Northern Valley Indian Health
Associate Director of Gift Planning (4517)
Northern Valley Indian Health, Dekalb, Illinois, United States, 60115
Find your Career at Northern Illinois University!Associate Director of Gift Planning (4517)
Working Position Title: Associate Director of Gift Planning (4517)Classification: Associate DirectorPosition Number: 00004517Open Date: 09/24/2024Close Date: N/APriority Review Date: 10/22/2024Employee Class: StaffFull-Time/Part Time: Full-TimeFTE: 1.00Position Status: RegularFLSA: ExemptJob code: 1060SPS03Union Representation: Non-UnionUnit/Department: Gift PlanningCollege/Unit: Gift PlanningDivision: University AdvancementLocation: AL 135Position Summary, Requirements, and Qualifications
Overview: The Division of University Advancement exists to energize and rally the private sector to partner with the NIU community, harnessing crucial resources for our collective future. Our mission is all about empowering these connections to drive NIU’s growth and innovation. Our focus includes amplifying our students’ influence locally, nationally, and globally, fostering a world where their ideas and actions make a tangible difference.The Associate Director of Gift Planning is a fundraising position which will focus on engaging, qualifying, cultivating, soliciting, and stewarding prospects and donors to raise and retain new and existing planned gifts to support the mission, vision, and values of Northern Illinois University (NIU) and the Northern Illinois University Foundation (NIU Foundation).Position Summary: To raise new planned gifts, they will follow a moves management strategy. To retain planned gifts, the Associate Director will implement a stewardship strategy, including regular communication to the planned giving donor recognition society members.A high degree of confidentiality and discretion is mandatory, as well as superior personal initiative and communication skills as this person serves as a highly visible representative of Northern Illinois University and the Northern Illinois University Foundation.Essential Duties and Responsibilities
Fundraising: Qualify, Cultivate, Solicit, and Steward – 60%Actively manage a portfolio of 75 – 100 planned giving prospects.Utilize email, phone, and other communication methodologies to conduct extensive outreach in attempts to qualify prospects and donors for planned gifts.Qualify rated planned giving prospects to identify who should be further cultivated.Cultivate prospects and donors to strategically move them towards solicitation.Determine prospects’ top areas of philanthropic interest, the appropriate giving vehicles for them to achieve their philanthropic goal(s), and the effective timing of the gift.Utilize a “permission to ask” step within solicitation strategy.Solicit individual current and prospective planned giving donors.Re-qualify existing planned giving donors as needed.Conduct strategic stewardship calls and visits on a scheduled basis.Fundraising: Creation of Proposals and Complex Gift Plans – 20%Develop digital and/or physical donor proposals to conduct solicitation visits.Create complex gift plans for donors and prospects, including a blended gift approach.Create complex gift plans for other gift officers and/or serve as the planned giving expert supporting other Gift Planning team members.Administration & Planning – 15%Work with the Senior Director of Gift Planning in the implementation, development and management of the data-driven strategy of the NIU Foundation’s Planned Giving program to raise and retain planned gifts.Work with necessary teams and individuals to complete all necessary paperwork to complete and record gifts: developing letters, proposals, marketing appeals, gift illustrations, pledge intentions, gift intention forms, and estate documentation.Utilize donor database(s) and other planned giving software.Attend conferences that promote NIU’s gift planning options, especially in estate planning.Assist training Foundation and University staff to ensure they have an adequate level of knowledge with gift planning vehicles, techniques, tax implications, and complex gift plans.Other Related Duties – 5%Perform other related duties as assigned.Minimum Required Qualifications (SPS)
Three (3) to five (5) years of experience working with donors, clients, customers, and/or patients.Valid driver’s license and use of personal vehicle.Additional Requirements (SPS)
Demonstrable commitment to the highest standard of ethical and professional conduct in accordance with the CASE Statement of Ethics, the Association of Fundraising Professionals Code of Ethical Principles and Standards, the National Association of Charitable Gift Planners Standards and Best Practices, and The Donor Bill of Rights. (Membership not required.)Commitment to frequent communications with prospect and current donors.Commitment to the responsibility of frequent travel to meet with donors and their advisors requiring organizing efficient, productive travel itineraries.Deep, personal commitment to diversity in all forms, the recognition of all individuals to mutual respect, and the acceptance of others without biases. Demonstrable commitment to leading by example, modeling diversity, equity and inclusion throughout the University.Excellent interpersonal skills to relate to donors, volunteers, colleagues and university leadership.Self-motivated (a “self-starter”); innovative and ability to work with considerable independence within the context of a team environment and a network of relationships.Superior written and oral communication, negotiating, organizational, analytical and fundraising skills, including the ability to interpret financial information and manage data.Ability to work outside of normal working hours to complete tasks.Preferred Qualifications (SPS)
