Reporting to the Assistant Vice President, Planned Giving, the Associate Director, Planned Giving Marketing/Stewardship is responsible for the marketing and stewardship outreach of planned giving program for University Advancement. This includes: a). collaborating with marketing staff to further develop and manage an existing multi-channel marketing strategy for a more robust marking effort; b). maintaining accurate archives of donor records and communications as it pertains to stewardship; c). expanding an existing stewardship strategy; d). collaborating with donor relations team to ensure standard and custom stewardship touches are developed for all planned giving donors; e). maintaining a portfolio of individual planned giving donors in stewardship status-some travel will be required; f). working in conjunction with the AVP to recruit new Planned Giving Advisory Council members; g). manage all aspects of the Planned Giving Advisory Council h). participating in the University of Dayton community life to encourage gifts to UD through Giving Day, Reunion efforts, Golden Flyer involvement, volunteer committees and Advancement events.
Bachelor's degree. 2 years related professional experience. Knowledge of basic planned/deferred giving vehicles such as wills, life income plans, gifts of unusual assets, beneficiary designations. Experience in Microsoft Office, Raiser's Edge database (or equivalents) and Crescendo gift planning software (or equivalents). Valid Driver's license and low risk driving record.
3+ years Experience in fundraising or related field preferred. Knowledge of and experience with estate and income taxes, trust law, investments, and gift planning techniques. Ability to manage multiple priorities. Proven customer service and relationship building experience. Excellent communications skills: written, via telephone and personal contact. Successful experience in working with people from diverse backgrounds and with a wide range of ages, generations, gender and ethnic backgrounds.
Must be authorized to work in US on a full time basis.
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