Senior Manager, Executive Planning

1 month ago

Quebec, Canada ROME GROUP Full time

Position Summary
The Senior Director of Planned Giving (SDPG) is responsible for assisting with the coordination and advancement of the university’s planned gifts program and reports to the Assistant Vice Chancellor, Planned Giving. This senior level position is within the Office of Planned Giving and is part of the Development Vertical. The SDPG is an important leader in major planned giving markets and must be a highly experienced professional with excellent interpersonal skills and gift planning experience. The SDPG will interact with some of the university’s most important constituencies. Travel is required.

Job Description
Primary Duties & Responsibilities:
Responsible for university planned and deferred gift activity including qualification, cultivation, solicitation, and stewardship of a portfolio of 40 donors and prospects in an assigned geographic region. In addition to planned giving activities, may assist in major and principal gift solicitations as warranted. Specific gift production and donor contact goals will be established on an annual basis.
This position will be the liaison to the Principal Gifts Team, assisting the team with planned giving strategies for top-level prospects and donors. Also responsible for assisting the principal gifts team and other gift officers with qualification, cultivation, solicitation, and stewardship of principal gift prospects.
The Senior Director of Planned Giving will work closely with all levels of development officers in a territory to ensure short and long-term fundraising success and will coordinate with the territory Executive Director in reaching the planned giving total for the territory. Serve as a resource for all planned giving activities and presentations. The position will also work closely with subject matter experts in the Philanthropic Strategy Vertical to meet the fundraising priorities of the Danforth Campus schools, Medicine, programs, university priorities, university initiatives, and Principal Gifts team to identify, cultivate, solicit, close, and steward principal gift prospects.
Serve as a senior leader/mentor within the Office of Planned Giving via management of assigned projects. These activities would include UA wide planned giving projects and initiatives. Assist the Assistant Vice Chancellor, Planned Giving, with strategic planning, projections and summaries and reports.
The SDPG will help to create and foster a culture of collaboration and teamwork that celebrates outcomes, builds individual and team capacity, and ensures that WashU UA is a preferred workplace.
Perform other duties as assigned.

Working Conditions:
Job Location/Working Conditions:
Normal office environment
Ability to travel to various on- and off-campus locations
Physical Effort:
Typically sitting at a desk or table
Repetitive wrist, hand or finger movement
Occasional lifting (25 – 50 lbs.)
Equipment:
Office equipment
The above statements are intended to describe the general nature and level of work performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all job duties performed by the personnel so classified. Management reserves the right to revise or amend duties at any time.

Required Qualifications
Education:
Bachelor’s degree
Certifications:
No specific certification is required for this position.
Work Experience:
Relevant Experience (6 Years)
Skills:
Not Applicable
Driver’s License:
A driver’s license is not required for this position.

More About This Job
Preferred Qualifications:
Ability and flexibility to work outside of the normal workday/office hours including evenings and weekends.
Experience within a complex university, national coordinating organization, or organization with sub-units and complex reporting relationships.
Planned giving specific experience.
Experience should include significant personal involvement with planned gift solicitation.
Demonstrated expertise with personal solicitations and the capital gift process.
Familiarity with modern university capital gift techniques (moves management, tracking systems, gift tables, solicitation timing and status mechanisms, capital and inclination ratings, prospect management grids, etc.)
Experience providing “in-house” development advice and/or counsel to related units within a complex organization.
Ability to work effectively with diverse constituents (board members, chancellor, vice chancellors, deans, school, or unit directors, etc.)
Outstanding ability helping to plan, coordinate and manage capital development projects and campaigns.

To Apply:
Senior Director of Planned Giving
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