Strategic Senior Director, Planned Giving Initiatives

4 days ago


Québec, Quebec, Canada ROME GROUP Full time
Job Summary

As the Senior Director of Planned Giving, you will play a crucial role in advancing the university's planned gifts program. Reporting to the Assistant Vice Chancellor, Planned Giving, you will oversee the coordination and advancement of planned gifts, working closely with the Principal Gifts Team and other gift officers to ensure short and long-term fundraising success.

Key Responsibilities

  • Qualify, cultivate, solicit, and steward a portfolio of 40 donors and prospects in an assigned geographic region
  • Develop and implement planned giving strategies for top-level prospects and donors
  • Liaise with the Principal Gifts Team to ensure alignment and coordination of efforts
  • Provide expert advice and counsel on capital development projects and campaigns
  • Work closely with diverse constituents, including board members, chancellor, vice chancellors, deans, school, or unit directors

Requirements

  • Bachelor's degree
  • 6+ years of relevant experience in planned giving or a related field
  • Proven expertise in personal solicitations and the capital gift process
  • Familiarity with modern university capital gift techniques, including moves management, tracking systems, gift tables, and solicitation timing and status mechanisms
  • Ability to work effectively in a complex organization with diverse constituents

Preferred Qualifications

  • Experience working in a university or similar organization with complex reporting relationships
  • Planned giving specific experience, with significant personal involvement in planned gift solicitations
  • Ability to work outside of normal workday/office hours, including evenings and weekends


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