Belmont University
Sr. Director of Planned Giving
Belmont University, Nashville, Tennessee, United States,
The Sr. Director provides leadership, expertise and direction for the Planned Giving program as the in-house expert dedicated to planned giving. The Sr. Director is responsible for leading and executing all planned giving activities including marketing, developing and closing planned gifts, stewarding planned giving donors, supporting the development team, and implementing and maintaining a cohesive marketing, communication and public education initiative for planned gifts.
This role will create significant impact on philanthropic revenue generation to support the campaign through a renewed focus on planned and deferred giving.
Plan and direct the University’s program for generating support through planned, blended and deferred gifts. Work collaboratively with the Advancement team and campus partners to ensure a robust and successful planned giving program across the University.
Serve as in-house expert on all deferred giving vehicles, state and federal regulations for the planned giving program. Provide technical expertise to donors and staff regarding the tax and financial aspects and consequences of various planned giving programs to both the donor and the University.
Manage and participate in the process of identifying, cultivating, and structuring planned gift arrangements, and facilitate and ensure closing and stewardship of individual planned gifts. This includes managing a personal portfolio of 40-60 planned giving prospects and equipping and coaching the Development team to pursue planned gift opportunities, assisting them in the design and implementation of individualized prospect strategies.
Ensure professional follow-up on all inquiries regarding planned gifts or requests for planned giving support. Ensure Development team has technical knowledge sufficient to engender confidence during interactions with donors and their legal and financial advisors.
Develop, manage and implement training and coaching to maximize the team’s ability to identify, cultivate, structure gift arrangements, close and steward individual planned gifts. Sr. Director will supervise one direct report.
Direct and oversee implementation and maintenance of a cohesive marketing, communication and public education campaign including newsletters, topical brochures, seminar/ public speaking opportunities, and collaborative marketing.
Required Qualifications:
The successful candidate has the ability to expand Belmont's fundraising program with planned and complex gifts, legacy gift marketing and has a solid knowledge and grasp of complex and deferred giving vehicles including their tax consequences for both donors and the institution.Proven success in closing traditional and complex planned gifts, including but not limited to, bequests, gift annuities, remainder trusts and gifts of real estate.Excellent written and verbal communication skills and strong interpersonal and organizational skills.Ability to work both independently and collaboratively are required.High energy level, self-motivated, and self-directed to design and complete complex projects.Ability and desire to collaborate with campus partners and gift officers and support complex planned giving conversations across the university.A working knowledge of Microsoft Windows applications, including Teams, is required; knowledge of Salesforce, Affinaquest and/or other fundraising CRM database(s) and planned giving software (i.e. Crescendo) is a plus.
Experience working in a fast-paced environment and the ability to respond to high-pressure situations. Ability to thrive in an environment of hard work.Ability to work effectively with a wide range of constituencies in a diverse community.
Required Education: Qualified applicants must have a Bachelor’s degree from an accredited institution. Juris Doctorate (JD) preferred.
Required Experience: 4-6 years of experience in Planned Giving, Estate Planning, Development and/or Fundraising required. 7-10 years of experience preferred.
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This role will create significant impact on philanthropic revenue generation to support the campaign through a renewed focus on planned and deferred giving.
Plan and direct the University’s program for generating support through planned, blended and deferred gifts. Work collaboratively with the Advancement team and campus partners to ensure a robust and successful planned giving program across the University.
Serve as in-house expert on all deferred giving vehicles, state and federal regulations for the planned giving program. Provide technical expertise to donors and staff regarding the tax and financial aspects and consequences of various planned giving programs to both the donor and the University.
Manage and participate in the process of identifying, cultivating, and structuring planned gift arrangements, and facilitate and ensure closing and stewardship of individual planned gifts. This includes managing a personal portfolio of 40-60 planned giving prospects and equipping and coaching the Development team to pursue planned gift opportunities, assisting them in the design and implementation of individualized prospect strategies.
Ensure professional follow-up on all inquiries regarding planned gifts or requests for planned giving support. Ensure Development team has technical knowledge sufficient to engender confidence during interactions with donors and their legal and financial advisors.
Develop, manage and implement training and coaching to maximize the team’s ability to identify, cultivate, structure gift arrangements, close and steward individual planned gifts. Sr. Director will supervise one direct report.
Direct and oversee implementation and maintenance of a cohesive marketing, communication and public education campaign including newsletters, topical brochures, seminar/ public speaking opportunities, and collaborative marketing.
Required Qualifications:
The successful candidate has the ability to expand Belmont's fundraising program with planned and complex gifts, legacy gift marketing and has a solid knowledge and grasp of complex and deferred giving vehicles including their tax consequences for both donors and the institution.Proven success in closing traditional and complex planned gifts, including but not limited to, bequests, gift annuities, remainder trusts and gifts of real estate.Excellent written and verbal communication skills and strong interpersonal and organizational skills.Ability to work both independently and collaboratively are required.High energy level, self-motivated, and self-directed to design and complete complex projects.Ability and desire to collaborate with campus partners and gift officers and support complex planned giving conversations across the university.A working knowledge of Microsoft Windows applications, including Teams, is required; knowledge of Salesforce, Affinaquest and/or other fundraising CRM database(s) and planned giving software (i.e. Crescendo) is a plus.
Experience working in a fast-paced environment and the ability to respond to high-pressure situations. Ability to thrive in an environment of hard work.Ability to work effectively with a wide range of constituencies in a diverse community.
Required Education: Qualified applicants must have a Bachelor’s degree from an accredited institution. Juris Doctorate (JD) preferred.
Required Experience: 4-6 years of experience in Planned Giving, Estate Planning, Development and/or Fundraising required. 7-10 years of experience preferred.
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