation and the donors • Assists the Senior Director of Gift and Estate Planning in several key areas: the university gift agreement process; development and execution of regionally based planned giving seminars; bequest administration, including correspondence with external parties who represent estates in probate from which the university will receive a bequest; and providing educational and training opportunities for development staff across campus and for the Development Associate in the Office of Gift and Estate Planning • Collaborates with Office of Advancement Relations to appropriately steward the members of the James D. Westcott Legacy Society • Record meetings, interactions and input of planned giving data in the foundation's database in a timely manner and protects the confidential information contained in that database • Effectively communicates organization's mission and represents the organization's culture to external stakeholders. • Protects confidential information • Perform other duties as assigned
Education & Experience
• Bachelor's degree required; J.D. or master's degree in accounting, finance, or taxation is desirable • Minimum of 3-5 years professional experience in non-profit fundraising or experience in the related fields of estate planning, accounting, financial planning, trust services, or marketing considered • Experience in a university setting preferred • A basic knowledge of planned giving vehicles such as charitable gift annuities and charitable remainder trusts is preferred • Experience with planned giving software and Blackbaud's CRM software or other donor management software is preferred
Skills and Abilities
• Willingness and ability to travel in conjunction with donor assessment, cultivation and solicitation activities required. • A self-starter, comfortable working independently • Ability to facilitate and maintain strong, consistent and positive communications • Excellent communication skills, including effective and persuasive writing, public speaking and interpersonal skills • Ability to prioritize multiple responsibilities • Professional demeanor • Careful attention to detail • Ability and willingness to work flexible hours including evenings and weekends, including the willingness and ability to travel
The Florida State University Foundation is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, genetic information, or other protected category.