University of North Texas
Senior Director of Development, Planned Giving
University of North Texas, Denton, Texas, United States, 76205
Values Overview:
We are one team comprised of individuals who are committed to excellence, curiosity and innovation. We are transforming lives and creating economic opportunity through education. We champion a people-first values-based culture where We Care about each other and those we serve. We believe that we are Better Together because we foster an inclusive environment of respect, belonging, and access for all. We demonstrate Courageous Integrity through setting exceptional standards and acting in the best interest of our communities. We are encouraged to Be Curious about opportunities for learning, creating, discovering, and innovating, and are encouraged to learn from failure. Show Your Fire by joining our team and exhibiting your passion and pride in your work as part of our UNT System team. Learn more about the UNT System and how we live our values at www.UNTSystem.edu.
Department Summary
The Division of University Advancement strives to transform lives and unlock potential through the power of philanthropy and engagement by awakening and stewarding pride and loyalty for the University of North Texas. Established in 1890, UNT is one of the nation’s largest public research universities with more than 44,000 students. Ranked a Tier One research university by the Carnegie Classification, UNT is a catalyst for creativity, fueling progress, innovation and entrepreneurship for the North Texas region and the state. The university has earned designation as both a Minority-Serving and Hispanic-Serving Institution. UNT students earned more than 11,000 degrees last year from its 14 colleges and schools and the university offers 112 bachelor’s, 94 master’s and 38 doctoral degree programs, many nationally and internationally recognized. UNT’s world-class faculty are making breakthroughs every day, and its students and alumni are changing the world around them.
Position Overview
The Senior Director of Development, Planned Giving, works in consultation with the Executive Director to develop funding opportunities and implement a comprehensive program to identify, cultivate, solicit and steward prospects and donors for planned and major gifts in support of university initiatives. The Sr. Director works in a collegial and supportive manner with colleagues and donors to maximize giving to the university and coordinates with corporate and foundation relations and academic units.
The Senior Director collaborates with UNT's advancement services, donor relations and marketing/communications teams to implement effective recognition and messaging. This position is expected to manage a portfolio of planned giving donors and solicit a full range of planned gifts including, but not limited to: insurance gifts, bequests, remainder trusts, gift annuities, real estate, donor advised funds, outright gifts, and appreciated stock. The position reports to the Executive Director of Development for Planned Giving and works closely with Deans, Faculty and University volunteers.
Minimum Qualifications
Bachelor's Degree and seven years' of professional experience in fundraising, donor relations, public relations, or sales; or any equivalent combination of education, training, and experience.
Preferred Qualifications
The ideal candidate will possess the following additional qualifications:
• Bachelor’s degree or equivalent combination of education and work experience.
• Five to seven years of paid fundraising, development, and relationship building experience including qualification, cultivation and gift solicitation experience.
• Experience with complex gifts, particularly in a university setting or complex non-profit environment.
• Financial planning, law firm or relatable experience preferred. Paralegal experience accepted.
• The ability to discuss confidential matters with donors regarding issues like mortality, finances, and legacy.
• Comfortable collaborating with financial advisors and/or attorneys, trust administrators, and bankers to execute gifts and realize matured estate dollars.
• Must be able to demonstrate the ability to close a gift.
• Demonstrated relationship-management experience, particularly within the context of a campaign.
• The ability to communicate sometimes complex issues in simple terms.
• Blackbaud Raiser's Edge experience or other relationship management system.
• Background in legal or tax field highly desirable.
• Awareness of trends in philanthropy, specifically in Planned Giving to leverage the maximum giving potential of each prospect and donor.
Preferred Certification:
• Advanced degree (JD, MBA, or MPA) or equivalent
• Certification (CFP, CPA) or equivalent
Job Duties:
Portfolio Management & Production:
• Plan, manage and serve as a solicitor for Planned Giving solicitations.
• Develop and present proposals to secure planned and major gifts from individuals.
• Collaborate with colleagues across the university to fulfill donor goals and objectives and to implement appropriate stewardship and recognition.
• Develop and work a portfolio of donors and prospects to increase the major gift pipeline.
• Qualify new donors, make discovery calls and generate leads through personal visits, emails, direct mail and telephone contact.
• Achieve an annual fundraising goal of $1million + from a personalized portfolio of prospects and in collaboration with advancement colleagues.
• Insure Planned Giving data is entered correctly and on a timely basis.
Administrative Functions:
• Ensure timely completion of gift plans and endowment agreements, and any other related documentation.
• Assist to manage the process for settling estates from matured bequests.
• Create gift illustrations in PG Calc software for life income gifts and calculations of net present value.
• Support, consult and serve as an advisor and primary point of contact for UNT Planned Giving for prospects, donors, volunteers and university colleagues.
Additional Duties:
• Participate in and support any special project fundraising for university priorities as assigned by the Executive Director of Development for Planned Giving.
• Enhance the marketing strategies that promote Planned Giving to alumni and actively promote the 1890 Legacy Society to raise donor awareness of the benefits of Planned Giving.
EEO Statement:
The University of North Texas System is firmly committed to equal opportunity and does not permit -- and takes actions to prevent -- discrimination, harassment (including sexual violence) and retaliation on the basis of race, color, religion, national origin, sex, sexual orientation, gender identity or expression, age, disability, genetic information, or veteran status in its application and admission processes, educational programs and activities, facilities and employment practices. The University of North Texas System immediately investigates complaints of discrimination and takes remedial action when appropriate. The University of North Texas System also takes actions to prevent retaliation against individuals who oppose any form of harassment or discriminatory practice, file a charge or report, or testify, assist or participate in an investigative proceeding or hearing.