Experience within not-for-profit higher education, including volunteer time as a board member, advisory member, OCIO or other advisory role, and work experience.Directly related planned giving fundraising experience.Advanced degree, Certificate in Charitable Financial Planning, or other professional designations (CFRE, CAP, CSPG, CFP, CPA, etc.)Familiarity with donor databases and gift planning tools (e.g. Millennium, The Raiser’s Edge, PG Calc, Crescendo Interactive, etc.).Prior work experience that demonstrates the ability and commitment to learn how to use a variety of computer-based programs and platforms to perform the functions and duties.Knowledge of planned giving vehicles.While performing the duties of this job, the employee is regularly required to talk and hear.There is a high level of desk related duties, including heavy keyboarding, phone use, heavy filing duties.The employee frequently is required to stand for long periods of time; walk; use fingers and hands to feel, grasp, operate or handle objects, tools, or controls; and reach with hands and arms.Must be able to lift and carry 20 lbs regularly.Appointment and Compensation Details
Appointment and Compensation Details: Anticipated Appointment Start Date: November 1, 2024Anticipated Appointment End Date: N/APercent of Staff Year: 1.00Standard Hours Per Week: 37.50Working Hours: Office hours 8:00am – 4:30pm, Monday – Friday. Fundraising conducted at times and places consistent with prospect and donor availability. This includes nights and weekends, and travel/trips outside the University’s primary locations.Salary: Starting at $82,000 commensurate with experience; NIU offers a robust benefits package.Application Requirements:Cover Letter – Please include your interest in employment with the NIU Foundation and how your previous experiences positions you for success in the role for which you are applying.Current ResumeList of Three Professional ReferencesApplications submitted after
October 22, 2024
are welcomed, but will be considered as needed.In accordance with applicable statutes and regulations, NIU is an equal opportunity employer and does not discriminate on the basis of race, ethnicity, color, national origin, ancestry, sex, religion, age, disability (physical and mental), marital status, veteran status, sexual orientation, gender (identity and expression), political affiliation, or any other factor unrelated to professional qualifications, and will comply with all applicable federal and state statutes, regulations and orders pertaining to nondiscrimination, equal opportunity and affirmative action.The following person has been designated to handle inquiries regarding the non-discrimination policies:Ethics and Compliance Officer, Title IX CoordinatorHealth Services Building Room 230TitleIXCoordinator@niu.edu815-753-5560In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.ADA Accommodation: NIU remains committed to ensuring that its recruitment and application procedures include full opportunities for applicants with disabilities. Employment opportunities will not be denied to anyone because of the need to make accommodations for a person’s disability during either the application or interview process. An applicant who believes they require an accommodation to participate in the employment process due to a disability may request that accommodation through the Accommodation Request Form. For further assistance, please contact the office of Affirmative Action and Equal Opportunity (AAEO) at ada@niu.edu.
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Working Position Title: Associate Director of Gift Planning (4517)Classification: Associate DirectorPosition Number: 00004517Open Date: 09/24/2024Close Date: N/APriority Review Date: 10/22/2024Employee Class: StaffFull-Time/Part Time: Full-TimeFTE: 1.00Position Status: RegularFLSA: ExemptJob code: 1060SPS03Union Representation: Non-UnionUnit/Department: Gift PlanningCollege/Unit: Gift PlanningDivision: University AdvancementLocation: AL 135Position Summary, Requirements, and Qualifications
Overview: The Division of University Advancement exists to energize and rally the private sector to partner with the NIU community, harnessing crucial resources for our collective future. Our mission is all about empowering these connections to drive NIU’s growth and innovation. Our focus includes amplifying our students’ influence locally, nationally, and globally, fostering a world where their ideas and actions make a tangible difference.The Associate Director of Gift Planning is a fundraising position which will focus on engaging, qualifying, cultivating, soliciting, and stewarding prospects and donors to raise and retain new and existing planned gifts to support the mission, vision, and values of Northern Illinois University (NIU) and the Northern Illinois University Foundation (NIU Foundation).Position Summary: To raise new planned gifts, they will follow a moves management strategy. To retain planned gifts, the Associate Director will implement a stewardship strategy, including regular communication to the planned giving donor recognition society members.A high degree of confidentiality and discretion is mandatory, as well as superior personal initiative and communication skills as this person serves as a highly visible representative of Northern Illinois University and the Northern Illinois University Foundation.Essential Duties and Responsibilities
Fundraising: Qualify, Cultivate, Solicit, and Steward – 60%Actively manage a portfolio of 75 – 100 planned giving prospects.Utilize email, phone, and other communication methodologies to conduct extensive outreach in attempts to qualify prospects and donors for planned gifts.Qualify rated planned giving prospects to identify who should be further cultivated.Cultivate prospects and donors to strategically move them towards solicitation.Determine prospects’ top areas of philanthropic interest, the appropriate giving vehicles for them to achieve their philanthropic goal(s), and the effective timing of the gift.Utilize a “permission to ask” step within solicitation strategy.Solicit individual current and prospective planned giving donors.Re-qualify existing planned giving donors as needed.Conduct strategic stewardship calls and visits on a scheduled basis.Fundraising: Creation of Proposals and Complex Gift Plans – 20%Develop digital and/or physical donor proposals to conduct solicitation visits.Create complex gift plans for donors and prospects, including a blended gift approach.Create complex