Director of Development, Planned Giving

Director of Development, Planned Giving

Department: Planned Giving

Employment Type: Full Time

Location: Purdue for Life Foundation

Description

Working for the Purdue For Life Foundation offers a unique opportunity to be part of an organization dedicated to empowering Purdue University alumni and fostering a lifelong connection to the institution. By joining our team, you'll have the chance to contribute to a mission that supports educational initiatives, scholarships, and programs that positively impact the lives of Purdue students and graduates. The Foundation's commitment to education and community engagement provides a fulfilling work environment where you can make a meaningful difference in the lives of individuals and the broader community. Additionally, you'll have access to a network of passionate colleagues and the resources needed to drive positive change, making the Purdue For Life Foundation an inspiring and rewarding place to build your career. Your next giant leap starts here. Apply today!

Essential Functions

• Identify, cultivate and secure new major, planned and principal level gifts.
• Work to achieve the planned giving unit's fundraising goals and objectives and meet assigned metrics for performance.
• Must engage in long-term cultivation and stewardship of planned giving prospects/donors.
• Travel to meet with alumni and friends of the University and be able to discuss planned gift arrangements.
• Assist donors and their advisors with appropriate language for will and living trust provisions.
• Draft proposals for gifts to Purdue through trusts, gift annuities, wills, life insurance and life estates.
• Build and manage portfolio for planned gift prospect maintaining appropriate contact.
• Support individual college units as assigned with general planned giving activity.

Additional Responsibilities

• Marketing responsibilities include responding to requests for information and leads generated through marketing materials; may include drafting and editing newsletter articles or other materials as needed.
• Travel and/or evening and weekend duties are required.

Skills, Knowledge and Abilities

• Outstanding interpersonal skills and a communication style that shows a passion for the cause and is professional, down-to-earth, enthusiastic, credible and confident.
• Natural ability to cultivate and sustain relationships.
• Excellent written and oral communication skills.
• Technical expertise and knowledge of planned giving vehicles and methods, tax and charitable gift laws and estate planning.
• Self-motivated, innovative and ability to work with considerable independence within the context of a team environment and a network of relationships.
• Position requires the handling of highly sensitive and confidential information and requires an exemplary track record of professionalism, maturity and discretion.
• Excellent ability to analyze and evaluate situations and make good judgments.

Required Education/Experience and Benefits

• Bachelor's degree required
• 3-5 years experience in planned giving or a related field (fund development, banking, finance, financial planning, etc.)
• Experience in securing major and planned gifts preferred.
• Law degree and/or experience in higher education philanthropy, trusts, estates or tax law beneficial.

Benefits Summary for eligible employees:

• 10 paid holidays per year.
• Accrue up to 22 vacation days a year.
• Traditional pre-tax 403(b) and Roth retirement plans available.
• 10% employer contribution to your retirement plan and immediate vesting.
• Health Savings Account- earn up to $450 annually towards medical expenses.
• Employer funded Preventative Dental and Vision insurance.
• Tuition discounts on eligible programs at Purdue University and Purdue Global for qualified employees, spouses, and dependents.