University of North Texas System
Senior Director of Development, Planned Giving
University of North Texas System, Denton, Texas, United States, 76205
Title:
Senior Director of Development, Planned Giving
Employee Classification:
Sr Dir Development Fundraising
Campus:
University of North Texas
Division:
UNT-Advancement
SubDivision-Department:
UNT-Advancement
Department:
UNT-Advancement - Gen-170000
Job Location:
Denton
Salary:
$99,000 - $104,000
FTE:
1.000000
Retirement Eligibility:
ORP Eligible
About Us - Values Overview:
Welcome to the University of North Texas System. The UNT System includes the University of North Texas in Denton and Frisco, the University of North Texas at Dallas and UNT Dallas College of Law, and the University of North Texas Health Science Center at Fort Worth. We are the only university system based exclusively in the robust Dallas-Fort Worth region. We are growing with the North Texas region, employing more than 14,000 employees, educating a record 49,000+ students across our system, and awarding nearly 12,000 degrees each year.
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.
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.
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.
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.
Knowledge, Skills and Abilities
Extensive knowledge of philanthropy and fundraising principles.
Demonstrated experience in establishing and maintaining effective professional relationships with internal and external constituents.
Ability to plan, organize, develop and execute strategies.
Ability to attend numerous off site events and meetings and travel and work evenings and weekends as necessary.
Exceptional communications skills.
Ability to manage multiple streams of work.
Demonstrated excellent analytical skills, problem solving ability and strong critical thinking skills.
Preferred 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.
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.
Blackbaud Raiser's Edge experience or other relationship management system.
Awareness of trends in philanthropy, specifically in Planned Giving to leverage the maximum giving potential of each prospect and donor.
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.
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.
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.
Work Schedule:
Typical 40 hour work week with flex-time schedule and possibility of hybrid work.
Driving University Vehicle:
Yes
Security Sensitive:
This is a Security Sensitive Position.
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.
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Senior Director of Development, Planned Giving
Employee Classification:
Sr Dir Development Fundraising
Campus:
University of North Texas
Division:
UNT-Advancement
SubDivision-Department:
UNT-Advancement
Department:
UNT-Advancement - Gen-170000
Job Location:
Denton
Salary:
$99,000 - $104,000
FTE:
1.000000
Retirement Eligibility:
ORP Eligible
About Us - Values Overview:
Welcome to the University of North Texas System. The UNT System includes the University of North Texas in Denton and Frisco, the University of North Texas at Dallas and UNT Dallas College of Law, and the University of North Texas Health Science Center at Fort Worth. We are the only university system based exclusively in the robust Dallas-Fort Worth region. We are growing with the North Texas region, employing more than 14,000 employees, educating a record 49,000+ students across our system, and awarding nearly 12,000 degrees each year.
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.
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.
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.
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.
Knowledge, Skills and Abilities
Extensive knowledge of philanthropy and fundraising principles.
Demonstrated experience in establishing and maintaining effective professional relationships with internal and external constituents.
Ability to plan, organize, develop and execute strategies.
Ability to attend numerous off site events and meetings and travel and work evenings and weekends as necessary.
Exceptional communications skills.
Ability to manage multiple streams of work.
Demonstrated excellent analytical skills, problem solving ability and strong critical thinking skills.
Preferred 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.
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.
Blackbaud Raiser's Edge experience or other relationship management system.
Awareness of trends in philanthropy, specifically in Planned Giving to leverage the maximum giving potential of each prospect and donor.
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.
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.
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.
Work Schedule:
Typical 40 hour work week with flex-time schedule and possibility of hybrid work.
Driving University Vehicle:
Yes
Security Sensitive:
This is a Security Sensitive Position.
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.
#J-18808-Ljbffr