The Senior Associate Director reports to the Assistant Vice President of Planned Giving working together in the planning and execution of fundraising initiatives to help grow the planned giving donor base in support of the mission of the university. This position will primarily focus on building and managing a portfolio that includes the identification, cultivation, and solicitation of prospects targeted for planned gifts between $50,000-$250,000. S/he will contribute to the success of the University's development goals; add value to the planned giving program; increase the outreach and engagement with the University's alumni and friends; and increase the planned giving pipeline in an effort to increase the number of planned gifts to meet the University's mission and strategic goals. Key responsibilities for the Senior Associate Director includes: -Identify, qualify, cultivate and steward a portfolio of donors with a goal of solicitation and securing planned gifts to achieve fundraising goals, travel is required -Concentrate on increasing the planned giving pipeline by identifying and cultivating new prospects, working closely with the research department -Provide planned giving expertise to colleagues and prospects across defined regions by articulating a comprehensive understanding of deferred and taz planned gift vehicles -Respond in a timely fashion to inquiries from the staff and donors related to planned gifts by providing useful information, calculations and options for planned gifts -Record activities as they relate to assigned prospects using Raiser's Edge -Adhere to the gift acceptance policy and procedure -Participate in the University of Dayton community life to encourage gifts of all types to UD through Giving Day, Reunion efforts, Golden Flyer involvement, volunteer committee's and Advancement events
Bachelor's degree. 1-2 years fundraising experience. Knowledge of basic planned/deferred giving vehicles such as wills, life income plans as well as gifts of non-cash and non-security assets and beneficiary designations. Proficient in Microsoft Office, Raiser's Edge database (or equivalents) and Crescendo gift planning software (or equivalents). Ability to work in a goals driven environment.
Preferred Qualifications: 3 or more years of frontline fundraising with additional preference with planned giving exposure. Successful at closing planned gifts. Knowledge of and experience with estate and income taxes, trust laws, investments, and gift planning techniques. Ability to manage multiple priorities. Proven customer service and relationship building experience. Excellent communication 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.
Applicants must be authorized to work in the US on a full time basis.
Informed by its Catholic and Marianist mission, the University is committed to the principles of diversity, equity, and inclusion. Informed by this commitment, we seek to increase diversity, achieve equitable outcomes, and model inclusion across our campus community. As an Affirmative Action and Equal Opportunity Employer, we will not discriminate against minorities, women, protected veterans, individuals with disabilities, or on the basis of race, color, national origin, religion, sex, sexual orientation or gender identity.