gift plans for other gift officers and/or serve as the planned giving expert supporting other Gift Planning team members.Administration & Planning – 15%Work with the Senior Director of Gift Planning in the implementation, development and management of the data-driven strategy of the NIU Foundation’s Planned Giving program to raise and retain planned gifts.Work with necessary teams and individuals to complete all necessary paperwork to complete and record gifts: developing letters, proposals, marketing appeals, gift illustrations, pledge intentions, gift intention forms, and estate documentation.Utilize donor database(s) and other planned giving software.Attend conferences that promote NIU’s gift planning options, especially in estate planning.Assist training Foundation and University staff to ensure they have an adequate level of knowledge with gift planning vehicles, techniques, tax implications, and complex gift plans.Other Related Duties – 5%Perform other related duties as assigned.Minimum Required Qualifications (SPS)
Three (3) to five (5) years of experience working with donors, clients, customers, and/or patients.Valid driver’s license and use of personal vehicle.Additional Requirements (SPS)
Demonstrable commitment to the highest standard of ethical and professional conduct in accordance with the CASE Statement of Ethics, the Association of Fundraising Professionals Code of Ethical Principles and Standards, the National Association of Charitable Gift Planners Standards and Best Practices, and The Donor Bill of Rights. (Membership not required.)Commitment to frequent communications with prospect and current donors.Commitment to the responsibility of frequent travel to meet with donors and their advisors requiring organizing efficient, productive travel itineraries.Deep, personal commitment to diversity in all forms, the recognition of all individuals to mutual respect, and the acceptance of others without biases. Demonstrable commitment to leading by example, modeling diversity, equity and inclusion throughout the University.Excellent interpersonal skills to relate to donors, volunteers, colleagues and university leadership.Self-motivated (a “self-starter”); innovative and ability to work with considerable independence within the context of a team environment and a network of relationships.Superior written and oral communication, negotiating, organizational, analytical and fundraising skills, including the ability to interpret financial information and manage data.Ability to work outside of normal working hours to complete tasks.Preferred Qualifications (SPS)
Experience within not-for-profit higher education, including volunteer time as a board member, advisory member, OCIO or other advisory role, and work experience.Directly related planned giving fundraising experience.Advanced degree, Certificate in Charitable Financial Planning, or other professional designations (CFRE, CAP, CSPG, CFP, CPA, etc.)Familiarity with donor databases and gift planning tools (e.g. Millennium, The Raiser’s Edge, PG Calc, Crescendo Interactive, etc.).Prior work experience that demonstrates the ability and commitment to learn how to use a variety of computer-based programs and platforms to perform the functions and duties.Knowledge of planned giving vehicles.While performing the duties of this job, the employee is regularly required to talk and hear.There is a high level of desk related duties, including heavy keyboarding, phone use, heavy filing duties.The employee frequently is required to stand for long periods of time; walk; use fingers and hands to feel, grasp, operate or handle objects, tools, or controls; and reach with hands and arms.Must be able to lift and carry 20 lbs regularly.Appointment and Compensation Details
Appointment and Compensation Details: Anticipated Appointment Start Date: November 1, 2024Anticipated Appointment End Date: N/APercent of Staff Year: 1.00Standard Hours Per Week: 37.50Working Hours: Office hours 8:00am – 4:30pm, Monday – Friday. Fundraising conducted at times and places consistent with prospect and donor availability. This includes nights and weekends, and travel/trips outside the University’s primary locations.Salary: Starting at $82,000 commensurate with experience; NIU offers a robust benefits package.Application Requirements:Cover Letter – Please include your interest in employment with the NIU Foundation and how your previous experiences positions you for success in the role for which you are applying.Current ResumeList of Three Professional ReferencesApplications submitted after
October 22, 2024
are welcomed, but will be considered as needed.In accordance with applicable statutes and regulations, NIU is an equal opportunity employer and does not discriminate on the basis of race, ethnicity, color, national origin, ancestry, sex, religion, age, disability (physical and mental), marital status, veteran status, sexual orientation, gender (identity and expression), political affiliation, or any other factor unrelated to professional qualifications, and will comply with all applicable federal and state statutes, regulations and orders pertaining to nondiscrimination, equal opportunity and affirmative action.The following person has been designated to handle inquiries regarding the non-discrimination policies:Ethics and Compliance Officer, Title IX CoordinatorHealth Services Building Room 230TitleIXCoordinator@niu.edu815-753-5560In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.ADA Accommodation: NIU remains committed to ensuring that its recruitment and application procedures include full opportunities for applicants with disabilities. Employment opportunities will not be denied to anyone because of the need to make accommodations for a person’s disability during either the application or interview process. An applicant who believes they require an accommodation to participate in the employment process due to a disability may request that accommodation through the Accommodation Request Form. For further assistance, please contact the office of Affirmative Action and Equal Opportunity (AAEO) at ada@niu.edu.
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