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We are one team comprised of individuals who are committed to excellence, curiosity and innovation. We are transforming lives and creating economic opportunity through education. We champion a people-first values-based culture where We Care about each other and those we serve. We believe that we are Better Together because we foster an inclusive environment of respect, belonging, and access for all. We demonstrate Courageous Integrity through setting exceptional standards and acting in the best interest of our communities. We are encouraged to Be Curious about opportunities for learning, creating, discovering, and innovating, and are encouraged to learn from failure. Show Your Fire by joining our team and exhibiting your passion and pride in your work as part of our UNT System team. Learn more about the UNT System and how we live our values at www.UNTSystem.edu.
Department Summary
The Division of University Advancement strives to transform lives and unlock potential through the power of philanthropy and engagement by awakening and stewarding pride and loyalty for the University of North Texas. Established in 1890, UNT is one of the nation’s largest public research universities with more than 44,000 students. Ranked a Tier One research university by the Carnegie Classification, UNT is a catalyst for creativity, fueling progress, innovation and entrepreneurship for the North Texas region and the state. The university has earned designation as both a Minority-Serving and Hispanic-Serving Institution. UNT students earned more than 11,000 degrees last year from its 14 colleges and schools and the university offers 112 bachelor’s, 94 master’s and 38 doctoral degree programs, many nationally and internationally recognized. UNT’s world-class faculty are making breakthroughs every day, and its students and alumni are changing the world around them.
Position Overview
The Senior Director of Development, Planned Giving, works in consultation with the Executive Director to develop funding opportunities and implement a comprehensive program to identify, cultivate, solicit and steward prospects and donors for planned and major gifts in support of university initiatives. The Sr. Director works in a collegial and supportive manner with colleagues and donors to maximize giving to the university and coordinates with corporate and foundation relations and academic units.
The Senior Director collaborates with UNT's advancement services, donor relations and marketing/communications teams to implement effective recognition and messaging. This position is expected to manage a portfolio of planned giving donors and solicit a full range of planned gifts including, but not limited to: insurance gifts, bequests, remainder trusts, gift annuities, real estate, donor advised funds, outright gifts, and appreciated stock. The position reports to the Executive Director of Development for Planned Giving and works closely with Deans, Faculty and University volunteers.
Minimum Qualifications
Bachelor's Degree and seven years' of professional experience in fundraising, donor relations, public relations, or sales; or any equivalent combination of education, training, and experience.
Preferred Qualifications
The ideal candidate will possess the following additional qualifications:
• Bachelor’s degree or equivalent combination of education and work experience.
• Five to seven years of paid fundraising, development, and relationship building experience including qualification, cultivation and gift solicitation experience.
• Experience with complex gifts, particularly in a university setting or complex non-profit environment.
• Financial planning, law firm or relatable experience preferred. Paralegal experience accepted.
• The ability to discuss confidential matters with donors regarding issues like mortality, finances, and legacy.
• Comfortable collaborating with financial advisors and/or attorneys, trust administrators, and bankers to execute gifts and realize matured estate dollars.
• Must be able to demonstrate the ability to close a gift.
• Demonstrated relationship-management experience, particularly within the context of a campaign.
• The ability to communicate sometimes complex issues in simple terms.
• Blackbaud Raiser's Edge experience or other relationship management system.
• Background in legal or tax field highly desirable.
• Awareness of trends in philanthropy, specifically in Planned Giving to leverage the maximum giving potential of each prospect and donor.
Preferred Certification:
• Advanced degree (JD, MBA, or MPA) or equivalent
• Certification (CFP, CPA) or equivalent
Job Duties:
Portfolio Management & Production:
• Plan, manage and serve as a solicitor for Planned Giving solicitations.
• Develop and present proposals to secure planned and major gifts from individuals.
• Collaborate with colleagues across the university to fulfill donor goals and objectives and to implement appropriate stewardship and recognition.
• Develop and work a portfolio of donors and prospects to increase the major gift pipeline.
• Qualify new donors, make discovery calls and generate leads through personal visits, emails, direct mail and telephone contact.
• Achieve an annual fundraising goal of $1million + from a personalized portfolio of prospects and in collaboration with advancement colleagues.
• Insure Planned Giving data is entered correctly and on a timely basis.
Administrative Functions:
• Ensure timely completion of gift plans and endowment agreements, and any other related documentation.
• Assist to manage the process for settling estates from matured bequests.
• Create gift illustrations in PG Calc software for life income gifts and calculations of net present value.
• Support, consult and serve as an advisor and primary point of contact for UNT Planned Giving for prospects, donors, volunteers and university colleagues.
Additional Duties:
• Participate in and support any special project fundraising for university priorities as assigned by the Executive Director of Development for Planned Giving.
• Enhance the marketing strategies that promote Planned Giving to alumni and actively promote the 1890 Legacy Society to raise donor awareness of the benefits of Planned Giving.
EEO Statement:
The University of North Texas System is firmly committed to equal opportunity and does not permit -- and takes actions to prevent -- discrimination, harassment (including sexual violence) and retaliation on the basis of race, color, religion, national origin, sex, sexual orientation, gender identity or expression, age, disability, genetic information, or veteran status in its application and admission processes, educational programs and activities, facilities and employment practices. The University of North Texas System immediately investigates complaints of discrimination and takes remedial action when appropriate. The University of North Texas System also takes actions to prevent retaliation against individuals who oppose any form of harassment or discriminatory practice, file a charge or report, or testify, assist or participate in an investigative proceeding or hearing.
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